Saturday, January 01, 2011

Comparing Microsoft Dynamics CRM and SharePoint

In this post will try to state part of a session I delivered in early 2010, in one of the community events in Saudi Arabia, I will discuss the comparison between , SharePoint and Dynamics CRM
SharePoint and Microsoft Dynamics CRM - Similarities

  • Both run as server applications on the Windows platform.
  • Both are built on the .NET developer platform.
  • Both use SQL Server as their database engine.
  • Both are web applications that run on the Internet Information Server (IIS).

SharePoint and Microsoft Dynamics CRM– Differences

  • Data model
    In SharePoint for example, users can add an item to a list, and upload documents to a document library. These lists and libraries are customizable. While a list is similar to a table in a database application, SharePoint cannot create relationships between lists (however, you can use lists as lookups for each other). Microsoft Dynamics CRM has explicit out of the box support for relational database management features. Its "entities" correspond to database tables, which have customizable "attributes" (columns), and it has a powerful set of features for creating relationships between out of the box entities, and custom entities you create.
  • SharePoint Pages compared to CRM Forms
    With SharePoint, the primary user experience is through web pages. Customizers of a SharePoint site can use the built-in user interface to create custom pages using Web Parts, and SharePoint Designer can be used to create highly graphical custom pages. These web pages do not generally have any built-in data awareness, and can be created entirely independent of any SharePoint lists or libraries. Dynamics CRM does not provide out of the box support for a generic web page. Every Dynamics CRM entity has only one form that manages the user experience of working with the highly structured data contained within Dynamics CRM.
  • Document management (Versioning, Approval, Source Control)
    SharePoint has powerful out of the box features designed for efficient and secure collaboration on shared documents, such as major and minor versions, content approval based on security role, and the ability to require check-outs before allowing edits. Dynamics CRM documents can be attached to an entity's records, but there is no support for versioning or any of the other document management features available in SharePoint.
  • Query and Search
    Dynamics CRM provides powerful end-user querying tools that are tailored to the product's relational database strengths. For example, users can easily include columns from multiple related entities within a single result set, and can sort and filter based on values from related entities. With SharePoint, search is much less structured, and the experience is more similar to a Live or Google web search experience where a user can enter a search keyword in the search box, and the SharePoint search engine will potentially find every occurrence of that keyword in every list, library, page or document in an entire site collection. SharePoint enterprise search is less structured and much broader than Dynamics CRM search, and offers users the potential to search across SharePoint content (including document libraries, lists, blogs, and wikis) as well as network file shares, external web sites, other business applications (such as SAP), and even Dynamics CRM data, (if you configure the SharePoint Business Connectivity Service).

Jobs for SharePoint

  • Document management and collaboration.
  • Web sites and web content management.
  • Reporting and dashboard applications.
  • Enterprise portals and Enterprise search.

Jobs for Microsoft Dynamics CRM

  • Marketing Management.

The Dynamics CRM is used by the marketing team to manage the entire marketing process; Dynamics CRM manages the entire marketing processes it helps in: marketing planning and budgeting, campaigns, marketing lists, marketing teams and marketing activities reporting…etc.

  • Sales Management.

You can use Dynamics CRM for the management of your sales processes starting from very simple sales process to roughly saying very complex sales processes.

  • Customer service

Such as case management, service scheduling, contract management, knowledge base.

  • xRM (Any Relationship Management).

xRM is a business application framework that accelerates the development and delivery of enterprise-class, relational business applications. It the one of the amazing extensibility features of Microsoft Dynamics CRM, it moves you to a space where sky is the limit. xRM capabilities forged from customization, configuration and business process automation investments.

20 comments:

Anonymous said...

Nice article. I'm a CRM addict but I know little about SharePoint, but I sometimes get asked what the differences are. Now I'll be better informed.

Anonymous said...

booκmarkeԁ!!, I likе yоur web site!


My webρаge: http://forum.bp-host.Org.ua//profile.php/profile.php?id=10439
my webpage - User-pic

Anonymous said...

I hardly lеave гesponses, but aftеr reading thrоugh а ton of resρonseѕ here "Comparing Microsoft Dynamics CRM and SharePoint".
I actuallу do have a few questions for you if you ԁo not mind.
Ӏs it sіmply mе or doeѕ іt ѕeem liκe some of
these cоmments come acгoss as if they are left bу brаin dead indіvіduals?
:-P And, if you aгe postіng at аԁditional places, I would likе to keep up with еveгything fгеsh you have tο post.

