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1. Lessons Learned when Integrating with
Dynamics 365
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2. Senior Consultant
Hi, I’m Pim Simons
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3. Agenda
| Architecture
| Common Integration Patterns
| Integration Capabilities
| Integration Platforms
| Choosing Your Platform and Method
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4. The Cause and Challenge
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| Dynamics 365 is introduced at a customer
| New technical possibilities and challenges
| Integration architecture transition
| Declaration for a transition to the cloud
| Business transition
| How to choose the right solution?

5. Architecture
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| The integration strategy as a critical success factor
| Integration architecture
| Implementation guidelines
| Avoid a ‘technical driven’ integration solution
| Define a target architecture

6. Common Integration Patterns
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| Providing Data
| Retrieving Data
| Receiving Data

7. Common Integration Patterns – Providing Data
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| Create or change data in Dynamics 365
| External process trigger

8. Common Integration Patterns – Retrieving Data
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| Get data from Dynamics 365
| External process trigger

9. Common Integration Patterns – Receiving Data
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| Get data from Dynamics 365
| Trigger in Dynamics 365

10. Integration Capabilities of Dynamics 365
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| Web API
| Event Pipeline & Webhooks
| Common Data Service & Data Integration
| Recurring Integrations
| Custom Service

11. Integration Capabilities of Dynamics 365
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Web API
| Pros
| Available out of the box
| Easy to use
| Cons
| Operations on entity level
| Supported patterns
| Providing data to Dynamics 365
| Retrieving data from Dynamics 365

12. Integration Capabilities of Dynamics 365
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Event Pipeline & Webhooks
| Pros
| Call endpoint on trigger
| Cons
| Webhooks are only available on Dynamics 365 CE
| Event Pipeline needs custom component
| Supported patterns
| Receiving data from Dynamics 365

13. Integration Capabilities of Dynamics 365
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Common Data Service & Data Integration
| Pros
| One data store for multiple applications
| Cons
| Point to point integrator tool needed
| Supported patterns
| Providing data to Dynamics 365
| Retrieving data from Dynamics 365

14. Integration Capabilities of Dynamics 365
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Recurring Integrations
| Pros
| Process large datasets
| Cons
| Only available in Dynamics 365 Finance and Operations
| Only meant for batch like interfaces
| Supported patterns
| Providing data to Dynamics 365
| Retrieving data from Dynamics 365

15. Integration Capabilities of Dynamics 365
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Custom Service
| Pros
| Fit exact need
| Keep messaging flows simple
| Cons
| Reusability very limited
| Custom development
| Supported patterns
| Providing data to Dynamics 365
| Retrieving data from Dynamics 365

16. Integration Platforms
BizTalk & Azure
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| BizTalk Server
| Azure
| Integration Services
| Logic Apps

17. Integration Platforms
Hybrid Implementations
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| Combine BizTalk with Azure Integration Services and Logic Apps
| BizTalk handles on-premise
| Azure components handle Dynamics 365
| Minimize need for high availability in BizTalk

18. Integration Platforms
API Management
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| Seperate Dynamics 365 from the integration platform
| Enables
| Throttling
| Protocol mediation
| Caching
| Security
| Monitoring

19. Choosing Your Platform and Method
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The Platform
1. Is an integration platform in place?
2. Am I willing to place custom code in Dynamics 365?

20. Choosing Your Platform and Method
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Is there an integration platform in place?
No
Am I willing to place custom code
in Dynamics 365?
Yes
API Management +
Azure Integration
Services + Logic Apps
No
Logic Apps + Azure
Integration Services
My main integration platform is
BizTalk Server
Am I willing to place custom code
in Dynamics 365?
Yes
API Management +
Azure Integration
Services + BizTalk Server
No
BizTalk Server
My main integration platform is
Azure Integration Serices
Am I willing to place custom code
in Dynamics 365?
Yes
API Management +
Azure Integration
Services + Logic Apps
No
Logic Apps + Azure
Integration Services
The Platform

21. Choosing Your Platform and Method
21
Is there an integration platform in place?
No
Am I willing to place custom code
in Dynamics 365?
Yes
API Management +
Azure Integration
Services + Logic Apps
No
Logic Apps + Azure
Integration Services
My main integration platform is
BizTalk Server
Am I willing to place custom code
in Dynamics 365?
Yes
API Management +
Azure Integration
Services + BizTalk Server
No
BizTalk Server
My main integration platform is
Azure Integration Serices
Am I willing to place custom code
in Dynamics 365?
Yes
API Management +
Azure Integration
Services + Logic Apps
No
Logic Apps + Azure
Integration Services
The Platform

22. Choosing Your Platform and Method
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The Method
| Architecture Level
1. Am I only integrating data between different Dynamics 365 modules?
2. Am I using more than one module in Dynamics 365?
| Per Service Level
1. Where is the trigger for my process?
2. Am I using large datasets?

23. Choosing Your Platform and Method
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Am I only integrating data between different Dynamics 365 modules?
No
Am I willing to place custom code in Dynamics 365?
No
Am I using more than one module in Dynamics 365?
Yes
Web API + Common Data Service & Data
Integration + Recurring Integrations
No
Web API
Yes
Am I using more than one module in Dynamics 365?
Yes
Web API + Custom Service + Event
Pipeline / Webhooks + Common Data
Service & Data Integration + Recurring
Integrations
No
Web API + Custom Service + Event
Pipeline / Webhooks
Yes
Common Data Service &
Data Integration
The Method – Global Architecture

24. Choosing Your Platform and Method
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Am I only integrating data between different Dynamics 365 modules?
No
Am I willing to place custom code in Dynamics 365?
No
Am I using more than one module in Dynamics 365?
Yes
Web API + Common Data Service & Data
Integration + Recurring Integrations
No
Web API
Yes
Am I using more than one module in Dynamics 365?
Yes
Web API + Custom Service + Event
Pipeline / Webhooks + Common Data
Service & Data Integration + Recurring
Integrations
No
Web API + Custom Service + Event
Pipeline / Webhooks
Yes
Common Data Service &
Data Integration
The Method – Global Architecture

25. Choosing Your Platform and Method
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Where is the trigger for my process?
Within Dynamics 365
Am I using large datasets?
Yes
Recurring Integrations
No
Am I willing to place custom code in Dynamics 365?
Yes
Webhooks / Event
Pipeline
No
Web API
Outside of Dynamics 365
Is it a complex process?
Yes
Am I willing to place custom code in Dynamics 365?
Yes
Custom Service
No
Web API
No
Web API
The Method – Per Service Level

26. Choosing Your Platform and Method
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Where is the trigger for my process?
Within Dynamics 365
Am I using large datasets?
Yes
Recurring Integrations
No
Am I willing to place custom code in Dynamics 365?
Yes
Webhooks / Event
Pipeline
No
Web API
Outside of Dynamics 365
Is it a complex process?
Yes
Am I willing to place custom code in Dynamics 365?
Yes
Custom Service
No
Web API
No
Web API
The Method – Per Service Level

27. Conclusion
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| Dynamics 365 introduces many new integration opportunities!
| Define your architecture
| Choose your platform and method

28. Whitepaper
September 2019 Lessons Learned when Integrating with D365 28

29. Connecting is Everything
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