explore engage elevate Share Point and Dynamics CRM

explore engage elevate Share. Point and Dynamics CRM: A match made in heaven? Peter Baddeley Share. Point/CRM Consultant Baddaz Limited

About Me Share. Point, Office 365 and CRM Organise Share. Point Community Events Contact Me ask@baddaz. com @baddaz www. baddaz. com explore engage elevate

Share. Point Saturday London Saturday 9 th July Imperial College London http: //www. spsevents. org/city/London 2016/home explore engage elevate

About You explore engage elevate

About this Session Integration between CRM and Share. Point Document Management plus other Integration How it Works Configuration Limitations Using Office 365 Demo Environment Relevant to On Prem, Cloud or Hybrid Scenarios explore engage elevate

Agenda Introduction Share. Point Document Integration Documents in the Real World One. Note, One. Drive and Templates Office 365 Groups Other Integration Options Wrap Up explore engage elevate

CRM vs Share. Point CRM Manage Contacts Manage Tasks Track Issues Workflow Mobile/Cross Browser Outlook Integration explore engage elevate Share. Point Manage Contacts Manage Tasks Track Issues Workflow Mobile/Cross Browser Outlook Integration

CRM vs Share. Point CRM Its more of a Product Typically Customer Focused Sales and Marketing Service to Customers Relationship Management explore engage elevate Share. Point Document and Media Storage Document Editing Team Working with Customers Business Intelligence

Share. Point? Available in Office 365 or On Prem in different versions Technology Underpins various Online Services Sites One. Drive Power BI Groups explore engage elevate

Integration is CRM Focused Not necessarily considering Share. Point Experience Integration Richer Online Additional Configuration On Prem explore engage elevate

Share. Point Document Integration explore engage elevate

How it Work Document Locations for CRM Record One or more per Record Upload or Create Documents Access in Share. Point Accessible on Mobile explore engage elevate

Configuration explore engage elevate

Configuration explore engage elevate

Configuration Server Side Synchronisation or List Component Need a Share. Point Site to Verify Against Enable for Entities Option for Automatic Folder Creation explore engage elevate

Configuration CRM Version Share. Point Version Document Integration CRM Online Share. Point Online Server-Side Integration CRM Online Share. Point 2013 On Prem Share. Point 2010/2013 On Prem Server-Side Integration CRM 2016 List Component CRM 2016 On Prem Share. Point Online Server-Side Integration CRM 2016 On Prem Share. Point 2013 On Prem Share. Point 2010/2013 On Prem Server-Side Integration CRM 2016 List Component explore engage elevate

Configuration CRM Version Share. Point Version Document Integration CRM 2015 On Prem Share. Point Online Share. Point 2010/2013 On Prem CRM 2015 List Component CRM 2013 On Prem Share. Point Online Share. Point 2010/2013 On Prem CRM 2013 List Component CRM 2011 On Prem Share. Point Online Share. Point 2010/2013 On Prem CRM 2011 List Component CRM 4 On Prem N/A explore engage elevate

Configuration CRM 2016 - https: //technet. microsoft. com/enus/library/dn 792527(v=crm. 8). aspx CRM 2015 - https: //msdn. microsoft. com/engb/library/dn 894708(v=crm. 7). aspx CRM 2013 - https: //technet. microsoft. com/enus/library/hh 699758(v=crm. 6). aspx CRM 2011 - https: //technet. microsoft. com/enus/library/hh 699758(v=crm. 5). aspx explore engage elevate

Limitations Differences per Platform and Version Folder Based Hierarchy Content Types Permissions Management List View Threshold of 5000 Deleting Records explore engage elevate

Documents in the Real World explore engage elevate

When Folders Work Documents are Static When access to Share. Point not Required Certain permissions scenarios Storing PDF/Scanned Documents Examples Invoices Contracts explore engage elevate

When Folders Go Wrong Collaborative working on Documents When access to Share. Point not Required When there is a high volume Taxonomy and Findability Synchronisation of Documents Examples Proposals/Tenders Project Documents explore engage elevate

So what is the Solution Link a Library in Share. Point to a CRM Record Libraries could all be in one Share. Point Site Libraries could be in different Share. Point Sites Could link multiple Libraries to a single CRM Record explore engage elevate

Solution Example CRM (Project Entity) Project Record Share. Point Project Record Document Location explore engage Project Site Library elevate Project Site Library

One. Note, One. Drive and Templates explore engage elevate

How it Works Create a One. Note file per Record Add One. Drive as Document Location to Record Create Documents from Word/Excel Templates explore engage elevate

Configuration Share. Point Integration Required Enable for Entities explore engage elevate

Configuration Enable One. Drive for Business Define where Document Created explore engage elevate

Limitations Online Only Sometimes Duplicate One. Note Files created Documents not automatically Shared in One. Drive Documents created through Templates not automatically Saved to Document Locations explore engage elevate

Office 365 Groups explore engage elevate

How it Works New Office 365 Feature Calendar, Conversations, Documents and One. Notebook One per Record Accessible in CRM, One. Drive or Outlook Great for Collaborating on Opportunity explore engage elevate

Configuration Install Solution Choose Entity’s to enable Create Group for Record explore engage elevate

Limitations There are not many Online Only Where do Groups Fit? explore engage elevate

Other Integration Options explore engage elevate

Yammer Enabled Yammer for CRM Conversations in CRM Record Update through Yammer or CRM It is not very good explore engage elevate

Business Connectivity Services View/Update Data in SQL/Web Services As a Share. Point List or via Web Parts Connect to data to use as Meta Data Can be complex to configure explore engage elevate

Business Intelligence Report on CRM Data Outside of CRM Mix with other Data Different Options Power BI Excel Reporting Services explore engage elevate

Wrap Up explore engage elevate

A Match made in Heaven? Heaven Leverages what Share. Point does well Better management of Documents Engage non CRM Users Seamless to Users explore engage elevate Hell There are lot of options to choose from Experience different Online vs On Prem Share. Point Experience Additional Config/Dev

Approaching Projects Understand the Toolset and Platforms Plan the correct Share. Point architecture Which system Drives the Other Be prepared to Enhance Out of the Box Experience explore engage elevate

Resources https: //technet. microsoft. com/library/dn 531154. aspx https: //technet. microsoft. com/enus/library/dn 792527(v=crm. 8). aspx http: //www. diwug. nl/e-magazines/Pages/default. aspx http: //www. c 2 software. com/c 2 -blog/sharepoint-integrationwith-dynamics-crm. aspx https: //technet. microsoft. com/library/dn 894709. aspx http: //ledgeviewpartners. com/quick-tip-add-custom-columnssharepoint-list http: //www. connecting-software. com/dynamics-crm-sharepoint -permissions-replicator explore engage elevate

Get in Contact ask@baddaz. com @baddaz www. baddaz. com explore engage elevate

explore engage elevate Any Questions?

explore engage elevate Please fill in your feedback forms for this session! Peter Baddeley Share. Point/CRM Consultant Baddaz Limited