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Integration bwtween Dynamics CRM 2011 and SAP with BizTalk Server 2010

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Uwe Heinz

The document describes Roedl & Partner's integration products for connecting Microsoft Dynamics CRM 2011 and ERP systems. Key products include an event pipeline solution to export CRM events, an adapter for the CRM WCF interface, and an accelerator that provides templates for common integration interfaces and patterns like exception handling and monitoring. The accelerator aims to speed up interface development between CRM and ERP systems like SAP.

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Accelerator Microsoft Dynamics CRM 2011 and ERP for BizTalk Server 2010 and 2013 Who we are Rödl Accelerator Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP Become a Partner 22.04.2013 1
Roedl & Partner Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 2
Where is Roedl & Partner world wide 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 3.200 colleagues - 87 offices - 39 countries Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 3
What we do in consulting Finance Management • Sourcing • Accounting Corporate Finance • M&A Transaction Consulting • Outsourcing • Business Finance • Internal audit, • IPO-Consulting • Risk Management Strategy- & Organisation Consulting Strategie • Growth- and Innovation Strategies Organisation Consulting • Organisation Consulting • Post Merger Integration IT Solutions ERP - Solutions IT Consulting • SAP • MS Dynamics AX • MS Dynamics NAV • DATEV • Microsoft World • Cloud / Azure CRM - Solutions • Targenio! • SAP CRM • AX CRM • MS Dynamics CRM SCM - Solutions • eProcurement • Desktop Purchasing Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP IT Services 22.04.2013 IT Outsourcing • Data Center for SAP and Microsoft Systems EAI / BPM / ESB • MS BizTalk Server • Azure BizTalk Services • Integration Services • SSIS • SAP PI Back 5
Microsoft BizTalk Server Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 6
Why BizTalk Server? BizTalk Server is an established product V1 BizTalk Server 2000 XML B2B V2 BizTalk Server 2002 EAI (Partner Adapter) Vertical B2B V3 BizTalk Server 2004 BPM Partner Adapter V4 BizTalk Server 2006 SOA/ESB Adapters in Box Host Integration V5 BizTalk Server 2006 R2 SOA/ESB WS* Standards BPM Extend B2B EDI/AS2 RFID Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP V6 BizTalk Server 2009 SOA/ESB WS* Standards BPM Extend B2B EDI/AS2 RFID VS 2008 SQL 2008 ESB V7 BizTalk Server 2010 SOA WCF Standards .NET 4.0 RFID 2 VS 2010 SQL 2008R2 ESB 2 Better GUI 22.04.2013 V8 BizTalk Server 2013 more EDI .NET 4.5 VS 2012 SQL 2012 ESB included Azure Ready ESB Ready 7
Why BizTalk Server? Elevator Pitches and Main Skills 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 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 8
Why BizTalk Server? Philosophy      Realms of Interfaces Most properties Incomplete documentation High cost Slight flexibility Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP      Few, strong defined interfaces Based on standards Implicit documentation Low cost High flexibility 22.04.2013 9
Why BizTalk Server? Transactional functionality Message Incoming CRM Message CRM Encoding Authenticati on Receive Port Receive Port Receive SAP Message Send SAP Message XML Messages Send Port SAP Decoding Send Port SAP Authenticati on Send Port BizTalk Receive Pipeline BizTalk Message Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP Box SAP Send Adapter Receive CRM Message Send SAP Message Outgoing SAP Message Send Receive Receive Adapter BizTalk Business Process Orchestration (Workflow) BizTalk Send Pipeline 22.04.2013 10
Why BizTalk Server? Implicit documentation • • • Datastructure inside XML-Schemas Workflow shown in Orchestrations Confersion of data visible in mappings Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 11
Included Adapters in BizTalk Server 2010 BizTalk Server – “Adapters In the Box” • • • • • • • • • • • • • • • • MQ MSMQ WSE HTTP SMTP File FTP / SFTP POP3 SOAP SWIFT HL7 RosettaNet HIPAA SQL WCF Adapter SharePoint • • • • • • • • • • • • 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 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP • • • 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 22.04.2013 Back 12
Our Products for you Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 13
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.) Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 14
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) Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 15
Rödl Accelerator Microsoft Dynamics CRM – ERP 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERPand CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 16
Rödl Accelerator Microsoft Dynamics CRM – ERP 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 17
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 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 18
