travis chen senior developer 10 nov 2011 ms dynamics crm 2011 integration with sharepoint
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Travis Chen Senior Developer10 Nov 2011
MS Dynamics CRM 2011 Integration with SharePoint
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SharePoint and CRM are complementary
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Document Integration
How about bring CRM data to SharePoint?
SharePoint and CRM integration features
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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
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BCS Architecture
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• 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
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BCS Support
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SQL connector
WCF connector
.net assembly connector
Custom connector
BCS Connectors
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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
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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
ServiceCRM 2011
WCF BCS Connector
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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
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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
ServiceCRM 2011
Custom BCS
Connector
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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
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Girish Raja’s Blog – Custom BCS Connector
http://blogs.msdn.com/b/girishr/archive/2011/06/16/teched-na-2011-session-recording-crm-and-sharepoint.aspx
Build Custom BCS Connector
http://msdn.microsoft.com/en-us/library/ff953161.aspx
BCS Overview
http://technet.microsoft.com/en-us/sharepoint/ee518675
Reference
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Q & A
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Business Connectivity Service Architecture