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1Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
Integration of Microsoft Dynamics Solutions
14Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
Rödl Event Pipeline Plugin Features
Roedl MS CRM 2011- 2015 Event Pipeline
Export of internal Microsoft Dynamics CRM events outside the system
Transfer to xml files, Windows Azure Service Bus and WCF endpoints
Running with Microsoft Dynamics CRM on premise and online
Standard and Custom entities suported
Simple and fast customisation
Calling by Entity events like save, change, delete, won, lost etc. or by Option Set entry
Generic for all entities, also for user defined entities
15Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
Rödl Microsoft Dynamics CRM Event Pipeline Plugin 2015
16Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
Rödl Microsoft Dynamics CRM Event Pipeline Plugin 2015
18Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
Integration of Microsoft Dynamics CRM with SAPRödl
CRM Event Pipeline
ERP WCFAdapter
ERP
19Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
Rödl Microsoft Dynamics CRM WCF Interface• One generic schema for all entities• Attributes only accessible through key-value
pairs• Attribute names have to be known• Named attribute mapping not possible• No visible mapping
Original WCF Interface
20Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
Rödl Microsoft Dynamics CRM WCF AdapterRödl WCF Dynamics CRM Adapter• Well-known and strong named entities• Strong typed attributes• Simple directly and real visible attribute mapping• Completely generic fetches for upsert and lookups• Security Token for AD, Live-ID, Office 365
21Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
InsertUpdateDeleteFetch
UpsertLookup
Request / Responsefor CRM Methods
Request / Responsefor XRM Methods
RödlWCF
Adapterfor
Microsoft Dynamics
CRM
Microsoft Dynamics
CRMon
Premisesand
Online
Entity
Rödl Microsoft Dynamics CRM WCF Adapter Functionality
22Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
Upsert Functionality
The new UPSERT functionalityThe classical way in CRM
1. Retrieve SOURCE message2. Create FETCH message3. Send FETCH message4. Look to FETCH response if entity exist5. If not, map CREATE message6. Send CREATE message7. If entity exist, map UPDATE message8. Send UPDATE message
1. Retrieve SOURCE message2. Map UPSERT message3. Send UPSERT message
23Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
Upsert Functionality
The classical way in CRM1. Retrieve SOURCE message2. Create FETCH message3. Send FETCH message4. Look to response if entity exist5. If not, map CREATE message6. Send CREATE message7. If exist, map UPDATE message8. Send UPDATE message9. Receive Response massages10. Send Response messages
• 3 mappings• 4 receive messages• 5 send messages
24Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
The new UPSERT1. Retrieve SOURCE message2. Map UPSERT message3. Send UPSERT message4. Receive Response massage5. Send Response message
• 1 mappings• 2 receive messages• 2 send messages New node in Entity messages
Upsert Functionality
25Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
Lookup Functionality
The new Lookup functionalityThe classical way in CRM
1. Retrieve SOURCE message2. Create lookup fetch message 13. Send fetch message 14. Receive result Message 15. Create lookup fetch message 26. Send fetch message 27. Receive result Message 28. Create lookup fetch message n9. Send fetch message n10. Receive result Message n11. Map create Message from all result
messages12. Send create message
1. Retrieve SOURCE message2. Map LOOKUP message3. Send LOOKUP message
The Lookup and Upsert functionality
1. Retrieve SOURCE message2. Map LOOKUP and UPSERT message3. Send message
Save 90% of time
26Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
Lookup Functionality
The classical way in CRM1. Retrieve SOURCE message2. Create lookup FETCH message3. Send FETCH message4. Receive result Message5. Map Create Message from all result messages6. Send CREATE message7. Receive Response message8. Send Response message
• 2 + n mappings• 3 + n receive messages• 3 + n send messages
For each lookup
27Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
The new UPSERT1. Retrieve SOURCE message2. Map LOOKUP message3. Send LOOKUP message4. Receive Response massage5. Send Response message
• 1 mappings• 2 receive messages• 2 send messages
New Element in lookup elements
Lookup Functionality
31Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023
Some of our references