A T C S C C O N F E R E N C E

H O S T E D B Y M I C R O S O F T

CRM Integrated with Your Business

Debbie DeHart, Sr. ConsultantDebbie.DeHart@TCSC.com

Debbie DeHart

Sr. Consultant

MCTS, CRM 4.0, 2011, 2013

MCITP Dynamics GP, CRM

MCTS, Dynamics AX, SharePoint, SQL

120+ End to end implementations of ERP and CRM, 35 CRM, 400+ projects

Author, Articles for CRMUG Magazine

Speaker on CRM, ERP, and SharePoint

Why do we want to Integrate CRM with Business Applications?

Robust feature set

Simplifies business processes

Easily customizable

Global

Out of the box on all browsers and platforms

BI Free and connected

DYNAMICS 365 / CRM

Dynamics 365 Ecosystem

Elements out of the box: Lists Forms Advanced Find with Criteria Import/Export Dashboards Charts Activities

BUILDING 365 APPLICATIONS

With XRM – hey we can build and integrate these

Tools for integration

Microsoft Dynamics CRM online integration with Quickbooks Enterprise

The mappings considered in this integration are as follows:

Microsoft CRM Accounts to QuickBooks Customer

Microsoft CRM Products to QuickBooks Items(Service, Inventory, NonInventory)

Microsoft CRM Opportunities to Quickbooks Jobs

Microsoft CRM Invoice to Quickbooks Invoice

Microsoft CRM Order to Quickbooks Sales Order

QuickBooks Customer to Microsoft CRM Account & Contact

QuickBooks Items to Microsoft CRM Products

QuickBooks Jobs to Microsoft CRM Opportunities

QuickBooks Invoice to Microsoft CRM Invoices

QuickBooks Sales Order to Microsoft CRM Order.

You can also build custom mappings for this profile. DBSync fully supports creation of custom mappings as per to your business process and needs. This profile supports Microsoft Dynamics CRM Online 2011 version and later.

This profile supports all major versions of QuickBooks: QuickBooks 2008 and later US, QuickBooks 2008 UK, Canada and Australia.

Quickbooks Integration

Mappings to these Entities Pre-Built

Integrate SharePoint with Dynamics CRM/365

Enable document management for entities (take advantage of SharePoint storage)

Perform actions on SharePoint location records

Dynamics 365 with SharePoint

Microsoft Dynamics CRM integrations with Zapier, 750+ apps

Xero, FreshBooks, Open ERP, Abacus, Zoho Books,

NetSuite (coming soon)

Zapier.com Zapbook

Mappings to these Entities Pre-Built

Zapier.com Zapbook

Other Integrations:HREcommerceSocial MediaSales ToolsFormsDevicesGoogleAWSPhone & SMSSchedulingOracle DatabasesMicrosoft Access

Microsoft Dynamics Connector

Microsoft Connector with Dynamics

Pre Dynamics 365

Integrating with Dynamics 365

From 7 calls to ONE.

Microsoft Dynamics 365 has a number of specialized messages for specific operations that update records. These messages are deprecated in this release and you should now simply use Update to perform the same operations.The deprecated messages are:AssignSetParentSystemUserSetParentTeamSetParentBusinessUnitSetBusinessEquipmentSetBusinessUnitSetState

Microsoft Connector

Scribe –Online Crystal

On premise -Insights

Scribe online has 60 published connectors

Dynamics 365 CRM Integrations thru Scribe

Dynamics 365 for Customer Service Eloqua MySQL TinderBox

Dynamics 365 for Sales Epicor NetSuite Twitter

Dynamics 365 for Finance e-syncr Next Caller Zillow

Dynamics 365 etouches SMTP ODBC

Microsoft Dynamics AX for Scribe Online FIeldOne Nodus Exact Online

API Endpoints (REST/SOAP/JSON/XML) Exact Odata

United States Postal Service FileStream ON24

Lookup Table Connector FinancialForce Oracle Express CPQ

Microsoft Power BI Solution Templates GoToWebinar Pardot

OpenGov Connector HubSpot Personify

Invoca Connector InsideView QlikView

AvaTax Intacct Salesforce Marketing Cloud

Microsoft Dynamics NAV for Online Marketo Salesforce.com

Obero SPM MeetingMapper SAP

AdvantageCS Melissa Data Personator SharePoint

Assistance Software Microsoft Dynamics CRM Connector/AdapterSilverpop

CallidusCloud Microsoft Dynamics GP SugarCRM

Datafinder Microsoft SQL Server Text

Online Pre-Built Connectors

scribesoft.com

Scribe Connects Your Core SystemsPrebuilt connectors as well as custom integrations

CRM

Sales

Services

ERP

Finance

Marketing

Social

Collaboration

Data

BI/Analytics

Technology

Note - Connector Development Kit available for expanded connectivity

Cost: Free

Works with: Scribe Online

How to Download: Marketplace

Scribe’s Connectors for Dynamics 365 allow connectivity to any of the separate modules Microsoft is providing through tried and tested technology. The Dynamics 365 Connectors support

Dynamics 365 for Sales

Dynamics 365 for Customer Service

Dynamics 365 for Field Services

Dynamics 365 for Project Service Automation

Dynamics 365 for Finance

Dynamics 365 for Operations

Use the Connectors for Dynamics 365 to…

Integrate any module of Dynamics 365 with the rest of your enterprise

Leverage Data Services to cleanse and enrich you data on a automated process

Enable non-developers to write integrations

Dynamics 365 Connectors

On Scribe

Scribe Insight on Premise

ApplicationsJD EdwardsSAPLawsonPeopleSoftSiebelWebtrendsMAS 90/200MAS 500EpicorPivotal CRMOnyx CRM

File DataTEXT/CSV FileEXCELXML

DatabasesSQL ServerOracleIBM DB2PervasiveMySQLInformix

Dynamics CRMDynamics CRM On-premise

Dynamics CRM OnlineDynamics CRM Hosted

Dynamics GPDynamics GP

Dynamics GP Hosted

Dynamics AXDynamics AX

Dynamics AX Hosted

Dynamics NAVDynamics NAV

Dynamics NAV Hosted

Microsoft

SQL Server

Oracle

Microsoft

Outlook

Salesforce.com

SalesLogix

ACT!

Web Services - SOAPCustom Web ServicesCommercial Web ServicesApplication Web Services

Microsoft

Dynamics

Goldmine

XML

Need for an integration platform

50% less customization (AX/CRM) using Scribe Insight• Entity extensions/functionality only required on AX 2012 side

• CRM 2011 – custom entity publishing only

Application version change management only required on the AX side

Sustainable integration costs over time is minimal

Queue based integration to support transaction guarantee

User adoption not limited to developers

Single point of contact for support regardless of endpoints

Why Scribe instead of Microsoft Connector

Dynamics AX 2012 to CRM

AX 2012CRM

Customer/Additional Address (C,U)

Contact/Primary Address (C,U)

Sales Order (C,U)

Invoice (C)

Exchange Rate (C, U)

Items (C, U)

UOM (C)

Sales Order (C)

Customer/Primary Address (C,U)

• Think about the manual “integrations” you have today.

• Think about how CRM integrations can set your business on fire.

• Think about the complete Enterprise.

• Make a plan.

YOUR CALL TO ACTION

LET’S GET STARTEDWe’re ready as soon as you are.

THANK YOU

A T C S C C O N F E R E N C E

H O S T E D B Y M I C R O S O F T

Debbie DeHart, Sr. ConsultantDebbie.DeHart@TCSC.com