Microsoft Project Server 2010 and Dynamics CRM 2011 Integration

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Microsoft Project Server 2010 and Dynamics CRM 2011 Integration

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I have seen a few questions recently in the Microsoft Project Server Forum and other in other social platform about the integration of Microsoft Project Server 2010 and Dynamics CRM 2011, and since I delivered a session on this topic at an event a few months ago, I wanted to share my thoughts on the subject. Before I go any further I think it’s important to understand the Microsoft Dynamics CRM offering, hence I recommend you look at our official CRM product portal for a basic understanding of our offering: http://crm.dynamics.com/en-us/home At a high level Microsoft Dynamics CRM offers the three solutions:

  • Sales Force Automation
  • Customer Service
  • Marketing

The goal of the session I co-delivered with a CRM consultant was to investigate integration scenarios between the two line of business applications (CRM & PPM) and showcase integration options between the two extensible platform.  We introduced and demonstrated the following two scenario during that session:

Sales to Project Delivery – once an opportunity reaches 80%, a project is created in Project Server Marketing planning to execution – marketing campaigns are imported in Project Server to leverage the Portfolio Analysis engine to choose which initiatives are align with the objectives based on cost & resources constraints
Microsoft Project Server 2010 and Dynamics CRM 2011 Integration Microsoft Project Server 2010 and Dynamics CRM 2011 Integration
Demo screenshots:
Microsoft Project Server 2010 and Dynamics CRM 2011 Integration
Demo screenshots:
Microsoft Project Server 2010 and Dynamics CRM 2011 Integration

Due to not only the rich extensibility of both products but also to the ease programming of both, even a marketing person like myself (!) with the help of a CRM trained consultant we were able to built these demos in a few days (including a CRM workflow creating a Project Server project using a standard PSI call). For more information on the extensibility of each please refer to the Developer centers on MSDN:

If you do not have programming experience on MSFT CRM or Project Server I highly recommend you engage Microsoft certified CRM & PPM partners or Microsoft Consulting Services to help your with the technical aspect of the integration.  The two scenarios/use cases presented above are by no means exhaustive and more can achieve between Microsoft CRM and PPM offerings. In summary integrating Microsoft Project Server and Dynamics CRM offers a strong line of business application and integration is possible today using custom code thanks to their respective rich extensibility. Happy integration projects and see you next month at Microsoft Project Conference 2012 in Phoenix!

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