Integrating SharePoint with Microsoft Dynamics CRM CRM3007 Dennis Hobmaier Sr. Technical Solutions Professional @AvePoint Abstract: This session will show you how you can be more productive with Microsoft Dynamics CRM. You will learn: • How to integrate Dynamics CRM and SharePoint. This can be used to manage documents related to a Dynamics CRM record • How dedicated SharePoint users can collaborate with pure Dynamics CRM users • Extend Dynamics CRM Search capabilities • Integrate your phone using TAPI – tracking calls in CRM is just one click away • Record based Backup and Recovery • Windows 8.1 Apps to support you at your fingertips

Agenda #WhoAmI Dynamics CRM World? #GetItDone Live Demo Documents? Got it – Search with SharePoint! #GetItDone Live Demo What else? – 3rd Party Tools Start today – Windows 8 Apps (free) Wrap Up and Q&A

#WhoAmI

Our Strengths: About AvePoint Technologies Solutions Partners Support Services Community

Infrastructure Management Productivity / Mobility AvePoint Solutions: Collaborate with Confidence across the Microsoft Technology Stack Infrastructure Management Governance Compliance Productivity / Mobility Governance Automation Compliance Guardian Productivity and Mobility Suite Key Platform(s) DocAve IT Professionals Privacy, Risk & Compliance Officers End Users Customer Stakeholders Microsoft Technologies

@DHobmaier – Dennis Hobmaier @avepoint.com Sr. Technical Solutions Professional http://www.hobmaier.net @dhobmaier

Dynamics CRM World? Section title slide (Optional)

Entities Structured Data Leads Opportunities Offer Accounts Cases

The World is changing Mobile Devices Responsive Design Different resolutions Control at your fingertips Release Cycle Apps

Documents?

Benefits of SharePoint Unstructured Data Documents Social Sharing Versioning Check-In and Out

Architechture

Permissions / Security Architechture Permissions / Security Cloud On-Premise Hybrid Records

Got it – Search!

Advantages SharePoint users can work with CRM documents SharePoint Crawler will automatically make documents searchable SharePoint 2013 contains Fast Search by default Create documents where they‘re needed Everyone knows how to use Search Everyone is using Google Search It doesn‘t matter where I‘m storing a document as long as I can find them Metadata Office Web Access

#GetItDone Demo placeholder (Optional)

Components you‘ll need Dynamics CRM SharePoint 2013 SQL Server Reporting Services Optional: Yammer Cloud / Office 365

Download For CRM 2013 including SP1: Microsoft Dynamics CRM 2013 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers) http://www.microsoft.com/en-us/download/details.aspx?id=40345 For CRM 2013 RTM: Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers) http://www.microsoft.com/en-us/download/details.aspx?id=5283

SharePoint Sandboxed Solution AllowHtcExtn.ps1 http://intranet Starts Sandboxed Solutions Service (SPUserCodeV4) Adds htc MIME-Type to IIS Web Application Create a Site Collection Enable Site Collection Feature

Enable Dynamics Integration Settings – Document Management – Enable Server-based SharePoint Integration Entities Account KbArticle Lead Opportunity Product Quote SalesLiterature Custom = EntityMetadata.IsDocumentManagementEnabled attribute value to true

Demo

What else? – 3rd Party Tools

Productivity Suite Productivity Suite Call Assist Record Rollback Tags SearchAll Tags

Start today – Windows 8 Apps (free)

Timeline View, manage, and log Dynamics CRM activity on the go Improve CRM User Productivity

Pipeline View and manage Dynamics CRM opportunities on the go Improve CRM User Productivity

Wrap up – Our resources Visit www.AvePoint.com/Resources White Papers eTutorial Videos Visit www.AvePoint.com/Resources Customer Success Stories

EVENT SPONSORER TRACK SPONSORER EXPO SPONSORER

Q&A #Ask me about everything! Join me at the Microsoft Booth the next 30 minutes @Meet The Experts Dont forget to: Evaluate this session! Follow me @DHobmaier