This document discusses integrating SharePoint 2010 with Microsoft Dynamics CRM 2011. It describes how SharePoint lists can be enabled for document management within CRM records. It also provides links to resources on building custom workflows, using Silverlight web parts, and accessing CRM data from SharePoint. Videos are referenced that cover topics like solutions, user experience extensibility, and upgrading from CRM 4.0 to 2011.

1. SharePoint 2010 integration with CRM 2011
News*

2. Mai Omar Desouki
Senior Solutions Developer
ITEgyptCorp
maio@itegyptcorp.com
Blog: http://maiomar.itegyptcorp.com
Website: http://www.itegyptcorp.com
MSDN Profile: http://social.msdn.microsoft.com/profile/mai%20omar%20desouki
Facebook: http://www.facebook.com/mai.omar.desouki
Twitter: #Mai_ITEgyptCorp

9. SharePoint Sites

27. Local copy saved for offline access
Synchronizing only updated Editing conflict resolved by merge
sections (deltas) engine

36. SharePoint Insights

38. SharePoint Insights

44. What can be deployed?
• Web Parts
• Event Receivers
• Feature Activation Receivers
• Workflow Actions
• InfoPath Forms
• Site and List Templates
Restricted to Limited resources
• Code CPU Time
• SQL Execution Time
• Number Exceptions
Custom Code is Isolated
• Separate Process/Server
• Scale Out

45. My Artists
Artist Tracker > Artists
Contracts
Artist Name Address City State
Artist
Artist Name: Mandible
Deathrattle
Artists Concourse
Jay Hamlin Trio
Down on the Bayou
Andrew Datars Quartet
Agent:
Concourse
Stuck in the Mud
Jay Hamlin Trio
Tastes like chicken
Down on the Bayou
Mandible
Concourse

49. Front End Integration
Web Outlook Mobile
Integrated
Extensible Application: Form and client
Applications Reporting
side events, Ribbon, Sitemap,
Web Resources, JSlibraries… (Dashboards, Charts, Excel and SRS)
Web Services
Back End Integration
server-to-server
Pre-Event Plugins Post-Event Plugins Custom Workflow
(.NET Assemblies) (.NET Assemblies) (.NET Assemblies)
Synchronous and Asynchronous Business Logic
Business Entity Components
Workflow
Security
Data Access Components
Data Access Platform
Filtered SQL Views
Metadata Data

50. • .NET 4 & WF4
• Solution Packaging
Fundamentals • Strong types & LINQ
• Field Level Security
• Visualizations
• Web Services
• WCF / REST / oData for Client Apps
Integration • Transaction Support
• SharePoint, Office
• Claims Authentication
• Custom code on Server
Cloud • Sandbox with external calls
• Azure Integration
• Global Markets

51. Structured & Social Information Informal Rules Enterprise Across Teams &
Semi-structured Engagement & Evolution & Search Domains
Data Collaboration Storage
SharePoint
Structured Interactions, Information Formalized Data Query & Within Teams &
Relational Data Activities & Generation & Processes Filter Domains
Tasks Analytics
xRM

52. Custom Workflow Activity

53. SharePoint Office
Silverlight Web Part External Add-In Doc Open XML
List Solution
ASMX WCF BCS SQL

54. // Use the connection string from config
var crm = new CrmDataContext ("CRMOnline");
//Create a new contact called Allison Brown.
var contact = new Contact()
{
FirstName = "Allison",
LastName = "Brown"
};
crm.AddTocontacts(contact);
crm.SaveChanges();

56. What Does it Mean for CRM & SharePoint
SharePoint
Silverlight
SP COM
ASMX/WCF/BCS

57. Videos

58. • Introduction
• Solutions
• User Experience Extensibility
• Visualizations and Dashboards
• WCF Web Services
• LINQ and oData
• Plugins
• Processes
• Client Programming
• Silverlight
• SharePoint & CRM
• Windows Azure & CRM
• Upgrading from CRM 4.0 to CRM 2011
• Dynamics Marketplace

65. http://crmscape.blogspot.com/2010/09/ms-crm-2011-sharepoint-list-
component.html

67. Select entities to be enabled for Define folder structure to be used in
Document Management path names

77. http://sharepoint2010.microsoft.com/Pages/default.aspx
http://blogs.msdn.com/sharepoint/
http://technet.microsoft.com/en-
us/library/ee661740.aspx
http://code.msdn.microsoft.com/odcsp14ta

79. ©2009 Microsoft, Microsoft Dynamics, the Office logo, and Your potential. Our passion. are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft
must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR
STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.