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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. [email protected]
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
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
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
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
Enable document management for entities (take advantage of SharePoint storage)
Perform actions on SharePoint location records
Dynamics 365 with SharePoint
Zapier.com Zapbook
Other Integrations:HREcommerceSocial MediaSales ToolsFormsDevicesGoogleAWSPhone & SMSSchedulingOracle DatabasesMicrosoft Access
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
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
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. [email protected]