EDI Made Simple® AXUG - Boston

Dennis Bruce Data Masons Your Presenter Director, Business Development EDI Integration: Powerful, Reliable, Scalable Established market leader since 1996 Leader in Microsoft Dynamics EDI Integration Active support for latest versions of Dynamics AX/Dynamics 365 for Operations 1,500+ Customers 1,800+ Trading Partners Global Trading Partner Support EDI and Dynamics Expert Certified for Dynamics AX Microsoft Gold ERP Dennis Bruce Director, Business Development 9 years of EDI Experience 22 years of ERP Platform Experience Your Presenter

Agenda Vantage Point EDI Key Relationships & Industries Flow of Data Demonstration Changes with D365 Q&A

Vantage Point EDI for Dynamics AX Focused On Dynamics AX Certified for Dynamics AX AX2009 & AX2012 Supports AX 2.5 – D365 Automates your EDI Process Management By Exception Advanced Audit Reporting EDI Integration & Compliance Over 60 Integrated Documents 9,800 Trading Partner Documents Available EDI, XML & ACSII

Key Differentiators for Data Masons’ EDI Solution for AX No AX Customization 100% Focus on EDI AX ERP/EDI Consultants on Staff Global Standards Support Flexible Business Model Setup Process vs. Development Process 5

Supported Trading Partner Relationships Banks/Factors Carriers Suppliers 3PL’s Brokers/Trading Networks Customers Government Customs Agencies

Vertical EDI Expertise Food & Beverage Retailers Apparel & Footwear Furniture Oil & Gas Electronics Automotive Pharma

Quote to Cash PUSH RFQ PULL RESP PURCHASE ORDER PO ACK CHG STATUS SHIPMENT ASN INVOICE VAN | AS2 | SFTP | SPS COMMERCE | ARIBA | TRADING NETWORK | MAGENTO | AMAZON WEB SERVICES | SHOPIFY | VANTAGE POINT EDI VANTAGE POINT EDI VANTAGE POINT EDI VANTAGE POINT EDI VANTAGE POINT EDI PAYMENT ADVICE Payment Advice Dynamics AX

Demonstration

WHAT’S CHANGED WITH DYNAMICS 365 DEPRECATED Application Integration Framework .NET Business Connector (AxBC) INTRODUCED Data Entity Based Integration Framework EXPANDED the DIXF

DATA ENTITY TYPES IN DYNAMICS 365 DATA ENTITIES = Views of a Single or Several Tables in Dynamics 365 that Support CRUD Operations (can be used via OData and DIXF) EXTENDED ENTITIES (Supports AX Customizations – Table Extensions – supports OData and DIXF) COMPOSITE ENTITIES (Asynchronous Multiple Related Entities – DIXF only) AGGREGATE ENTITIES – Read Only for use with BI and Reporting Systems (OData accessible) DMS uses Data Entities and Extended Entities for integration. Extended Entities support customizations – new tables and new fields. Best practices is to NOT modify or overlay Entities but rather extend them using Extended Entities Aggregate entity is for Power BI and other reporting solutions Composite is for bulk loading of data but without usable validation for ongoing transaction style integrations – good for loading product master data as an example We do not modify core D3FO.  We perform all CRUD operations via REST/ODATA utilizing standard entities and when necessary may utilize EDI specific entities that we have created for CRUD.  We deploy our EDI entities via a Model File that they will incorporate into their environment as an extension.   Other than the entities we have no footprint in D3F0 either as an extension or overlay.

NET RESULT? RESTful Web Services - Superior to SOAP OAuth is More Secure JSON is More Efficient (compact) than XML Accessing AX Business Objects is Easier OData Provides Timely Feedback and Flexibility Performance is Strong Advantages of OData web services vs SOAP We avoided SOAP because it is brittle – breaks if the AX 2012 schema is changed without regenerating the web service.

Dennis Bruce Director, Business Development dennis.bruce@datamasons.com 941-234-0041 dmsales@datamasons.com Twitter: @DataMasons Follow the conversation #EDImadeSimple www.datamasons.com