SharePoint Saturday Slide deck from April 5 2014 at Microsoft in Malvern PA

1. Technology Consulting Manager
McGladrey.com

2. Platinum
Gold
Silver Web

3. SharePoint User Group
• SharePoint
• End Users
• Administrators
• Architects
• Developers
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• Meetings: 2nd Tuesday of the month, Microsoft Malvern, 5:30-8
pm
WEB: www.TriStateSharePoint.org
EMAIL: info@TriStateSharePoint.org
TWITTER: @tristateSP

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WHOIS
@JohnMongell
John.Mongell@Mcgladrey.com
MCP MCTS
SharePoint 2003, 2007, 2010, 2013, SQLServer
McGladrey.com
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Best Practices for Enterprise Implementation
5
In this session, we will experience the value of using SharePoint for
document storage attached to Microsoft Dynamics CRM records

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Applies to both CRM 2011 and CRM 2013 versions
6
CRM2013 CRM 2011On Premises or Online

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Applies to both SharePoint 2010 and 2013
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SP 2013 SP 2010

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Best Practices for Enterprise Implementation
8
col·lab·o·ra·tion
• the action of working with someone to produce or create something
• traitorous cooperation with an enemy

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CRM Document Storage Options
9
1. Stored in CRM record ‘Notes’ field as an attachment
2. Stored in SharePoint libraries, linked to CRM Records
3. Stored in contextual CRM Yammer conversations

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Stored in CRM Notes field
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• Attachments are made in the Notes field
• Stored in the CRM db and linked to record
• Only 1 file can be stored per note
• No search capabilities
• No version control
• Limited collaboration options
Best Practice is to use this option when there are a smaller number of records
needing contextual documents and no requirement for versioning, broad search
or deep document collaboration.

12. © 2012 McGladrey LLP. All Rights Reserved.
Docs stored in Yammer conversations
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• Contextual to CRM records
• Only searchable through Yammer
• Basic content management, no versioning, etc.
• No workflows
• Skype and Yammer web integration
• Less secure, public to anyone in the Yammer
group.
Again, Best Practice here is to use this option when there are a smaller
number of records needing contextual documents and no requirement for
versioning, broad search or deep document collaboration.

13. © 2012 McGladrey LLP. All Rights Reserved.
Stored in integrated SharePoint libraries
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The SharePoint CRM List Connector solution

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Stored in integrated SharePoint libraries
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Stored in integrated SharePoint libraries
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• Rich Content Management
• Full version control
• Site Collection level security for each entity, if required. Can keep intranet
users from collaborating with CRM document storage.
• Non CRM users can get access to documents.
• Permission Management controlled outside of CRM
• Docs are searchable through SharePoint Search interface. (Or Not)
• SharePoint document workflows can be applied. (Alerts, Approvals)

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Integrated SharePoint libraries
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Can be enabled only on customizable entities
CRM that can be customized.
By default, document management is
enabled for these entities 
in a new installation of CRM
Account
Kb Article
Lead
Opportunity
Product
Quote
Sales
Literature
Best Practice is to use this option when there are a MANY records, your team
requires versioning or search or deep document collaboration.
Or perhaps there is a need to expose them to non CRM users.

17. © 2012 McGladrey LLP. All Rights Reserved.
…more CRM SharePoint Integration
Business Connectivity Services
Create an External Content Type to CRM data
 Using On Premises method is straight forward, simply add
a SQL data source to your CRM db.
 Using CRM Online requires an Azure layer to Proxy the
OData Service
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CRM-BCS Online Integration Approach
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Q: Why do we need an Azure Proxy for CRM Online?
A: External authentication is not enabled on CRM
Online’s REST endpoint. It is only available for use by
jscript and web resources within CRM, but we hear
that limitation may change in the future.
Student
Proxy
OData
Service
CRM Online
Windows
Azure
SharePoint

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Common and useful External Content Types for CRM
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• You could easily create a SharePoint list of all of your CRM Accounts, Contacts,
Opportunities or Projects.
Want to try it? Read Girish Raja’s blog:
http://blogs.msdn.com/b/girishr/archive/2013/05/13/connecting-sharepoint-online-
and-crm-online-using-bcs-2013-edition.aspx
• Use an ECT list as a reference for creating a SharePoint search on your other
software databases, like Microsoft Dynamics GP or your staffing software !
• Search results from the CRM database can present a security concern. To security
trim these results, you will need to create and implement a custom security trimmer
to the Search Service application.

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Common Troubleshooting Issues
19
Problem Observations/Issues Recommendations
Cannot open iFrame • User received the message:
"This content cannot be displayed in an
iFrame"
• Add CRM and SharePoint to Trusted Sites
• Check ‘Display Mixed Content” in security zone
• If SharePoint is on a separate domain, Sign into your
SharePoint site
Users in SP can search
and discover all CRM
documents
• Search returns links to the CRM
document repository to all users
• Add a User Policy for the web application hosting the
documents
• Use security groups in all sites and libraries that hold CRM
documents
Performance Issues as
volume increases
• Backups taking forever
• Logins and user permissions taking
longer than expected
• Segregate CRM documents into their own DB, Web App,
Site Collection.

