integration bwtween dynamics crm 2011 and sap with biztalk server 2010

1Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013

Accelerator Microsoft Dynamics CRM 2011 and ERP for BizTalk Server 2010 and 2013

Rödl AcceleratorWho we are Become a Partner


Roedl & Partner


Where is Roedl & Partner world wide

3.200 colleagues - 87 offices - 39 countries

Austria ▪ Belarus ▪ Bosnia Brazil ▪ Bulgaria ▪ China Croatia ▪ Czech Republic Estonia ▪ France Georgians ▪ Germany Hong Kong ▪ Hungary India ▪ Indonesia ▪ Italy Kazakhstan ▪ Latvia Lithuania ▪ Mexico Moldova ▪ Poland Romania ▪ Russian Federation Singapore ▪ Slovak Republic Slovenia ▪ South Africa Spain ▪ Sweden ▪ Switzerland Thailand ▪ Turkey ▪ Ukraine United Arab Emirates ▪ United Kingdom United States of America ▪ Vietnam


What we do in consulting

Finance Management

Finance Management

• Sourcing

• Accounting

• Outsourcing

• Internal audit,

• Risk Management

Corporate FinanceCorporate Finance

• M&A Transaction Consulting

• Business Finance

• IPO-Consulting

Strategy- & OrganisationConsulting

Strategy- & OrganisationConsulting

• Growth- and Innovation Strategies

• Organisation Consulting• Post Merger Integration

Strategie

OrganisationConsulting

IT SolutionsIT Solutions

• SAP• MS Dynamics AX• MS Dynamics NAV• DATEV

ERP - Solutions

• Targenio!• SAP CRM• AX CRM• MS Dynamics CRM

CRM - Solutions

• eProcurement

• Desktop Purchasing

SCM - Solutions

IT ServicesIT Services

• Microsoft World• Cloud / Azure

IT Consulting

• Data Center for SAP and Microsoft Systems

IT Outsourcing

• MS BizTalk Server• Azure BizTalk Services• Integration Services• SSIS• SAP PI

EAI / BPM / ESB

Back


Microsoft BizTalk Server


SOA/ESB

WS* Standards

BPM

Extend

B2B EDI/AS2

RFID

V5BizTalk Server

2006 R2

XML B2B

V1BizTalk Server 2000

EAI (Partner Adapter)

Vertical B2B


BPM

Partner Adapter


SOA/ESB

Adaptersin Box

HostIntegration


SOA/ESB

WS* Standards

BPM

Extend B2B EDI/AS2

RFID

VS 2008

SQL 2008

ESB


SOA

WCFStandards

.NET 4.0

RFID 2

VS 2010

SQL 2008R2

ESB 2

Better GUI


Why BizTalk Server?BizTalk Server is an established product

more EDI

.NET 4.5

VS 2012

SQL 2012

ESB included

Azure Ready

ESB Ready



Fast and easy Integration from…• …applications (EAI)• …processes (BPM)• …business partners (EDI)

Easy Monitoring of Processes with…• … live monitoring• … active information management• … central exception management

That means…• … faster developing• … secure and certified interfaces• … realtime integration

Why BizTalk Server?Elevator Pitches and Main Skills


Realms of Interfaces Most properties Incomplete documentation High cost Slight flexibility

Few, strong defined interfaces Based on standards Implicit documentation Low cost High flexibility

Why BizTalk Server?Philosophy


SAPOutgoing SAP

MessageCRMIncoming CRM

Message

Rece

ive

ReceiveAdapter

Encoding

Authentication

ReceivePort

SendAdapter

Decoding

Authentication

SendPort

Send

BizTalk BusinessProcess

Orchestration (Workflow)

BizTalkMessage

Box

BizTalk Receive Pipeline

BizTalk Send Pipeline

XML Messages

SendPortSAP

ReceivePort

SendPortSAP

Receive CRM

Message

SendSAP

Message

ReceiveSAP

Message

SendSAP

Message

Why BizTalk Server?Transactional functionality

Message


• Datastructure inside XML-Schemas• Workflow shown in Orchestrations• Confersion of data visible in mappings

