SharePoint 2010 integration with CRM 2011
News*
Mai Omar Desouki Senior Solutions Developer
ITEgyptCorp
Blog: http://maiomar.itegyptcorp.com
Website: http://www.itegyptcorp.com
MSDN Profile: http://social.msdn.microsoft.com/profile/mai%20omar%20desouki
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Twitter: #Mai_ITEgyptCorp
SharePoint Sites
Editing conflict resolved by merge
engine
Synchronizing only updated
sections (deltas)
Local copy saved for offline access
SharePoint Insights
SharePoint Insights
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
Artist Tracker > Artists
Artists
Contracts Artist Name Address City State
Artist
Mandible
Artist Name: Mandible
Agent: Andrew Datars Quartet
Stuck in the Mud
Tastes like chicken
Deathrattle
Jay Hamlin Trio
Down on the Bayou
Concourse
Down on the Bayou
Concourse
Concourse
Jay Hamlin Trio
My Artists
Pre-Event Plugins (.NET Assemblies)
Post-Event Plugins (.NET Assemblies)
Web Services
Custom Workflow (.NET Assemblies)
Back End Integration
server-to-server
Extensible Application: Form and client side events, Ribbon, Sitemap, Web Resources, JSlibraries…
Integrated Applications Reporting
(Dashboards, Charts, Excel and SRS)
Front End Integration
Web Outlook Mobile
Business Entity Components
Data Access Components
Synchronous and Asynchronous Business Logic
Secu
rity
Wo
rkflo
w
Metadata Data
Filtered SQL Views
Data Access Platform
• .NET 4 & WF4
• Solution Packaging
• Strong types & LINQ
• Field Level Security
• Visualizations
Fundamentals
• Web Services
• WCF / REST / oData for Client Apps
• Transaction Support
• SharePoint, Office
• Claims Authentication
Integration
• Custom code on Server
• Sandbox with external calls
• Azure Integration
• Global Markets
Cloud
Structured & Semi-structured
Data
Social Engagement & Collaboration
Information Evolution &
Storage
Informal Rules Enterprise Search
Across Teams & Domains
Structured Relational Data
Interactions, Activities &
Tasks
Information Generation &
Analytics
Formalized Processes
Data Query & Filter
Within Teams & Domains
SharePoint
xRM
Custom Workflow Activity
ASMX
SharePoint
Silverlight Web Part External
List
Office
Open XML Add-In Doc
Solution
WCF BCS SQL
// 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();
What Does it Mean for CRM & SharePoint
SharePoint
Silverlight
SP COM
ASMX/WCF/BCS
• 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
http://crmscape.blogspot.com/2010/09/ms-crm-2011-sharepoint-list-component.html
Select entities to be enabled for
Document Management
Define folder structure to be used in
path names
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
©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.
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