1. Microsoft Dynamics CRM and MOSS – Working together Dynamics CRM User Group December 2009

2. Introduction Tim Lewis – Director Tony Sloggett – Director and Chief Solutions Architect Tony Hinkley – Lead Developer – MOSS/CRM

3. Why Ascentium?  Enabling Business / Organisational transformation through innovative use of technology  Recognised by Microsoft as ‘Thought Leaders’  Microsoft Dynamics CRM ‘Partner of the Year’ 2009  Microsoft Portals and Collaboration ‘Partner of the Year’ 2008  Customer Awarded Pinnacle Awards  Deep Subject Matter Expertise & Microsoft Technical Experience  80+ professionals in CRM, 120+ professionals in SharePoint & 35+ professionals in Reporting/BI  5 Time Customer Excellence Award Winners for Microsoft CRM (Highest Microsoft Awards)  MSFT product team members now with Ascentium  Over 130+ Microsoft CRM customers and 40,000+ CRM Business Users  Contact: Tim Lewis – tim.lewis@ascentium.com, tel: 0208 600 5104, mob: 07904 547822tim.lewis@ascentium.com

4. Dynamics CRM - Single Platform, Multiple Uses Funding/Grants Management Rural Payments System for US Department of Agriculture Grant Management Solution for Charity/NfP Sector inc Macmillan Cancer Support Vetting and Licencing Vetting Solutions, Licence and Permit Management for State/Local Government and Education Regulator Management + Tracking Membership Management solution for US Dept of Veterans Affairs Department of Correction Prison Visitor tracking solution Contracts Management Contract Management Solution Legal Case Management solutions deployed in US State Government Human Resources Management Personnel Management Solutions that cover Recruitment, training + personal development - In use US Federal and UK Central Govt, Healthcare and Higher Education Defense Task Management Task Management Solution designed for use by US Military Command and deployed throughout Europe Contact Centre/One Stop Shop Citizen Portal and Case Management Platform (311) - used extensively in US State + UK Local Govt Complaints Complaint Management Solution used Extensively by US Depts of Administration. Multi Agency Social Care Shared Service Social Care Solutions co-ordinating activities between Socal Care, Health Service, Police, Housing Health + Safety Solutions developed for Fire Safety, Health + Safety legislation, Epidemic Management Policy/Campaign Management Management Solution for US Dept of Agriculture Federal initiatives Emergency Planning Solution

5. Technical Demonstrations

6. Solution architecture  Dynamics CRM 4.0  Custom mail-merge engine  SharePoint 2010  Business Connectivity Services  No code configuration  Connects to Dynamics CRM database view  Called BDC in SharePoint 2007  Search  Out of the box configuration managed metadata fields and scope  Minor modifications to search results XSLT  Same configuration as SharePoint 2007  External List and Content type  No code configuration  Not available in SharePoint 2007

7. Demonstrations Three demonstrations  Scenario 1 – Custom Mail Merge Engine  Scenario 2 – Use of Dynamics data in SharePoint  Scenario 3 – Searching of CRM content

8. Demonstrations  Scenario 1 – Custom Mail Merge Engine  Document creation in Dynamics  Retrieval of document artifacts from SharePoint (i.e. signature image)  Storage of created document in SharePoint  Associate with Dynamics customer, add additional SharePoint metadata

9. Demonstrations  Scenario 2 – Use of Dynamics data in SharePoint  Manually association of SharePoint content to CRM contact  Browsing of CRM contacts in a SharePoint list

10. Demonstrations  Scenario 3 – Searching of CRM content  Search using OOTB SharePoint Search  Render CRM contact results  Launch contact in Dynamics for editing from search results

11. Q & A