RSM US LLC Integrations March 17, 2017

Agenda Key Concepts Strategies Questions to Ask Important Integration Capabilities Architecture 2012 Options Available D365 Major Changes to Integrations D365 Options Available Integrations considerations for 2012 customers considering D365

Key Concepts

Key Concepts Asynchronous vs synchronous Asynchronous poling vs scheduled integration Manual vs Automated integration File types CSV Fixed Width XML Web Service JSON SOAP DMZ Firewalls Service Bus

Direct Integration Example Service Bus Direct Integration Example Dynamics 3PL Web

Direct Integration Example – NEW 3PL Service Bus Direct Integration Example – NEW 3PL Dynamics NEW 3PL Web

Service Bus Integration Example Dynamics Service Bus 3PL Web

Service Bus Integration Example – NEW 3PL Dynamics Service Bus NEW 3PL Web

Service Bus Examples Biztalk Azure Service Bus Tibco MuleSoft …

Integration Planning and Design

Keep integrations together Define data to integrate early and clearly Strategies Keep integrations together i.e. don’t have 10 integration technologies for 12 integrations Define data to integrate early and clearly Third parties Define requirements before designing Think about maintaining the implementation long term

Questions to Ask What data will need to be exchanged? Direction What is the integration direction? Business logic Is there any business logic that needs to be implemented for this integration? I.e. Do you need to post an invoice? Transforms Do the documents that are sent or received need to be transformed? Do the transformations have to be performed before data is sent or when data is received? What is the extent of the data transformations? Are the transformations performed by Microsoft Dynamics AX or an external system?

Questions to Ask Integration system limitations Integration location Does the external system have any restrictions about how data is exchanged? In other words, the external system can only create .csv documents, and it can only save them to the local file system. Integration location Is the external system an in-house system or an external trading partner? Frequency What is the availability of the systems that are being integrated? What are the requirements for real-time data exchanges? Volume What is the volume of transactions? Importance How business critical is the integration?

Important Integration Capabilities Performance Stability Ease of troubleshooting Reliability i.e. when one system goes down no data will be lost Testable Both at implementation and after

Architecture Security Encryption Networking Firewall Number of Hops Direct vs indirect Service Bus High Availability Disaster Recovery

Integration in Dynamics AX or Dynamics 365 for Operations

2012 Options Available Service types Service adapters Document Services Custom Services Metadata Services Service adapters Web Http File MSMQ Calls to outside services Direct SQL ASCIIIO WINAPI .Net Business Connector Export to Excel Excel Addins Data Import Export Framework (DIXF) File ODBC Biztalk

Dynamics 365 Major Changes to Integrations Cloud based Software as a Service Limited networking access No Direct Access to SQL or OS’s Can’t install software on AOS’s On-prem/Azure for install of third parties

Dynamics 365 Options Available Data Entities OData File integrations Logic App Flow QuartzAX Export to Excel Excel Addins Custom Services (Soap and JSON) Azure Service Bus BizTalk Entity store (BYODB) Express Route Azure Application Proxy Azure API Management Rest(Find this) Flow Power Apps (Find this) Azure Blob Storage Azure Data Factory PowerBI Etc…

Integrations for 2012 customers considering D365 Web Services Custom web services continue to work

Contact and Questions