sharepoint saturday philly crm and sharepoint - better together
DESCRIPTION
SharePoint Saturday Slide deck from April 5 2014 at Microsoft in Malvern PATRANSCRIPT
Dynamics CRM SharePoint Integration
John MongellTechnology Consulting Manager
McGladrey.com
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• SharePoint
• End Users
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• Meetings: 2nd Tuesday of the month, Microsoft Malvern, 5:30-8 pm
WEB: www.TriStateSharePoint.org
EMAIL: [email protected]
TWITTER: @tristateSP
© 2012 McGladrey LLP. All Rights Reserved.
WHOIS
@JohnMongell
[email protected] MCP MCTS SharePoint 2003, 2007, 2010, 2013, SQLServer
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Best Practices for Enterprise Implementation
In this session, we will experience the value of using SharePoint for document storage attached to Microsoft
Dynamics CRM records
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Applies to both CRM 2011 and CRM 2013 versions
CRM2013 CRM 2011
On Premises or Online
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Applies to both SharePoint 2010 and 2013
SP 2013
SP 2010
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Best Practices for Enterprise Implementation
col·lab·o·ra·tion• the action of working with someone to produce or create
something• traitorous cooperation with an enemy
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CRM Document Storage Options
1. Stored in CRM record ‘Notes’ field as an attachment
2. Stored in SharePoint libraries, linked to CRM Records
3. Stored in contextual CRM Yammer conversations
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Stored in CRM Notes field
• Attachments are made in the Notes field
• Stored in the CRM db and linked to record
• Only 1 file can be stored per note
• No search capabilities
• No version control
• Limited collaboration options
Best Practice is to use this option when there are a smaller number of records needing contextual documents and no requirement for versioning, broad search or deep document collaboration.
© 2012 McGladrey LLP. All Rights Reserved.
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Docs stored in Yammer conversations
• Contextual to CRM records
• Only searchable through Yammer
• Basic content management, no versioning, etc.
• No workflows
• Skype and Yammer web integration
• Less secure, public to anyone in the Yammer group.Again, Best Practice here is to use this option when there are a smaller number of records needing contextual documents and no requirement for versioning, broad search or deep document collaboration.
© 2012 McGladrey LLP. All Rights Reserved.
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Stored in integrated SharePoint libraries
The SharePoint CRM List Connector solution
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Stored in integrated SharePoint libraries
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Stored in integrated SharePoint libraries
• Rich Content Management
• Full version control
• Site Collection level security for each entity, if required. Can keep intranet users from collaborating with CRM document storage.
• Non CRM users can get access to documents.
• Permission Management controlled outside of CRM
• Docs are searchable through SharePoint Search interface. (Or Not)
• SharePoint document workflows can be applied. (Alerts, Approvals)
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Integrated SharePoint libraries
Can be enabled only on customizable entities CRM that can be customized.
By default, document management is enabled for these entities in a new installation of CRM
Account
Kb Article
Lead
Opportunity
Product
Quote
Sales
Literature
Best Practice is to use this option when there are a MANY records, your team requires versioning or search or deep document collaboration. Or perhaps there is a need to expose them to non CRM users.
© 2012 McGladrey LLP. All Rights Reserved.
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…more CRM SharePoint Integration
Business Connectivity ServicesCreate an External Content Type to CRM data
Using On Premises method is straight forward, simply add a SQL data source to your CRM db.
Using CRM Online requires an Azure layer to Proxy the OData Service
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CRM-BCS Online Integration Approach
Q: Why do we need an Azure Proxy for CRM Online?
A: External authentication is not enabled on CRM Online’s REST endpoint. It is only available for use by jscript and web resources within CRM, but we hear that limitation may change in the future.
Student
ProxyOData Service
CRM Online
Windows Azure
SharePoint
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Common and useful External Content Types for CRM
• You could easily create a SharePoint list of all of your CRM Accounts,
Contacts, Opportunities or Projects.
Want to try it? Read Girish Raja’s blog:
http://blogs.msdn.com/b/girishr/archive/2013/05/13/connecting-sharepoint-online-and-crm-online-using-bcs-2013-edition.aspx
• Use an ECT list as a reference for creating a SharePoint search on your other software databases, like Microsoft Dynamics GP or your staffing software !
• Search results from the CRM database can present a security concern. To security trim these results, you will need to create and implement a custom security trimmer to the Search Service application.
© 2012 McGladrey LLP. All Rights Reserved.
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Common Troubleshooting Issues
Problem Observations/Issues Recommendations
Cannot open iFrame • User received the message: "This content cannot be displayed in an iFrame"
• Add CRM and SharePoint to Trusted Sites
• Check ‘Display Mixed Content” in security zone
• If SharePoint is on a separate domain, Sign into your SharePoint site
Users in SP can search and discover all CRM documents
• Search returns links to the CRM document repository to all users
• Add a User Policy for the web application hosting the documents
• Use security groups in all sites and libraries that hold CRM documents
Performance Issues as volume increases
• Backups taking forever
• Logins and user permissions taking longer than expected
• Segregate CRM documents into their own DB, Web App, Site Collection.
© 2012 McGladrey LLP. All Rights Reserved.
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Architecture and Governance Best Practices
Area Recommendations
Security • Secure your SharePoint Document Libraries
• Create a CRM Document Storage Site Collection on its own database
• Use Cross Site Publishing to another branded site collection
• Create a Web Application level User Policy
Structure• Document Libraries should contain Managed Metadata columns. You
should either automatically assign Metadata to the documents or have the user entered it. This way if you expose the documents outsite of CRM, they can be more easily filtered, rather than using the default folders.
