CRM Accelerators – Part IV – Enterprise Search Accelerator


Last week we introduced the Event Management Accelerator which is part of the CRM Accelerators for Microsoft Dynamics CRM customers and partners to be released in the next few months, each week we will unveil more details of each accelerator. In this article we feature the Enterprise Search Accelerator.

Enterprise Search Accelerator – Due to be released in Q3 2008

The enterprise search accelerator allows Microsoft Office SharePoint Server (MOSS) customers to view and search for Microsoft Dynamics CRM data directly from their SharePoint portals.

By combining these two technologies users from different areas of the business will be able to:

  • View and edit any Microsoft Dynamics CRM data such as accounts, contacts, opportunities, sales orders, invoices, service cases and any custom entity data through SharePoint. The Microsoft Dynamics CRM security model is preserved and enforced so that users can only view or edit CRM information that their security role allows.
  • Launch a SharePoint search which can return documents, emails, web content and Microsoft Dynamics CRM data.

The enterprise search accelerator provides one enterprise portal that users can search and view important customer information and documents from several sources within the organization.

Additionally, the technology, Business Data Catalog (BDC), and techniques used with this accelerator can be employed to surface data from other line of business applications to further enrich the SharePoint portal.

The BDC makes it easy for people to connect to, find, and act on information stored in structured line-of-business systems (such as Microsoft Dynamics CRM) by using a declarative framework to securely integrate them into search results.

With the BDC customers and partners can configure actionable audience-specific portals, dashboards and mash-up interfaces for this data without writing any code.

The following image is taken from the beta version of the Enterprise Search Accelerator:

image

Kind regards,

Reuben Krippner

Comments (22)

  1. Nice to see BUT beware of the license implications. Doing this is classed as multiplexing by Microsoft and as such each user (or device) who accesses this data and works with it in the manner described will require a CRM CAL. The cost can quickly overtake the business case.

  2. Reuben Krippner says:

    Charlie – thanks for the comments – as part of the documentation for all accelerators we will outline the licensing implications for each one.

  3. Henry Warner says:

    How/where can we download the accelerators?

  4. Last week we introduced the Enterprise Search Accelerator which is part of the CRM Accelerators for Microsoft

  5. Last week we introduced the Enterprise Search Accelerator which is part of the CRM Accelerators for Microsoft

  6. barry.b says:

    @Charlie

    so you’re saying that the same user will need both a Sharepoint CAL (to get into MOSS in the first place) then a CRM CAL (to work with CRM data)?

    while on the face of it that sounds fair enough, it also strikes me as starting to get a bit expensive. and tricky to manage, especially in a large organisation.

  7. Charlie says:

    @Barry.b#

    Your reading of it is correct. Microsoft refer to this as "Multiplexing" and state that any user who has access to "Live" CRM data needs a CAL. Now that may be a Read Only CAL or a CAL that has been specially negotiated for the scenario but a CAL none the less.

    Now there is an grey area surrounding the areas of reporting and the use of CRM data in conjunction with other data in Data Warehouse scenarios and just what constitutes “Live” CRM data and the people I have spoken to have not been lawyers and so they have taken a more pragmatic line but it is well worth investigating.

    The fear from Microsoft’s point of view is that you could buy 5 CRM CALs but implement 95% of the CRM functionality by building SharePoint/Web pages and then give access to 150 people without having to buy CALs for them. It is a very difficult line to draw, hence Microsoft’s willingness to discuss each case and scenario as it occurs.

  8. Tad Remington says:

    Any suggestions on available code or products for doing global searches within CRM?  I am aware of c360’s product.

  9. Chris Clark says:

    Do we have any kind of ETA for this feature? I can see it delivering significant value to several of our clients whom we have already joined CRM and MOSS for… A firm date would be fantastic, an ETA would be ample…

    Thanks,

    Chris

  10. Business Data Catalogue (BDC) is one of the very exciting features of SharePoint. It got introduced in

  11. Business Data Catalogue (BDC) is one of the very exciting features of SharePoint. It got introduced in

  12. The Microsoft Dynamics CRM Team is pleased to announce the upcoming availability of eight no-cost add-on

  13. The Microsoft Dynamics CRM Team is pleased to announce the upcoming availability of eight no-cost add-on

  14. The Dynamics team have been busy bees lately! CRM 4.0 BizTalk Adapter Now Available The long awaited

  15. Tehnoon Raza says:

    When is this getting released?

  16. Ayer se terminó el TechEd y quería aprovechar para hablar de algunas de las últimas sesiones de Dynamics

  17. De Analytics accelerator is de 5e CRM accelerator die beschikbaar is via Codeplex. http://www.codeplex

  18. Hi Guys,

    I am having real troubles getting the BDC to sucessfull crawl these views, Ive check everything know to man, only errors are:

    Melding: Invalid object name ‘FilteredActivityPointer’.

    Tekniske detaljer:

    System.Data.SqlClient.SqlException: Invalid object name ‘FilteredActivityPointer’.

      at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection)

      at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj)

      at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj)

      at System.Data.SqlClient.SqlDataReader.ConsumeMetaData()

      at System.Data.SqlClient.SqlDataReader.get_MetaData()

      at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString)

      at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async)

      at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, DbAsyncResult result)

      at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method)

      at System.Data.SqlClient.SqlCommand.ExecuteReader(CommandBehavior behavior, String method)

      at System.Data.SqlClient.SqlCommand.ExecuteDbDataReader(CommandBehavior behavior)

      at System.Data.Common.DbCommand.System.Data.IDbCommand.ExecuteReader(CommandBehavior behavior)

      at Microsoft.Office.Server.ApplicationRegistry.SystemSpecific.Db.DbSystemUtility.ExecuteStaticInternal(MethodInstance methodInstance, LobSystemInstance lobSystemInstance, NamedPropertyDictionary lobSystemInstanceProperties, Object[]& args, IDbConnection connection, Boolean connectionExplicitlyManaged)

  19. James Bruiners says:

    Hi Guys,

    Apologies one again, but everytime i crawl I get the following errors:

    bdc2://b7d89b68-8f53-42f4-80cb-a0dee4bbfe2f/356…

    Parameteren er feil. (Invalid object name ‘dbo.FilteredCustomerAddress’.)bdc2://b7d89b68-8f53-42f4-80cb-a0dee4bbfe2f/356…

    Parameteren er feil. (Invalid object name ‘dbo.FilteredContact’.)