CRM Integration OptionsScribe, SmartConnect, Microsoft Connector

Steven is a Senior Microsoft Dynamics® CRM Consultant in the BDO Canada LLP Microsoft Dynamics practice. Steven has over 15 years of experience in all aspects of IT from software development to systems administration. He holds certifications in Dynamics CRM, GP and NAV as well as Scribe Insight and Microsoft SQL database administration.

Steven has been working with Dynamics CRM since version 1.2 and has acquired extensive experience in system design, business requirements gathering, business intelligence and integrations.

Steven WrightSenior Consultantswright@bdo.ca

BDO Canada LLP

Mobile: 226-338-2038

Introductions

Overview

Agenda

• Introduction

• Scribe Overview

• CRM Connector Overview

• SmartConnect Overview

• Demonstration

• Questions

Scribe Software

Cloud-based Integration Platform as a Service (iPaaS) and On-premise Data Integration Platforms.

Scribe – Fast and Flexible

• Agile data integration software (since 1995)

• Power of choice: cloud, on-premises, hybrid product portfolio

• Comprehensive integration lifecycle management capabilities lower TCO, add agility

• 14,000+ customers and partners

Core Advantages of the Scribe Platform

• Ease of use: drag-and-drop mapping environment for business analysts and developers alike

• Fast configuration to specific customer/environment needs: handling of custom fields and objects, package for future reuse

• All in one platform: simple to trial, purchase, configure, and use

• Integration lifecycle management: self-documenting, lower maintenance, simple handoffs

One Platform Solves All Your Integration Needs

Integration

• Synchronize data in real-time across multiple applications

Replication

• Copy data from source systems, transform it, and load it into a database or data warehouse for analysis by power users and business analysts.

Migration

• Extract, transform, and load data an old application to new one or load production data to a test instance.

Scribe Design Features

The Scribe Workbench and Console are based on five major design features:

• No coding – A graphical user interface enables a non-programmer to design and deploy migration and integration solutions.

• Easy maintenance – Straightforward access and control of integrations to easily support and maintain the solution after it has been deployed.

• Consistent adapter model – The design environment views all applications consistently, and presents information about the application that is important to the migration or integration task.

• Open connectivity – One product enables users to integrate core business systems with the wide variety of applications and data stores that are unique to their business.

• Template model – Users can quickly assemble reusable integration

The Process Events are: • File — Runs a DTS when a new or changed file is detected in a folder• Time — Runs a DTS on a defined schedule• Query — Runs a DTS based on results of the source query in the DTS• Queue — Runs a DTS when a message arrives in the Scribe Input Queue

Scribe Integration Events

Scribe Administration Tools

• Execution Log - list of all process executions logged by Scribe• Alert Log - used to both view information about what Alerts have been

raised and also to track and manage any work that needs to be done in response to the Alert

• Data Views – you can create, store, and reuse customized queries as an editable data grid or as a chart. OOB system views include: Alerts, Load Balancing and traffic stats

• Monitoring and Email Notification – •Configure monitoring processes that watch for conditions, including errors and automatically notify the appropriate people that the event occurred

Scribe Out of the Box Connectors

• Dynamics CRM• Dynamics GP• Dynamics NAV• Dynamics AX• Web Services• And many more

Scribe Replication Services

• Can be used for advanced analytics in a non-transactional environment• Replicate your CRM data to a database • Data is copied in Entity format• Replicate your data anywhere your SQL Server is located – cloud,

hosted, or on premise.• Record changes only• Requires no software

Microsoft Dynamics Connector

Connector for Microsoft Dynamics is an integration solution which is targeted specifically at the Microsoft Dynamics product family. Connector provides an out of the box integration between Dynamics CRM and Dynamics ERP solutions.

Microsoft Dynamics Connector

• Allows bi-directional synchronization between Dynamics CRM and Dynamics ERP products.

• Provides out of the box integrations• Allows for synching for custom fields and entities• Robust synchronization using CRM and ERP web services• Graphically-oriented Software Development Kit (SDK)• Free for existing Dynamics customers

Points of Integrations - GP

Points of Integrations - NAV

Points of Integrations - AX

Supported Products

Connector for Microsoft Dynamics supports new integrations with the following Microsoft Dynamics products:

• Microsoft Dynamics CRM 2011, 2013, 2015 & 2016 in all deployments

• Microsoft Dynamics GP 2013, 2013 R2, 2015 & 2015 R2

• Microsoft Dynamics AX 2009, 2012, 2012 R2 & 2012 R3

• Microsoft Dynamics NAV 2013, 2013 R2, 2015 & 2016

• Microsoft Dynamics SL 2011 SP1

SmartConnect

Integration, Migration and Automation

No Code

Configurable tools for Dynamics CRM and ERP

Read data from anywhere

SmartConnect can read data from anywhere. Gone are the days

of exporting a file and formatting it before importing.

SmartConnect can go straight to the source to get the data

you really need without human intervention. SmartConnect will

Read data from:

What can you leverage with Dynamics CRM?

• All Standard and Custom Entity Data

• Full operation Stack of Microsoft’s SDK w/o code

• Works with CRM Online, On-premise and partner hosted environments

What data can you leverage from Dynamics GP?

All Data via…• eConnect

• NodeBuilder (eOne product)

• Service Base Architecture (SOAP)

• Service Builder (eOne product)

• Extender (eOne product)

Why SMARTCONNECT + Dynamics CRM?

Connect Data from Any Source to Any Destination through Any Transformation

Less Moving Parts. Less Technical. Fewer Servers

Scalable, Powerful yet Easy to Manage

Used by More than 3000 Companies

True Real-Time Integrations Triggered via CRM Plugins

Destinations SmartConnect Microsoft Connector ScribeIntegrates data to Microsoft Dynamics GP Yes Yes Yes

Integrates data to Microsoft Dynamics CRM Yes Yes Yes

Integrates between Microsoft CRM and GP Yes Yes Yes

Integrates data to Microsoft Dynamics NAV Yes Yes Yes

XML Yes No Yes

CSV Yes No Yes

Integrates to GP eXtender Yes No No

Cloud Services No No Yes

Demonstration

Questions?

Call or email 226-338-2038 or swright@bdo.ca