Integrating Microsoft Dynamics CRM 2011 with Microsoft Office SharePoint Server 2010

Course Code: 80447

What's in this course?

This one-day course, Integrating Microsoft Dynamics CRM 2011 and Microsoft SharePoint 2010, provides students with the tools and information to help them better understand and identify the features, functionality, and terminology used in Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011.

Course Outcomes

Understand basic positioning of SharePoint and Microsoft Dynamics CRM, and the kinds of business problems each is designed to solve
Identify the most common scenarios where SharePoint and Dynamics CRM can be used together
Learn basic Microsoft Dynamics CRM customization techniques required to build integrated applications
Understand and Work with SharePoint Web Parts and Pages
Understand and Use SharePoint Designer Data Views to Expose Microsoft Dynamics CRM 2011 Data
Understand how to use the Business Data Catalog with data From Microsoft Dynamics CRM 2011 Filtered Views
Understand how to configure, publish, and view Excel spreadsheets using Excel Services
Demonstrate how to install, configure, and use the default integration between Microsoft Dynamics CRM 2011 and Microsoft SharePoint Server 2010.
Understand how Business Connectivity Services and Excel Services can be used to display Microsoft Dynamics CRM 2011 data within SharePoint.
Understand how to leverage and configure SharePoint searching capabilities to search Microsoft Dynamics CRM 2011 data from within SharePoint.
Explain how Microsoft SQL Server 2012, Microsoft SharePoint 2010, PowerPivot, and Power View can be used together to provide rich business intelligence solutions for Microsoft Dynamics CRM 2011.

Course Modules

This module provides an overview of the basic features, functionality, and terminology used and will also explain the basic storage concepts such as Site Collections, Sites, Document Library and Document Folders and the Document Management functionality in SharePoint 2010.

There are two tools that you will examine in this module to better understand this experience—Business Connectivity Services (BCS) and Excel Services.

This module provides detailed information on the installation, configuration, and use of the default integration between Microsoft Dynamics CRM 2011 and SharePoint 2010.

This module will focus on the new features of Microsoft SQL Server 2012, how those features better integrate with SharePoint 2010, and how Microsoft Dynamics CRM 2011 can use these features. Specifically, this module provides an overview of Power View and PowerPivot.

Prerequisites

It is recommended that students on this course should have completed

Next Steps

Upon completion of this course, students should look to upskill to SharePoint 2013

See Whats In The Course Labs

- Configure Data Management in Microsoft Dynamics CRM - Configuring and Using the Integration Between Microsoft Dynamics CRM 2011 and SharePoint 2010

- Configuring BCS For Searching

- SharePoint 2010 and Reporting

- Configuring a BCS Connection to CRM data

- Microsoft SQL Server and SharePoint 2010

Take the first step towards A SharePoint Certification

Learn On Jellyfish

Attend this course through virtual training and complete labs in your own time.

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