SharePoint Users Group DC presentation on SharePoint 2013 Term Store and Dynamics CRM 2013 A True love story on November 14 2013

1. SharePoint 2013 Term Store
and Dynamics CRM 2013
A True Love Story
Integrate your Dynamics CRM system data into
SharePoint a different approach.
Atul Chhoda
@atulchhoda
atulchhoda@sharepointx-men.com
http://sharepointx-men.com

2. SharePoint 2013 Term Store
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What is term store and Managed Meta Data Column in SharePoint.
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A set of terms in term set which is part of a group.
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2 flavors Enterprise Terms and KeyWords/Folksonomy
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Terms are heirarchial.
http://technet.microsoft.com/en-us/library/ee424402.aspx
Microsoft has invested more in SharePoint 2013 to enable it on Navigation , now known
as Navigation Term Sets.

Do you know anymore use of Terms?


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Its being used for the #tags
Search investments enhance the use of Managed Meta Data columns
Demo

3. Dynamics CRM and SharePoint Integration
Options
1.
Settings on Entity to enable document management
2.
Set SharePoint Site URL’s

3.
CRM Dynamics 2011/2013 has internal entities( sharepointsite and
sharepointdocumentlocation) where it stores the URL’s of the SharePoint sites.
SharePoint Document Locations lookup to the SharePoint sites either with
Absolute or Relative Url.

1.
2.
3.

4. Dynamics CRM and SharePoint Integration
Options -Out of the Box

Using the List component for SharePoint 2010/2013 ( installs a sandbox solution)
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CRM 2011: http://www.microsoft.com/en-us/download/details.aspx?id=5283
CRM 2013: http://www.microsoft.com/en-us/download/details.aspx?id=40345
Use OOB document library creation for the entities in Dynamics

http://blogs.technet.com/b/anand_nigam/archive/2011/12/04/crm-2011-and-sharepoint-2010-integrationpart-1.aspx

5. Dynamics CRM and SharePoint Integration
Options –Custom configuration

Business Connectivity Services to connect to the CRM DYNAMICS databases via a service account
credential Stored in Secure Store Service Applications

Index the LOB Dynamics CRM system using SharePoint search to index the content via Business
Connectivity Services

SQL Server


http://blogs.technet.com/b/anand_nigam/archive/2012/07/29/crm-2011-and-sharepoint-2010-integration-part4.aspx
WCF Service

http://blogs.msdn.com/b/girishr/archive/2013/05/13/connecting-sharepoint-online-and-crm-online-using-bcs2013-edition.aspx

6. Dynamics CRM and SharePoint Integration
Options –Custom Code

Create folders in document libraries

Create site columns in Site Content Types based on the CRM entity modelling.

7. Dynamics CRM and SharePoint Integration
Options –Custom Code
Any Others???

8. Dynamics CRM and SharePoint Integration
Options –Custom Code

Automating the process of the forms data as meta data in SharePoint

Create Site Columns based on the Entity Modelling

Content Type per Entity in CRM

CRM Lookup Columns map to Managed Meta Data Columns.
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Why Term store ?
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Benefits

Search

Refinements


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Site Collection/Site for every Entity based on the boundary limits
Document Library for every CRM record in an Entity.
All the SharePoint code is using SharePoint Client Object Model and can be hosted on
CRM Online and Office 365.

9. Demo

10. Demo – Wrap Up

The CRM Contacts and Accounts are terms in the term store.
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Each of those Term Sets can be used as Managed Meta Data columns.
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CRM forms/entities have a corresponding Content Type.
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Each Entity has site/site collection based on the requirements and capacity
planning ( boundary limits has to be planned for).
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17,735 total accounts and contacts in our case for the past 15 yrs of data
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Each Term Set has a 30,000 term limit

Create more Term Sets for different flavors of accounts and contacts.

11. Questions
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Thank you !

Feel free to reach out
 @atulchhoda
 atulchhoda@sharepointx-men.com