1Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/02/2023

Integration of Microsoft Dynamics Solutions

14Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/02/2023

Rödl Event Pipeline Plugin Features

Roedl MS CRM 2011- 2015 Event Pipeline

Export of internal Microsoft Dynamics 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

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

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Rödl Microsoft Dynamics CRM Event Pipeline Plugin 2015

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Rödl Microsoft Dynamics CRM Event Pipeline Plugin 2015

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Integration of Microsoft Dynamics CRM with SAPRödl

CRM Event Pipeline

ERP WCFAdapter

ERP

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Rödl Microsoft Dynamics CRM WCF Interface• 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

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Rödl Microsoft Dynamics CRM 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 for upsert and lookups• Security Token for AD, Live-ID, Office 365

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InsertUpdateDeleteFetch

UpsertLookup

Request / Responsefor CRM Methods

Request / Responsefor XRM Methods

RödlWCF

Adapterfor

Microsoft Dynamics

CRM

Microsoft Dynamics

CRMon

Premisesand

Online

Entity

Rödl Microsoft Dynamics CRM WCF Adapter Functionality

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Upsert Functionality

The new UPSERT functionalityThe classical way in CRM

1. Retrieve SOURCE message2. Create FETCH message3. Send FETCH message4. Look to FETCH response if entity exist5. If not, map CREATE message6. Send CREATE message7. If entity exist, map UPDATE message8. Send UPDATE message

1. Retrieve SOURCE message2. Map UPSERT message3. Send UPSERT message

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Upsert Functionality

The classical way in CRM1. Retrieve SOURCE message2. Create FETCH message3. Send FETCH message4. Look to response if entity exist5. If not, map CREATE message6. Send CREATE message7. If exist, map UPDATE message8. Send UPDATE message9. Receive Response massages10. Send Response messages

• 3 mappings• 4 receive messages• 5 send messages

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The new UPSERT1. Retrieve SOURCE message2. Map UPSERT message3. Send UPSERT message4. Receive Response massage5. Send Response message

• 1 mappings• 2 receive messages• 2 send messages New node in Entity messages

Upsert Functionality

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Lookup Functionality

The new Lookup functionalityThe classical way in CRM

1. Retrieve SOURCE message2. Create lookup fetch message 13. Send fetch message 14. Receive result Message 15. Create lookup fetch message 26. Send fetch message 27. Receive result Message 28. Create lookup fetch message n9. Send fetch message n10. Receive result Message n11. Map create Message from all result

messages12. Send create message

1. Retrieve SOURCE message2. Map LOOKUP message3. Send LOOKUP message

The Lookup and Upsert functionality

1. Retrieve SOURCE message2. Map LOOKUP and UPSERT message3. Send message

Save 90% of time

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Lookup Functionality

The classical way in CRM1. Retrieve SOURCE message2. Create lookup FETCH message3. Send FETCH message4. Receive result Message5. Map Create Message from all result messages6. Send CREATE message7. Receive Response message8. Send Response message

• 2 + n mappings• 3 + n receive messages• 3 + n send messages

For each lookup

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The new UPSERT1. Retrieve SOURCE message2. Map LOOKUP message3. Send LOOKUP message4. Receive Response massage5. Send Response message

• 1 mappings• 2 receive messages• 2 send messages

New Element in lookup elements

Lookup Functionality

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Some of our references