Presentation at SharePoint Saturday DC The Conference August 11-13, 2011. www.spstc.org

1. Relational Productivity Applications: SharePoint 2010 and Dynamics CRM 2011ARCH 300 Marie-Michelle Strah, PhD BroadPoint Technologies Welcome to SharePoint Saturday—The Conference

2. Welcome to SharePoint Saturday—The Conference Thank you for being a part of the first SharePoint Saturday conference Please turn off all electronic devices or set them to vibrate. If you must take a phone call, please do so in the hall so as not to disturb others. Open wireless access is available at SSID: SPSTC2011 Feel free to “tweet and blog” during the session Thanks to our Diamond and Platinum Sponsors:

3. Thanks to Our Other Sponsors! Thanks to our Sponsors

4. Session Evaluation Please complete and turn in your Session Evaluation Form so we can improve future events. Survey can be filled out at: http://app.fluidsurveys.com/surveys/spstc2011- and add the Session number to the URL Presenter: Marie-Michelle Strah, PhD Session Name: Relational Productivity Applications: SP2010 and CRM2011 Session No.: Sat-S2A-105

5. Marie-Michelle Strah, PhD SharePoint Solutions Architect and Practice Lead BroadPoint Technologies Washington, DC Michelle |@| lifeincapslock.com Twitter: @cyberslate Blog: http://lifeincapslock.com SSWUG: http://www.sswug.org FEDSPUG/WSPDC: http://www.meetup.com/fedspug-wspdc

6. Objectives Overview of Relational Productivity Applications RPA Solutions Workflow Interfaces Enterprise Search and Data Structure xRM and SharePoint: Better together

7. Information Workers (Unstructured Data) Structured Task Workers New Horizons

8. Relational Productivity Applications Information Work Task Work RPA Regimented Individual Precise management Line of Business Applications Transactional Relational Data Quantitative Collaborative Unstructured Productivity Tools Online Workspaces Qualitative Relationship Management Blended Operational Details Process Contextual information and decision support

9. EXAMPLE: Relational Productivity Applications: Leveraging Microsoft Dynamics CRM and SharePoint for Enhanced Business Impact Microsoft Corporation April 2010

11. Workflows

12. Interfaces

14. Business Process Automation Business Process Re-Engineering

15. Role Based Interfaces Unstructured (Information Workers) Structured (Task Workers)

16. Enterprise Search Search results yield data from both account ordering and document management systems

17. xRM Foundational Technologies

18. External SharePoint Dashboard in CRM

19. CRM Architecture Overview Multi-tenant Web Services Metadata-driven Entity concept: data storage container

20. xRMScaleable Architecture

21. xRMand SharePoint: Better Together Reference Architecture (SP2007/CRM4.0)

22. SharePoint and xRM: Design to Strengths TRADITIONAL SHAREPOINT PAIN POINTS: Transactional and Relational Data TRADITIONAL CRM PAIN POINTS: User Interface, User Experience, Web-Based Access

23. Example: Association Management SP xRM

24. Objectives Resources GirishRaja: http://blogs.msdn.com/b/girishr/ Michelle Strah: http://lifeincapslock.com/ask-the-experts-conv11-how-to-leverage-micros http://lifeincapslock.com/business-intelligence-across-the-enterprise-s

26. @cyberslate

27. http://lifeincapslock.com

28. http://www.sswug.org

29. http://womeninspdc.org