Woulԁ уou mаke a lіѕt of
аll of all your ѕoсial рages like your linκеdin pгofіlе,
Fаcebοok pаge or twitter feеd?

my ωеb site :: cccam server|server cardsharing|skybox f3 cardsharing|cccam|cardsharing anbieter|cccam pay server|cccam server premium|dreambox|server dreambox|buy cardsharing|cardsharing|cardsharing server|dreambox 800|free card sharing server|satellite cardsharing kings|test line cccam|card sharing|card sharing servers|cardsharing canalsat|Cccam line|cccam test line|free cccam server|sat keys|satellite cardsharing|

Anonymous said...

Аsking questions аге gеnuinely gοоd thing if you аrе not understanding аnything entirely,
except thіs pοѕt provides goоԁ understanding yet.


Mу homepage :: Www.Pressace.com

Anonymous said...

naturally like your web-site but you need to test the
spelling on several of your posts. Many of them are rife
with spelling problems and I to find it very
troublesome to inform the reality however I'll surely come back again.

Look into my weblog bancuri bula noi

Anonymous said...

I got this site from my buddy who informed me concerning this web page
and now this time I am browsing this site and reading very informative
posts at this time.

My web-site; super-bancuri.ro

Anonymous said...

When I originally commented I clicked the "Notify me when new comments are added"
checkbox and now each time a comment is added I get several emails with the same comment.
Is there any way you can remove people from that service? Thanks a
lot!

Feel free to surf to my website: jocuri online masini

Anonymous said...

I enjoy what you guys are up too. Such clever work and
reporting! Keep up the great works guys I've included you guys to my blogroll.

Here is my homepage ... cccam homepage

Anonymous said...

It's impressive that you are getting ideas from this article as well as from our discussion made at this time.

Look into my web page; http://www.satellitecs.com

Anonymous said...

Hi, I do believe this is an excellent site.
I stumbledupon it ;) I may return yet again since I bookmarked
it. Money and freedom is the greatest way to change, may you be rich and continue to help others.


Visit my blog; maquillage yeux

Anonymous said...

Wow, thаt's what I was seeking for, what a information! present here at this webpage, thanks admin of this website.

Also visit my blog post - devis chaudiere

Anonymous said...

I was curious if you ever consіdered
changing the page lауout of youг blog? Ιts very
wеll wгitten; I loѵe what yοuvе got
to ѕay. But maybe you сould a littlе
more in the way οf сontent so pеople could
connect wіth it better. Youve got an awful lot of text for only haνing one οr two pictures.
Maybe уou could ѕрace it out better?

Here is my web blog; devis chauffage electrique

Anonymous said...

Hi to eνeгy boԁу, it's my first pay a visit of this weblog; this webpage carries amazing and really excellent stuff designed for readers.

Feel free to surf to my blog post - disque ssd

Anonymous said...

What a data of un-ambiguity and preserveness of precious familiarity concerning
unexpected feelings.

Also visit my web page Rolland Garros

Anonymous said...

Hi, I do think this is a great blog. I stumbledupon it ;) I am going to return once again since
i have saved as a favorite it. Money and freedom is the
greatest way to change, may you be rich and continue to guide other
people.

My website: voyance

Lodha said...

dear, mahmoud,
should a b2c organisation use both crm and sharepoint simultaneously.

Anonymous said...

Good response in return of this matter with firm arguments and explaining all
concerning that.

My web blog ... battlefield 4 cheats xbox one - http://wiki.schattenpfeile.de -

RobertRFreeman said...

I posted an article on this exact same topic. We both agree that relational support is the key missing feature from SharePoint. My article asks Microsoft to finally step up to the plate and combine these 2 engines.

http://rrfreeman.blogspot.com/2015/03/crm-and-xrm-vs-sharepoint-for-business.html

RobertRFreeman said...

Here is the link to my article.

Shamrock Solutions LLC said...

Shamrock Solutions is a group of professional consultants and project managers who possess strong technical skills along with a vast experience in solving the intricate problems of our clients. Our primary concern is to deliver the best in class services to you so you can get all your requirements fulfilled in a short time. You can get in touch with us today for specific assistance and we will be more than happy to provide. With 20+ years of experience, we'll ensure you always get the best guidance. ECM Consulting Services help you manage business content with Perceptive Content Consulting Services and ImageNow Consulting Services .