• Use security groups in all sites and libraries that hold CRM documents
© 2012 McGladrey LLP. All Rights Reserved.
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Dynamics CRM News and Updates
Internet Explorer 11 and Windows 8.1 support added for Dynamics CRM 2013
In February 2013, MSFT integrated Yammer into Microsoft Dynamics CRM
In the spring 2014 release of Microsoft Dynamics CRM,
MSFT further enhances customer-facing enterprise social capabilities by delivering a comprehensive set of new social listening, marketing, and service desk capabilities.
http://www.microsoft.com/en-us/news/press/2014/feb14/02-18crmspringpr.aspx
© 2012 McGladrey LLP. All Rights Reserved.
CRM and Yammer
Yammer and Skype integration were in the CRM 2011 update
Follow CRM records in Yammer
Search across Yammer & CRM
Seamless conversations
Publish to Yammer activity stream
Desktop, browser & device choice
Post, Like & Share
Social Layer
Follow in CRM auto-follows the OpenGraph object in Yammer.
Same behavior for following users
User posts on record wall – Yammer
© 2012 McGladrey LLP. All Rights Reserved.
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Why Social is so important to us all…
Gartner predicts that by 2017, CMOs will spend more on IT than CIOs.
Microsoft acquires Parature to add customer self-service suite to CRM
…provides helpful insights for sales organizations when interacting with customers so that they are aware of open support issues before and/or during client interactions. This integration provides a real-time web resource in Dynamics CRM on the account or contact level with a portal or window view of Parature tickets associated with Microsoft Dynamics accounts or contacts.
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Microsoft Key Acquisitions for Dynamics
+
= Microsoft Social Listening
GA Q2 2014
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Introducing Microsoft Social Listening (MSL)
Microsoft Dynamics CRM aligned UI
Responsive design – desktop, tablet, phone
Easier setup
O365 identity integration
Faster download of posts
Geo expansion
Fully running on Azure
© 2012 McGladrey LLP. All Rights Reserved.
Included for all CRM Online Professional >= 10 seatsIncluding basic posts/month limit
Reduced price for CRM On-Premises ProfessionalIncluding basic posts/month limit
Buy higher “posts/month limit” as add-on
Democratizing SocialStand-alone Preview early March - GA early Q2
Stand-alone, minimum 1 seatIncluding basic posts/month limit
© 2012 McGladrey LLP. All Rights Reserved.
Social Dashboard on CRM
Q1 CY 2014 Q2 CY 2014 Q3 CY 2014 Q4 CY 2014 H1 CY 2015
Microsoft Dynamics Marketing “Mira”
Microsoft Dynamics Marketing “Electra”
CRM
Social
Marketing
Parature
Microsoft Social Listening “Subra”
Microsoft Social Listening “Hydra”
Microsoft Dynamics CRM “Libra”
Microsoft Dynamics CRM “Vega”
Microsoft Dynamics CRM “Leo”
Acquisition Integration v1
SPR
ING
WAV
E
FALL
WAV
E
CRM Roadmap
© 2012 McGladrey LLP. All Rights Reserved.
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Microsoft is practicing Social techniques like we are!
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Microsoft is practicing Social techniques like we are!
© 2012 McGladrey LLP. All Rights Reserved.
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CRM Blogs and Resources
CRM Online Video Gallery http://www.democrmonline.com/
Tutorial videos that show how to use different aspects of CRM Online, such as performing mail merges or completing administrative functions like adding a new users or queues.
CRM Resource Centerhttp://rc.crm.dynamics.com/rc/regcont/en_us/opdefault.aspx
Popular dashboard for gaining insight into the various support channels available for CRM Online, such as the knowledge base and popular articles.
CRM Team Blog http://blogs.msdn.com/crm/
CRM List Web Part http://www.microsoft.com/en-us/download/details.aspx?id=5283
Girish Raja’s Bloghttp://blogs.technet.com/b/anand_nigam
Custom Search Service Security Trimmerhttp://msdn.microsoft.com/en-us/magazine/ff796226.aspx
CRM Connections Bloghttps://community.dynamics.com/crm/b/crmconnection/default.aspx
© 2012 McGladrey LLP. All Rights Reserved.
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Additional Related Sessions
SPC 284 Girish Raja - Technical Marketing ManagerHarnessing Social Technologies With Microsoft
Dynamics Crm
SPC 281 Jason Bullock – Cloud Productivity TSP Office 365 And Dynamics Crm Online Better
Together
© 2012 McGladrey LLP. All Rights Reserved.
Q & A’s
@JohnMongell
[email protected] MCP MCTS SharePoint 2003, 2007, 2010, 2013, SQLServer
…THANK YOU !35
facebook.com/McGladreyTBS
twitter.com/JohnMongelltwitter.com/McGladreyTechtwitter.com/McGladreyERPtwitter.com/McGladreyCRM
yammer.com/mcgladrey.com
mongell.blogspot.comdynamicscrmpros.com
slideshare.net/JohnMongell
Platinum
Gold
Silver Web
SharePoint User Group
• SharePoint
• End Users
• Administrators
• Architects
• Developers
• IT Pros
• Meetings: 2nd Tuesday of the month, Microsoft Malvern, 5:30-8 pm
WEB: www.TriStateSharePoint.org
EMAIL: [email protected]
TWITTER: @tristateSP