How to manage data integration within Microsoft Dynamics efficiently:

How to manage data integration within Microsoft Dynamics efficiently: organizational and technical points Dmytro Golodiuk & Dmytro Kuiavets

Dmytro Golodiuk Solution Architect at ZEPPELIN International Technical lead of the.net Development stack Head of IT Architectural Committee at ZEPPELIN International Enterprise Architecture doer Dynamics 365 & Office 365 Fan Certified Professional C# by Microsoft Dynamics CRM 2011 by Microsoft Scribe Insight by Scribe Software Documenting Software Architecture by SEI CMU

Dmytro Kuiavets SPM at GlobalLogic Kharkiv President of Kiev Chapter of International Institute of Business Analysis (IIBA) The Best Professional in Business Analysis by IT Ukraine Association, 2012 Emotional Intelligence trainer

Agenda 01 02 03 04 05 Enterprise software solutions Enterprise stories Digitalization Dynamics 365 (CRM) & Data Integration challenges. Proposed Approaches

Enterprise software From Wikipedia, the free encyclopedia Enterprise software, also known as enterprise application software (EAS), is computer software used to satisfy the needs of an organization rather than individual users. Enterprise application describes applications -- or software -- that a that a business would use to assist the organization in solving enterprise problems.

Common Types of Enterprise Applications Automated billing systems Payment processing Email marketing systems Customer Relationship Management (CRM) Enterprise Resource Planning (ERP) Business Intelligence (BI) Business Continuity Planning (BCP) Enterprise Application Integration (EAI) Enterprise Content Management Enterprise search Enterprise Messaging Systems (EMS) Call center and customer support HR Management (HRM)

Enterprise Solutions

Enterprise Solutions Architecture

Architecture Roles A big part of what the Enterprise Architecture does is make sure that the organization has the right systems in the right places to do all of the stuff that needs doing.

Kodak Story

Nokia Story

CIO and Trends The report also notes that By 2019, over 85% of new packaged customer service and support software will be delivered on a cloud-based model, and SaaS will emerge as an essential selection factor for CRM customer engagement centers(cecs) in all geographies and for all but the most complex processes."

Digitalization

Digitalization Gartner: a new era of Enterprise IT RSO and other examples

Today s Data Challenges Upgrading from legacy systems Data Integrity Adding more systems and more data in those systems All these systems need to be synchronized with one other Actions in one system often need to trigger actions in other systems New systems are rapidly evolving A change in one system can break the entire integration network

Microsoft to acquire LinkedIn Evolution of Dynamics CRM Microsoft CRM 1.0 6/1/2003 Microsoft CRM 3.0 12/1/2005 Dynamics CRM 4.0 12/1/2007 Dynamics CRM 2011 6/1/2010 Dynamics CRM 2016 11/30/2015 Dynamics CRM 2013 7/1/2013 Dynamics CRM 2015 11/30/2014 Dynamics 365 7/1/2016 2001 2001 2003 2005 2007 2009 2011 2013 2015 2016 Dynamics brand was launched The term XRM was introduced Microsoft acquired icommunicate Project Green Microsoft Business Solutions Customer Relationship Management 1.0 Microsoft Dynamics CRM Online marked the beginning of the cloud services era in Microsoft s business applications Acquisitions of FieldOne - global provider of field service management solutions for the enterprise Cross-browser support November 2011 Service Update Polaris UI Acquisition of Adxstudio Inc., Web portal and application lifecycle management solutions provider Dynamics CRM Spring 2016 Wave (Update)

Dynamics 365 Evolution Yesterday Dynamics CRM - Field Service - Project Service Automation - Parature Dynamics AX Project Madeira Dynamics GP Dynamics NAV Dynamics SL Yesterday Dynamics 365 for Sales Dynamics 365 for Customer Service Dynamics 365 for Field Service Dynamics 365 for Project Service Dynamics 365 for Operations Dynamics 365 for Financials Dynamics GP Dynamics NAV Dynamics SL

Dynamics 365 The beginning of a new future

Microsoft Dynamics Data Integration Challenges Migrating from a legacy system to a new system Integration between different Dynamics applications Integration between Dynamics 365 and a legacy system Integration between On-Premise and Online Dynamics 365 systems Synchronize data between systems while migration project is ongoing

Approaches to Data Integration 2 - ipaas 3 Dynamics 365 Data Integration Integration Platform as a Service Dynamics 365 1 Custom Coding 0 No Data Integration

Approaches 1: Custom Coding Detailed API and Application Knowledge Required High Integration Costs Put Profitability at Risk Highly Skilled Developers Required Significant Support Requirements Do not forget about integration processes orchestration Dynamics 365

Dynamics CRM Architecture Front End Integration Integrated Applications Extensible Application: Form and client side events, Ribbon, Sitemap, Web Resources, JS libraries Reporting (Dashboards, Charts, Excel, FetchXML and SRS) Web Services Backend Integration Server-to-Server Pre-Event Plug-ins (.NET Assemblies) Post-Event Plug-ins (.NET Assemblies) Custom Workflow (.NET Assemblies) Security Synchronous and Asynchronous Business Logic Business Entity Components Data Access Components Data Access Platform Workflow Filtered SQL Views Metadata Data

90% of the overall cost of custom-created software comes after initial development - Gartner Research Hey, That Was Tougher Than We Thought It Would Be

Approaches 2: ipaas 2 - ipaas Dynamics 365 ipaas reduces integration costs Developer Skill Level Not Required Reusable Architecture / Unified Software Design Faster Integration Setup Integration Processes Orchestration is usually out-ofbox Simplified API Management Shorter deployment & Faster time to market Faster response to run-time issues Agile customization of integrations Build Once, Connect to Many

Approaches 2: ipaas Scribe is the Leader in Dynamics Integration

Scribe Online Architecture

Dynamics CRM 2011 Business Entities Sales Order Scribe Publisher Queue Plugins Scribe Plugin for Dynamics CRM 2011 Dynamics CRM Web Services Scribe Console Scribe Server Data View Data Monitor Scribe Windows Services Scribe Monitor Server Scribe Message Server Scribe Admin Server Scribe Bridge Server Scribe Event Manager Scribe Adapters Adapter for Dynamics CRM 2011 (On-Premises) SAP Integration Process Scribe Internal Queues Adapter for XML BAPIs ScribeIn ScribeRetry CRM ScribeIn CRM ScribeFailed Adapter for Web Services ABAP Code ScribeDeadMessage NetWeaver Scribe Internal Database

Information Flow Diagram

Approaches 3: Dynamics 365 Data Integration New Data Integration Feature by Microsoft Currently available as a tab in the PowerApps admin center Enables the flow of data between Microsoft Dynamics 365 products through the Common Data Service Dynamics 365 This feature is PREVIEW. If you are interested in participating in the preview program, contact us at cdspreviewprogs@microsoft.com

Dynamics 365 Data Integration: Concept

CDS / CDSM

New Skills Era IQ gets you hired, EQ gets you promoted Phil Campbell, M.Ed. RCC, Counsellor-Coordinator

Backup 1: Useful Links Install Microsoft Dynamics 365 for Outlook Deploy Office 365 Groups Enable OneNote integration Deploy Dynamics 365 App for Outlook Enable OneDrive for Business Enable Office Delve Dynamics 365 data integration Scribe Software Company Page Scribe Integration Platform for Dynamics 365 Watch a Demo of Scribe Online and Dynamics 365