Up, Up & Away with Microsoft Dynamics CRM and SharePoint 2013

Transcription

1 Up, Up & Away with Microsoft Dynamics CRM and SharePoint 2013 Robert Shear Wednesday, May 7, 2014 Boston, MA

2 Agenda Why CRM + SharePoint: The Big Picture Dynamics CRM 2013 Capabilities SharePoint 2013 Capabilities Integration Points Out of the box Not OOB but easy to implement Other useful integrations Use Cases Document Preparation and Collaboration Content / Knowledge Management Ad hoc teams 2

3 Why CRM + SharePoint?

4 Definitions Customer Relationship Management A term used to describe the processes that are used by a company to keep in contact with their customers. It encompasses functions such as face to face meetings, phone calls, and online services for the front office of a company and functions such as billing, maintenance, planning, marketing, and advertising for the back office. Source: A Dictionary of the Internet 3Ed Oxford UP Microsoft SharePoint Server A collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions. Source: Microsoft Developer Network 4

5 Two very different ways of working 5

6 Both Products are Now Leaders CRM ECM Source: Gartner 6

7 Why? Powerful content and collaboration features Enterprise Search Access Licensing External Users Distributed control of teams and invites Organizational repository of information Broad functional capability (e.g. PowerBI) 7

8 Dynamics CRM 2013 Capabilities

9 Customer Relationship Management

10 A Customer Record 10

11 Access Relationship Data from Outlook

12 Integrated Dashboarding

13 Powerful Service Capabilities

14 SharePoint 2013 Capabilities

15 Social 15

16 SkyDrive Pro 16

17 Business Intelligence in SharePoint 17

18 Task Timelines 18

19 Excel Services 19

20 Content Management

21 Integrated with Office Apps

22 Enterprise Search 22

23 Video Content 23

24 Records Management 24

25 Out of the box Integration Points

26 Out-of-the-box Integration Points Create, upload, view, delete SP Documents from CRM Use SP document management abilities within CRM Check-in/check-out Version history Document properties Lync Integration Yammer Integration

27 SharePoint libraries surfaced in CRM

28 Easy to implement Integration Points

29 Low(er) effort integrations Business Connectivity Services Search Expose CRM Data as list Dashboarding PowerBI Managed Metadata

30 High Effort / High Value Integrations

31 Heavier Lifting Automatic site provisioning Workflow CRM SP / SP CRM SP Apps with CRM sources

32 Applications

33 Applications Deal Teams Broad-scope Client Portals Project Management Offices R&D / Strategic Projects Records Centers Consolidated Client Portals

34 Discussion

35 very software stuff so slide show such geek more lunch very soon much high altitude WOW