My slides from SPSRI on Nov 09, 2013

1. Technology Consulting Manager
John.Mongell@mcgladrey.com

2. twitter.com/JohnMongell
yammer.com/spyam
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3. In this session, we will experience the value of using SharePoint
linked document storage in Microsoft Dynamics CRM records.
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4. 2013
On Premises or Online
2011
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5. 2013
2010
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6. 5

7. Why should I care?
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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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9. 1. Documents stored in CRM record’s ‘Notes’ field as an attachment
2. CRM records linked to SharePoint libraries
3. Documents stored in contextual CRM Yammer conversations
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10. •
•
•
•
•
•
Stored in the CRM db and linked to record
Attachments are made in the Notes field
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.
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11. • Rich Content Management, full version control
• Site Collection level security for each entity if required. Keep intranet users
from collaborating with CRM document storage
• Permission Management outside of CRM
• Non CRM users can get access to documents.
• Docs are searchable through SharePoint Search interface. Or Not
• SharePoint document centric workflows
• The CRM Workflow Engine is same as SP, uses Foundation
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12. 11

13. Account
Can be enabled only on the entities in
CRM that can be customized.
By default, document management is
enabled only for these entities in a new
installation of Microsoft Dynamics CRM
Literature
Kb Article
Sales
Lead
Quote
Opportunity
Product
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.
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14. • 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.
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15. Yammer and Skype integration are new for the CRM 2011 recent update
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16. Follow in CRM autofollows the
opengraph object in
Yammer. Same
behavior for
following users
User posts on
record wall –
Yammer

17. Responses to post
show up in
Yammer and CRM

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19. Why do we need an Azure Proxy for CRM Online?
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 here
that limitation may change in the future.
Windows
Azure
Proxy
OData
Service
Student
SharePoint
CRM Online
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20. • You could easily create a SharePoint list of all of your CRM
Accounts, Contacts, Opportunities or Projects in your CRM system.
• 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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21. 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
Performance Issues as
volume increases
• Backups taking forever
• Add a User Policy for the web application hosting the
documents
• Use security groups in all sites and libraries that hold CRM
documents
• Logins and user permissions taking
longer than expected
• Segregate CRM documents into their own DB, Web App,
Site Collection.
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22. 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
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23. Microsoft Dynamics CRM Online Video Gallery http://www.democrmonline.com/
This website contains 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
This website is a 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/
This website contains news and information regarding the development of CRM Online, as well as resources for administrative
tips and tricks.
CRM List Web Part http://www.microsoft.com/en-us/download/details.aspx?id=5283
How To Guide on BCS ECT set up for CRM
http://blogs.technet.com/b/anand_nigam/archive/2012/07/29/crm-2011-and-sharepoint-2010-integration-part-4.aspx
Create and implement a custom security trimmer to the Search Service application
http://msdn.microsoft.com/en-us/magazine/ff796226.aspx
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24. @JohnMongell
John.Mongell@Mcgladrey.com
facebook.com/McGladreyTBS
MCP MCTS
SharePoint 2003, 2007, 2010, 2013, SQLServer
twitter.com/McGladreyTech
twitter.com/McGladreyERP
twitter.com/McGladreyCRM
THANK YOU !
yammer.com/mcgladrey.com
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25. http://www.flickr.com/photos/boliyou/2884130773/