Integrating Microsoft Dynamics CRM 2011 with Microsoft Office SharePoint Server 2010

Code: 80447
Course duration: 1 days
Location Period
Mid-Town New York City (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Attend Online 12-22
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 12-22
09:00AM to 05:00PM
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Greenwich, Connecticut (Instructor-Led) 12-22
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 12-22
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Attend Online 01-19
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-19
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-19
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 01-19
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Attend Online 02-23
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 02-23
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 02-23
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 02-23
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Attend Online 03-23
09:00AM to 05:00PM
enroll
NYC-23rd Street (Instructor-Led) 03-23
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 03-23
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 03-23
09:00AM to 05:00PM
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Integrating Microsoft Dynamics CRM 2011 with Microsoft Office SharePoint Server 2010

Course Outline

Module 1: Integration ConceptsLessons

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.
  • Module Overview
  • SharePoint Storage Concepts
  • Document Management
  • Integration Scenarios
  • Using Microsoft Dynamics CRM Versus SharePoint When Customizing a Solution

This module discussed what must be considered when you decide which business requirements are best suited for SharePoint and which are best suited for Microsoft Dynamics CRM 2011.

Module 2: Introduction to Microsoft Dynamics CRM 2011 Integration with SharePointThis module provides detailed information on the installation, configuration, and use of the default integration between Microsoft Dynamics CRM 2011 and SharePoint 2010. Although there are many ways to integrate the two applications, this module will focus on one. Additional types of integrations will be discussed in later modules.Lessons

  • Module Overview
  • Integration Overview
  • Microsoft Dynamics CRM List Component for SharePoint
  • Configure Data Management in Microsoft Dynamics CRM
  • Configuring and Using the Integration Between Microsoft Dynamics CRM 2011 and SharePoint 2010

Lab : Configuring the Integration In Microsoft Dynamics CRM 2011Module 3: Integrating External Data Sources into SharePointLessons

This module outlined the configuration process that is used to integrate both Microsoft Dynamics CRM On-Premise and Microsoft Dynamics CRM Online to Microsoft SharePoint is easy to set up and used and provided an opportunity to practice that process and validate the results.
There are two tools that you will examine in this module to better understand this experience—Business Connectivity Services (BCS) and Excel Services.
  • What is BCS
  • Configuring BCS
  • Configuring a BCS Connection to CRM data
  • Configuring BCS For Searching
  • Excel Services

Lab : Configuring a BCS Connection to CRM dataLab : Configuring Searching for BCSModule 4: SharePoint and Microsoft Dynamics CRM 2011 ReportingLessons

This module introduced some basic concepts and procedures that are related to BCS and how it connects to Microsoft Dynamics CRM 2011 data. Excel Services, similar to BCS, can be used in multiple ways that provide rich functionality and can also extract data from Microsoft Dynamics CRM. Then this data can be viewed in SharePoint while it uses the power of Excel.
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. Additionally, it will explain how to display basic Microsoft Dynamics CRM reports in SharePoint, and how to configure, design, and deploy Power View reports that use Microsoft Dynamics CRM 2011 data.
  • Microsoft SQL Server and SharePoint 2010
  • SharePoint 2010 and Reporting
  • Power View and Microsoft Dynamics CRM 2011

Lab : Configuring SharePoint 2010 for Microsoft Dynamics CRM 2011 ReportingLab : Create a Power View Report

This module explored the business intelligence capabilities of SharePoint 2010, SQL Server Reporting Services 2012 and Microsoft Dynamics CRM 2011 in an integrated environment. Although there is much more to explore as it relates to business intelligence and a fully integrated SharePoint and SSRS environment, this module only introduced these topics.

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2017-12-11 09:00 to 2017-12-15 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-11-27 09:00 to 2017-12-01 17:00
Attend Online
2017-11-27 08:00 to 2017-12-01 17:15
Attend Online

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