Friday, April 17, 2015

Microsoft SharePoint and Dynamics CRM -- Better Together: Part 2

This blog is an excerpt from an InfoStrat white paper

SharePoint and Dynamics CRM are based on different paradigms, and some but not all of their concepts map to one another.

Element
Dynamics CRM
SharePoint
Data
Entities (relational data)
Content types (pages, lists, etc.)
Fields
Attribute
Column / field
User Interface
Not applicable
Web parts
Data entry
Forms
Web pages
Knowledge Base
Knowledge Base
Wiki
Workflow
Workflows
Workflows
Views
Reports, views
Views, content query web part
Web sites
Not applicable
Sites and sub-sites
Web site templates
Not applicable
Site templates
Web page templates
Not applicable
Page templates
Dashboards
Dashboards, web components, charts
Web part pages, Business Data Catalog
Forms
Multipage form (tabs, one-to-many)
Single page form
Personalization
My Work
My Site
Notifications
Workflow
Alert
Tasks
Tasks
Tasks
Duplicate checking
Duplicate checking
Document names
Reports
Report designer
Report Center; Excel Services
Advanced Reports
Report Builder (SQL Reporting)
Report Builder (SQL Reporting)
Offline
Offline (requires Outlook)
Offline (requires Groove)

Table 1. SharePoint and Dynamics CRM Key Elements

Both SharePoint and Dynamics CRM are integrated into Microsoft Office in several ways.  For instance, SharePoint allows saving documents from Office into SharePoint document libraries, as well as linking to Outlook Calendars.  Outlook meeting requests can link to SharePoint workspaces.  Office programs include SharePoint functions in the ribbon interface.
Dynamics CRM (with the Outlook add-in) allows Outlook contacts, email messages, and appointments to be quickly added to Dynamics CRM.  Dynamics CRM records can even be taken offline in Outlook or viewed in mobile apps, a great feature for field workers.

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