Michael, Account Manager Prakash, Project Manager Sales Delivery GAP Business challenges Balancing demand and supply Execution insights, client responsiveness Tools challenges Connector exists as a toolkit, but no OOB solutions Implications Customer dissatisfaction (expect it to *just* work!) Lost opportunity Fluid Quote to Project execution

Connector is composed of the following parts CRM Customizations New entities, changes UI/Business logic Plugins AX Customizations New web services Data model extensions Connector Maps CRM to AX maps AX to CRM maps

PartnerSource download CRM API/Extensions Project plugin Quote plugin Data Model New Project Entity Extend Sales Quote Extend Quote Product Extend Account Add to Product Type UI/Business Logic Project Ribbon Project Form logic/UI Quote Form logic/UI ConnectorAX AX to CRM Maps Quote Project category Project Item to Product (changes) CRM to AX Maps Quote API/Extensions Project category service Quote service Project service Data Model Integration Status DAX Integration key Project category changes Inventory Table changes UI/Business logic Quote business logic Quote UI changes Packaged as a CRM Solution Packaged into a Setup Packaged as part of CU7 guides/MSDCRMAXIntegrationSol

Design Details

MICROSOFT CONFIDENTIAL Sales Professional creates Project Quote in CRM

MICROSOFT CONFIDENTIAL Sales Professional adds products/services and submits quote to AX

MICROSOFT CONFIDENTIAL Quote from CRM flows into AX, via Connector

MICROSOFT CONFIDENTIAL Project Manager sees the quote in AX

MICROSOFT CONFIDENTIAL Project Manager creates WBS from a template in AX

MICROSOFT CONFIDENTIAL Project Manager creates WBS from a template in AX

MICROSOFT CONFIDENTIAL Project Manager generates quote details from WBS

MICROSOFT CONFIDENTIAL Project Manager finalizes quote details

MICROSOFT CONFIDENTIAL Project Manager takes quote through approval

MICROSOFT CONFIDENTIAL Sales Professional sees the approved quote in CRM

MICROSOFT CONFIDENTIAL Sales Professional sees all the quote details

MICROSOFT CONFIDENTIAL Sales Professional activates the quote

MICROSOFT CONFIDENTIAL Sales Professional wins the quote

MICROSOFT CONFIDENTIAL Project Manager sees quote as ‘Won/Confirmed’ in AX

MICROSOFT CONFIDENTIAL Project Manager transfers won Quotation to Project

MICROSOFT CONFIDENTIAL Project Manager edits Project

MICROSOFT CONFIDENTIAL Project from AX flows into CRM, via Connector

MICROSOFT CONFIDENTIAL Sales professional views project status in CRM

MICROSOFT CONFIDENTIAL Sales professional views project status in CRM