Travis Chen Senior Developer 10 Nov 2011 MS Dynamics CRM 2011 Integration with SharePoint

SharePoint and CRM are complementary

Document Integration How about bring CRM data to SharePoint? SharePoint and CRM integration features

Expensive Reusability and Maintenance Limited Features CRM 2011 is built on.Net 4 and SharePoint 2010 is.Net 3.5 Why not build SharePoint Web Part for CRM

BCS Architecture

Familiar User Interface e.g. Data/List View, BDC Web Parts Read or Write to External System No-Code Connectivity to External System (Built-in Connectors) Offline Access to External Data Discovery Through Search Benefits of integrating CRM to SharePoint via BCS

BCS Support

SQL connector WCF connector.net assembly connector Custom connector BCS Connectors

Connect to CRM 2011 database, Use SQL View to retrieve data Pros 100% out of box No code required Best Performance Cons Read only Does not support CRM Online SQL BCS Connector

WCF Connector requires WCF proxy service to have following methods: Read, Read Multiple, Add, Update, Delete Pros Read/Write Support CRM Online Cons Custom development required for CRM Proxy Service WCF BCS Connector SharePoint 2010 CRM Proxy Service CRM 2011 WCF BCS Connector

WCF Connector is good but not flexible New WCF Service/Web Methods have to be developed for each CRM entity to be published to SharePoint Custom BCS Connector -1

Pros Read/Write No Code required for extending integration Dynamic Filter Cons Development required for custom BCS Connector and CRM Proxy Service Custom BCS Connector -2 SharePoint 2010 CRM Proxy Service CRM 2011 Custom BCS Connector

SharePoint On Premise to CRM On Premise – Full support for all connectors SharePoint On Premise to CRM On Line – Full Support except SQL Connector SharePoint On Line to CRM On Premise – SQL and WCF Connector SharePoint On Line to CRM On Line – WCF Connector How about office 365 and CRM online 2011

Girish Raja’s Blog – Custom BCS Connector recording-crm-and-sharepoint.aspx Build Custom BCS Connector BCS Overview Reference

Q & A

Business Connectivity Service Architecture