Our Event Pipeline with Microsoft Dynamics CRM Online Roedl Pipeline Plugin Event Azure Service Bus, Queues and Topics Rödl ERP LOB Adapter Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP Adapter 22.04.2013 19
Our Event Pipeline with Microsoft Dynamics CRM on Premise Roedl Pipeline Plugin Rödl ERP LOB Adapter Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP Adapter 22.04.2013 20
Rödl Accelerator Microsoft Dynamics CRM – ERP 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 21
Der Rödl Microsoft Dynamics CRM 2011 WCF - Adapter Event Pipeline (asynchronous) Event Pipeline (synchronous) Microsoft BizTalk Server Create Update Delete Fetch Entity Request / Response for CRM Methods Microsoft Dynamics CRM On Premises and Online Request / Response for XRM Methods Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 22
SAP Connection with BizTalk Server SAP Adapter (T)RFC / BAPI (T)RFC Microsoft BizTalk Server SAP ERP SAP CRM SAP BI IDOC IDOC Webservices Webservices Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP SAP PI 22.04.2013 23
Rödl Microsoft Dynamics CRM 2011 - Adapter Original WCF Interface • • • • • Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 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 22.04.2013 24
Roedl Microsoft Dynamics CRM 2011 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 Security Token for AD, Live-ID, Office 365 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 25
Example of ROI for Adapter Time in hours Examble for an Interface with number Entities: 5 Minutes Without With Adapter Save All Mappings from CRM with fetches 1200 150 1050 All Mappings to CRM with fetches 2000 150 1850 Adapter Installation 0 10 -10 Adapter Configuration 0 15 -15 Schema calling from CRM 2 20 -18 QA / Testing / Projektmanagement 300 30 270 Summary 3202 345 3127 Hours 53,37 5,75 52,12 53.37 5,67 With Adapter Without Adapter Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 26
Rödl Accelerator Microsoft Dynamics CRM – SAP / R3 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 27
Standard Templates Microsoft Dynamics CRM ERP Product Material Account Debitors Contact Contact Person Adresses Partner Roles Oportunity Oportunity Quote Quotation Salesorder Order Salesorder (Customize) Outbound Delivery Delivery Invoice Invoice Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 28
Rödl Accelerator Microsoft Dynamics CRM – SAP / R3 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 29
Ticket system of the Accelerator  ... BizTalk Server Start ... ... ... ... Message for Microsoft CRM ... Send Message Tickets System Order ticket  ... Evaluate answer ∑ ... End Approve ticket Open ticket Microsoft CRM Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP ... Execute Anfordern Anfordern Message von Daten Von Daten 22.04.2013 30
Traffic Transfer Control • • • • Flexibility to determine a number of data transfer Prevention of system standby Believeble ticket types creatable Believeble number ticket definable  ... ... Server BizTalk System Tickets CRM Microsoft Start ... ... ... Message for Microsoft CRM Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP ... Send Message Order Ticket  ... Answer Evaluation ... ∑ ... End Ticket Return Ticket Receiption Execute Anfordern Anfordern message von Daten Von Daten 22.04.2013 31
Rödl Accelerator Microsoft Dynamics CRM – ERP 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of SAP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 32
Monitoring with BAM Portal Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 33
Live monitoring • • • • • Graphical view of running interfaces Dynamic reports Includes Excel Pivot Tables Accessible via Internet Explorer Standard interface templates included Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 34
Rödl Accelerator Microsoft Dynamics CRM – ERP 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 35
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 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 40
Rödl Accelerator- Return of Investment Number of Standard Entities 4 Number of Custom Entities 4 Activity Accelerator Installation Accelerator Configuration BAM Functionality ESB Exception Handling Create Mapping New Interfaces Implementation Event Messages Implementation QA / Testing / Projektmanagement Summary 61,00 Time in Hours Days Time in Hours Without Accelerator With Accelerator 0,0 4,0 0,0 8,0 40,0 4,0 64,0 8,0 128,0 8,0 128,0 32,0 64,0 0,8 64,0 16,0 488,0 80,8 10,10 Saving -4,0 -8,0 36,0 56,0 120,0 96,0 63,2 48,0 407,2 50,90 61 10.1 With Adapter Without Adapter Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 41
Rödl Accelerator Microsoft Dynamics CRM – ERP / R3 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 12.11.2013 22.04.2013 42
Rödl BizTalk Server Runtime Monitor Service 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 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 12.11.2013 22.04.2013 43
Rödl BizTalk Server Runtime Monitor Service <BiztalkMonitor> <ConnectionString>server=.;database=BizTalkMgmtDb;Integrated Security=SSPI</ConnectionString> <EMailSender>jd@logisma.de</EMailSender> <SMTPPassword></SMTPPassword> <SMTPServer>200.204.26.10</SMTPServer> <EMailTo>jAdministrator@Roedl.com</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> Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 44
