80141: Integrating Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007

This course is intended to teach students the basic skills required to create integrated applications that utilize data and features from both Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server 2007.

Doelgroep

• Business analysts and solution designers.
• Power-users and customizers.
• .NET developers who need an introduction to Dynamics CRM and SharePoint integration techniques.

Voorkennis

Before attending this course, students must:

• Be familiar with the material covered in training MS8912 and MS8913.
• Be familiar with basic use of SharePoint sites, lists and document libraries.
• Have some familiarity with basic customization techniques in either Microsoft Dynamics CRM 4.0 (e.g., customizing forms and attributes), or SharePoint (creating custom pages and working with web parts).

Inhoud

Module 1: Introduction and Overview

This chapter teaches you which scenarios are best suited for each platform, what the comparative strengths of each are in different application scenarios, and how to build applications that integrate features from both SharePoint and Microsoft Dynamics CRM 4.0.

Lessons

• The Right Tool for the Job
• Common Integration Scenarios

Module 2: Extending Microsoft Dynamics CRM 4.0 with data from SharePoint This chapter teaches basic Microsoft Dynamics CRM 4.0 customization concepts and skills, and focuses on extending the highly structured data characteristic of Microsoft Dynamics CRM with related but less structured data often stored in SharePoint.

Lessons

• Microsoft Dynamics CRM 4.0 Customization Basics
• Extending Microsoft Dynamics CRM Using IFRAMEs with Static URLs
• Extending Microsoft Dynamics CRM Using IFRAMEs with Dynamic URLs

Module 3: Consume Microsoft Dynamics CRM 4.0 Data from Windows SharePoint Services 3.0 This chapter introduces Windows SharePoint Services 3.0 (WSS) customization features, such as pages and web parts, which can be used to expose Microsoft Dynamics CRM 4.0 data in WSS. This is primarily used for building reports, and it relies on features available in Windows SharePoint Services 3.0.

Lessons

• Understanding and Working with SharePoint Web Parts and Pages
• Understanding and Using the List Web Part for Microsoft Dynamics CRM 4.0
• Understanding and Using SharePoint Designer Data Views to Expose Microsoft Dynamics CRM 4.0 Data

Module 4: Building Data-Aware Applications Using Microsoft Office SharePoint Server 2007 This chapter explains Microsoft Office SharePoint Server 2007 features that can integrate with Microsoft Dynamics CRM 4.0, focusing on the Business Data Catalog and Excel Services.

Lessons

• Understanding and Using the Business Data Catalog with Microsoft Dynamics CRM 4.0.
• Understanding and Using Excel Services
• Building a MOSS 2007 Dashboard using Microsoft Dynamics CRM 4.0 Data

Module 5: Advanced Integration Scenarios This chapter introduces several advanced integration scenarios for Microsoft Dynamics CRM 4.0 and Windows SharePoint Services integration.

Lessons

• Building a Basic Web-to-Lead ASP.NET Page