SharePoint 2013 & CRM A True Love Story

Transcription

1 SharePoint 2013 & CRM A True Love Story

2 About Me Steve Witt Training and Product Development Web Development and Marketing Background Began at SusQtech/Protiviti in 1999 Started Implementing SharePoint in 2003 Intranet to connect radio stations in 8 different markets Not a coder Composite/No Code Solutions Host of 30 on Thursdays Webinar Series

3 Session Goals A basic understanding of CRM A basic understanding of how SharePoint, Yammer, Skype, Office work together How these products support the social.mobile.cloud strategy What s coming from Microsoft Have Fun

4 What Kind of Love Story?

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9 Dynamics CRM Launched in January Major Versions CRM CRM CRM CRM SharePoint Launched in Major Versions SharePoint Team Services 2002 WSS 2.0 and SPS 2003 WWS 3.0 and MOSS 2007 SharePoint 2010 SharePoint 2013

10 OK But why should I care?

11 col lab o ra tion a working together: the act of working together with one or more people in order to achieve something Collaboration is needed for success in marketing, sales and service processes Collaboration efforts involve document management Synonyms: cooperation, teamwork, partnership, association, alliance, relationship

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14 Document Management Options Document Attachments in Microsoft Dynamics CRM Stored in the CRM database, linked to a specific record No search capabilities No version control Limited collaboration options around the document Integrated SharePoint Document Libraries Documents are stored in SharePoint location of library stored in CRM Searchable through SharePoint Rich content management: full version control available SharePoint offers document-centric workflows for collaboration Yammer integration Documents are stored in Yammer conversations Contextual to CRM records Searchable through Yammer Basic content management No workflows

15 Other Collaboration Options Social SharePoint 2013 Yammer Lync (and Skype) Real-time collaboration and discussion Online Meetings Presence embedded in Dynamics CRM and SharePoint (not Yammer yet) Mobile Lync support for Windows, Windows Phone, ios and Android SharePoint 2013 support for mobile browsers on Windows Phone, ios and Android phones

16 Things to Consider Microsoft SharePoint or Lync is NOT required to install Microsoft Dynamics CRM Document management integration is supported on SharePoint 2010 (all editions) and Office 365 You enable SharePoint document management and Lync presence in the Settings area of Microsoft Dynamics CRM CRM On-premise or CRM Online

17 Demo Scenario Sam Madison is an Account Manager Working on a large deal. Needs a pursuit team. Needs to develop A proposal (Word) A Presentation (PowerPoint) This could just as easily be Grants Management, Case Management, etc.

18 Demo

19 What s on the horizon?

20 CRM Windows 8 App

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31 Document Management Best Practices Use CRM Document Attachments or Yammer when: Limited number of smaller contextual documents required No broad search requirement across documents Deep document collaboration not required Use Contextual SharePoint Document Libraries when: Larger number of documents required SharePoint is built for larger document management scale Broad document searches are required Version control is required Complex document-centric collaboration is required

32 Wrap up Microsoft Dynamics CRM can leverage the best of Microsoft s productivity and collaboration toolset Use SharePoint for complex contextual document management Use CRM document attachments or Yammer for simple document management Common foundation of Windows Workflow Foundation helps drive document-centric business processes Cloud or Hybrid options available Mobile

33 Useful Resources Dynamics CRM SharePoint List Control Yammer Try it yourself. For Free.

34 Contact Me Steve

35 Questions

36 Thank You!