Rödl Accelerator Microsoft Dynamics CRM – ERP / R3 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 45
Accelerator function library Message Manipulations Dynamic Config read / write Value Mappings e.g. for Picklists Message Builder Rödl Accelerator Helper Library Debug Logger Orchestrations for Exceptionhandling Functoide / Functions e.g. Typecasts Fetch Builder Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 Back 46
Our partner program Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 47
Rödl Partner Program 1 No Financial Investement on entering cooperation by default 2 Standard 20% Margin + flexible prices 3 Additional benefit from consulting and support services 4 Free of charge advisory hours for Partners 5 Full products training including BizTalk know- how 6 Transfer of qualified leads in Partner location 7 Become a Partner Mutual marketing efforts Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 48
in the competitive Market ... ... Integration Expertize Consulting Development Support Training Integrated solution delivery From project to solution focus Consulting Development Support Training Market extension Outsourcing Outsourcing Competitive presence in the Market Clients/ Partners 360° Approach in Service Delivery Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 49
Business Impact Bigger Projects More consulting hours More developement hours Bigger Services Portfolio More visibility in the Market Company Growth From appication to solution provider Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 50
Additional value for our partners and customers Microsoft BizTalk Server SAP/R3 Microsoft Dynamics NAV Project Management Microsoft Dynamics AX Microsoft Dynamics CRM With us: One dedicated contact person Costs / ROI In-house developed adapter In-house developed accelerator Individualized standard interface More then 50% less development effort Time to Market Realization of the interface Risk Standard software based solution Microsoft BizTalk Server Excellent Gartner rating More than 20.000 BTS installations wordwide Security Stability SAP Partner Microsoft Gold Partner Acting upon Sure Step Method Certified SAP-Adapter Experience in over 50 Projects Extensive documentation Number of contact persons for project Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP Simple entities can be exchanged on the first day 22.04.2013 51
Reference Würth AG Company Profile Interfaces World market leader in the trade with connecting materials The 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, chemicaltechnical products and personal protection equipment. 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) 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 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP • • • • 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 22.04.2013 52
Reference Media Broadcast Company Profile Interfaces 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 Interfaces from SAP to CRM via SAP IDOC´s • Account • Contact • Salesorder 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. Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 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 22.04.2013 53
Reference CAMLOG AG Company Profile Interfaces 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 expertise Since 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-abutmentconnection 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 from SAP to CRM via SAP IDOC´s • Account • Contact • Material • Salesorder Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 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 22.04.2013 54
Some other references Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 55

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Integration bwtween Dynamics CRM 2011 and SAP with BizTalk Server 2010

  • 1. Accelerator Microsoft Dynamics CRM 2011 and ERP for BizTalk Server 2010 and 2013 Who we are Rödl Accelerator Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP Become a Partner 22.04.2013 1
  • 2. Roedl & Partner Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 2
  • 3. Where is Roedl & Partner world wide 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 3.200 colleagues - 87 offices - 39 countries Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 3
  • 4. What we do in consulting Finance Management • Sourcing • Accounting Corporate Finance • M&A Transaction Consulting • Outsourcing • Business Finance • Internal audit, • IPO-Consulting • Risk Management Strategy- & Organisation Consulting Strategie • Growth- and Innovation Strategies Organisation Consulting • Organisation Consulting • Post Merger Integration IT Solutions ERP - Solutions IT Consulting • SAP • MS Dynamics AX • MS Dynamics NAV • DATEV • Microsoft World • Cloud / Azure CRM - Solutions • Targenio! • SAP CRM • AX CRM • MS Dynamics CRM SCM - Solutions • eProcurement • Desktop Purchasing Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP IT Services 22.04.2013 IT Outsourcing • Data Center for SAP and Microsoft Systems EAI / BPM / ESB • MS BizTalk Server • Azure BizTalk Services • Integration Services • SSIS • SAP PI Back 5
