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UBAX03 - Introduction to Microsoft Dynamics CRM for the Microsoft Dynamics AX User. Session Goals. Demonstrate the value of an end to end system with Dynamics AX and Dynamics CRM

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Presentation Transcript
session goals
Session Goals
  • Demonstrate the value of an end to end system with Dynamics AX and Dynamics CRM
  • Understand the extensive capability of Dynamics CRM as scalable sales, marketing and customer service solution for your company
  • Offer tangible benefits to include in your company’s business case for a Dynamics AX and Dynamics CRM system
agenda
Agenda
  • The Case for One Enterprise System
  • Microsoft Dynamics CRM 2011
  • The Value of One Enterprise System
  • Microsoft Dynamics Connector
  • Q & A
slide4

The Case for

One Enterprise System

why you are here
Why you are here

…because your company may:

  • Employ field sales employees, who either travel or telecommute
  • Conduct various marketing initiatives with logistics and related costs
  • Utilize a dedicated support staff, who manages customers issues on various products
why you are here1
Why you are here

…because your employees are asking for:

  • Better and more accurate visibility in the Sales Pipeline
  • Better understanding on marketing spend and effectiveness
  • Tracking of service resolutions for future use
slide9

Outlook

Browser

Mobile Devices

Sales

Productivity

Marketing Effectiveness

Extended CRM Applications

Customer

Care

Relationships • Interactions • Process • Insights

xRMFramework

Cloud

On-premises

crm in microsoft outlook
CRM in Microsoft Outlook

Track Outlook Interactions in CRM

True native Outlook experience

Advanced Personalization

Outlook reminders on CRM records

benefits of crm
Benefits of CRM
  • Intuitive user interface in CRM promotes user adoption
  • CRM Offline support
  • Mobile options available
  • Cost savings on user access licenses
  • Cloud and on-premise formats
  • Customer support functionality
  • Tighter integration with Outlook
  • Native MSFT technology to reduce TCO
slide13

The Value of

One Enterprise System

the customer lifecycle
The Customer Lifecycle
  • Market
  • Service
  • Sell
  • Invoice
  • Fulfill
the benefits of one enterprise system
The Benefits of One Enterprise System
  • Sales Forecasts based on Production Capacity
  • Campaigns based on inventory turns
  • Delivery dates determined on inventory availability
  • One comprehensive sales funnel, both internal and external
  • Address customer issues proactively
  • Data collaboration less reliant on data entry
integration options
Integration Options
  • Microsoft Connector
  • Microsoft BizTalk
  • Scribe
  • SQL Server Integration Services (SSIS)
  • Other Custom Integration
microsoft connector overview
Microsoft Connector Overview
  • Integrate key data between Microsoft Dynamics CRM and Microsoft Dynamics AX
  • Value out of the box
        • Out of the box predefined Integration Templates
        • No need to maintain common data in both applications separately
        • ERP is the master of financial data
        • Logging exceptions / retry mechanism
        • Set it and forget it
supported versions and system requirements
Supported Versions and System Requirements
  • Microsoft Dynamics AX 2009
        • SP1
        • Microsoft Dynamics AIF Web Services
  • Microsoft Dynamics CRM 4.0
  • Microsoft Dynamics CRM 2011
        • Online
        • On-Premise
integration templates maps
Integration Templates / Maps
  • Templates provide out of the box integrations
        • Pre-defined maps for the most commonly integrated entities
        • Provides the choice between Customer to Contact and Customer to Account maps
  • Integration maps
        • Provide the source and destination link
        • Fully customizable
        • Importable and Exportable
demonstration scenarios
Demonstration Scenarios
  • Address Change in CRM Propagates to AX
  • Credit Limit Change in AX Propagates to CRM
  • CRM Quote-to-CRM Order-to-AX Sales Order
  • AX Invoice Propagates to CRM Invoice
questions answers
Questions & Answers

CSAX13 Connector for Microsoft Dynamics: Integrating Microsoft Dynamics AX & Microsoft Dynamics CRM

Monday, April 11

3:30 PM - 4:30 PM

Room: B312/313aSession Type: Concurrent Session Track: Microsoft Dynamics AX Skill level: 300 - Experienced

Speaker(s): Chris Hetzler, Elizabeth Alexander

Session Details

Join us to learn about the new Connector for Microsoft Dynamics. The Connector provides the ability to integrate key sales data between Microsoft Dynamics CRM and Microsoft Dynamics AX. We’ll tell you which data can be integrated out of the box and talk about the features and benefits of the Connector. You’ll see a demonstration of integrating data as well as the Connector interface. Key Learning 1 Gain an understanding of the basics of integration your Microsoft Dynamics AX and Microsoft Dynamics CRM systems. Key Learning 2 Learn how to configure Connector for your business. Key Learning 3 Analyze how to manage any customizations you’ve made to Microsoft Dynamics AX and Microsoft Dynamics CRM to better understand their impact on the integration

slide27

Architecture

and Customization

non developer customization
Non-Developer Customization
  • Customizing maps
    • Easily change the mapping for an exposed property
    • Easily add a custom field to an entity
    • Use functions to work with data as it is being transformed
  • Creating new maps
    • Generate configuration for new entity
    • Map source and destination fields
    • Activate the new map
developer customization
Developer Customization
  • SDK
    • Provides Visual Studio templates for creating your own adapters and object providers
    • Provides Visual Studio templates for creating your own mapping functions
    • Once created, deployment is a simple xcopy operation and then registration of your new adapter
connector architecture
Connector Architecture

Document Setup

Failure Mediation

Diagnostics

Client

Connector Store

Configuration

Status

Exceptions

Mapping Setup

Security Setup

Notifications Setup

Web Services

CRM Web Services

Transform Service

ERP Web Services

MS CRM (IIS)

Diagnostics

Integration Service

Thread Mgmt

CRM Adapter

ERP Adapter

Event Logging

Instrumentation

CRM Store

ERP Store