Microsoft Dynamics CRM Online to Microsoft SharePoint Online Customization and Integration Deep Dive Brad YoungePrincipalStatera, Inc.

SESSION CODE: COS304

What Is Stratus

Online

Online

Manage SharePoint Docs from CRMAdd/View CRM Data from SharePointOn Premise

On Premise

How Does Stratus Work

Stratus Features

Automated Site Provisioning. Users create new SharePoint sites from within CRM without IT involvementSite Management. Each site in SharePoint is preconfigured to include all the key components necessary to effectively manage customer information (such as contracts, general information, tasks, and events) and project information such as status reports, tasks, issues, and project documentationShared File Management. Allow sales teams to easily share relevant account and opportunity and case documents from within CRMCustomer Information Modules. The customer information modules extract key sales information including accounts, opportunities, contacts, and activities and make it available within SharePoint sites

Stratus in ActionBrad YoungePrincipalStatera, Inc.

DEMO

Things to Consider when Architecting the Solution• Careful with SessionStateSupport Horizontal Scaling

• Need for Relational Storage?SQL Azure vs. Azure Storage

• SMTP via BPOSOutbound Email Capability

• Windows LiveIDAuthentication

• Visual Studio & Azure MMCDiagnostic Logging

• Cumulux ManageAxisMonitoring

Integration With SharePoint Online

AuthenticationUpload custom site templates during account provisioningCreation of new SharePoint Sites based on TemplatesRetrieve a list of Document Libraries and Documents from SitesUpload documents to SharePoint Sites

SharePoint Integration Code DemoBrad YoungePrincipalStatera, Inc.

DEMO

Integration With CRM Online

AuthenticationImport CRM Customizations during Account ProvisioningRetrieve Account, Opportunity and Case information for surfacing within SharePoint SiteAdd Contacts to CRM AccountAdd Activities to CRM Account

CRM Integration Code DemoBrad YoungePrincipalStatera, Inc.

DEMO

Customizing SharePoint Online & CRM Online UI

Unable to deploy custom binariesWanted to accomplish in a way that it was easy to add new features for all existing users

SharePoint & CRM User Interface CustomizationsBrad YoungePrincipalStatera, Inc.

DEMO

Putting it All in the Cloud

Deployment to Windows AzureAzure StorageDiagnostic LoggingMonitoring and Reporting

Azure Deployment, Diagnostic Logging & MonitoringBrad YoungePrincipalStatera, Inc.

DEMO

Future Goals

Conversion to Silverlight componentsExtend to support all custom CRM objectsAdded functionality for SharePoint Interaction

For More Information or to Give it a Tryhttp://stratus.statera.com

Resources

Stratus: http://stratus.statera.comAzureXplorer: http://clumsyleaf.com/products/azurexplorerManageAxis : http://www.cumulux.com/products/manageaxisDemo Source Code: http://byounge.spaces.live.com

Microsoft Dynamics CRM Online to Microsoft SharePoint Online Customization and Integration Deep Dive Brad YoungePrincipalStatera, Inc.

Questions

Sign up for a 30-Day Trial of the Business Productivity Online Suite:https://mocp.microsoftonline.com; Use Promo Code TENA2010

Track Resources

Read more about Microsoft Online Services: www.microsoft.com/online

Continue the conversationMicrosoft Online Services Team Blog: http://blogs.technet.com/msonlineFacebook Fan Page: http://www.facebook.com/MicrosoftOnlineServices You Tube Channel: http://www.youtube.com/user/msonlineservices Twitter: http://twitter.com/msonline

Track ResourcesRead more about Microsoft Online Services – www.microsoft.com/onlineSign up for a 30-Day Trial of the Business Productivity Online Suite:

https://mocp.microsoftonline.comUse Promo Code TENA2010

Continue the conversationMicrosoft Online Services Team Blog – http://blogs.technet.com/msonlineFacebook Fan Page – http://www.facebook.com/MicrosoftOnlineServices You Tube Channel – http://www.youtube.com/user/msonlineservices Twitter – http://twitter.com/msonline

Resources

www.microsoft.com/teched

Sessions On-Demand & Community Microsoft Certification & Training Resources

Resources for IT Professionals Resources for Developers

www.microsoft.com/learning

http://microsoft.com/technet http://microsoft.com/msdn

Learning

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© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to

be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

JUNE 7-10, 2010 | NEW ORLEANS, LA