Why BizTalk Server?Implicit documentation


Included Adapters in BizTalk Server 2010

• PeopleSoft• JD Edwards• Oracle ODBC• Siebel• TIBCO Rendezvous• TIBCO EMS• SAP ERP• Microsoft Dynamics NAV• Microsoft Dynamics AX• Microsoft Dynamics GP• Microsoft Dynamics CRM• EDI/AS2

• X12 and EDIFACT support

• Drummond Interoperability Certification

• MQ • MSMQ• WSE• HTTP• SMTP• File• FTP / SFTP• POP3 • SOAP• SWIFT• HL7• RosettaNet• HIPAA• SQL• WCF Adapter• SharePoint

• Host Applications • IBM mainframe

zSeries (CICS and IMS)

• Midrange iSeries(AS/400)

• IBM DB2 • Mainframe DB2

for z/OS• Midrange DB2/400• DB2 Universal

Database for open platforms (AIX, Linux, Solaris, and Windows)

• Host Files

BizTalk Server – “Adapters In the Box”

Back


Our Products for you


Why Roedl Integration products?

MS Dynamics CRM has no event triggering to outside by default

MS Dynamics CRM WCF interface is not mapping friendly

MS Dynamics CRM Online WCF Interface is not available for BizTalk by default

Template driven interface development (more product then project)

Secure, fast and complete solution (exception handling, monitoring, debugging etc.)


Our BizTalk Integration Products for MS CRM

Roedl MS CRM 2011/2013 Event Pipeline Export of internal MS CRM events outside the system Transfer to xml files, Windows Azure Service Bus and WCF endpoints Running with Microsoft Dynamics CRM on premise and online Standard and Custom entities suported Simple and fast customisation

Roedl Adapter for MS CRM 2011/2013 Interface creation via schemas with „strong named entities“ and „strong named and strong

typed attributes“ CRM and XRM service methods accesible Quick drug and drop mapping

Roedl Accelerator for MS CRM 2011/2013 Template based implementation of interfaces between CRM and ERP Time efficient & resource saving integration process Including templates for „Business Activity Monitoring“ Including templates for „Exception Handling“ Including templates for the most required Interfaces (orchestration and mappings)


Rödl Accelerator Microsoft Dynamics CRM – ERP

RödlMS CRM

ERPAccelerator

Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 1

Rödl Microsoft Dynamics CRM Adapter for BizTalk Server2

Standard interfaces of most important entities3

Ticket system for controlled calls of ERPand CRM4

BAM Templates for interface monitoring5

ESB Toolkit Templates for exception handling6

Accelerator function library8

Rödl BizTalk Server Runtime Monitor Service7



RödlMS CRM

ERPAccelerator




Ticket system for controlled calls of ERP and CRM4






Rödl Event Pipeline Plugin for Microsoft Dynamics CRM 2011•calling by Entity events like save, change, delete, won, lost etc. or by Option Set entry•generic for all entities, also for user defined entities•easy definition direct in Microsoft Dynamics CRM •more endpoints (WCF, File, Azure Service Bus) parallel customizable (for dev, test, live, etc.)•XML files transfer, WCF connect or Azure Service Bus connect to BizTalk Server


Our Event Pipeline with Microsoft Dynamics CRM Online

RoedlPipeline Plugin

Event

WCF - Binding

Azure Service Bus,Queues and Topics

ERP LOB Adapter

Adapter

Rödl

ERP


Our Event Pipeline with Microsoft Dynamics CRM on Premise

RoedlPipeline Plugin

Adapter

Rödl

WCF

ERP LOBAdapter

ERP



RödlMS CRM

ERPAccelerator










Create UpdateDeleteFetch

Request / Responsefor CRM Methods

Request / Responsefor XRM Methods

MicrosoftBizTalk Server

Microsoft Dynamics

CRMOn

Premisesand

Online

Entity

Event Pipeline (synchronous)

Event Pipeline (asynchronous)

Der Rödl Microsoft Dynamics CRM 2011 WCF - Adapter


SAP ERPSAP CRM

SAP BI

(T)RFC

IDOC

IDOC

SAPPI

Webservices

(T)RFC / BAPI

SAP Connection with BizTalk Server SAP Adapter

MicrosoftBizTalk Server

Webservices


Rödl Microsoft Dynamics CRM 2011 - Adapter• One generic schema for all entities• Attributes only accessible through key-value

pairs• Attribute names have to be known• Named attribute mapping not possible• No visible mapping

