SharePoint Saturday Belgium 2014 - SharePoint and Dynamics CRM: understanding their strengths and...
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SharePoint and Dynamics CRM: Understanding their strengths and integration potential #SPSBE21 Peter Baddeley April 26 th , 2014
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Transcript of SharePoint Saturday Belgium 2014 - SharePoint and Dynamics CRM: understanding their strengths and...
SharePoint and Dynamics CRM: Understanding their strengths and integration potential#SPSBE21Peter BaddeleyApril 26th, 2014
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About Me
Solution Architect, Community Speaker and Community Organiser
SUGUK East Anglia & SQL Saturday Cambridge
Work for ISC Software Solutions
Talk about my Project Experiences
Twitter: @Baddaz
Email: [email protected]
Blog: www.baddaz.com
About You
About this Session
Exploring the Integration between Dynamics CRM and SharePoint
How CRM uses SharePoint
How CRM and SharePoint can build solutions
How to approach building these solutions
Using Office 365 Demo Environment
Relevant to On Prem, Cloud or Hybrid Scenerios
Agenda Introduction
Positioning the Products
Out of the Box Integration
Further Integration Opportunities
XRM
Getting it Deployed
Wrapping it Up
Positioning the Products
What is Dynamics CRM
Relationship Management System
Typically focused on Winning and Servicing Customers
Sales, Marketing and Service Modules
Very Customisable
Outlook Integration and Mobile Apps
Demo 1
Quick Intro to Dynamics CRM
Click to insert photo.
CRM vs SharePoint
Both can do the same thing
Eg Contact Management, Issue Management, Task Management
CRM typically Customer Focused
CRM strong at managing multiple relationships
SharePoint strong in areas including Document Management and Business Intelligence
Out of the Box Integration
CRM using SharePoint/Yammer Functions
SharePoint/Yammer Provide functions which CRM does not perform well
Integrated to be part of CRM
CRM centric integration
Challenges using integrated data outside of CRM
Documents IntegrationCRM List Component
Process to create Structure in SharePoint
Library per Entity
Folder per Record
Link to your own Library/Folder
Demo 2
Documents in CRM and SharePoint
Documents Integration: Key Considerations
It’s a Sandbox Solution
Different Versions of List Component
Watch Out for Download Link
Extra Setup for On Prem
Most likely require SSL
Probably separate Web App/Site Collection
Yammer Integration
Yammer Feed in CRM
Post about a Record
Some options to secure Yammer posts
Embed Yammer feed into SharePoint
Demo 3
Yammer in CRM and SharePoint
Click to insert photo.
Yammer Integration: Key Considerations
Integration relatively Immature
Not Easy to Link into SharePoint
Considerations about Security
Summary Integration focused on CRM
Does not necessarily work the way you want in SharePoint
CRM security does not flow into the Integration
Work required if wider use in SharePoint required
Further Integration Opportunities
Taking Integration FurtherBuild solutions using both product’s strengths
Users using individual or both products
There are no specific pre built integration routes
BCS, Form & Workflow, Business Intelligence
BCS Visualise CRM data in SharePoint
Users who don’t need to edit CRM data
Search CRM Data
Mix with other Data to create “Single View of Customer”
Forms/Workflow Create Records in CRM from SharePoint
Lookup CRM data from SharePoint
Create X in SharePoint from CRM
SharePoint Tool or Development
Third Party Solutions - Nintex or K2
SharePoint Project Site
Documents
Business Intelligence CRM uses in built Queries, Charts and Reporting Services Wizards
Reports locked into CRM
Build more complex reporting using Excel/Power BI or Reporting Services
Share through SharePoint
Publish into CRM
Demo 4
Power BI and CRM
Click to insert photo.
Summary Not everyone need access to CRM
Surface data to non CRM Users
Consolidate CRM data with other data
Processes involving CRM and SharePoint
Integration methods are not pre-built
Work with data through export methods or Web Services
XRM
Anything Relationship ManagementSolutions using the relationship management capabilities of CRM
Create custom Entities
Don’t have to involve Account, Contact etc
SharePoint Integration Options still available
Demo 5
XRM Solution
Click to insert photo.
Getting it Deployed
Things to Consider
Roles of each Product in Solution
Who is doing what in each product
Licensing – Full, Read Only, XRM
Multiple Organisations in CRM
Where to deploy
Deployment Options
Which version of CRM
Which version of SharePoint
On Prem / Office 365 / Azure
Wrapping it Up
Using Product Strengths
Match the product to the requirements
SharePoint/Yammer used to fill weaknesses in CRM
Out of the Box Integration is CRM Focused
Don’t assume out of the box integration the whole solution
Build a Solution
Don’t implement SharePoint or CRM
Think about who needs to do what with each product
Think about the platform and limitations
Get the right skills in both products
Questions
Thank you!
