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CRM02: Understanding the CRM Connector for Dynamics AX

CRM02: Understanding the CRM Connector for Dynamics AX. Tim Estenson, Microsoft Jeff Hensel, Microsoft. Connector for Microsoft Dynamics. Robust Dynamics integration that “just works” Easy install and deployment Minimizing architectural overhead Broad customization support

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CRM02: Understanding the CRM Connector for Dynamics AX

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  1. CRM02: Understanding the CRM Connector for Dynamics AX Tim Estenson, Microsoft Jeff Hensel, Microsoft

  2. Connector for Microsoft Dynamics • Robust Dynamics integration that “just works” • Easy install and deployment • Minimizing architectural overhead • Broad customization support • Transparency when things may go wrong (notification of exceptions) • Support for “Power of Choice” with integrations as well (online/on premise)

  3. Headline News! AX support planned for end of year • Framework updates • Dynamics AX 6integration • SDK enhancements • Dynamics AX 2009integration • Dynamics NAV 2009 integration • CRM 2011 integration for all supported Dynamics ERPs • Dynamics GP 2010 integration • Continuedenhancements April2010 Dec 2010 Spring2011 Ongoing

  4. The Connector for Microsoft Dynamics integrates the following entities in Microsoft Dynamics AX and Microsoft Dynamics CRM.

  5. End-to-End Product Demo Tim Estenson/Jeff Hensel

  6. Guided TourSimple interface, out of the box integrations • Adapter user interface tour • Integration templates and maps • Scheduling integrations • Administration • Extending the integration • Power user scenarios • Developer Scenarios

  7. User Interface • “One stop shop” for working with the adapter and any integrations that are created • Registering adapters • Configuration utilities for adapters • Creating integrations • Viewing / editing integration maps • Viewing / editing integration settings • Viewing / editing integration service status

  8. Integration Templates / Maps • Templates provide out of the box integrations • Pre-defined maps for the most commonly integrated entities between CRM and ERP • Integration maps • Provide the source and destination link • Fully customizable • Importable and Exportable

  9. Scheduling Integrations • Integration scheduling options • Start time • Once • Daily recurring • Weekly • Continuous • Modified Date / time • Integration service uses modified date time to determine entities that are in need of integration

  10. Administrative Tips • Integration log • Provides filtering and grouping based on a number of criteria • Log entries provide mediation information • Allows for the resetting of retries • Notification scheduling • Requires an available smtp server • Requires valid to and from email addresses • Simple installation / Configuration process • Only 4 pieces of data are required to install

  11. Customization Options Power User 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 • SDK • Provides Visual Studio templates for creating your own adapters and object providers • Provides Visual Studio templates for creating your own mapping functions • Deployment is a simple xcopy operation and then registration of your new adapter

  12. Q&A

  13. 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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