Original WCF Interface


Roedl Microsoft Dynamics CRM 2011 WCF AdapterRödl WCF Dynamics CRM Adapter• Well-known and strong named entities• Strong typed attributes• Simple directly and real visible attribute mapping• Completely generic fetches• Security Token for AD, Live-ID, Office 365


Example of ROI for AdapterExamble for an Interface with number Entities: 5

MinutesWithout With Adapter Save

All Mappings from CRM with fetches 1200 150 1050All Mappings to CRM with fetches 2000 150 1850

Adapter Installation 0 10 -10Adapter Configuration 0 15 -15

Schema calling from CRM 2 20 -18QA / Testing / Projektmanagement 300 30 270

Summary 3202 345 3127Hours 53,37 5,75 52,12

With AdapterWithout Adapter

5,67

53.37

Tim

e in

ho

urs


Rödl Accelerator Microsoft Dynamics CRM – SAP / R3

RödlMS CRM

ERPAccelerator










Standard Templates

Microsoft Dynamics CRM ERP

Material

Debitors

Contact Person

Order

Delivery

Invoice

Material

Debitors

Outbound Delivery

Invoice

Product

Account

Contact

Salesorder

Salesorder (Customize)

Invoice

Contact

Salesorder

QuotationQuoteQuote

Partner RolesAdressesAdresses

OportunityOportunityOportunity


Rödl Accelerator Microsoft Dynamics CRM – SAP / R3

RödlMS CRM

ERPAccelerator










Ticket system of the Accelerator

BizTa

lkS

erve

r T

ickets

Syste

mM

icroso

ft C

RM

SendMessage

Message forMicrosoft

CRM

Orderticket

AnfordernVon Daten

Anfordernvon Daten

ExecuteMessage

Evaluateanswer

Approveticket

End

... ... ... ... ... ... ... ... ∑ ...

Start

Openticket


Traffic Transfer Control

BizTa

lkS

erver T

ickets

System

Microsoft C

RM

SendMessage

Message forMicrosoft

CRM

OrderTicket

AnfordernVon Daten

Anfordernvon Daten

Executemessage

AnswerEvaluation

TicketReturn

End

... ... ... ... ... ... ... ... ∑ ...

Start

TicketReceiption

• Flexibility to determine a number of data transfer• Prevention of system standby• Believeble ticket types creatable• Believeble number ticket definable



RödlMS CRM

ERPAccelerator




Ticket system for controlled calls of SAP and CRM4






Monitoring with BAM Portal


Live monitoring

• Graphical view of running interfaces• Dynamic reports• Includes Excel Pivot Tables• Accessible via Internet Explorer• Standard interface templates included



RödlMS CRM

ERPAccelerator










Troubleshooting with ESB Toolkit

• Graphical view of all Exceptions in the BizTalk Server enviroment• Deap Dive in the Exceptions from rear view to single message• Accessible via Internet Explorer• Standard templates included


Rödl Accelerator- Return of InvestmentNumber of Standard Entities 4

Number of Custom Entities 4 Activity Time in Hours

Without Accelerator With AcceleratorAccelerator Installation 0,0 4,0 -4,0

Accelerator Configuration 0,0 8,0 -8,0BAM Functionality 40,0 4,0 36,0

ESB Exception Handling 64,0 8,0 56,0Create Mapping 128,0 8,0 120,0

New Interfaces Implementation 128,0 32,0 96,0Event Messages Implementation 64,0 0,8 63,2

QA / Testing / Projektmanagement 64,0 16,0 48,0Summary 488,0 80,8 407,2

Days 61,00 10,10 50,90

Saving

With Adapter

Without Adapter

10.1

61T

ime

in H

ours


Rödl Accelerator Microsoft Dynamics CRM – ERP / R3

08.04.2023

RödlMS CRM

ERPAccelerator










Rödl BizTalk Server Runtime Monitor Service

08.04.2023

Microsoft BizTalk Server has by design the problem that Receive Locations stoped working, when the source for the messages is not avalilable!

