GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Connector for Microsoft Dynamics - Integrating Dynamics ERP and Dynamics CRM

GPUG Summit 2011– Las Vegas Chris Hetzler Microsoft Please remember to fill out your session evaluation form.

GPUG Summit 2011– Las Vegas Agenda  Connector overview  What’s “out-of-the-box” – Demo  Customization options – Demo  Connector roadmap  Connector resources

GPUG Summit 2011– Las Vegas What is Connector?  Robust Dynamics integration that “just works”  Easy install and deployment  Minimizing architectural overhead  Transparency when things may go wrong  Support for online or on-premise ERP Web Services Dynamics ERP CRM Web Services Dynamics CRM Connector for Microsoft Dynamics CRM Adapter NAV Adapter ClientClient

GPUG Summit 2011– Las Vegas Connecter Enabled Health Supplement Maker to Gain 25 % Faster Service, Reduce Development Costs  BSN – Leading manufacturer of health and fitness supplements  Business Need – Eliminate manual data entry – Improve efficiency and insight  Solution – Link sales and service processes (CRM) with finance and operations functions (Dynamics ERP) “Connector for Microsoft Dynamics helped us eliminate at least three months of full- time development on a single project.” – Rick Frazier, IT Director, BSN aspx?CaseStudyID=

GPUG Summit 2011– Las Vegas Predefined maps Predefined schedules Flexible, out-of-the-box integration that’s easily extended for your business Business driven modifications Out-of-the box integration Developer customizations

GPUG Summit 2011– Las Vegas What’s integrated out-of-the-box?

GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Out of the box Integration Demo

GPUG Summit 2011– Las Vegas Schedules Map template changes Notifications Flexible, out-of-the-box integration that’s easily extended for your business Predefined maps Predefined schedules Business driven modifications Out-of-the box integration Developer customizations

GPUG Summit 2011– Las Vegas Let your business drive customizations to Connector  Map templates, including using functions to transform data – Fields not mapped by default in Dynamics CRM or Dynamics NAV – User-defined fields in Dynamics CRM or Dynamics NAV – Using constant values or manipulating the data as it is transformed  Schedules – Run some maps less often than default settings for maximum efficiency – Run maps more often than default to support “real-time” business  Notifications – Let you know when an exception occurs Immediately, daily, or weekly  Log file – Will retry integration, in situation where error is timing related – Other errors may require your intervention  Import/Export maps – Transfer customized maps to another Dynamics NAV company

GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Customizing maps and schedules Setting notifications

GPUG Summit 2011– Las Vegas What if I’ve customized Dynamics ERP or Dynamics CRM? Use CRM Configuration Utility to expose customizations to Connector Customizations to existing entities Custom entities Managing customizations to Dynamics CRM Run Dynamics ERP Configuration Utility to expose customizations to Dynamics ERP Customizations to existing entities Custom entities Managing customizations to Dynamics ERP Modify Connector maps to include custom fields Create new maps for custom entities Mapping

GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Customizing Dynamics CRM and mapping the new data

GPUG Summit 2011– Las Vegas Flexible, out-of-the-box integration that’s easily extended for your business Predefined maps Predefined schedules Schedules Map template changes Notifications Connector SDK Business driven modifications Out-of-the box integration Developer customizations

GPUG Summit 2011– Las Vegas Developer customizations using SDK  Visual Studio templates – Create your own adapters and object providers – Create your own mapping functions  Deployment – Simple xcopy operation, then register new adapter

GPUG Summit 2011– Las Vegas Connector architecture Integration Service ERP Adapter CRM Adapter Instrumentation Event Logging Thread Mgmt Diagnostics Transform Service MS CRM (IIS) CRM Web Services CRM Store Connector Store Configuration Status Exceptions ERP Store ERP Web Services Web Services Client Notifications Setup Security Setup Mapping Setup Diagnostics Failure Mediation Document Setup

GPUG Summit 2011– Las Vegas Connector Roadmap Shipped to date Connector Integration maps and templates Scheduling Administration Customizations Integrations Dynamics CRM 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 2H CY11

GPUG Summit 2011– Las Vegas Source Filtering example

GPUG Summit 2011– Las Vegas Learn more about Connector – Team blog

GPUG Summit 2011– Las Vegas Learn more about Connector – Download page

GPUG Summit 2011– Las Vegas Learn more about Connector -- Links ItemLink Connector team blog Links to Connector user guides FamilyID=829a1e7e-06a4-4fcc-9d Connector download page arketingcollateral/messagingframeworks/MSDY_Conne ctorforMicrosoftDynamics.htm Overview Live Meeting (uses former product name but info still applies) F4TGH9&role=attend&pw=c%3Fw%60M%3A3.N SDK Live meeting F4Q8JZ&role=attend&pw=h%25J%2C3Q43q

GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Q&A