explore engage elevate SharePoint and Dynamics CRM: A match made in heaven? Peter Baddeley SharePoint/CRM Consultant Baddaz Limited

exploreengage elevate About Me SharePoint, Office 365 and CRM Organise SharePoint Community Events Contact

exploreengageelevate SharePoint Saturday London Saturday 9th July Imperial College London

exploreengageelevate About You

exploreengageelevate About this Session Integration between CRM and SharePoint Document Management plus other Integration How it Works Configuration Limitations Using Office 365 Demo Environment Relevant to On Prem, Cloud or Hybrid Scenarios

exploreengageelevate Agenda Introduction SharePoint Document Integration Documents in the Real World OneNote, OneDrive and Templates Office 365 Groups Other Integration Options Wrap Up

exploreengageelevate CRM vs SharePoint CRM Manage Contacts Manage Tasks Track Issues Workflow Mobile/Cross Browser Outlook Integration SharePoint Manage Contacts Manage Tasks Track Issues Workflow Mobile/Cross Browser Outlook Integration

exploreengageelevate CRM vs SharePoint CRM Its more of a Product Typically Customer Focused Sales and Marketing Service to Customers Relationship Management SharePoint Document and Media Storage Document Editing Team Working Working with Customers Business Intelligence

exploreengageelevate SharePoint? Available in Office 365 or On Prem in different versions Technology Underpins various Online Services Sites OneDrive Power BI Groups

exploreengageelevate Integration Integration is CRM Focused Not necessarily considering SharePoint Experience Integration Richer Online Additional Configuration On Prem

exploreengageelevate SharePoint Document Integration

exploreengageelevate How it Work Document Locations for CRM Record One or more per Record Upload or Create Documents Access in SharePoint Accessible on Mobile

exploreengageelevate Configuration

exploreengageelevate Configuration

exploreengageelevate Configuration Server Side Synchronisation or List Component Need a SharePoint Site to Verify Against Enable for Entities Option for Automatic Folder Creation

exploreengageelevate Configuration CRM VersionSharePoint VersionDocument Integration CRM OnlineSharePoint OnlineServer-Side Integration CRM OnlineSharePoint 2013 On Prem SharePoint 2010/2013 On Prem Server-Side Integration CRM 2016 List Component CRM 2016 On PremSharePoint OnlineServer-Side Integration CRM 2016 On PremSharePoint 2013 On Prem SharePoint 2010/2013 On Prem Server-Side Integration CRM 2016 List Component

exploreengageelevate Configuration CRM VersionSharePoint VersionDocument Integration CRM 2015 On PremSharePoint Online SharePoint 2010/2013 On Prem CRM 2015 List Component CRM 2013 List Component CRM 2013 On PremSharePoint Online SharePoint 2010/2013 On Prem CRM 2013 List Component CRM 2011 On PremSharePoint Online SharePoint 2010/2013 On Prem CRM 2011 List Component CRM 4 On PremN/A

exploreengageelevate Configuration CRM us/library/dn792527(v=crm.8).aspx CRM gb/library/dn894708(v=crm.7).aspx CRM us/library/hh699758(v=crm.6).aspx CRM us/library/hh699758(v=crm.5).aspx

exploreengageelevate Limitations Differences per Platform and Version Folder Based Hierarchy Content Types Permissions Management List View Threshold of 5000 Deleting Records

exploreengageelevate Documents in the Real World

exploreengageelevate When Folders Work Documents are Static When access to SharePoint not Required Certain permissions scenarios Storing PDF/Scanned Documents Examples Invoices Contracts

exploreengageelevate When Folders Go Wrong Collaborative working on Documents When access to SharePoint not Required When there is a high volume Taxonomy and Findability Synchronisation of Documents Examples Proposals/Tenders Project Documents

exploreengageelevate So what is the Solution Link a Library in SharePoint to a CRM Record Libraries could all be in one SharePoint Site Libraries could be in different SharePoint Sites Could link multiple Libraries to a single CRM Record

exploreengageelevate Solution Example CRM (Project Entity) Project Record Document Location Project Record SharePointProject SiteLibrary Project Site

exploreengageelevate OneNote, OneDrive and Templates

exploreengageelevate How it Works Create a OneNote file per Record Add OneDrive as Document Location to Record Create Documents from Word/Excel Templates

exploreengageelevate Configuration SharePoint Integration Required Enable for Entities

exploreengageelevate Configuration Enable OneDrive for Business Define where Document Created

exploreengageelevate Limitations Online Only Sometimes Duplicate OneNote Files created Documents not automatically Shared in OneDrive Documents created through Templates not automatically Saved to Document Locations

exploreengageelevate Office 365 Groups

exploreengageelevate How it Works New Office 365 Feature Calendar, Conversations, Documents and OneNote Notebook One per Record Accessible in CRM, OneDrive or Outlook Great for Collaborating on Opportunity

exploreengageelevate Configuration Install Solution Choose Entity’s to enable Create Group for Record

exploreengageelevate Limitations There are not many Online Only Where do Groups Fit?

exploreengageelevate Other Integration Options

exploreengageelevate Yammer Enabled Yammer for CRM Conversations in CRM Record Update through Yammer or CRM It is not very good

exploreengageelevate Business Connectivity Services View/Update Data in SQL/Web Services As a SharePoint List or via Web Parts Connect to data to use as Meta Data Can be complex to configure

exploreengageelevate Business Intelligence Report on CRM Data Outside of CRM Mix with other Data Different Options Power BI Excel Reporting Services

exploreengageelevate Wrap Up

exploreengageelevate A Match made in Heaven? Heaven Leverages what SharePoint does well Better management of Documents Engage non CRM Users Seamless to Users Hell There are lot of options to choose from Experience different Online vs On Prem SharePoint Experience Additional Config/Dev

exploreengageelevate Approaching Projects Understand the Toolset and Platforms Plan the correct SharePoint architecture Which system Drives the Other Be prepared to Enhance Out of the Box Experience

exploreengageelevate Resources us/library/dn792527(v=crm.8).aspx with-dynamics-crm.aspx sharepoint-list sharepoint-permissions-replicator

exploreengageelevate Get in

explore engage elevate Any Questions?

explore engage elevate Please fill in your feedback forms for this session! Peter Baddeley SharePoint/CRM Consultant Baddaz Limited