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UBAX03 - Introduction to Microsoft Dynamics CRM for the Microsoft Dynamics AX User

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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UBAX03 - Introduction to Microsoft Dynamics CRM for the Microsoft Dynamics AX User

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  1. UBAX03 - Introduction to Microsoft Dynamics CRM for the Microsoft Dynamics AX User

  2. 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

  3. Agenda • The Case for One Enterprise System • Microsoft Dynamics CRM 2011 • The Value of One Enterprise System • Microsoft Dynamics Connector • Q & A

  4. The Case for One Enterprise System

  5. 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

  6. 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

  7. Microsoft Dynamics CRM 2011

  8. Keys to CRM Success

  9. Outlook Browser Mobile Devices Sales Productivity Marketing Effectiveness Extended CRM Applications Customer Care Relationships • Interactions • Process • Insights xRMFramework Cloud On-premises

  10. CRM in Microsoft Outlook Track Outlook Interactions in CRM True native Outlook experience Advanced Personalization Outlook reminders on CRM records

  11. Microsoft Dynamics CRM 2011 Demonstration

  12. 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

  13. The Value of One Enterprise System

  14. The Customer Lifecycle • Market • Service • Sell • Invoice • Fulfill

  15. CRM The Customer Experience Disconnect • ERP

  16. 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

  17. Customer Case StudyDistribution

  18. Connection Options

  19. Integration Options • Microsoft Connector • Microsoft BizTalk • Scribe • SQL Server Integration Services (SSIS) • Other Custom Integration

  20. 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

  21. 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

  22. 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

  23. What is Integrated Out of the Box?

  24. One Enterprise System in Action

  25. 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

  26. 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

  27. Architecture and Customization

  28. 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

  29. 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

  30. 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

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