SharePoint Upgrade and CRM Integration For Non-profit

Technology Used

Visual Studio 2012, C#.NET, SharePoint 2013 Server Enterprise, Microsoft SQL Server 2008 R2, Server-Side Object Model with Workflows, CRM list component for SharePoint integration

Customer Profile

A Non-Profit organization headquartered in US with offices spread across East Coast. They have over 5000 members from different Government and Non-Government organizations with varied experience.

Customer Situation

  • Internal portal sites were running on SharePoint 2010 Standard which is out of support period
  • Using office 365 based portal for internal training needs which provided less customization capabilities for business users
  • IT team was managing content/rights to different sites/sections thereby becoming an administrative overhead
  • Existing custom software is being replaced with MS CRM which has to have Document Management capabilities that needs SharePoint integration

Congruent's Solution

  • The current setup involved migration of both SharePoint 2010 sites and Office 365 sites with different integration components in place
    • Designed the on-premises infrastructure setup
    • Installed and configured SharePoint for internal needs
    • Upgraded the existing SharePoint 2010 sites’ content to SharePoint 2013
    • Migrated the content and forms from Office 365 to SharePoint 2013 On-premises setup
    • Integrated with hosted Exchange solution and On-premises MS CRM setup


  • Enhanced customization capabilities
  • Advanced integration options with on-premise systems like MS CRM and Serenic
  • More user on-boarding with extended functionalities on social integration with SharePoint 2013

Congruent's Key Challenges

  • Practically less access to internal systems
  • Access to data/site over VPN with strict password/group policies
  • Stakeholders from different departments involved significant effort in managing stakeholder interests thereby avoiding conflicts

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