Dynamics AX and Salesforce Integration
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Integrate Your Salesforce to Dynamics ERP. Learn how-to automate business processes running between Salesforce.com CRM and Dynamics AX ERP systems.
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Dynamics AX and Salesforce Integration
- 1. Integrate Your Salesforce to Dynamics ERP GlennJohnson Ted Brennan Magic SoftwareAmericas
- 2. Today’s Topic • Attend this webinar to learn how-to successfully integrate your Salesforce CRM to your Microsoft Dynamics ERP system like Microsoft Dynamics AX, GP, NAV or SL. Learn how-to use highly reliable methods with a 5-Star Salesforce App Exchange Adapter to manage business processes running between Salesforce and your ERP. Automate opportunity-to-order conversion, accounts receivable status, master item data and much more. • See how-to use the Magic xpi Integration Platform and the new Visual Studio interface to design business process flows between applications in the cloud or on-premise.
- 3. Basic Considerations ERP stands for enterprise resource planning. Microsoft ERP solutions areoffered underthe Microsoft Dynamicsbrand. Options includeMicrosoft DynamicsAX, NAV,GP and SL. Microsoft DynamicsAX is software that allows companies of all sizes to manage theirentire business organizations, includingsupply chain, procurement, humanresources, financials, and projects. Hybrid Cloud integration is sometimes needed to span integration between cloud-based solutions and on-premise enterpriseapplications. 3
- 4. Dynamics ERP Comparison Product Name Microsoft Dynamics NAV Microsoft Dynamics GP Microsoft Dynamics AX Version 5.0 2010 AX (2012) Price Range $8K-$250K $10K-100K $20K-750K User Range 5-750 25-500 5-1000 Multi National 40+ Countries Yes Yes Architecture .NET SOA, .NET SOA, .NET Database MS SQL Server MS SQL Server, IBM DB2, Other, Oracle, Proprietary`, Cloud-Based (Saas) MS SQL Server, Oracle, Cloud-Based (Saas) Server OS Windows Mac OS, Linux, Windows, Unix, Novell Netware Windows SAAS No Yes Yes Integration API methodology SOAP Web Services COM API, SOAP Web Services .NET, COM, MSMQ, XML, SOAP Magic xpi Adapters Web Services COM, Web Services Native, .NET, COM, MSMQ, XML, Web Services4
- 5. Dynamics ERP & CRM When running Dynamics ERP and CRM in the same organization there is a need to intermediate application programming interfaces (API) in order to allow real-time and asynchronous business processes between systems. Interfaces between systems help manage opportunity to order conversion, address books, product information, pricing, inventory visibility, order tracking, credit status and much more.5
- 6. Integrating With Salesforce Magic xpi Integration Platform provides capabilities for automated integration with the Salesforce API including objects, CRM metadata, bulk jobs, replication and lead conversion. 6 objects metadata bulk jobs replication lead conversion
- 7. Salesforce Objects Objects. A business process integration solution like Magic xpi allows you to perform all the required functions with objects. When working with Salesforce.com objects, you will want to be able to get the timestamp of any object, get the objects list, update the object structure and perhaps even merge objects 7 It is important to be able to dynamically get the objects list because of the ability of users and administrators to personalize the implementation.
- 8. Salesforce Metadata Metadata Check State Metadata Retrieve Metadata CRUD Metadata Deploy 8 Metadata. When working with Salesforce.com metadata, you will want to check the status of any metadata operation at any time. Obviously you will need basic CRUD operations (Create, Read, Update and Delete). And you will need to be able to retrieve and deploy metadata.
- 9. Salesforce Bulk Jobs 9 Bulk Check Job State Bulk Retrieve Job Results Bulk Abort Job Bulk Jobs. Going beyond these basics, a sophisticated solution like Magic Software’s Magic xpi Integration Platform will give you the capability to orchestrate bulk jobs. These powerful batch operations are key to efficiency across multiple users of Salesforce. You will want to be able to check the status of bulk jobs, retrieve bulk job results and even abort bulk jobs.
- 10. Salesforce Replication Replicate All Data Replicate Last Updates Replicate Last Deletes 10 Replication. Another key requirement for many organizations is the ability to selectively replicate their Salesforce.com data from the cloud to a secure enterprise storage server. With the Magic xpi Integration Platform, you can replicate data locally from your salesforce.com implementation. You can replicate all data or simply last updates and last deletes as part of a particular Magic xpi business process flow.
