Skip to main content

Microsoft SharePoint and Dynamics CRM -- Better Together: Part 1

This blog is an excerpt from an InfoStrat white paper

We often are asked which tool is best for a particular application: SharePoint or Dynamics CRM? 

I will devote a series of blog posts to this topic. 

The short answer is that it depends on what problem you are trying to solve.
SharePoint and Dynamics CRM were developed independently, with different features and functions in mind.  SharePoint began as a document management and collaboration environment, combined with a search engine.   It was not originally designed to provide line of business applications which rely on relational data as many line of business solutions require.  SharePoint has over the last few versions increased its capabilities to handle structured and external data.   

Dynamics CRM began as a line of business solution for sales force automation and customer relationship management. At the heart of its paradigm is a shared, relational database with an integrated front end, reporting tools, a sophisticated security model, and data integrity features. It does not provide a web search engine, document management, portals, and collaboration capabilities that are inherent in SharePoint.

SharePoint and Dynamics CRM have many architectural features in common, such as:
·         Web-based, with broad browser support
·         Use SQL Server to store data and metadata
·         Integration with Outlook and other Office products
·         Allow single sign-on with Active Directory
·         Rely on Windows Server
·         Built on Internet Information Server (IIS)
·         Allow documents to be stored
·         Use Windows Workflow for automating workflows
·         Use Visual Studio as development environment
·         Support security groups

Much of the user interface and some of the administrative functions are similar for the products, as one might expect from their integration with Microsoft Office.

Popular posts from this blog

Key Concepts for Microsoft Dynamics 365: Tenant, Instance, App and Solution

Updated 8/15/2022 To understand Microsoft Dynamics 365 (formerly Dynamics CRM) and Power Apps, you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises.  These concepts also apply to Power Apps.  The main difference is that with Power Apps you are not starting with a Microsoft app but more of a blank canvas for your custom apps.  This post introduces some key terms and how these concepts are important for planning your implementation. While Dynamics 365 is still available on premises, it is most commonly deployed on the Microsoft cloud.  This blog post discusses only cloud implementations. Microsoft has multiple clouds such as commercial and government community clouds in several countries. We start with a Microsoft tenant .  A tenant is the account you create in the Microsoft Online Services environment (such as Office 365) when you sign up for a subscription. A tenant contains uni

Understanding Dynamics 365 and Office 365 Admin Roles

Managing Dynamics 365 instances If you run Microsoft Dynamics 365 (formerly Dynamics CRM) in the Microsoft cloud, you need to understand how your Dynamics instances relate to Office 365 and choose which of your administrators receives which roles and permissions to manage Dynamics 365. In on premises deployments, your network administrator would create and delete user accounts.  The Dynamics 365 admin would then assign permissions to users in Dynamics 365. This post explains three administrator roles: Office 365 Global Administrator Dynamics 365 System Administrator Dynamics 365 Service Administrator You may think that the Dynamics 365 system administrator would have power to do all the actions needed to manage Dynamics 365, but this is not the case. What's different in Microsoft cloud deployments is that licenses and user accounts are managed in Office 365 by an Office 365 Global Administrator.  This role is analogous to a network administrator for an on premises

Switching from Microsoft Dynamics GP to Dynamics 365 Business Central

Updated 4/6/2022 Register for our webinar  "Great Plains to Microsoft Dynamics 365 Business Central for Nonprofits." Source: https://docs.microsoft.com/en-us/dynamics-gp/terms/lifecycle This year Microsoft announced a date for the end of mainstream support for Dynamics 365 GP 2018 accounting software.  This spurred some blogs and customers to think that they must switch from Dynamics GP to another product by January 10, 2023 when mainstream support ends. It turns out that this announcement does not cover the latest version which is named simply Dynamics 365 GP (without a year in the product name).  Dynamics 365 GP will continue to be developed and supported indefinitely. Without support, customers cannot continue to use accounting software because it must be maintained in order to comply with changing tax and regulatory requirements.  Microsoft ships these updates in the June and December releases, and adds hotfixes and other new features in an October update.  This stay of