Integrating Dynamics AX with Dynamics CRM

April OlsonProgram ManagerMicrosoft Corporation

BRK356

Disclaimer© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others.

Microsoft Dynamics AX 2012 R2 is a pre-release product under development. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft. Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice.

Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

Custom fields required in each system

Keeping Dynamics CRM and Dynamics AX in sync is time consuming

• Out of box integration

• Expose customizations through web services

• SDK for all integration needs

Integration Challenges

Data needed in CRM from a non-Dynamics system

Session Agenda Connector overview What’s “out-of-the-box” Customization options Connector resources

What is Connector? Robust Dynamics integration that “just works” between Dynamics AX

2012 and Dynamics CRM

Easy install and deployment Minimized architectural overhead Support for all Microsoft Dynamics CRM 2011 deployments

Connector Client

Dynamics CRM

Database

Dynamics CRM Web Services

Dynamics AX Database

Dynamics AX Web Services

Connector Database

Connector

CR

M A

dapto

r ER

P A

dapto

r

Benefits of Connector An integrated system that increases business efficiency by making the two systems in sync

Get transparency when things go wrong Save time by using an out of the box integration with all the components you need

No license cost

Who is reaping the benefits? Over 500 customers Case study -headON Communication, provider of headsets and communications equipment Needs: wanted better control of its business,

simplify finance management, and engage more effectively with customers

Solution: Dynamics NAV and Dynamics CRM using Connector for Microsoft Dynamics

Benefits: Engage more effectively with customers, simplified business operations, optimal business performance

Flexible, out-of-the-box integration that’s easily extended for your business

Out-of-the-box integration

Business driven modifications

Developer customizations

• Predefined maps• Predefined schedules

What’s integrated out-of-the-box?

Dynamics CRM Integration Direction Dynamics AX

Customer Account

Contact Contact

Currency Currency

BOM Product

Item Product

Sales Invoice Invoice

Sales Order Order

Employee ERP System User

Unit and Unit Conversions Unit Group/Unit

Enumerated Values Pick List

demo

Out-of-the-box integration

Flexible, out-of-the-box integration that’s easily extended for your business

• Schedules•Map template changes•Notifications

Out-of-the-box integration

Business driven modifications

Developer customizations

Let your business drive customizations to Connector

• Fields not mapped in Dynamics CRM or Dynamics AX 2012

• User-defined fields• Use constant

values or manipulate how data is transformed

• Import/Export maps

• Run maps less often than default for maximum efficiency

• Run maps more often than default to support ‘real-time’ business

• System and business level notifications

• Immediately, daily, or weekly

• Integrations retry when error is timing related

• Other errors may require intervention

Map templates Schedules Notifications Log files

demo

Customizing maps and schedules

Flexible, out-of-the-box integration that’s easily extended for your business

• Connector SDK

Out-of-the-box integration

Business driven modifications

Developer customizations

Developer customization using SDK Visual Studio templates

Create own adapters and object providers Create mapping functions

Deployment Xcopy operation, register new adapter

Connector architecture

Integration Service

ER

P A

dapte

rCR

M A

dapte

r

Instrumentation

Event Logging

Thread Mgmt

Diagnostics

Transform ServiceMS CRM (IIS)

CRM Web Services

CRM Store

Connector StoreConfiguration

Status Exceptions

AX Store

AX Web Services

Web Services

ClientNotifications Setup

Security Setup

Mapping Setup

Diagnostics

Failure Mediation

Document Setup

Learn more about Connector – Team blog

Learn more about Connector – Download page

Learn more about Connector -- Links Blog

http://blogs.msdn.com/b/dynamicsconnector/

User Guides http://www.microsoft.com/download/en/details.aspx?id=10381

Download Page https://mbs.microsoft.com/partnersource/marketing/marketingcollateral/messagingframewo

rks/MSDY_ConnectorforMicrosoftDynamics.htm

Overview Live Meeting https://www.livemeeting.com/cc/8001814850/view?id=F4TGH9&role=attend&pw=c%3Fw%

60M%3A3.N

SDK Live Meeting https://www.livemeeting.com/cc/8001814850/view?id=F4TGH9&role=attend&pw=c%3Fw%

60M%3A3.N

Top tips from this sessions

Optimal business performanceIntegrated system reduces mistakes, redundancy and reduces lead time

CustomizableEasy modifications to fit your business needs

CustomizedUse SDK to better integrate your business data across systems

LearnConnector blog for one stop shop to learn about Connector

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.