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
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