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Architecture and Governance Best Practices
20
Area Recommendations
Security • Secure your SharePoint Document Libraries
• Create a CRM Document Storage Site Collection on its own database
• Use Cross Site Publishing to another branded site collection
• Create a Web Application level User Policy
Structure • Document Libraries should contain Managed Metadata columns. You should
either automatically assign Metadata to the documents or have the user entered
it. This way if you expose the documents outsite of CRM, they can be more easily
filtered, rather than using the default folders.
• Use security groups in all sites and libraries that hold CRM documents

22. © 2012 McGladrey LLP. All Rights Reserved.
Dynamics CRM News and Updates
 Internet Explorer 11 and Windows 8.1 support added for
Dynamics CRM 2013
 In February 2013, MSFT integrated Yammer into Microsoft
Dynamics CRM
 In the spring 2014 release of Microsoft Dynamics CRM, MSFT
further enhances customer-facing enterprise social capabilities
by delivering a comprehensive set of new social listening,
marketing, and service desk capabilities.
http://www.microsoft.com/en-us/news/press/2014/feb14/02-18crmspringpr.aspx
21

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CRM and Yammer
Yammer and Skype integration were in the CRM 2011 update

24. Follow in CRM auto-follows the
OpenGraph object in Yammer.
Same behavior for following users
User posts on record
wall – Yammer

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Why Social is so important to us all…
Gartner predicts that by 2017, CMOs will spend more on IT than CIOs.
24
Microsoft acquires Parature to add customer self-service suite to CRM
…provides helpful insights for sales organizations when
interacting with customers so that they are aware of open
support issues before and/or during client interactions.
This integration provides a real-time web resource in
Dynamics CRM on the account or contact level with a portal
or window view of Parature tickets associated with
Microsoft Dynamics accounts or contacts.

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Microsoft Key Acquisitions for Dynamics
25
+
= Microsoft Social Listening
GA Q2 2014

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Introducing Microsoft Social Listening (MSL)
Microsoft Dynamics CRM aligned UI
Responsive design – desktop, tablet, phone
Easier setup
O365 identity integration
Faster download of posts
Geo expansion
Fully running on Azure

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Included for all CRM Online Professional >= 10 seats
Including basic posts/month limit
Reduced price for CRM On-Premises Professional
Including basic posts/month limit
Buy higher “posts/month limit” as add-on
Democratizing Social
Stand-alone
Stand-alone, minimum 1 seat
Including basic posts/month limit

29. © 2012 McGladrey LLP. All Rights Reserved.
Social Dashboard on CRM

30. Q1 CY 2014 Q2 CY 2014 Q3 CY 2014 Q4 CY 2014 H1 CY 2015
CRMSocialMarketingParature
CRM Roadmap

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Microsoft is practicing Social techniques like we are!
30

32. © 2012 McGladrey LLP. All Rights Reserved.
Microsoft is practicing Social techniques like we are!
31

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CRM Blogs and Resources
32
CRM Online Video Gallery
http://www.democrmonline.com/
Tutorial videos that show how to use different aspects of CRM
Online, such as performing mail merges or completing
administrative functions like adding a new users or queues.
CRM Resource Center
http://rc.crm.dynamics.com/rc/regcont/en_us/opdefault.aspx
Popular dashboard for gaining insight into the various support
channels available for CRM Online, such as the knowledge
base and popular articles.
CRM Team Blog
http://blogs.msdn.com/crm/
CRM List Web Part
http://www.microsoft.com/en-
us/download/details.aspx?id=5283
Girish Raja’s Blog
http://blogs.technet.com/b/anand_nigam
Custom Search Service Security
Trimmer
http://msdn.microsoft.com/en-
us/magazine/ff796226.aspx
CRM Connections Blog
https://community.dynamics.com/crm/b/crmconnection/d
efault.aspx

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Additional Related Sessions
SPC 284 Girish Raja - Technical Marketing Manager
Harnessing Social Technologies With Microsoft Dynamics
Crm
SPC 281 Jason Bullock – Cloud Productivity TSP
Office 365 And Dynamics Crm Online Better Together
33

35. © 2012 McGladrey LLP. All Rights Reserved.
Q & A’s
@JohnMongell
John.Mongell@Mcgladrey.com
MCP MCTS
SharePoint 2003, 2007, 2010, 2013, SQLServer
…THANK YOU !
34
facebook.com/McGladreyTBS
twitter.com/JohnMongell
twitter.com/McGladreyTech
twitter.com/McGladreyERP
twitter.com/McGladreyCRM
yammer.com/mcgladrey.com
mongell.blogspot.com
dynamicscrmpros.com
slideshare.net/JohnMongell

36. Platinum
Gold
Silver Web

37. SharePoint User Group
• SharePoint
• End Users
• Administrators
• Architects
• Developers
• IT Pros
• Meetings: 2nd Tuesday of the month, Microsoft Malvern, 5:30-8
pm
WEB: www.TriStateSharePoint.org
EMAIL: info@TriStateSharePoint.org
TWITTER: @tristateSP