biztalk adapter for ms crm 2011

28
1 BizTalk Server and Dynamics CRM 2011: WCF Services vs. WCF Adapter Presentation

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The Rödl Adapter for Microsoft BizTalk Server seamlessly integrates BizTalk Server with Microsoft Dynamics CRM 2011 with no installation effort on the CRM system. The Rödl Adapter delivers a handy tool for attributes mapping in a simple manner allowing visual control of the process. The solution defines all entities in the no- ambiguous way on the basis of one, entirely generic request.

TRANSCRIPT

Page 1: BizTalk Adapter for MS CRM 2011

1

BizTalk Server and Dynamics CRM 2011:

WCF Services vs. WCF Adapter Presentation

Page 2: BizTalk Adapter for MS CRM 2011

2

Session Objectives and Takeaways

Session Objectives

Connect Microsoft Dynamics CRM 2011 with BizTalk Server 2010

Characteristics of WCF Services in BizTalk Server

Live Scenario native WCF Service vs. CRM 2011 Adapter

Session Takeaways

Best way to connect Dynamics CRM 2011 with BizTalk Server

Design interfaces based on BizTalk Server fast and easy

Page 3: BizTalk Adapter for MS CRM 2011

3

Session Scenario

Receive Account Send message

to ERP Receive Number

Dyn

am

ics

CR

M

Biz

Ta

lk

ER

P

Send Message to CRM

Ubdate Account with Number

Create Debitor with Number

Create Account

Page 4: BizTalk Adapter for MS CRM 2011

4

Technical Overview Native WCF Service on Premise

Native WCF

Page 5: BizTalk Adapter for MS CRM 2011

5

Roedl

Pipeline Plugin

Event Azure Service Bus

Roedl WCF

Technical Overview Roedl WCF Adapter in the Cloud

Page 6: BizTalk Adapter for MS CRM 2011

6

Session Scenario

Receive Account Send Message

to ERP Receive Number

Dyn

am

ics

CR

M

Biz

Ta

lk

ER

P

Send Message to CRM

Ubdate Account with Number

Create Debitor with Number

Create Account

Page 7: BizTalk Adapter for MS CRM 2011

7

Configure and Publish Events from CRM 2011 The Situation

No ability to subscribe for CRM events by default

Custom plugin development required

Uncomfortable administration of plugin steps

Page 8: BizTalk Adapter for MS CRM 2011

8

Configure and Publish Events from CRM 2011 The Roedl Event Solution

One configuration for all endpoints

WCF

File

Service Bus

Page 9: BizTalk Adapter for MS CRM 2011

9

Configure and Publish Events from CRM 2011 WCF Receive Location Service Bus

Page 10: BizTalk Adapter for MS CRM 2011

10

Session Scenario

Receive Account Send message

to ERP Receive Number

Dyn

am

ics

CR

M

Biz

Ta

lk

ER

P

Send Message to CRM

Ubdate Account with Number

Create Debitor with Number

Create Account

Page 11: BizTalk Adapter for MS CRM 2011

11

One generic schema for all entities

Attributes accessible through key-value pairs

CRM 2011 WCF Service in BizTalk Server

Page 12: BizTalk Adapter for MS CRM 2011

12

CRM 2011 WCF Service in BizTalk Server Schema for update

Page 13: BizTalk Adapter for MS CRM 2011

13

Attribute names have to be known for mapping

Data Types must be explicitly declared

CRM 2011 WCF Service in BizTalk Server

Page 14: BizTalk Adapter for MS CRM 2011

14

CRM 2011 WCF Service in BizTalk Server

Read Data Mapping

Page 15: BizTalk Adapter for MS CRM 2011

15

Well-known entities

Strong typed attributes

CRM 2011 Roedl WCF Adapter in BizTalk Server

Page 16: BizTalk Adapter for MS CRM 2011

16

CRM 2011 Roedl WCF Adapter in BizTalk Server

Schema for account entity

Page 17: BizTalk Adapter for MS CRM 2011

17

Simple attribute mapping

Easily readable mapping

CRM 2011 Roedl WCF Adapter in BizTalk Server

Page 18: BizTalk Adapter for MS CRM 2011

18

CRM 2011 Roedl WCF Adapter in BizTalk Server Read Data Mapping

Page 19: BizTalk Adapter for MS CRM 2011

19

Session Scenario

Receive Account Send message

to ERP Receive Number

Dyn

am

ics

CR

M

Biz

Ta

lk

ER

P

Send Message to CRM

Ubdate Account with Number

Create Debitor with Number

Create Account

Page 20: BizTalk Adapter for MS CRM 2011

20

Free Adapters for many ERP Systems included

SAP

Microsoft Dynamics AX

Microsoft Dynamics NAV

Microsoft Dynamics GP

Oracle

PeopleSoft

JD Edwards

. . .

BizTalk connect to ERP systems

Page 21: BizTalk Adapter for MS CRM 2011

21

Session Scenario

Receive Account Send message

to ERP Receive Number

Dyn

am

ics

CR

M

Biz

Ta

lk

ER

P

Send Message to CRM

Ubdate Account with Number

Create Debitor with Number

Create Account

Page 22: BizTalk Adapter for MS CRM 2011

22

CRM 2011 WCF Service in BizTalk Server Write Data Mapping

Page 23: BizTalk Adapter for MS CRM 2011

23

CRM 2011 Roedl WCF Adapter in BizTalk Server

Write Data Mapping

Page 24: BizTalk Adapter for MS CRM 2011

24

Session Scenario

Receive Account Send message

to ERP Receive Number

Dyn

am

ics

CR

M

Biz

Ta

lk

ER

P

Send Message to CRM

Ubdate Account with Number

Create Debitor with Number

Create Account

Page 25: BizTalk Adapter for MS CRM 2011

25

CRM 2011 WCF Service in BizTalk Server Sendport WCF Service

Page 26: BizTalk Adapter for MS CRM 2011

26

CRM 2011 Roedl WCF Adapter in BizTalk Server Sendport WCF Adapter

Page 27: BizTalk Adapter for MS CRM 2011

27

Create

Update

Delete

Fetch

Retrieve

Request / Response

Methods

Event Trigger

(CRM Plugin)

BizTalk Adapter 2010 Dynamics CRM 2011

17.10.2011 © Rödl Consulting AG, Rödl SAP - Microsoft Dynamics CRM - Accelerator

Entity

CRM 2011 Roedl WCF Adapter Function Sheet

Page 28: BizTalk Adapter for MS CRM 2011

28

In Review: Session Objectives and Takeaways

Session Objectives

Connect Microsoft Dynamics CRM 2011 with BizTalk Server

2010

Characteristics of WCF Services in BizTalk Server

Live scenario native WCF Service vs. CRM 2011 Adapter

Session Takeaways

Best way to connect Dynamics CRM 2011 with BizTalk Server

Design interfaces based on BizTalk Server fast and easy