For that, Roedl writes the Biztalk Server Runtime Monitor! Automatic recognize of deactivate Receive Locations Automatic recognize of deactivate Send Ports Automatic recognize of deactivate Host Instances Automatic starting of each Receive Location, Send Port or Host Instance is

possible Sending of Emails to the Administrator, when Receive Locations, Send

Ports or Host Instances are down Working in background as a service


Rödl BizTalk Server Runtime Monitor Service<BiztalkMonitor> <ConnectionString>server=.;database=BizTalkMgmtDb;Integrated Security=SSPI</ConnectionString> <EMailSender>[email protected]</EMailSender> <SMTPPassword></SMTPPassword> <SMTPServer>200.204.26.10</SMTPServer> <EMailTo>[email protected]</EMailTo> <EMailSubject>Error in BizTalk customization</EMailSubject> <Applications> <Application name="ESBTest"> <ReceiveLocations> <ReceiveLocation portname="FileInRP" name="FileInRL" autostart="true"> </ReceiveLocation> <ReceiveLocation portname="RP1" name="Receive Location1"> </ReceiveLocation> </ReceiveLocations> </Application> <Application name="Biztalk Application 1"> <ReceiveLocations> <ReceiveLocation portname="RPBA1" name="Receive Location2"> </ReceiveLocation> </ReceiveLocations> </Application> </Applications> <HostInstances> <HostInstance name="BiztalkServerApplication" autostart="true" /> </HostInstances></BiztalkMonitor>

mailto:[email protected]%3C/EMailSender

mailto:[email protected]%3C/EMailSender

mailto:[email protected]%3C/EMailTo

mailto:[email protected]%3C/EMailTo


Rödl Accelerator Microsoft Dynamics CRM – ERP / R3

RödlMS CRM

ERPAccelerator










Accelerator function library

RödlAccelerator

Helper Library

Value Mappingse.g. for Picklists

Debug Logger

MessageBuilder

Dynamic Configread / write

MessageManipulations

FetchBuilder

Orchestrations forExceptionhandling

Functoide / Functionse.g. Typecasts

Back


Our partner program


Rödl Partner Program

Become a Partner

No Financial Investement on entering cooperation by default 1

Standard 20% Margin + flexible prices 2

Additional benefit from consulting and support services3

Free of charge advisory hours for Partners4

Full products training including BizTalk know- how5

Transfer of qualified leads in Partner location6

Mutual marketing efforts7


in the competitive Market

360° Approach in Service Delivery

ConsultingDevelopment

SupportTraining

Outsourcing

...

ConsultingDevelopment

SupportTraining

Outsourcing

...

Integration Expertize

From project to solution focus

Market extension

Competitive presence in the Market

Integrated solution delivery

Clients/ Partners


Business Impact

Bigger Projects

More consulting hours

More developement hours

Bigger Services Portfolio

More visibility in the Market

Company Growth

From appication to solution providerRE

VE

NU

E


Additional value for our partners and customers

Number of contact persons for project

Costs / ROI

Time to Market

Risk

Security Stability

In-house developed adapterIn-house developed acceleratorIndividualized standard interface

Realization of the interface

Standard software based solutionMicrosoft BizTalk ServerExcellent Gartner rating

SAP PartnerMicrosoft Gold PartnerActing upon Sure Step Method

SAP/R3Microsoft Dynamics NAV Microsoft Dynamics AX Microsoft Dynamics CRM

Microsoft BizTalk ServerProject Management

With us: One dedicated contact person

More then 50% less development effort

Simple entities can be exchanged on the first day

More than 20.000 BTS installations wordwide

Certified SAP-AdapterExperience in over 50 ProjectsExtensive documentation


Reference Würth AGCompany Profile

World market leader in the trade with connecting materialsThe Würth Group is world market leader in its core business, the trade in assembly and fastening material. It currently consists of over 400 companies in more than 80 countries and has more than 65,000 employees on its payroll. Over 32,000 of these are permanently employed sales representatives. In the first six months ot the business year 2012, the Würth Group generated total sales of EUR 5 billion.In the core business, the Würth Line, the product range for craft and industry comprises over 100,000 products: From screws, screw accessories and anchors to tools, chemical-technical products and personal protection equipment.

