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Integration of MS CRM & SAP with Roedl&Partner

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Rödl Enterprise Application Integration Bus is a solution that facilitates data mapping and interface creation between Microsoft Dynamics Solutions (CRM, AX, NAV) and non- Microsoft solutions like SAP and other legacy systems. It delivers implementation of interfaces where a message from each of the connected systems has the same form. Therefore, the communication between systems is performed in a generic way.Enterprise Application Integration Bus also provides templates for interface creations of the most business relevant module entities, such as Account, Contact, Quote, Invoice, Materials, Sales Orders etc., and enables a safe and fast data and events transfer between Microsoft Dynamics CRM and ERP systems. In addition the individual and client specific custom entities integration is possible upon business demand.

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Integration of MS CRM & SAP with Roedl&Partner

  1. 1. 1Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Integration of Microsoft Dynamics Solutions
  2. 2. 2Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 4.000 colleagues - 92 offices - 45 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 Rödl & Partner – world wide
  3. 3. 3Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Interdisciplinary - Tax, Legal, Audit, Consulting, IT Client Audit Services Tax consultancy Consulting & IT Services Legal Services Rödl & Partner • Leading professional, consulting and services company • Constant growth by one‘s own efforts • Interdisciplinary and international collaboration • Development of solutions, based on educated experts knowledge • Future oriented consulting In close collaboration with our clients we develop information for well-founded decisions that we implement together.
  4. 4. 4Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl Consulting - Area of Expertise International BPO ERP Solutions Corporate Finance IT Consulting Consulting and Delivery Finance Management Organizational and Strategic Consulting IT Outsourcing Solution Integration CRM Solutions • Enterprise Application Integration • Conception • Implementation • Application Management • SAP Hosting • AX Hosting • IT and TK- Infrastructure • EDI Clearing Center • Cloud Computing ( IaaS, SaaS) • Microsoft Dynamics AX • SAP • Targenio- Complaint Management System
  5. 5. 5Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl Integration Portfolio Customer Logistics SupplierERP Stock Plant CRM EAI EDI Rödl & Partner Enterprise Application Integration Bus internal external Bank
  6. 6. 6Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl Enterprise Application Integration Bus Example of a customer’s workflow process Shopping Sales order Packing Delivery InvoiceWorkflow Underlying applications Required communication Webshop Dynamics AX Stock System SAP FI & CO Logistics Partner Message <XML> . . . . . . .. . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . .. . . . . . . . . . . </XML>
  7. 7. 7Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl EAI Bus for Microsoft Dynamics • Generic implementation of interfaces • Create only once and use them multiple times • Shorten development effort by using interface templates • Shorten development effort by using Rödl Add Ons Rödl Enterprise Application Integration Bus CRM Event Pipeline NAV Event Adapter AX Event Pipeline CRM WCF Adapter SAP Transaction Library other internal applications CRM AX other external partners or applicationsNAV
  8. 8. 8Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Project Expenses Analysis Planning Developing Opperation Changes 100% 80% 60% 40% 20% 0% Manual coding With ESB With R&P
  9. 9. 10Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Your Business Goal Business Growth  Focus on process eficiency • Consistant data • High availibilty of data in real time • Clear definition of porcesses • Unification of workflows  Costs reduction • Lower resource involvement • Reduction of development costs • Efficient Application Management • Time savings in projets Rödl & Partner Integration Services
  10. 10. 11Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl CRM Event Pipeline ERP WCF Adapter Rödl EAI Bus SEAMLESS INTEGRATION Example of Integration between Microsoft Dynamics CRM & SAP
  11. 11. 12Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Microsoft Dynamics CRM- SAP Integration Templates Microsoft Dynamics CRM SAP Material Debitors Contact Person Order Delivery Invoice Material Debitors Outbound Delivery Invoice Product Account Contact Salesorder Salesorder (Customize) Invoice Contact Salesorder QuotationQuoteQuote Partner RolesAdressesAdresses OpportunityOportunityOpportunity Any other business objectAny other business objectNew - custom entity
  12. 12. 14Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Integration of Microsoft Dynamics CRM Online with SAP Event Azure Topics & Queues Rödl CRM Event Pipeline ERP WCF Adapter Rödl EAI Bus
  13. 13. 15Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Integration of Microsoft Dynamics CRM Online with SAP in the Cloud Event Rödl CRM Event Pipeline WCF - Binding
  14. 14. 17Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl Microsoft Dynamics CRM Event Pipeline Plugin 2015
  15. 15. 18Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl Microsoft Dynamics CRM Event Pipeline Plugin 2015
  16. 16. 20Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 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
  17. 17. 21Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Integration of Microsoft Dynamics CRM with SAP Rödl CRM Event Pipeline ERP WCF Adapter Rödl EAI Bus
  18. 18. 22Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 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
  19. 19. 23Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl Microsoft Dynamics CRM WCF Adapter Rödl 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
  20. 20. 31Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Traffic Transfer Control  Flexibility to determine number of data transfer  Definition of tickets number in run tie  Prevention of system standby  Ticket types creation possible
  21. 21. 32Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Application & Exception Monitoring • Graphical view of running interfaces • Comprehensive reporting • Interface command and control • Exeption handling portal
  22. 22. 37Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Collaboration possibilities Collaboration Solutions Pre Sales Project Individual partner model • Resources for development • Complete outsourcing of interfaces • Training in development • Training in Sales • POC • Quoting • Pre Sales Consulting • Application management • Consulting • Single Solutions ig. adapter or pipeline • Whole Rödl EAI Bus • With or without BizTalk Server (Royalty Model) • With or without SQL Server (Royalty Model) • Marketing material • Architecture
  23. 23. 38Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Benefits  Competitive integration offer in your portfolio  More projects delivery  Business growth  Mutual marketing efforts  Solution margin Satisfied customers!
  24. 24. 39Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Some of our references

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