how to manage data integration within microsoft dynamics ... · how to manage data integration...
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How to manage data integration within Microsoft Dynamics efficiently:organizational and technical points
Dmytro Golodiuk & Dmytro Kuiavets
Dmytro Golodiuk
Solution Architect at ZEPPELIN International
Technical lead of the .NET Development stack
Head of IT Architectural Committee at ZEPPELIN International
Enterprise Architecture doer
Dynamics 365 & Office 365 Fan
Certified Professional C# by Microsoft
Dynamics CRM 2011 by Microsoft
Scribe Insight by Scribe Software
Documenting Software Architecture by SEI CMU
Dmytro Kuiavets• SPM at GlobalLogic Kharkiv
• President of Kiev Chapter of International Institute of Business Analysis (IIBA)
• “The Best Professional in Business Analysis” by IT Ukraine Association, 2012
• Emotional Intelligence trainer
Agenda
01
02
03
04
05
Digitalization
Dynamics 365 (CRM) & Data Integration challenges.
Proposed Approaches
Enterprise software solutions
Enterprise stories
Enterprise softwareFrom Wikipedia, the free encyclopedia
• Enterprise software, also known as enterprise application software (EAS), is computer software used to satisfy the needs of an organization rather than individual users.
• Enterprise application describes applications -- or software -- that a that a business would use to assist the organization in solving enterprise problems.
Automated billing systems
Payment processing
Email marketing systems
Customer Relationship Management (CRM)
Enterprise Resource Planning (ERP)
Business Intelligence (BI)
Business Continuity Planning (BCP)
Enterprise Application Integration (EAI)
Enterprise Content Management
Enterprise search
Enterprise Messaging Systems (EMS)
Call center and customer support
HR Management (HRM)
Common Types of Enterprise Applications
Enterprise Solutions
Enterprise Solutions
Enterprise Solutions Architecture
Architecture Roles
A big part of what the Enterprise Architecture does is make sure that the organization has the right systems in the right places to do all of the stuff that needs doing.
Kodak Story
Nokia Story
CIO and Trends
The report also notes that “By 2019, over 85% of new packaged customer service and support software will be delivered on a cloud-based model, and SaaS will emerge as an essential selection factor for CRM customer engagement centers(CECs) in all geographies and for all but the most complex processes."
Digitalization
Digitalization
DigitalizationGartner: a new era of Enterprise IT
RSO and other examples
Today’s Data Challenges
• Upgrading from legacy systems
• Data Integrity
• Adding more systems and more data in those systems
• All these systems need to be synchronized with one other
• Actions in one system often need to trigger actions in other systems
• New systems are rapidly evolving
• A change in one system can break the entire integration network
2001 20162001 2003 2005 2007 2009 2011 2013 2015
Microsoft CRM 1.06/1/2003
Microsoft CRM 3.012/1/2005
Dynamics CRM 4.012/1/2007
Dynamics CRM 20116/1/2010
Dynamics CRM 20137/1/2013
Dynamics CRM 201511/30/2014
Dynamics CRM 201611/30/2015
Dynamics 3657/1/2016
Microsoft acquired iCommunicate
Microsoft Business Solutions Customer Relationship Management 1.0
Project Green
Dynamics brand was launched
The term “XRM” was introduced
Microsoft Dynamics CRM Online markedthe beginning of the cloud services erain Microsoft’s business applications November 2011 Service Update
Cross-browser support
Polaris UIAcquisitions of FieldOne - global provider of field service management solutions for the enterprise
Acquisition of Adxstudio Inc., Web portal and application lifecycle management solutions provider
Dynamics CRM Spring 2016 Wave (Update)
Microsoft to acquire LinkedIn
Evolution of Dynamics CRM
Dynamics 365 Evolution
Yesterday
Dynamics CRM- Field Service- Project Service Automation- Parature
