Video / Online Trainings 1500+ Workshops & Presentations 200+ Video / Online Trainings 2000+ Blog posts Rene Gayer MBS-TRAINING | Learn4NAV Speaker | Trainer | Moderator | Managing Director E-Mail: r.gayer@mbs-training.com Web: www.mbs-training.com | www.navtalk.at Blog: www.dynamicsblog.at

Video / Online Trainings +10 years training +17 years NAV(ision) …I 1500+ workshops & presentations 200+ Video / Online Trainings 2000+ Blog posts

The faces I mostly see…

I promise you … (…and if it is only the chair you are using… ;)) 6/9/2018 6:52 PM I promise you … (…and if it is only the chair you are using… ;)) © 2007 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. 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.

Objectives Session structure 6/9/2018 6:52 PM Session structure Objectives This is the structure for the next 50 minutes Section 1 listen and see that it works (15 minutes) Experiences Live demonstration of integrated environment Section 2 learn how it works (15 minutes) Setup details Synchronization details Section 3 start from scratch(15 minutes) Show completely new setup Summary Section 4 Q+A (5-10 minutes) © 2007 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. 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.

Structure See Learn Start

Welcome on stage… NAViwald CRMensky “Hi Rene, hi everyone in the room. It is a pleasure for me to be on stage again. My last public event was 2010 so I am a little bit excited.” “Sorry for my old-fashioned outfit with the colored canvas. I have heard Microsoft doesn’t use it any longer, but I like this shirt.” NAViwald CRMensky Microsoft Dynamics Community n.crmensky@dynamicsblog.at * U31.12.2010 Vienna

Experiences “When the previous version of the Connector for Dynamics was released I felt much enthusiasm. A lot of people contacted me and asked to support the implementation. Everyone wanted to integrate NAV and CRM finally, …seamless.”

“Finally the result was: Experiences “Finally the result was: It is a good solution and the concept behind it is a generally well conceived approach. Well, maybe a too general approach, because every integration ended in a, minimum, small project. The reason for this was that there were too many workarounds needed to get the system up and running in a reasonable way. Sometimes, like a computer game, you have go through different levels and save the princess. “

2011 Super Dynamics 3D World “Save the connection” 10 new levels NAV Connector for Dynamics CRM/CRM Online Super Partner Customer

2015 Super Dynamics 3D World “Integrated Worlds” 2 new levels NAV 2016 Super Partner Level CRM/CRM Online Customer Level See Click to play

Level 1: Amy Rose is working (World 1)

Structure See Learn Start

Objectives Session structure 6/9/2018 6:52 PM Session structure Objectives This is the structure for the next 50 minutes Section 1 listen, than see that it works (15 minutes) Experiences Live demonstration of integrated environment Section 2 learn how it works (15 minutes) Setup details Synchronization details Section 3 start from scratch(15 minutes) Show completely new setup Summary Section 4 Q+A (5-10 minutes) © 2007 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. 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.

Key features 1/2 Easy, fast, clean setup experience Recurrent Sync CRM URL required no web services required CRM customizations (solution) optional User/Password – connect Default Table Mappings included On demand Sync/Link immediately available Recurrent Sync familiar environment job queue Record access to synchronization issues in Dynamics NAV Filter enables to synch specific records only from CRM (e.g. only customers, no vendors, prospects, partners, etc.) Custom directions Manual coupling supported Table Uni-/Bidirectional Field Uni-/Bidirectional!

Key features 2/2 Data Access Customizations CRM Data available directly in NAV (stored in CRM-no real sync) NAV User can access CRM Data CRM User can access NAV Data Seamless navigation between the applications Convert Data from CRM to NAV (Sales Orders) Customizations Clean C/AL Code – can be customized Integrate your own fields and tables New event model for data validation supported

Level 1: Vector investigates (World 2)

Structure See Learn Start

Define Entities/Attributes 1/3 Microsoft Dynamics 6/9/2018 Define Entities/Attributes 1/3 Default mapping sufficient ? NAV CRM © 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.

