Microsoft Dynamics CRM (XRM) & Microsoft Sharepoint

INTRODUCING SHAREPOINT 2010 MICROSOFT DYNAMICS XRM 2011A tour of new features and integration

By: Ali [email protected]@mapnaboiler.com

MAPNA Boiler Engineering & Manufacturing Co.

MICROSOT SHAREPOINT 2010


Microsoft

SharePoint 2010

•What is sharePoint?•History of sharePoint versions.•New features in SharePoint 2010.


PowerPoint 2007 This presentation demonstrates the new capabilities of PowerPoint through examples. You can

view it in Slide Show or by browsing through the slides in Normal View. These slides are designed to give you great ideas for the presentations you’ll create in PowerPoint 2007!

Text, Graphics & Pictures

SmartArt

Themes & Quick Styles

New Layouts


PowerPoint 2007 This presentation demonstrates the new capabilities of PowerPoint through examples. You can

view it in Slide Show or by browsing through the slides in Normal View. These slides are designed to give you great ideas for the presentations you’ll create in PowerPoint 2007!


SmartArt


New Layouts

The SharePoint Wheel


07!Microsoft's SharePoint marketing refers to the “SharePoint Wheel" to help describe the package of functionality built into the SharePoint platform. The wheel refers to six abstract functional capabilities:

•The SharePoint platform fundamentally enables users to provision 'sites' (public or private) without a requirement for specialized knowledge. SharePoint is designed to become the central location for management of sites in an organization.

Sites

•SharePoint aims to support the formation of communities within an organization - these communities may form around teams, projects, clients, geographic locations, etc. SharePoint also provides social features and social integration.

Communities:

•SharePoint provides a central location to put content such as files, documents, or general information. This can be accessed and modified within a web browser or using a client application (typically Microsoft Office) via desktop or smartphone. SharePoint 2010 also provides a concurrent edit ability with Office 2010.

Content:

•SharePoint provides a range of search abilities, including in documents, in external content (such as network shares or public websites), and in user profiles.Search:

•SharePoint provides data integration, data crawling, and report design to enable business decision making. SharePoint can integrate with SQL Server Reporting Services to surface business intelligence.Insights:

• SharePoint provides an application platform based on ASP.NET 3.5 allowing no-code solutions to complex business problems using SharePoint Designer. SharePoint also allows custom code solutions to be deployed using Visual Studio.

Composites:

The SharePoint Wheel


This presentation demonstrates the new capabilities of PowerPoint through examples. You can view it in Slide Show or by browsing through the slides in Normal View. These slides are designed to give you great ideas for the presentations you’ll create in PowerPoint 2007!


SmartArt


New Layouts

Features


MICROSOFT DYNAMICS XRM 2011

eXtended Relationship Management

MICROSOFT DYNAMICSPower your business productivity

Microsoft Dynamics is the business solutions arm of Microsoft


xRM one platform , many applications

xRM is Anything(x) Relationship Management. It is the concept of leveraging a flexible and powerful platform, and the applications sitting on that platform, to meet any and all business requirements.


xRM is a platform that use Microsoft Dynamics CRM and extend it for building Custom applications.

There are a couple of different definitions for XRM. One is that the “x” stands for extended , as in extended relationship management. The other definition is that the “x” is a variable, and means “anything” relationship management, such as partner relationship management, constituent relationship management, employee relationship management, etc. Both of these definitions are referring to building any application on top of the Microsoft Dynamics CRM platform. Building an XRM application can take the form of customizing the existing customer relationship management applications that are included in Microsoft Dynamics CRM, or by designing completely new line-of-business applications that are not based on the sales, service, or marketing capabilities included in Microsoft Dynamics CRM. The common thread to all the definitions of XRM and methods of extending it is that your application will use the Microsoft Dynamics CRM as a platform, leveraging the capabilities of the platform to deliver business value to your users.

