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SharePoint 2010 integration with CRM 2011




                      News*
Mai Omar Desouki
Senior Solutions Developer
ITEgyptCorp
maio@itegyptcorp.com




                                  Blog: http://maiomar.itegyptcorp.com
                                  Website: http://www.itegyptcorp.com
             MSDN Profile: http://social.msdn.microsoft.com/profile/mai%20omar%20desouki
                        Facebook: http://www.facebook.com/mai.omar.desouki
                                       Twitter: #Mai_ITEgyptCorp
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
SharePoint Sites
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Local copy saved for offline access




                                      Synchronizing only updated   Editing conflict resolved by merge
                                           sections (deltas)                      engine
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
SharePoint Insights
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
SharePoint Insights
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
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
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
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
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
• .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
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
Custom Workflow Activity
SharePoint                       Office

Silverlight    Web Part    External   Add-In     Doc      Open XML
                             List              Solution




   ASMX                     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();
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
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
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
http://crmscape.blogspot.com/2010/09/ms-crm-2011-sharepoint-list-
component.html
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Select entities to be enabled for   Define folder structure to be used in
    Document Management                         path names
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
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
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
©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.
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki

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Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki

  • 1. SharePoint 2010 integration with CRM 2011 News*
  • 2. Mai Omar Desouki Senior Solutions Developer ITEgyptCorp maio@itegyptcorp.com Blog: http://maiomar.itegyptcorp.com Website: http://www.itegyptcorp.com MSDN Profile: http://social.msdn.microsoft.com/profile/mai%20omar%20desouki Facebook: http://www.facebook.com/mai.omar.desouki Twitter: #Mai_ITEgyptCorp
  • 27. Local copy saved for offline access Synchronizing only updated Editing conflict resolved by merge sections (deltas) engine
  • 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
  • 58. 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
  • 67. Select entities to be enabled for Define folder structure to be used in Document Management path names
  • 77. 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
  • 79. ©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.