1. Integrating SharePoint with Microsoft Dynamics CRM CRM3007
Dennis Hobmaier Sr. Technical Solutions
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

2. 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

3. #WhoAmI

4. Our Strengths: About AvePoint
Technologies
Solutions
Partners
Support
Services
Community

5. 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

6. @DHobmaier – Dennis Hobmaier
@avepoint.com
Sr. Technical Solutions Professional
@dhobmaier

7. Dynamics CRM World?
Section title slide (Optional)

8. Entities
Structured Data
Leads
Opportunities
Offer
Accounts
Cases

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

10. Documents?

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

12. Architechture

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

14. Got it – Search!

15. 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

16. #GetItDone
Demo placeholder (Optional)

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

18. 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)
For CRM 2013 RTM: Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers)

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

20. 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

21. Demo

22. What else? – 3rd Party Tools

23. Productivity Suite Productivity Suite Call Assist Record Rollback Tags
SearchAll
Tags

24. Start today – Windows 8 Apps (free)

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

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

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

28. EVENT SPONSORER
TRACK SPONSORER
EXPO SPONSORER

29. Q&A #Ask me about everything!
Join me at the Microsoft Booth the next 30 The Experts
Dont forget to: Evaluate this session!
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