Microsoft Dynamics AX Technical ConferenceFebruary 3–5, 2014Bellevue, WA

Synchronizing project information between AX and CRMPradeep GanapathyRajPrincipal Program Manager

IntroductionWe are excited to share Microsoft Dynamics AX 2012 R3 with you…• This presentation contains Microsoft confidential information• Dynamics AX 2012 R3 is pre-release software and subject to change• Microsoft provides no license, express or implied, in this presentation• Please review and respect the disclaimer included in all printed

and electronically distributed materials

AgendaIntroductionDemoDesign DetailsKey adoption considerations

Introduction

Michael,Account Manager

Prakash, Project Manager

Sales Delivery

GAP

• Business challenges• Balancing demand and supply• Execution insights, client responsiveness

• Tools challenges• Connector exists as a toolkit, but no OOB solutions

• Implications• Customer dissatisfaction (expect it to *just* work!)• Lost opportunity

Fluid Quote to Project execution

MSCRM Connector Architecture

Connector is composed of the following parts

CRM Customizations• New entities,

changes• UI/Business logic• Plugins

AX Customizations• New web services• Data model

extensions

Connector Maps• CRM to AX maps• AX to CRM maps

PartnerSource download

Solution components

CRMAPI/Extensions

Project pluginQuote plugin

Data ModelNew Project EntityExtend Sales QuoteExtend Quote ProductExtend Account Add to Product Type

UI/Business LogicProject RibbonProject Form logic/UIQuote Form logic/UI

Connector AXAX to CRM Maps

QuoteProject categoryProjectItem to Product (changes)

CRM to AX MapsQuote

API/ExtensionsProject category serviceQuote serviceProject service

Data ModelIntegration StatusDAX Integration keyProject category changesInventory Table changes

UI/Business logicQuote business logicQuote UI changes

Packaged as a CRM Solution Packaged into a Setup Packaged as part of CU7

https://mbs.microsoft.com/partnersource/northamerica/deployment/documentation/installation-setup-guides/MSDCRMAXIntegrationSol

Demo

Pradeep GanapathyRaj

Design Details

• This is a reference solution• Meant as a solution starter. Can be extended.

• Business process change is CRITICAL consideration• It is not never just about the tool. Business buy-in is critical.

• Lots of moving pieces!• Be prepared to learn/integrate AX, Connector, CRM.

• Crawl-walk-run• We iterated heavily on the solution. Highly recommend it.

Contact me! pgan@microsoft.com

Key adoption considerations

• Better process control• Access Control on quote across AX, CRM should be tightly defined

• Richer project management in CRM• More project data on CRM, more insights

• Integrate discounts, detailed pricing with CRM• This would help with CRM quotation process

• Integrate solution with CRM 2013 process flow• Currently solution works with CRM 2013, but could integrate tighter

Initial customer feedback

THANK YOU for attending! Your feedback is extremely important, please complete an evaluation using one of the following options:

• On the fly from the mobile event app• Communications Kiosks located in the Evergreen Foyer, Grand

Ballroom Foyer and Regency Foyer

• Via the Dynamics AX Technical Conference website: www.microsoft.com/dynamics/axtechconference

DisclaimerThis presentation contains Microsoft Confidential Information. Microsoft may use any suggestions, comments, or other feedback that you provide for any purpose without obligation. This presentation is provided for informational and training purposes only. It represents Microsoft’s view as of the presentation date. Microsoft cannot guarantee the accuracy of any information after the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted as a commitment on Microsoft’s part. This presentation is provided “as-is”.

Microsoft Dynamics AX 2012 R3 is pre-release software under development. All dates, features, and descriptions specified are preliminary, are based on current expectations, and are subject to change at any time without notice.

Sample code included in this presentation is made available AS IS.  THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF ANY SAMPLE CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE (EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE) TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.

© 2014 Microsoft Corporation. All rights reserved.

© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo Screenshots

MICROSOFT CONFIDENTIAL

Sales Professional creates Project Quote in CRM

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Sales Professional adds products/services and submits quote to AX

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Quote from CRM flows into AX, via Connector

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Project Manager sees the quote in AX

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Project Manager creates WBS from a template in AX

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Project Manager creates WBS from a template in AX

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Project Manager generates quote details from WBS

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Project Manager finalizes quote details

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Project Manager takes quote through approval

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Sales Professional sees the approved quote in CRM

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Sales Professional sees all the quote details

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Sales Professional activates the quote

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Sales Professional wins the quote

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Project Manager sees quote as ‘Won/Confirmed’ in AX

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Project Manager transfers won Quotation to Project

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Project Manager edits Project

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Project from AX flows into CRM, via Connector

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Sales professional views project status in CRM

MICROSOFT CONFIDENTIAL

Sales professional views project status in CRM

© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.