Tuesday, June 05, 2007

Microsoft CRM 3.0 and MOSS 2007 - CRM and SharePoint Integration

I've recently been looking at the integration of Microsoft CRM 3.0 and Microsoft Office SharePoint Server (MOSS) 2007 and my findings were pretty promising!

Of my findings, ways to integrate Sharepoint 2007 and Microsoft CRM include:

* Presenting CRM data in Microsoft's CRM list web part (More Info)
* Exposing basic lookup/view functionality from the CRM list web part
* Presenting KPIs, Reports, and CRM data with MOSS 2007 Excel Web Access Service
* Presenting CRM data, KPIs and more using MOSS 2007's Business Data Catalog (BDC) and BDC web parts (More Info)
* Exposing CRM data through MOSS 2007 Enterprise Search functionality using BDC
* Presenting CRM records in a SharePoint 2007 RSS feeder web part using the RSS adaptor from Microsoft (More Info)
* Storing CRM documents in a Sharepoint Document Library to leverage versioning control and better management (More Info)
* Integrating SharePoint 2007 document library with CRM information using a third party tool (c360 Word Mail Merge or MSCRM-Addons WordMailMerge)
* Integrating a SharePoint 2007 page into the Microsoft CRM interface as a sub application or as part of a tab using iFrame
* Using a CRM workflow and a CRM call-out assembly to create a Sharepoint workspace for a CRM record
* Using MOSS 2007's workflow (or an event handler) and Windows Workflow Foundation (WWF) to create a CRM record when a subsite or list item is created.
* Presenting CRM Reports in Sharepoint using SQL Reporting Services web parts (Report Explorer and Report Viewer)

And more...
* Remembering the fact that Microsoft CRM is built on SQL, other applications can be created pulling data from filtered views (It is best practice to only use filtered views created by CRM.)
* Remembering that Microsoft CRM offers web services, other applications can be created to leverage off CRM's web services. Data security of the CRM data provided by the web service is inherited from Microsoft CRM when the you authenticate whilst connecting.
* Remembering that Microsoft SharePoint also offers web services, and hence call-outs can leverage off SharePoint functionality!

A small number of Blogs/Articles which I've read as a part of my research:
* Sharepoint Integration Approaches http://mscrm.spaces.live.com/blog/cns!534230C9D7A90B1B!390.entry
* Sharepoint with MS CRM 3.0 http://microsoftcrm3.blogspot.com/2007/01/sharepoint-with-ms-crm-30.html
* Microsoft Dynamics CRM Official Site http://www.microsoft.com/dynamics/crm/default.mspx
* Microsoft CRM Integration & Customization: SharePoint Document Gateway http://www.albaspectrum.com/Customizations_Whitepapers/Microsoft-CRM-Integration-Customization-Sharepoint.htm
* Microsoft CRM Integration & Customization: SharePoint Document Gateway http://ezinearticles.com/?Microsoft-CRM-Integration-and-Customization:-SharePoint-Document-Gateway&id=26933
* Microsoft CRM 3.0 SDK http://msdn2.microsoft.com/en-us/library/aa682866.aspx
* Reporting Services WebParts - Walkthrough http://blogs.sqlxml.org/bryantlikes/articles/628.aspx
* SQL Server Reporting Services Web Parts Review http://weblogs.asp.net/jan/archive/2005/01/21/358073.aspx
* Questions I asked on the CRM Community Site http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?dg=microsoft.public.crm.deployment&tid=d6f67d53-fe75-4d6f-8bf8-d4fe79b15e5f&cat=〈=en&cr=US&sloc=en-us&m=1&p=1
* Microsoft Office Sharepoint Server 2007(MOSS 2007) And Microsoft CRM Integration http://www.codeproject.com/useritems/MOSS_2007-CRM_Integration.asp

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