Interfaces

The specialty in this project are the huge numbers of entites we have to transfer within certain timeframes (like 10 million+ CRM calls within 45 hours aka during the weekend)Interfaces SAP – CRM via SAP Idoc (first DEBMAS06, later a custom developed Idoc)• Account• Contact• Partnerroles• Systemuser

Webservices resolving entity relationships and SAP masterdata to CRM• Notes• Business Units• Year-to-Year characteristic numbers• Relationship Primary and Secondary Salesman• Salesman Masterdata• Picklist Masterdata / Optionset Metadatahandling• Teams• Systemuser• Systemuser Team Relationships• Shop informations

Interfaces CRM – SAP via RFC Calls• Account• Contact

Other Serrvices

• SAP consulting• Microsoft Dynamics CRM consulting• BizTalk Server Consulting• MS Call supervision• IT Infrastructure consulting and configuration• Process consulting• high end performance optimization


Reference Media BroadcastCompany Profile

In order to allow our customers to react quickly and flexibly to their digital switchover, we at MEDIA BROADCAST focus our operations in dedicated business units closely with the key markets:• TV• Radio• Networks• Satellite transmission• Internet Media Services

Each business unit comprises product and sales management together with appropriate support services, thereby bundling our expertise into one comprehensive package which benefits you the customer. Efficient processes mean faster reaction times and clear lines of responsibility.We are able to guarantee optimal standards of customer care across the whole process chain – from production to playout, from distribution through to archiving.We are focusing our resources by taking on central responsibility for innovative broadcasting solutions. At the same time, we are making sure that our customers will continue to have a tried and tested partner they can turn to with confidence for joint projects concerning the shaping of future technologies and markets.

Interfaces

Interfaces from SAP to CRM via SAP IDOC´s• Account• Contact• Salesorder

Interfaces from Dynamics CRM to SAP via SAP IDOC´s• Account

Interfaces Dynamics CRM to SAP via RFC´s or BAPI´s• Quotes• Salesorder

Other Services

• SAP consulting• SAP Customizing• Microsoft Dynamics CRM consulting• BizTalk Server Consulting• IT Infrastructure consulting and configuration• Process consulting Business Process Manangement Consulting


Reference CAMLOG AGCompany Profile

CAMLOG Biotechnologies AG is an established manufacturer and supplier of internationally recognized integrated systems and products for implant dentistry and restorative dentistry.Manufacturing responsibility within the Swiss/German CAMLOG Group has been entrusted to ALTATEC GmbH, founded in 1995.Built on our expertiseSince the introduction of the CAMLOG® Implant System in 1999, we have been able to establish an important position in the market. The system, characterized by an ideal number of system components and easy and efficient handling properties, is based on many years' experience in implant dentistry and was developed by a team created under the guidance of Dr. Axel Kirsch. Together with Dr. Karl-Ludwig Ackermann, ZTM (master dental technician) Gerhard Neuendorff and Walter Dürr, the CAMLOG® Implant System has been optimized to overcome the deficiencies in the handling properties as well as the functional and esthetic limitations of conventional systems currently offered on the market. The CAMLOG® Implant System thus makes new and innovative therapeutic concepts a real possibility. Since 2011 the CONELOG® Implant System with conical implant-abutment-connection has been added to the CAMLOG® Implant System with its established Tube-in-Tube™ design.CAMLOG is convinced that future success in the implant market will be closely connected with the company’s own research and development efforts. This is why we attach great importance to developing all our own scientifically-proven products.

Interfaces

Interfaces from SAP to CRM via SAP IDOC´s• Account• Contact• Material• Salesorder

Interfaces Microsoft Dynamics CRM to SAP via RFC´s or BAPI´s• Quotes• Salesorder

Other Serrvices

• SAP consulting• Microsoft Dynamics CRM consulting• BizTalk Server Consulting and Training• BizTalk Server Installation and Configuration• BizTalk Server Monitoring• Process consulting


Some other references

integration bwtween dynamics crm 2011 and sap with biztalk server 2010

Technology

bapis quotes

partner integration

camlog implant

microsoft

roedl amp

implant dentistry

event pipeline

biztalk server