Up, Up & Away with Microsoft Dynamics CRM and SharePoint 2013 Robert Shear Wednesday, May 7, 2014 Boston, MA
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
Why CRM + SharePoint?
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, email 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 http://msdn.microsoft.com/en-us/library/gg334768.aspx 4
Two very different ways of working 5
Both Products are Now Leaders CRM ECM Source: Gartner 6
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
Dynamics CRM 2013 Capabilities
Customer Relationship Management
A Customer Record 10
Access Relationship Data from Outlook
Integrated Dashboarding
Powerful Service Capabilities
SharePoint 2013 Capabilities
Social 15
SkyDrive Pro 16
Business Intelligence in SharePoint 17
Task Timelines 18
Excel Services 19
Content Management
Integrated with Office Apps
Enterprise Search 22
Video Content 23
Records Management 24
Out of the box Integration Points
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
SharePoint libraries surfaced in CRM
Easy to implement Integration Points
Low(er) effort integrations Business Connectivity Services Search Expose CRM Data as list Dashboarding PowerBI Managed Metadata
High Effort / High Value Integrations
Heavier Lifting Automatic site provisioning Workflow CRM SP / SP CRM SP Apps with CRM sources
Applications
Applications Deal Teams Broad-scope Client Portals Project Management Offices R&D / Strategic Projects Records Centers Consolidated Client Portals
Discussion
very software stuff so slide show such geek more lunch very soon much high altitude WOW