Visit our Focus Rooms Evaluation of Implementation Proposals by Dynamics AX R&D Solution Architecture & Industry Experts Gain further insights on Dynamics AX Industry Solution Offerings Resolution Guidance on Solution Roadblocks Networking Focus Topic Highlight Business Intelligence Tuesday 2.15pm – 5.45pm Risso 6C Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

DISCLAIMER ©2011 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. Other names and brands may be claimed as the property of others. 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. All pre-release product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice. Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

NICE,FRANCE LEARN | INSPIRE | INNOVATE TECHNICAL CONFERENCE 2011

INTEGRATING DYNAMICS AX 2012 WITH DYNAMICS CRM USING CONNECTOR JILL CARTER SESSION CODE : BRK259 PROGRAM MANAGER II MICROSOFT CORPORATION

Today we will show you… Connector Overview Pre-defined maps Business driven modifications Developer customizations

Connector overview Robust Dynamics integration between Dynamics AX and Dynamics CRM Easy install and deployment Minimizing architectural overhead Transparency when things may go wrong Support for online or on-premise

Components in action today

Pains and challenges Kevin I need my sales people to focus on selling, not data entry I need the data between Dynamics AX and Dynamics CRM to be in sync Isaac I need additional fields that are in Dynamics AX added to the default maps I need to know when something fails so I can fix it immediately I need certain data to be as up to date as possible in Dynamics CRM Nandita I need to create my own adapters since the existing Connector adapters don’t cover the complex business needs of my company

Concepts & Definitions Adapter – A software component that enables data exchange through a specific transport. Connector for Microsoft Dynamics uses adapters to read data from and write data to Microsoft Dynamics systems. Entity – A type of record in a Microsoft Dynamics system. Orders, invoices, accounts, customers, products, or items are all examples of an entity. Integration – The process of synchronizing data that was entered in one Microsoft Dynamics application with another Microsoft Dynamics application. Within the Connector for Microsoft Dynamics product, an integration consists of a set of maps that can be run to integrate Microsoft Dynamics CRM entities with Microsoft Dynamics AX entities and vice versa. Map – A collection of associations between fields in one Microsoft Dynamics CRM entity with fields in another Microsoft Dynamics AX entity. Maps also determine in which direction data flows from a given entity, and defines which adapter is the source and which adapter is the destination.

Demo 1 : Pre-defined maps and schedules PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Kevin I need my sales people to focus on selling, not data entry I need the data between Dynamics AX and Dynamics CRM to be in sync Predefined maps and schedules Quickly integrates Dynamics AX and Dynamics CRM Improves sales department efficiency

Pre-defined maps

Demo 2 : Business driven modifications PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Isaac I need additional fields that are in Dynamics AX added to the default maps I need to know when something fails so I can fix it immediately I need certain data to be as up to date as possible in Dynamics CRM Map template changes Schedules Notifications Modifications to the maps are driven by business needs and easily updated

Scaling AX Web Services AX DynamicsAXDynamicsAX CRM Web Services DynamicsCRMDynamicsCRM Connector for Microsoft Dynamics (services) (services) CRM Adapter AX Adapter

Developer Customizations – Connector SDK Visual Studio templates – Create your own adapters and object providers – Create your own mapping functions Sample Adapter – Adapters XML Text Web service – Object providers – Configuration files Deployment – Simple xcopy operation, then register new adapter

Top 10 Tips from the Session Configuration utility must be run once to get up and running Determine if you need to update the pre-defined maps or go with the defaults Maps must be created for both directions (Dynamics AX to Dynamics CRM and Dynamics CRM to Dynamics AX) Creating customers and orders at the same time may result in integration failures but will be picked up with Connectors retry functionality To improve load performance, schedule maps for entities that aren’t changed often to run less often The Continuous option for scheduling a map doesn’t mean “real time,” it means the map will run again after the current run is complete In order to see new fields after a customization, Connector must be closed, then re-opened Scaling adjustments need to be made in either the Dynamics AX services or Dynamics CRM services. Customizations of either Dynamics AX or Dynamics CRM are handled using the configuration utility Use the SDK for complex business requirements not covered by the existing Connector adapters

What we showed you today… How to use Dynamics Connector out of the box to integrate Microsoft Dynamics CRM and Microsoft Dynamics AX 2012 How to let your business drive customizations to Dynamics Connector What’s included and where to find the Dynamics Connector SDK to develop your own customizations

Learn more about Connector – Team Blog Tips and tricks Customization examples Customer case studies Sales videos

Connector Roadmap Shipped to date Connector Integration maps and templates Scheduling Administration Customizations Integrations Dynamics CRM 4.0 and Dynamics CRM 2011 online and on-premise integration Dynamics GP 10 and Dynamics GP 2010 integration Dynamics AX 2009 and Dynamics AX 2012 integration Dynamics NAV 2009 R2 integration Connector V2 Connector Source filter criteria Internet Facing Deployment Partner hosted Integrations CRM 2011 Platform Uptake Sales quotes out-of-the-box

Learn more about Connector – Download page

Learn more about Connector – Links ItemLink Connector team bloghttp://blogs.msdn.com/b/dynamicsconnector/ Links to Connector user guides 4fcc-9d Connector download page gframeworks/MSDY_ConnectorforMicrosoftDynamics.htm Overview Live Meeting (uses former product name but info still applies) c%3Fw%60M%3A3.N SDK Live meeting h%25J%2C3Q43q

Related sessions

Visit our Focus Rooms Evaluation of Implementation Proposals by Dynamics AX R&D Solution Architecture & Industry Experts Gain further insights on Dynamics AX Industry Solution Offerings Resolution Guidance on Solution Roadblocks Networking Focus Topic Highlight Business Intelligence Tuesday 2.15pm – 5.45pm Risso 6C Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

Q&A

© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows 7 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.