Just like the .net framework librariesWhich ease the work of programmers with Its predefined methods, Dynamics xRM Would change the hardship of designing LOB Applications.


The top ten reasons organizations choose Microsoft Dynamics CRM

Value Productivity

Familiarity

Innovation The Cloud

Partner Network

Global Availabilit

yMicrosoft

OfficeBusiness Insights

Extended CRM

Industries

Government

Financial Service

Manufacturing

Professional

Services

Healthcare

Providers

Health & Social

ServicesRetail

Hospitality &

Entertainment

Education Media


Microsoft CRM Core Modules


MarketingDataSegmentationPlanningExecutionResponseLeadsTimesaversWorkflowsMobilityAnalytics

Manage your data effectively

• Effortlessly import data from other sources into Microsoft • Use predefined data-mapping rules or create new ones on the

fly. • Confirm data import status with automatic e-mail notification. • Intelligently cleanse your data to eliminate duplications and

decrease your cost per engagement(CPE).

Pinpoint your marketing efforts

• Use natural-language queries to instantly segment customers or prospects.

• Create highly targeted lists and associate them with campaigns.

• Set up personal or public views for reuse. • Easily share target lists with colleagues and vendors. • Export lists into multiple formats for bulk email or direct-mail

communications.

Streamline campaign planning• Plan and track activities, tasks, budgets and details for each

marketing activity. • Set up product catalogues, price lists and discounts for

optimal offers. • Tailor messages and offers to highly targeted lists. • Save time and money with reusable campaign templates. • Use predefined workflows to streamline processes and

approvals. • Create Internet landing page for campaigns without any

coding. • Easily create marketing plans with embedded document

management capabilities.

Simplify campaign execution

• Initiate and distribute campaigns and communications instantly.

• Track and manage all event and customer details in one central platform.

• Use embedded Mail Merge capabilities to instantly send mass communications.

• Manually or automatically assign marketing tasks and leads. • Create on-the-fly campaigns with the Quick Campaign Wizard. • Create rules to trigger responses based on customer interest.

Improve response management

• Centrally capture and track responses for marketing campaigns.

• Automatically capture and categorize responses from Internet landing pages.

• Score responses using predefined rules. • Instantly assign responses to most qualified resources for

follow-up. • Instantly convert responses to leads.

Streamline lead tracking

• Better coordinate with sales by tracking leads in one centralized system.

• Automatically assign or score leads based on predefined workflows.

• Instantly light up the most promising leads with conditional formatting.

• Use guided dialogs to streamline the lead qualification process.

• Ensure your marketing staff are working on the most current leads with bidirectional data synch with Excel.

Extend value with Microsoft Office• Use Microsoft Dynamics CRM within Microsoft Office Outlook

for improved productivity. • Instantly find the information you need with preview panes,

personal views, record pinning and Most Recently Used lists. • Eliminate redundant email tracking through Office Outlook

synchronization• Better collaborate with co-workers with embedded presence

feature. • Streamline mass mailings with built-in mail-merge capabilities. • Add Office Outlook contacts to marketing lists with a few

mouse clicks.

Automate workflows• Boost productivity with personal, team, or organizational

workflows. • Dynamically assign tasks to the most appropriate resource

using configurable rules. • Accelerate approvals using predefined workflows.• Automate followup with predefined triggers. • Set alerts and reminders for campaign milestones.

Mobile Express for Microsoft Dynamics CRM• Access customer data from any web-enabled device

anywhere, anytime. • Track budgets and push through approvals while on the road. • Create or update campaigns on the fly.• Update, qualify or assign leads while on the road. • Track key marketing metrics while on the road with rich offline

reporting.

Gain key insights for decision making• Measure your marketing success with key performance

indicators (KPIs). • Gain business insight with flexible dashboards and inline data

visualization. • Follow key marketing objectives with comprehensive goal-

tracking capabilities. • Track key campaign indicators with built-in reports. • Identify trends and allocate resources with powerful predictive

analytics.• Use robust data cubes for trending analysis.