Define Entities/Attributes 2/3 Microsoft Dynamics 6/9/2018 Define Entities/Attributes 2/3 Default mapping sufficient ? Which (additional) tables (NAV) should be mapped with which (addtional) entities (CRM) uni/bidirectional? Onetime transfer (Countries?) Sync (Countries?) Manual coupling (not in scope of presentation) Which (additional) fields (NAV) should be mapped with which (addtional) attributes (CRM) uni/bidirectional Default field in CRM? (NAV) Object update required? © 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.

Microsoft Dynamics 6/9/2018 Setup CRM Connection Setup independent integration user (non-interactive sufficient – access to required entities) Enter server, user name and password in CRM setup. Test connection Enable the connection (populates synch jobs) If required start full sync (queues get started in correct order) © 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.

Define Entities/Attributes 3/3 Microsoft Dynamics 6/9/2018 Define Entities/Attributes 3/3 Default mapping sufficient ? Which (additional) tables (NAV) should be mapped with which (addtional) entities (CRM) uni/bidirectional? Onetime transfer (Countries?) Sync (Countries?) Which (additional) fields (NAV) should be mapped with which (addtional) attributes (CRM) uni/bidirectional Default field in CRM? (NAV) Object update required? Countries – (onetime) ZIP Codes (sync) Additional field (account) © 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.

Level 2: Integration Maker

In the last minutes you have learned about … CRM Connector See that it works… Seamless integration Easy to setup Based on NAV Default Mapping CRM Connector Learn how it works… Direct access to CRM data Data synced „only inside“ NAV Default Mapping available CRM Connector Start from scratch… Define entities-/attributes Setup CRM connection CRM Connector Start from scratch… Update your tables Update your entities Update CRM tables inside NAV CRM Connector Start from scratch… onetime copy Sync Add additional code

Bonus Level: Q+A

I promised you … (…and if it is only the chair you are using… ;) 6/9/2018 6:52 PM I promised you … (…and if it is only the chair you are using… ;) © 2007 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. 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.

6/9/2018 6:52 PM I promised you … © 2007 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. 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.

www.mbs-training.com | NAVTALK 6/9/2018 6:52 PM I promised you … … 31.07.2015 10:30 -12:00 - Dynamics NAV Marketing vs CRM Online 28.08.2015 10:30 -12:00 - Dynamics NAV Logistik 30.09.2015 00:00 – 00:00 - Directions EMEA 30.10.2015 10:30 - 12:00 - Dynamics NAV 2016 Neuerungen 27.11.2015 10:30 - 12:00 - Dynamics NAV 2016 und CRM Online 18.12.2015 10:30 - 12:00 - Dynamics NAV 2016 Finanzmanagement Neuerungen 01/2016 Dynamics NAV 2016 Workflow Management 02/2016 Dynamics NAV 2016 e-Everything 03/2016 Dynamics NAV 2016 SQL Azure 04/2016 Dynamics NAV 2016 Engineering … until 10/2017….. ;) www.mbs-training.com | NAVTALK © 2007 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. 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.

I promised you … Voucher: NAVTALK.AT_CONNECTED 6/9/2018 6:52 PM I promised you … Voucher: NAVTALK.AT_CONNECTED November 2015 - Free access 90 minutes video training about NAV 2016 CRM connector – www.mbs-training.com | Learn4NAV Register during Directions – access later – no costs – no subscription © 2007 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. 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.

6/9/2018 6:52 PM What’s next ? … © 2007 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. 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.

Ohh, did I forget to remove some confidential stuff…? Come on stage and .. “Yes, I know more about the connector and interfaces in the future, but I am not allowed to speak about it. Ohh, did I forget to remove some confidential stuff…? Bye...

For everyone ... Thank you !

Join us !