SharePoint 2010 integration with CRM 2011

News*

Mai Omar Desouki Senior Solutions Developer

ITEgyptCorp

maio@itegyptcorp.com

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Website: http://www.itegyptcorp.com

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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

Videos

• 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.