Integrating SharePoint with Dynamics CRM - Melanie Culver & Wolfgang Weidmann
Taking a look at how the sales process can be optimised, by using the collaboration features in CRM and SharePoint. See how the standard integration looks like and what there are for issues you can have with it. There are several things you can integrate from CRM to SharePoint or vice versa, to gain a better user experience. We will have a look at both APIs, check out other integration options and use-case it on interesting scenarios, to get the best of both worlds. --------- Throughout the complete sales process, from acquisition to delivery & support, a constant collaboration throughout the whole company is necessary. To gain a better integration experience, the default integration between SharePoint and Dynamics CRM can be enhanced. The session will show, how it is possible to create folder and metadata structures in SharePoint, when new CRM entities are created and how CRM metadata can be applied to SharePoint documents, for a better search experience. Furthermore, approaches will be presented how notes attachment in CRM can be moved to SharePoint and how complete project portals for CRM entities can be created.
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Integrating SharePoint with Dynamics CRM - Melanie Culver & Wolfgang Weidmann
- 2. Integrating SharePoint with Dynamics CRM Melanie Culver & Wolfgang Weidmann Solution Architects, ORBIS Austria GmbH, AUSTRIA
- 3. Melanie Culver Solution Architect for SharePoint melanie.culver@orbis.at http://www.xing.com/profile/Melanie_Culver https://www.linkedin.com/in/melanieculver Twitter: @CulverMelanie
- 4. Wolfgang Weidmann Solution Architect for Dynamics CRM wolfgang.weidmann@orbis.at https://www.xing.com/profile/Wolfgang_Weidmann2 https://www.linkedin.com/in/wweidmann Twitter: @woweidmann
- 5. Agenda • The Story • Default Integration • Folder Creation • Metadata & Enterprise Search • CRM Note Attachment • Creating Project Portals • Final Words
- 6. Story Lead Account Opportunity & Quote Win Project Dynamics CRM Dynamics CRM & SharePoint • Business Card • Picture • Contracts • Meeting Notes • Terms & Conditions • Offers • Technical Specifications • White Papers • Photos • Meeting Minutes • Calendar • CAD • Documents SharePoint Folders, Metadata Note with Attachment Enterprise Search Projects
- 7. Default Integration • Lead • Account • Opportunity • Quote • SiteCollection • Doc Lib Lead • Doc Lib Account • Folder Account • Doc Lib Opportunity • Doc Lib Quote
- 8. Default Integration • Lead • Account • Opportunity • Quote • SiteCollection • Doc Lib Lead • Doc Lib Account • Folder account • Folder opportunity • Folder Opportunity • Folder quote • Folder Lib Quote
- 10. Problems with the Integration • Flat file structure • No metadata – No search • No permission handling • Only one default SiteCollection/Library • Note Attachment • Missing Collaboration
- 11. CRM Plugin
- 12. Create Folders • CRM PlugIn • => similar to Sandbox Solutions in SharePoint • Triggers on certain events in CRM • Limited functionality • No access to GAC • Communication to SharePoint via HTTP(S) / REST API
- 16. Note Attachement
- 17. Dynamics CRM Note Attachment Demo
- 20. Integration Modes • Server-based Integration • Native integration into CRM • Only relative paths • No metadata & no folders shown • Microsoft Dynamics CRM 2011 List Component • Sandbox Solution! -> Deprecated • Do not use any more! • iFrame • Metadata & Folders
- 21. General Thoughts • OneDrive for Business – Offline Sync • Folder structure • Permissions in SharePoint • Different Libraries or SiteCollections • Third party tools for permission replication • Office 365 Groups as Project Portals • UX for server-based integration has its flaws • Online vs OnPremises vs Hybrid
- 22. Round Up • Create Folders • Create Metadata and use for Enterprise Search • Move Note Attachment • Create Project Portals
- 23. Q & A ? ? ? ?
Editor's Notes
- CRM PlugIn - https://msdn.microsoft.com/en-us/library/gg328490.aspx
- REST API MSDN SP 2010 – https://msdn.microsoft.com/en-us/library/ff798339.aspx SP 2013 - https://msdn.microsoft.com/en-us/library/office/jj860569.aspx Wall poster - https://www.microsoft.com/en-us/download/details.aspx?id=41147