Integrating Microsoft Dynamics CRM 4.0 and Microsoft

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					                                                Integrating Microsoft Dynamics
                                                CRM 4.0 and Microsoft Office
                                                SharePoint Server 2007
COMPUTER TRAINING                               At the end of the course the delegate will be able to complete the following:
 The key to a better future
                                                Introduction and Overview                               Understanding and Using SharePoint Designer
                                                                                                         Data Views to Expose Microsoft Dynamics
                                                   This module discusses which scenarios are best       CRM 4.0 Data
                                                    suited for each platform, what the                  Lab: Working with the Microsoft Dynamics
                CRM                                 comparative strengths of each are in different
                                                    application scenarios, and how to build
                                                                                                         CRM 4.0 List View Web Part
                                                    applications that integrate features from both   Skills:
    Course No. 80141                                SharePoint and Microsoft Dynamics CRM 4.0.          Understand the Concept of WSS Web Part
                                                   The Right Tool for the Job                           Pages and Web Parts.
                                                                                                       Be introduced to the SharePoint List View
               1 Day                                Common Integration Scenarios
                                                Skills:                                                  Web Parts for Microsoft Dynamics CRM 4.0.
                                                   Understand basic positioning of SharePoint
                                                                                                        Understand and use SharePoint Designer to
                                                                                                         create Data Views that Access Dynamics CRM
                                                    and Microsoft Dynamics CRM, and the kinds of         4.0 Data.
Target Audience:                                    business problems each is designed to solve.
This course teaches students the basic skills      Identify the most common scenarios where
                                                                                                     Building Data-Aware
required to create integrated applications          SharePoint and Dynamics CRM can be used
that utilize data and features from both            together.                                        Applications Using Microsoft
Microsoft Dynamics CRM 4.0 and Microsoft
Office SharePoint Server 2007. It is            Extending Microsoft                                  Office SharePoint Server
intended for business analysts and solution
                                                Dynamics CRM 4.0 with data                           2007
designers, power-users and customizers and                                                              This module explains Microsoft Office
.NET developers who need an introduction        from SharePoint                                          SharePoint Server 2007 features that can
to Dynamics CRM and SharePoint
integration techniques.
                                                   This module teaches basic Microsoft Dynamics         integrate with Microsoft Dynamics CRM 4.0,
                                                    CRM 4.0 customization concepts and skills, and       focusing on the Business Data Catalog and
                                                    focuses on extending the highly structured           Excel Services.
Before attending this course, students must
                                                    data characteristic of Microsoft Dynamics CRM       Understanding and Using the Business Data
                                                    with related but less structured data often          Catalog with Microsoft Dynamics CRM 4.0.
have the following pre-requisites:
• Attended Course 8913, or have
                                                    stored in SharePoint.                               Understanding and Using Excel Services
  equivalent experience.
                                                   Microsoft Dynamics CRM 4.0 Customization            Building a MOSS 2007 Dashboard using
                                                    Basics                                               Microsoft Dynamics CRM 4.0 Data
• Be familiar with basic use of SharePoint
  sites, lists and document libraries.
                                                   Extending Microsoft Dynamics CRM Using           Skills:
• Have some familiarity with basic
                                                    IFRAMEs with Static URLs                            Understand how to use the Business Data
  customization techniques in either
                                                   Extending Microsoft Dynamics CRM Using               Catalog with data From Microsoft Dynamics
                                                    IFRAMEs with Dynamic URLs                            CRM 4.0 Filtered Views.
  Microsoft Dynamics CRM 4.0 or
  SharePoint.                                      Lab: Search for SharePoint for Information          Understand how to configure, publish and
                                                    related to a Microsoft Dynamics CRM 4.0              view Excel spreadsheets using Excel Services.
Purpose:                                            Account Record.                                     Overview the Web Parts available for the
After completing the course, students will      Skills:                                                  Business Data Catalog and Excel Services to
be able to understand the kinds of business        Learn basic Microsoft Dynamics CRM 4.0               allow views of Microsoft Dynamics CRM 4.0
problems SharePoint and Microsoft                   customization techniques required to build           data to be accessible on a SharePoint
Dynamics CRM are designed to solve; learn           integrated applications.                             dashboard.
Microsoft Dynamics CRM customization               Learn how to use a static URL for a Microsoft
techniques required to build integrated
applications; learn how to use a static or
                                                    Dynamics CRM 4.0 record to display associated    Advanced Integration
                                                    content stored in SharePoint.
dynamic URL for a Microsoft Dynamics CRM           Learn how to construct a URL dynamically,        Scenarios
record to display associated content in             based on information contained in a Microsoft       This chapter introduces several advanced
SharePoint; work with SharePoint Web Parts          Dynamics CRM 4.0 record, and display                 integration scenarios for Microsoft Dynamics
and Pages; use the List Web Part for                                                                     CRM 4.0 and Windows SharePoint Services
                                                    associated content stored in SharePoint.
Microsoft Dynamics CRM 4.0; use                                                                          integration.
SharePoint Designer Data Views to expose
                                                Consume Microsoft                                       Building a Basic Web-to-Lead ASP.NET Page
Microsoft Dynamics CRM 4.0 data; use the                                                                Lab: Building a Web-to-Lead Application
Business Data Catalog with data from
Microsoft Dynamics CRM 4.0 Filtered Views;
                                                Dynamics CRM 4.0 Data from                           Skills:
configure, publish, and view Excel              Windows SharePoint Services                             Understand the basics of calling the Dynamics
                                                                                                         CRM 4.0 Web Services from a SharePoint
spreadsheets; overview the Web Parts
available for the Business Data Catalog and
                                                3.0                                                      ASP.NET page.
Excel Services; understand the basics of           This module introduces Windows SharePoint
calling the Dynamics CRM 4.0 Web Services           Services 3.0 (WSS) customization features
from a SharePoint ASP.NET page.                     which can be used to expose Microsoft
                                                    Dynamics CRM 4.0 data in WSS.
                                                   Understanding and Working with SharePoint
                                                    Web Parts and Pages
                                                   Understanding and Using the List Web Part for
                                                    Microsoft Dynamics CRM 4.0

       THE KEY TO A

   for further information…

      call us on
  0800 169 1890

          3 Kelso Place
       Upper Bristol Road
        BATH BA1 3AU

      Fax: 01225 444728


       £445 plus VAT
Prices are subject to change without
 prior notice. Please see the course
page on, or call
01225 336096, to verify the current
         price of this course.

Maximum of 6 people on each
course at F1’s training facilities
     in London and Bath