Sales

Planning LeadsOpportunitiesAccountsTimesaversPipelineWorkflowsMobilityMobilityAnalytics


Customer Services

AccountsAnalyticsCasesContractsKnowledgeMobilitySchedulingWorkflows


What Microsoft is saying:

xRM is a flexible development platform. Accelerate the creation of Line of Business (LOB) applications using Microsoft Dynamics CRM as a flexible development platform.

Rapid development platform (RDP). By leveraging the Microsoft Dynamics CRM framework (database, UI, workflow, reporting engine), a savvy user or business analyst can now accomplish what before would require a developer. In other words, RDP means less need for custom development or a developer.

Why XRM?

There are a number of advantages to building an application on top of Microsoft Dynamics CRM instead of SQL Server:

HelpdeskCase

Management

Service Scheduling

Activity Tracking

E-Commerce

Marketing Campaigns

Sales-Force-Automation Auditing Business

Insights ….

Microsoft Dynamics CRM platform comes with a number of in-the-box

entities and applications:

Microsoft Dynamics CRM includes the following features for any XRM

application:Security Workflow Reporting User

InterfaceOffice

Integration

Data modeling

Web Services Auditing Dashboar

ds ….

XRM Architecture:


xRM provides the capability to build multiple complex LOB applications on a common platform with a familiar and consistent user interface.

Dynamic Application Services

xRM provides dynamic application services to deliver a fully featured LOB application development platform that rapidly adjusts to meet your ever-changing business application needs.


Dynamic application services

xRM provides core functionality across multiple applications using dynamic applications services that are:

• Reusable across any number of applications. • Prebuilt so you don’t have to reinvent the wheel. • Flexible to support unique and hanging business needs. • Scalable for enterprise deployments.

Integration between XRM and Microsoft technologies

SHAREPOINT AND

XRM INTEGRATION

• SharePoint Widely used as CMS in an organization but some expert think of SharePoint as a BPM system. With the help of Windows Workflow Foundation and its related SharePoint workflow products like Nintex, K2, AgilePoint, Global 360, Metastorm creating Workflow for SharePoint has been improved. SharePoint is a suitable tool for creating simple business workflows but its not efficient for LOB and BPM applications.

Why integrate with SharePoint?

Why the integration between these two products makes so much sense:

• Microsoft brand and a large community and support network• Seamless Microsoft Office integration• Standards-based platforms (XML, XHTML, REST, SOAP, WCAG)• Shared skill sets for both platforms (.NET, WCF, REST, SOAP, JavaScript, Workflows)• Both platforms have native support for cloud technologies (Azure, OData)• Both platforms utilize the same backend data repository (Microsoft SQL Server)• Dynamics CRM and SharePoint are very complimentary (think structured data versus unstructured data)• 60 percent of current partner implementations of XRM involve SharePoint as well.


Sharepoint and xRM are ComplementaryCombined solutions cover broad business needs

SharePoint

xRM


Common Places to Integrate Dynamics CRM with SharePoint 2010

CRM Integration ExampleBusiness Connectivity Services

Create external list to CRM entity with read/write capability

SharePoint Client Object Model

Interact with CRM data from an external list

Microsoft Office Client Consume data directly from CRM or a BCS external list

Performance Point Services Run dynamic, analytical, and ad hoc reports on CRM data

Search Use BCS or Federated Search to include CRM data

Social Activity Feed Consume and subscribe to events from CRM

Web Parts Show CRM data within any SharePoint page

REST / Web Services Automatically create customer sites/libraries in SharePoint


Q & ABy: Ali [email protected]@mapnaboiler.com


Microsoft Dynamics CRM (XRM) & Microsoft Sharepoint

Technology

Transcript of Microsoft Dynamics CRM (XRM) & Microsoft Sharepoint