- 11. Table 6. Salesforce CRM Lead Conversion Parameters Parameters Lead ID Converted Status Account ID (In) Contact ID (In) Overwrite Lead Source Create Opportunity Owner ID Send Notification Email Account ID (Out) Contact ID (Out) Opportunity ID Lead Conversion. In Salesforce.com terminology, a lead is a potential customer that you do not yet want to add to your account list. Once a lead is ready to become an account the user can convert the lead which automatically creates an account (the organization or company record), a contact (the individual person record) and optionally as an opportunity (the specific potential deal being tracked). 11
- 12. Magic xpi Integration Platform
- 13. Holistic Development and Integration
- 14. Fast & Friendl y Main Features Code-Free Drag and Drop Visual Data Mapper 100+ Prebuilt Components New Visual Studio Interface Multi-Document Support New Flow Design Features Code Free: Drag, Drop and Configure For Business and IT Users One Skill Set for Multiple Applications NEW in Magic xpi 4.5 Friendly Studio, Based on Visual Studio Familiar and Intuitive Look & Feel Enhanced User Experience Improved Developer Productivity 100+ Prebuild Components Certified and Optimized Adapters to Leading IT Systems Technology Adapters Web Services & Utilities Magic xpi Studio Fast and Friendly
- 15. Multi- Document Support Zoom Bar Toolbox Checker Results Main Pane Flow Steps Trigger Area Mini Map Property Sheet Solution Explorer Studio Tour: Simply Drag, Drop and Configure Flows
- 16. Multi- Document Support Data Type Indications Data Mapper Drag & Drop Connectivity Destination Tree Properties of Selected Node DataMapper Toolbox Studio Tour: Powerful DataMapper
- 17. Powerful Orchestration and Monitoring Supports Real-Time Integration (ESB) Supports Scheduled Batch Processes (ETL) Supports Long- Running Processes (BPM) Enhanced Web Monitor Enhanced Scheduler Supports Full Range of Enterprise Integration Patterns ESB Capabilities – Real-Time Triggers and Web Services ETL Capabilities – Scheduler and DataMapper BPM Capabilities – Complex Business Logic, Messaging & Protocols NEW in Magic xpi 4.5 Web-Based Monitor Remote Monitoring Performance Monitoring at a Glance Alerts, Statistics Manually Invoke Scheduled Business Processes See License Usage Main Features Orchestration and Monitoring
- 19. Total Processed Messages Per Project Current License Usage Per Project Total License Consumption for All Projects IMDG Health Indicators Running Projects Indicator Quick Links to Projects View Loaded License s Magic Web-Based Monitor: Cluster
- 20. Enterprise Grade Robust Magic xpi Engines IMDG Messaging Layer Secured Protocols & Sessions SFTP Support IMDG Messaging Layer High Scalability, Low Latency and High Availability Self-Healing, Guaranteed Message Delivery, Superior Performance Elastic Scalability NEW in Magic xpi 4.5 Security, Authentication, User Rights, Encryption FTPS, HTTPS, SMTPS, IMAPS, POP3S, WS-Security, SSL/TLS SFTP – Secure file transfer based on SSH Main Features High Scalability and High Availability Self-Healing Active-Active Clustering Out-of-the-Box Robust Magic xpi Engines Magic xpi Server
- 21. Magic xpi Integration Platform is a good option for organizations that need a flexible and scalable approach to on-premise, cloud, and mobile application integration that does not require highly skilled or specialized developers. The integration platform offers the right mix of developer-centric features and enterprise-grade data security, operational management, and failover and automated recovery capabilities, as well as helping reduce infrastructure footprint and TCO. When combined with the Magic xpa Application Platform and MDM solution, it offers a comprehensive approach for developing, integrating, and deploying enterprise-grade mobile applications. ~ Ovum On the Radar: Magic xpi Integration Platform What Analysts Say…
- 22. Mobile Integration and App Dev 22
- 23. About Magic 23 Millions of Users Worldwide Founded in 1983 MGIC NASDAQ $176 M 2015 Revenues >1,000 Employees 24 Global Offices 50+ Countries >3,500 Global Partners
- 24. Need to Schedule a Follow-Up Call? 24 • (949) 250-1718 ext. 259 (Angela) • info@magicsoftware.com • Outside North America: www.magicsoftware.com
- 25. Thank You
Notas do Editor
- When integrating other systems with Salesforce.com CRM – and orchestrating affected business processes – you need to be able to work with Salesforce.com objects, metadata, bulk jobs, replication and lead conversion.
- Replication. Another key requirement for many organizations is the ability to selectively replicate their Salesforce.com data from the cloud to a secure enterprise storage server. With the iBOLT integration suite, you can replicate data locally from your salesforce.com implementation. You can replicate all data or simply last updates and last deletes as part of a particular iBOLT business process flow.
