Module 1: Introduction and Overview

This chapter teaches you which scenarios are best suited for each platform, what the comparative strengths of each are in different application scenarios, and how to build applications that integrate features from both SharePoint and Microsoft Dynamics CRM 4.0.

Lessons

• The Right Tool for the Job
• Common Integration Scenarios

After completing this module, students will be able to:

Module 2: Extending Microsoft Dynamics CRM 4.0 with data from SharePoint

This chapter teaches basic Microsoft Dynamics CRM 4.0 customization concepts and skills, and focuses on extending the highly structured data characteristic of Microsoft Dynamics CRM with related but less structured data often stored in SharePoint.

Lessons

• Microsoft Dynamics CRM 4.0 Customization Basics
• Extending Microsoft Dynamics CRM Using IFRAMEs with Static URLs
• Extending Microsoft Dynamics CRM Using IFRAMEs with Dynamic URLs

Lab: Search for SharePoint for Information related to a Microsoft Dynamics CRM 4.0 Account Record.

• Customize the Account Entity Form
• Add a Tab
• Add an IFRAME
• Add code for the onload event

After completing this module, students will be able to:

Module 3: Consume Microsoft Dynamics CRM 4.0 Data from Windows SharePoint Services 3.0

This chapter introduces Windows SharePoint Services 3.0 (WSS) customization features, such as pages and web parts, which can be used to expose Microsoft Dynamics CRM 4.0 data in WSS. This is primarily used for building reports, and it relies on features available in Windows SharePoint Services 3.0.

Lessons

• Understanding and Working with SharePoint Web Parts and Pages
• Understanding and Using the List Web Part for Microsoft Dynamics CRM 4.0
• Understanding and Using SharePoint Designer Data Views to Expose Microsoft Dynamics CRM 4.0 Data

Lab: Working with the Microsoft Dynamics CRM 4.0 List View Web Part

• Create the AccountContacts.aspx Web Part page
• Add the Initial Microsoft Dynamics CRM 4.0 Web Part to display Active Accounts
• Change the display of the Microsoft Dynamics CRM 4.0 Web Part with Active Accounts
• Add the Related Microsoft Dynamics CRM 4.0 Web Part to display Contacts

After completing this module, students will be able to:

Module 4: Building Data-Aware Applications Using Microsoft Office SharePoint Server 2007

This chapter explains Microsoft Office SharePoint Server 2007 features that can integrate with Microsoft Dynamics CRM 4.0, focusing on the Business Data Catalog and Excel Services.

Lessons

• Understanding and Using the Business Data Catalog with Microsoft Dynamics CRM 4.0.
• Understanding and Using Excel Services
• Building a MOSS 2007 Dashboard using Microsoft Dynamics CRM 4.0 Data

After completing this module, students will be able to:

Module 5: Advanced Integration Scenarios

This chapter introduces several advanced integration scenarios for Microsoft Dynamics CRM 4.0 and Windows SharePoint Services integration.

Lessons

• Building a Basic Web-to-Lead ASP.NET Page

Lab: Building a Web-to-Lead Application

• Create the initial WebToLead.aspx page in SharePoint Designer.
• Allow for code blocks in your custom site page.
• Create the Microsoft Dynamics CRM 4.0 .NET dll
• Test the Page and receive a permission error.
• Check for the newly created Lead in Microsoft Dynamics CRM 4.0

After completing this module, students will be able to: