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
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
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
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…
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0800 169 1890
3 Kelso Place
Upper Bristol Road
BATH BA1 3AU
Fax: 01225 444728
LONDON BATH OR ONSITE
£445 plus VAT
Prices are subject to change without
prior notice. Please see the course
page on www.f1comp.co.uk, 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