This document discusses integrating SharePoint 2010 with Microsoft Dynamics CRM 2011. It describes how SharePoint lists can be enabled for document management within CRM records. It also provides links to resources on building custom workflows, using Silverlight web parts, and accessing CRM data from SharePoint. Videos are referenced that cover topics like solutions, user experience extensibility, and upgrading from CRM 4.0 to 2011.
44. 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
45. My Artists
Artist Tracker > Artists
Contracts
Artist Name Address City State
Artist
Artist Name: Mandible
Deathrattle
Artists Concourse
Jay Hamlin Trio
Down on the Bayou
Andrew Datars Quartet
Agent:
Concourse
Stuck in the Mud
Jay Hamlin Trio
Tastes like chicken
Down on the Bayou
Mandible
Concourse
49. Front End Integration
Web Outlook Mobile
Integrated
Extensible Application: Form and client
Applications Reporting
side events, Ribbon, Sitemap,
Web Resources, JSlibraries… (Dashboards, Charts, Excel and SRS)
Web Services
Back End Integration
server-to-server
Pre-Event Plugins Post-Event Plugins Custom Workflow
(.NET Assemblies) (.NET Assemblies) (.NET Assemblies)
Synchronous and Asynchronous Business Logic
Business Entity Components
Workflow
Security
Data Access Components
Data Access Platform
Filtered SQL Views
Metadata Data
50. • .NET 4 & WF4
• Solution Packaging
Fundamentals • Strong types & LINQ
• Field Level Security
• Visualizations
• Web Services
• WCF / REST / oData for Client Apps
Integration • Transaction Support
• SharePoint, Office
• Claims Authentication
• Custom code on Server
Cloud • Sandbox with external calls
• Azure Integration
• Global Markets
51. Structured & Social Information Informal Rules Enterprise Across Teams &
Semi-structured Engagement & Evolution & Search Domains
Data Collaboration Storage
SharePoint
Structured Interactions, Information Formalized Data Query & Within Teams &
Relational Data Activities & Generation & Processes Filter Domains
Tasks Analytics
xRM
53. SharePoint Office
Silverlight Web Part External Add-In Doc Open XML
List Solution
ASMX WCF BCS SQL
54. // 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();
56. What Does it Mean for CRM & SharePoint
SharePoint
Silverlight
SP COM
ASMX/WCF/BCS