This one-day course, Integrating Microsoft Dynamics CRM 2011 and Microsoft SharePoint 2010, provides students with the tools and information to help them better understand and identify the features, functionality, and terminology used in Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011.
Who Should Attend
This course is designed for the Partner who needs to implement and build customized solutions. There will be some expectation of familiarity with developer skills and CRM customization techniques. Primary focus, however, is the IT Professional and not the Developer.
Module 1: Integration Concepts
This module provides an overview of the basic features, functionality, and terminology used and will also explain the basic storage concepts such as Site Collections, Sites, Document Library and Document Folders and the Document Management functionality in SharePoint 2010.
- Module Overview
- SharePoint Storage Concepts
- Document Management
- Integration Scenarios
- Using Microsoft Dynamics CRM Versus SharePoint When Customizing a Solution
Module 2: Introduction to Microsoft Dynamics CRM 2011 Integration with SharePoint
This module provides detailed information on the installation, configuration, and use of the default integration between Microsoft Dynamics CRM 2011 and SharePoint 2010. Although there are many ways to integrate the two applications, this module will focus on one. Additional types of integrations will be discussed in later modules.
- Module Overview
- Integration Overview
- Microsoft Dynamics CRM List Component for SharePoint
- Configure Data Management in Microsoft Dynamics CRM
- Configuring and Using the Integration Between Microsoft Dynamics CRM 2011 and SharePoint 2010
Module 3: Integrating External Data Sources into SharePoint
There are two tools that you will examine in this module to better understand this experience—Business Connectivity Services (BCS) and Excel Services.
- What is BCS
- Configuring BCS
- Configuring a BCS Connection to CRM data
- Configuring BCS For Searching
- Excel Services
Module 4: SharePoint and Microsoft Dynamics CRM 2011 Reporting
This module will focus on the new features of Microsoft SQL Server 2012, how those features better integrate with SharePoint 2010, and how Microsoft Dynamics CRM 2011 can use these features. Specifically, this module provides an overview of Power View and PowerPivot. Additionally, it will explain how to display basic Microsoft Dynamics CRM reports in SharePoint, and how to configure, design, and deploy Power View reports that use Microsoft Dynamics CRM 2011 data.
- Microsoft SQL Server and SharePoint 2010
- SharePoint 2010 and Reporting
- Power View and Microsoft Dynamics CRM 2011
Lab: Integration In CRM 2011
Lab: BCS Connection to CRM data
Lab: Searching for BCS
Lab: SharePoint 2010 for CRM 2011 Reporting
Lab: Create a Power View Report
What You’ll Learn
After completing this course, students will be able to:
- Understand basic positioning of SharePoint and Microsoft Dynamics CRM, and the kinds of business problems each is designed to solve
- Identify the most common scenarios where SharePoint and Dynamics CRM can be used together
- Learn basic Microsoft Dynamics CRM customization techniques required to build integrated applications
- Understand and Work with SharePoint Web Parts and Pages
- Understand and Use SharePoint Designer Data Views to Expose Microsoft Dynamics CRM 2011 Data
- Understand how to use the Business Data Catalog with data From Microsoft Dynamics CRM 2011 Filtered Views
- Understand how to configure, publish, and view Excel spreadsheets using Excel Services
- Demonstrate how to install, configure, and use the default integration between Microsoft Dynamics CRM 2011 and Microsoft SharePoint Server 2010.
- Understand how Business Connectivity Services and Excel Services can be used to display Microsoft Dynamics CRM 2011 data within SharePoint.
- Understand how to leverage and configure SharePoint searching capabilities to search Microsoft Dynamics CRM 2011 data from within SharePoint.
- Explain how Microsoft SQL Server 2012, Microsoft SharePoint 2010, PowerPivot, and Power View can be used together to provide rich business intelligence solutions for Microsoft Dynamics CRM 2011.