Custom SharePoint Integration - from zero to here in 60 minutes
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The document outlines a session focused on custom SharePoint integration with CRM workflows and Azure functions. It emphasizes utilizing SharePoint best practices to create a low-cost solution and provides a step-by-step overview of building a CRM workflow and integrating it with SharePoint. Additionally, it discusses the limitations of SharePoint and CRM, potential next steps, and includes promotional information for related meetups and sponsors.
Custom SharePoint Integration - from zero to here in 60 minutes
- 1. From zero to hero in 60 minutes Martijn Delta-N B.V. Eikelenboom SharePoint integration
- 2. Why this session Custom SharePoint (Online) integration As much out of the box as possible SharePoint best practices Easy to build Low cost
- 4. We’re going to build CRM Workflow Workflow Activity Azure Function SharePoint Model Writeback to CRM
- 5. In this order CRM Workflow Workflow Activity Azure Function SharePoint Model Writeback to CRM SharePoint Model
- 6. SharePoint model Remote provisioning SPMeta2 (http://bit.ly/spmeta2) Alternative: PNP (http://bit.ly/sp_pnp)
- 7. Demo
- 8. We’re going to build CRM Workflow Workflow Activity Azure Function SharePoint Model Writeback to CRM Writeback to CRM
- 9. Writeback to CRM SharePoint site Document locations
- 10. Demo
- 11. We’re going to build CRM Workflow Workflow Activity Azure Function SharePoint Model Writeback to CRM Azure Function
- 12. Azure Function Serverless Triggers Scalable Pay-as-you-go Deploy from manually, from VS or Source Control
- 13. Demo
- 14. We’re going to build CRM Workflow Workflow Activity Azure Function SharePoint Model Writeback to CRM Workflow Activity CRM Workflow
- 15. Workflow activity Calling Azure Function endpoint
- 16. Demo
- 17. We’re going to build CRM Workflow Workflow Activity Azure Function SharePoint Model Writeback to CRM
- 18. Demo
- 20. Where to go from here Use this concept as a starting point Queues Resilience Content types Document sets Permissions SharePoint updates
- 21. Martijn Eikelenboom Office 365 and Dynamics 365 architect/consultant Delta-N Netherlands www.oak3.org @meikelenboom First Dutch meetup 23rd of March: http://bit.ly/dutch365meetup
- 22. Thank you
- 23. Over Delta-N Delta-N BV | Laan van Waalhaven 450, 2497 GR Den Haag | 085 – 487 52 00 | info@delta-n.nl | www.delta-n.nl
- 24. Complete prior to the closing session to be included in the survey drawing! LG TONE PLATINUM Wireless Stereo Headset WEBSITE Martijn Eikelenboom, Delta-N B.V. FILL OUT SURVEY THROUGH THE MOBILE APP
- 25. Thank you to our sponsors!