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Presentation slides from Sharepoint Saturday UK - 9th November 2013. “Produce Meaningful BI Solutions in SharePoint and Office from Enterprise System such as CRM Using OData, No code involved”
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“Produce Meaningful BI Solutions in SharePoint and Office from Enterprise System such as CRM Using OData, No code involved” François Souyri
Ben Ahmed
SharePointBI
SolutionsOData
CRMEnterprise
SystemNo Code
“Produce Meaningful BI Solutions in SharePoint and Office from Enterprise System such as CRM Using Odata. No code involved”
Enterprise System
ERP Systems
Exposing data using the OData protocol.Query Over HTTP.
OData
BI Solutions
Business Connectivity Services benefits:• Centralised Data Connection
point(one place for all sources)
• Common interfaces• Managing authentication• Indexing data for search
BCS
Familiar tools: • CRM• SharePoint U.I • SharePoint
Designer• MS Office
No Code
Dynamics CRM 2011The Out of the Box Experience• Track
• Record• Leads• Market• Manage• Report
CRM : The basics
Which Integration Points are available ?
Integration Points #1 – From CRM to SharePoint
Services (WCF, OData)
Services (ASMX, REST, Client Object
Model)
UI UI
Server Object Model
Custom Web Service
OdataWeb Service
Integration Points #2 – From SP to CRM 2011
Services (WCF, OData) UI UI
OdataWeb Services
Server Object Model
OdataWeb Service Services
(ASMX, REST, Client Object
Model)
Custom Web Service
Integration Points #3 – UI Integration possibilities
Services (WCF, OData)
Services (ASMX, REST, Client Object
Model)
UI UI
Server Object Model
User Interface “Tricks”
Services (ASMX, REST, Client Object
Model)
Custom Web Service
OdataWeb Services
OdataWeb Service
Integration point # 4: Database source option
Services (WCF, OData)
Services (ASMX, REST, Client Object
Model)
UI UI
Server Object Model
Services (ASMX, REST, Client Object
Model)
Custom Web Service
OdataWeb Services
OdataWeb Service
Excel / CSV source
Other Data Sources
User Interface “Tricks”
Live Demo
Sharepoint 2013 & CRM 2013 on premise
Sharepoint 2013 PowerBI on Office365
BI Resources
Office365 PowerBIOdata sources
Live demo of PowerBI: https://spsuk2013-public.sharepoint.comLogin: Demo@spsuk2013.onmicrosoft.com Password: Sharepoint2013
Key Takeaway Summaries
Multiple integration points to retrieve the data• Web services / OData• BCS External Content Types connections• SCOM (Sharepoint Client Object Model)• U.I Scripting JavaScript • .net code
Multiple B.I design options.• MS Office• Power View, Power Map• Excel Services, PowerView Gallery, Power BI (SP Online)• Third party tools
@francoissouyri @benahm
Questions ?
/in/fsouyri /in/benahmed
What was needed in the demo
Server side• Powerpivot for SQL Server 2012 installed
Client side• PowerView Add in for Excel • Activate PowerMap for Excel Com Add-in• SharePoint Designer for creating BCS
connection
Dynamics CRM 2011SharePoint 2013
Architecture
Pre-Event Plug-ins(.NET Assemblies)
Post-Event Plug-ins(.NET Assemblies)
Web Services
Custom Workflow(.NET Assemblies)
Backend Integration Server-to-Server
Extensible Application: Form and client side events, Ribbon, Sitemap, Web Resources, JS libraries…
Front End Integration (U.I, Ribbon)
Business Entity Components
Data Access Components
Synchronous and Asynchronous Business Logic
Metadata Database
Filtered SQL Views
Data Access Platform
: Integration points
W
orkfl
ow
Secu
rity
Important: * Unsupported Functionality, by Microsoft. Not Recommended at all to use.
Databases
Recommended