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GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Connector for Microsoft Dynamics - Integrating Dynamics ERP and Dynamics CRM
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GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Connector for Microsoft Dynamics - Integrating Dynamics ERP and Dynamics CRM
GPUG Summit 2011– Las Vegas www.gpug.com
Chris HetzlerMicrosoft
Please remember to fill out your session evaluation form.
GPUG Summit 2011– Las Vegas www.gpug.com
Agenda
Connector overview What’s “out-of-the-box”– Demo
Customization options– Demo
Connector roadmap Connector resources
GPUG Summit 2011– Las Vegas www.gpug.com
What is Connector?
Robust Dynamics integration that “just works” Easy install and deployment Minimizing architectural overhead Transparency when things may
go wrong Support for
online or on-premise
ERP Web
Services
Dynamics ERP
CRM Web
Services
Dynamics CRM
Connector for
Microsoft Dynamic
s
CR
M
Ad
ap
ter N
AV
A
dap
ter
Client
GPUG Summit 2011– Las Vegas www.gpug.com
Connecter Enabled Health Supplement Maker to Gain 25 % Faster Service, Reduce
Development Costs BSN
– Leading manufacturer of health and fitness supplements
Business Need– Eliminate manual data entry– Improve efficiency and insight
Solution– Link sales and service
processes (CRM) with finance and operations functions (Dynamics ERP)
“Connector for Microsoft Dynamics helped us eliminate at least three months of full-time development on a single project.”
– Rick Frazier, IT Director, BSN
http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?CaseStudyID=4000006479
GPUG Summit 2011– Las Vegas www.gpug.com
• Predefined maps
• Predefined schedules
Flexible, out-of-the-box integration that’s easily extended for your business
Business driven
modifications
Out-of-the box integration
Developercustomizations
GPUG Summit 2011– Las Vegas www.gpug.com
What’s integrated out-of-the-box? Integratio
n Direction
Customer Account
Customer Contact
Flat fee Product
Kit Product
Miscellaneous Charges Product
Sales Item Product
Service Product
Price Level Price List
Sales Invoice Invoice
Sales Order Order
Salesperson ERP System User
UofM Schedule Unit Group
GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Out of the box Integration Demo
GPUG Summit 2011– Las Vegas www.gpug.com
• Schedules• Map template
changes• Notifications
Flexible, out-of-the-box integration that’s easily extended for your
business
• Predefined maps
• Predefined schedules
Business driven
modifications
Out-of-the box integration
Developercustomizations
GPUG Summit 2011– Las Vegas www.gpug.com
Let your business drive customizations to Connector
Map templates, including using functions to transform data– Fields not mapped by default in Dynamics CRM or Dynamics NAV– User-defined fields in Dynamics CRM or Dynamics NAV– Using constant values or manipulating the data as it is transformed
Schedules– Run some maps less often than default settings for maximum
efficiency– Run maps more often than default to support “real-time” business
Notifications– Let you know when an exception occurs
• Immediately, daily, or weekly
Log file– Will retry integration, in situation where error is timing related– Other errors may require your intervention
Import/Export maps– Transfer customized maps to another Dynamics NAV company
GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Customizing maps and schedules
Setting notifications
GPUG Summit 2011– Las Vegas www.gpug.com
What if I’ve customized Dynamics ERP or Dynamics CRM? Use CRM Configuration Utility to expose customizations to Connector•Customizations to existing entities•Custom entities
Managing customizations to Dynamics
CRM
Run Dynamics ERP Configuration Utility to expose customizations to Dynamics ERP •Customizations to existing entities•Custom entities
Managing customizations to Dynamics
ERP
Modify Connector maps to include custom fieldsCreate new maps for custom entities
Mapping
GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Customizing Dynamics CRM and mapping the new
data
GPUG Summit 2011– Las Vegas www.gpug.com
Flexible, out-of-the-box integration that’s easily extended for your
business
• Predefined maps
• Predefined schedules
• Schedules• Map template
changes• Notifications
• Connector SDK
Business driven
modifications
Out-of-the box integration
Developercustomizations
GPUG Summit 2011– Las Vegas www.gpug.com
Developer customizations using SDK
Visual Studio templates– Create your own adapters and object providers– Create your own mapping functions
Deployment– Simple xcopy operation, then register new
adapter
GPUG Summit 2011– Las Vegas www.gpug.com
Connector architecture
Integration ServiceER
P Ad
apte
rCRM Adapter
InstrumentationEvent LoggingThread Mgmt
DiagnosticsTransform Service
MS CRM (IIS)
CRM Web Services
CRM Store
Connector StoreConfiguration Status
Exceptions
ERP Store
ERP Web Services
Web Services
Client
Notifications SetupSecurity SetupMapping Setup
DiagnosticsFailure MediationDocument Setup
GPUG Summit 2011– Las Vegas www.gpug.com
Connector Roadmap
Shipped to date
• Connector• Integration maps and
templates• Scheduling• Administration• Customizations
• Integrations• Dynamics CRM and
Dynamics CRM 2011 online and on-premise integration
• Dynamics GP 10 and Dynamics GP 2010 integration
• Dynamics AX 2009 and Dynamics AX 2012 integration
• Dynamics NAV 2009 R2 integration
Connector V2
• Connector• Source filter
criteria• Internet Facing
Deployment• Partner hosted
• Integrations• CRM 2011
Platform Uptake• Sales quotes
out-of-the-box2H CY11
GPUG Summit 2011– Las Vegas www.gpug.com
Source Filtering example
GPUG Summit 2011– Las Vegas www.gpug.com
Learn more about Connector – Team blog
GPUG Summit 2011– Las Vegas www.gpug.com
Learn more about Connector – Download page
GPUG Summit 2011– Las Vegas www.gpug.com
Learn more about Connector -- Links
Item Link
Connector team blog http://blogs.msdn.com/b/dynamicsconnector/
Links to Connector user guides http://www.microsoft.com/downloads/en/details.aspx?FamilyID=829a1e7e-06a4-4fcc-9d01-682412771807
Connector download pagehttps://mbs.microsoft.com/partnersource/marketing/marketingcollateral/messagingframeworks/MSDY_ConnectorforMicrosoftDynamics.htm
Overview Live Meeting(uses former product name but info still applies)
https://www.livemeeting.com/cc/8001814850/view?id=F4TGH9&role=attend&pw=c%3Fw%60M%3A3.N
SDK Live meetinghttps://www.livemeeting.com/cc/8001814850/view?id=F4Q8JZ&role=attend&pw=h%25J%2C3Q43q
GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Q&A