Dynamics AX
Project Madeira
Dynamics GPDynamics NAVDynamics SL
Yesterday
Dynamics 365 for SalesDynamics 365 for Customer ServiceDynamics 365 for Field ServiceDynamics 365 for Project Service
Dynamics 365 for Operations
Dynamics 365 for Financials
Dynamics GPDynamics NAVDynamics SL
Dynamics 365 –The beginning of a new future
Microsoft DynamicsData Integration Challenges• Migrating from a legacy system to a new system
• Integration between different Dynamics applications
• Integration between Dynamics 365 and a legacy system
• Integration between On-Premise and Online Dynamics 365 systems
• Synchronize data between systems while migration project is ongoing
Approaches to Data Integration
1 – Custom
Coding
0 – No Data
Integration
Integration Platformas a Service
2 - iPaaS 3 – Dynamics 365
Data Integration
Dynamics
365
Approaches 1: Custom Coding
Dynamics
365
• Detailed API and Application Knowledge Required
• High Integration Costs Put Profitability at Risk
• Highly Skilled Developers Required
• Significant Support Requirements
• Do not forget about integration processes orchestration
Dynamics CRM Architecture
Reporting(Dashboards, Charts, Excel, FetchXML and SRS)
IntegratedApplications
Pre-Event Plug-ins(.NET Assemblies)
Post-Event Plug-ins(.NET Assemblies)
Web Services
Custom Workflow(.NET Assemblies)
Backend Integration
Server-to-Server
Extensible Application: Form and client side events, Ribbon, Sitemap, Web Resources, JS libraries…
Front End
Integration
Business Entity Components
Data Access Components
Synchronous and Asynchronous Business Logic
Metadata Data
Filtered SQL Views
Data Access Platform
Wo
rkflo
w
Secu
rity
90% of the overall
cost of custom-created
software comes after initial
development
- Gartner Research
Hey, That Was Tougher Than We Thought It Would Be…
Approaches 2: iPaaS
2 - iPaaS
Dynamics
365
• iPaaS reduces integration costs
• Developer Skill Level Not Required
• Reusable Architecture / Unified Software Design
• Faster Integration Setup
• Integration Processes Orchestration is usually out-of-box
• Simplified API Management
• Shorter deployment & Faster time to market
• Faster response to run-time issues
• Agile customization of integrations
• Build Once, Connect to Many
Approaches 2: iPaaS
Scribe is the Leader in Dynamics Integration
Scribe Online Architecture
Dynamics CRM 2011
Business Entities
Scribe Publisher QueueSales Order
PluginsScribe Plugin for
Dynamics CRM 2011
Dynamics CRM Web Services
Scribe ServerScribe Console
Integration Process
Data Monitor
Data View
Scribe Internal Queues
ScribeIn
ScribeRetry
ScribeDeadMessage
CRM ScribeIn
CRM ScribeFailed
Scribe Windows Services
Scribe Bridge Server
Scribe Message Server
Scribe Monitor Server
Scribe Event Manager
Scribe Admin Server
Scribe Adapters
Adapter for Dynamics CRM
2011(On-Premises)
Adapter for XML
Adapter for Web Services
Scribe Internal Database
SAP
NetWeaver
ABAP Code
BAPIs
Information Flow Diagram
Approaches 3:Dynamics 365 Data Integration
Dynamics
365
This feature is PREVIEW. If you are interested in participating in the preview program,
contact us at [email protected]
• New Data Integration Feature by Microsoft
• Currently available as a tab in the PowerAppsadmin center
• Enables the flow of data between Microsoft Dynamics 365 products through the Common Data Service
Dynamics 365 Data Integration: Concept
CDS / CDSM
New Skills Era
• „IQ gets you hired, EQ gets you promoted”
Phil Campbell, M.Ed. RCC, Counsellor-Coordinator
Backup 1: Useful Links
Install Microsoft Dynamics 365 for Outlook
Deploy Office 365 Groups
Enable OneNote integration
Deploy Dynamics 365 App for Outlook
Enable OneDrive for Business
Enable Office Delve
Dynamics 365 data integration
Scribe Software Company Page
Scribe Integration Platform for Dynamics 365
Watch a Demo of Scribe Online and Dynamics 365
Contact Us
Dmytro Kuiavets
Old style
Dmytro Golodiuk
New style
M +38.066.349.6158S Dmytro_Kuiavets