- Lead Conversion. In Salesforce.com terminology, a lead is a potential customer that you do not yet want to add to your account list. Once a lead is ready to become an account the user can convert the lead which automatically creates an account (the organization or company record), a contact (the individual person record) and optionally as an opportunity (the specific potential deal being tracked).
- We’ve made Magic xpi faster and friendlier so developers can be more productive and connect apps even faster. Magic xpi is Fast & Friendly. First of all, Magic xpi is code-free. It provides a visual interface that lets you easily drag and drop, navigate and visually see the connections you are making. Developers create and change application logic simply by dragging and dropping. (I’ll show you some screen shots in a minute to help you understand). This means that it can be used by business and IT users. They can use the same skill set to connect multiple applications With the development studio (IDE) based on Visual Studio, Magic xpi 4.5 users will enjoy a familiar and intuitive experience and benefit from higher productivity. Enhanced User Experience features include: Drag & Drop Flow Configuration Mini Map & Zoom Bar Direct Access to Properties High productivity features include Multi-Document Support, which means that Multiple Flows and Data Mappers Can Be Active at Same Time
- As promised, here is our first screen shot. This shows our main Flow Document – you simply drag, drop and configures your flows. The Main Pane – Provides a clean, intuitive and familiar look and feel and many new useful and productivity enhancing features including allowing users to configure flows by dragging and dropping Note that this isn’t rigid, everything can be moved around as in Visual Studio. Multi-document Support allows multiple flows and data mappers to be open at the same time for improved productivity The Trigger Area is where all of the different flow triggers reside - showing under what conditions flows start working (e.g. a HTTP request was sent, an event happened in database) The Mini Map lets you navigate quickly within long or wide flows The Zoom Bar lets you easily adjust the visual resolution of the main pane The Solution Explorer provides a visual map for quick navigation of your entire project The Property Sheet provides immediate access to properties so you can change and save on-the-fly The Toolbox lets you easily drag and drop connectors on to your flow Checker Results provide immediate error identification and information for fast resolutions
- Here’s a look at a DataMapper screen The DataMapper shows the visual connections between systems and fields Drag & Drop is literally the fact that you easily connect the sides by just dragging and dropping Multi-Document Support lets you easily switch between multiple datamappers You see the Destination Tree, and visually see valid/invalid connections on-the-fly while making your connections You can quickly see the properties of the node that is selected On the other side, you have the DataMapper Toolbox which shows sources and destinations, such as JSON and XML Data Type Indications - And you also immediately can see the type of data that you are working with
- Magic’s Powerful Orchestration capabilities give you a business process integration solution for the price of a ETL solution Magic xpi is capable of supporting a full range of enterprise integration patterns. With a full scheduler and data mapper, Magic xpi has the capabilities of an ETL. With real-time triggers and a full range of Web Services, Magic xpi has the capabilities of an ESB. With complex business logic and support for a full range of messaging and protocols, Magic xpi also has Integration-centric Business Process Management capabilities. Combining all these capabilities in one straightforward visual studio editor, makes Magic xpi a powerful platform for integration. Magic xpi also includes a web-based monitor For those of you who are using or considering integrations via hard coding, remember there is no monitoring The Magic Monitor lets you: Monitor remotely Understand project status at a glance through visual graphs Get alerts, see statistics Manually invoke scheduled business processes See license usage We’ll take a look at some of the monitor screens next
- Here you can see the project work load over time and identify peak times. All the tabs on top easily let you drill down to monitor the more technical aspects of the projects You can choose your time range and see the project load, license usage, alerts if any as well as the activity levels of project triggers
- This is the main entry to the dashboard that shows the health of the IMDG infrastructure, the current license usage of all projects, the total messages processed by each of the projects and the current license usage of individual projects.
- Magic xpi is Robust enough to manage the heaviest transaction loads. Our engines are designed for high scalability and high availability, with self healing and Active-Active Clustering out of the box We employ an In-Memory Data Grid-based messaging layer, which also provides high scalability, low latency and High Availability It Guarantees Message delivery and Elastic Scalability In case of disaster, Magic xpi can maintain its processing power and triggers by moving Magic engines around the cluster hosts automatically (according to predefined rules) The IMDG (In-Memory Data Grid) Messaging layer adds: High Scalability, Low Latency and High Availability Self-Healing, Guaranteed Message Delivery, Superior Performance Elastic Scalability
- Ovum is a market-leading research and consulting analyst house focused on converging IT, telecoms and media markets.