Developer's Guide to Integrating Microsoft Dynamics CRM & SharePoint 2013Girish RajaTechnical Product Manager, Microsofthttp://blogs.msdn.com/girishr, @girishr

SPC085

Business Solutions

Productivity Services

Cloud OS

The

MicrosoftCloudComprehens

iveTrustworthyIntegratedFlexible

Microsoft Unified Business Platform

Business solutions

Application Services

Data Platform

Microsoft Platform

Microsoft Confidential

Unified Experience

SubscriptionIdentityManagementDevelopment

PC Phone Tablet

Document Integration Extensibility

Analytics with PowerView

Business Connectivity Services

Agenda

DEVICES

Tablet Desktop Phone

WORKLOADS

DEPLOYMENT

Customer Relationship Management

Sales Marketing ServiceExtended

CRM

Cloud

Relationships | Interactions | Process | InsightsFramework

On-Premises

Reporting(Dashboards, Charts, Excel, FetchXML and SRS)

IntegratedApplications

CRM Architecture Drill Down

Pre-Event Plug-ins

(.NET Assemblies)

Post-Event Plug-ins

(.NET Assemblies)

Web Services

Custom Workflow(.NET Assemblies)

Backend Integration Server-to-Server

Extensible Application: Form and client side events, Ribbon, Sitemap, Web Resources, JS libraries…

Front End Integration

Business Entity Components

Data Access Components

Synchronous and Asynchronous Business Logic

Metadata

Data

Filtered SQL Views

Data Access Platform

= Extensibility Points

Mobile TabletOutlookWeb

W

ork

flow

Secu

rity

SharePoint & CRM are Complementary

Structured & Semi-structured

Data

Social Engagement & Collaboration

Information Evolution &

Storage

Informal Rules Enterprise Search

Across Teams & Domains

Structured Relational

Data

Social Interactions &

Tasks

Information Generation &

Analytics

Formalized Processes

Data Query & Filter

Within Teams & Domains

SharePoint

CRM

Document Integration

Out of Box Document Integration

Works with Online & On-Premises (SharePoint & CRM)

Update for other Browsers (Firefox, Chrome, etc) coming in December

Update for SharePoint 2013 (online & on-prem) coming in early 2013

Native CRM View of Documents

Native SharePoint Actions (Check-in,

Checkout, …)

Document Library StructureDocument Library per CRM Entity

Separate Folder for each CRM Record

Open in SharePoint button

Documents reside in SharePoint

Manually Change Locations if need be

• Library instead of folder per record• Perhaps Document Workspace• Synchronize Security • CRM renames to cascade to SP•Merging CRM records to merge SP folders•…

But, but, I want ….

Demo

Extending the Native SharePoint Document Integration

http://crmconsultancy.wordpress.com/2011/10/27/crm-2011-integration-with-sharepoint-custom-document-management/

Analytics

Business Intelligence in CRM

Data Drill Through Advanced Analysis

Self-Service Dashboards

Guided Report Wizards

Power View with SQL 2012 & SharePointConsiderations• Uses OData• On-Prem AD only

Power View with Excel 2013

Advantages• Uses CRM Outlook Add-in•Works with CRM Online• SharePoint 2013 Online publishing*

Demo

CRM Analytics with PowerView Dashboards

On-Premises & Online

Business Connectivity Services

BCS with SP2010 & CRM

SharePointDesign Tools

Office Applications

BCS Client

Business Data Connectivity

External Content Type Repository

External Lists

Dev Platform

Enterprise Search

Business Intelligenc

e

Collaboration Social

Enterprise Content

ManagementSharePoint Designer

Visual Studio

BCS in SharePoint 2013

LOB WCF/WS DBOData

CRM-BCS Integration Approach

Student

SP Online(Office 365)

ProxyOData Service

CRM Online

Windows Azure

Demo

BCS with SP2013 & Dynamics CRM using

OData Proxy Approach

• SPC093: Document Management and Collaboration Best Practices with Microsoft SharePoint, Office and Dynamics CRM

• SPC185: Overview of Social CRM: Using Microsoft Social technologies for real business benefit

Related Session Recordings

Document Integration Extensibility

Analytics with PowerView

Business Connectivity Services

In Review

Evaluate this session now on MySPC using your laptop or mobile device: http://myspc.sharepointconference.com

MySPC

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.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.