  • 5. Microsoft BizTalk Server Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 6
  • 6. Why BizTalk Server? BizTalk Server is an established product V1 BizTalk Server 2000 XML B2B V2 BizTalk Server 2002 EAI (Partner Adapter) Vertical B2B V3 BizTalk Server 2004 BPM Partner Adapter V4 BizTalk Server 2006 SOA/ESB Adapters in Box Host Integration V5 BizTalk Server 2006 R2 SOA/ESB WS* Standards BPM Extend B2B EDI/AS2 RFID Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP V6 BizTalk Server 2009 SOA/ESB WS* Standards BPM Extend B2B EDI/AS2 RFID VS 2008 SQL 2008 ESB V7 BizTalk Server 2010 SOA WCF Standards .NET 4.0 RFID 2 VS 2010 SQL 2008R2 ESB 2 Better GUI 22.04.2013 V8 BizTalk Server 2013 more EDI .NET 4.5 VS 2012 SQL 2012 ESB included Azure Ready ESB Ready 7
  • 7. Why BizTalk Server? Elevator Pitches and Main Skills 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 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 8
  • 8. Why BizTalk Server? Philosophy      Realms of Interfaces Most properties Incomplete documentation High cost Slight flexibility Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP      Few, strong defined interfaces Based on standards Implicit documentation Low cost High flexibility 22.04.2013 9
  • 9. Why BizTalk Server? Transactional functionality Message Incoming CRM Message CRM Encoding Authenticati on Receive Port Receive Port Receive SAP Message Send SAP Message XML Messages Send Port SAP Decoding Send Port SAP Authenticati on Send Port BizTalk Receive Pipeline BizTalk Message Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP Box SAP Send Adapter Receive CRM Message Send SAP Message Outgoing SAP Message Send Receive Receive Adapter BizTalk Business Process Orchestration (Workflow) BizTalk Send Pipeline 22.04.2013 10
  • 10. Why BizTalk Server? Implicit documentation • • • Datastructure inside XML-Schemas Workflow shown in Orchestrations Confersion of data visible in mappings Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 11
  • 11. Included Adapters in BizTalk Server 2010 BizTalk Server – “Adapters In the Box” • • • • • • • • • • • • • • • • MQ MSMQ WSE HTTP SMTP File FTP / SFTP POP3 SOAP SWIFT HL7 RosettaNet HIPAA SQL WCF Adapter SharePoint • • • • • • • • • • • • 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 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP • • • 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 22.04.2013 Back 12
  • 12. Our Products for you Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 13
  • 13. 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.) Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 14
  • 14. 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) Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 15
  • 15. Rödl Accelerator Microsoft Dynamics CRM – ERP 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERPand CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 16
  • 16. Rödl Accelerator Microsoft Dynamics CRM – ERP 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 17
  • 17. 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 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 18
  • 18. Our Event Pipeline with Microsoft Dynamics CRM Online Roedl Pipeline Plugin Event Azure Service Bus, Queues and Topics Rödl ERP LOB Adapter Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP Adapter 22.04.2013 19
  • 19. Our Event Pipeline with Microsoft Dynamics CRM on Premise Roedl Pipeline Plugin Rödl ERP LOB Adapter Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP Adapter 22.04.2013 20
  • 20. Rödl Accelerator Microsoft Dynamics CRM – ERP 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 21
  • 21. Der Rödl Microsoft Dynamics CRM 2011 WCF - Adapter Event Pipeline (asynchronous) Event Pipeline (synchronous) Microsoft BizTalk Server Create Update Delete Fetch Entity Request / Response for CRM Methods Microsoft Dynamics CRM On Premises and Online Request / Response for XRM Methods Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 22
  • 22. SAP Connection with BizTalk Server SAP Adapter (T)RFC / BAPI (T)RFC Microsoft BizTalk Server SAP ERP SAP CRM SAP BI IDOC IDOC Webservices Webservices Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP SAP PI 22.04.2013 23
  • 23. Rödl Microsoft Dynamics CRM 2011 - Adapter Original WCF Interface • • • • • Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 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 22.04.2013 24
  • 24. Roedl Microsoft Dynamics CRM 2011 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 Security Token for AD, Live-ID, Office 365 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 25
  • 25. Example of ROI for Adapter Time in hours Examble for an Interface with number Entities: 5 Minutes Without With Adapter Save All Mappings from CRM with fetches 1200 150 1050 All Mappings to CRM with fetches 2000 150 1850 Adapter Installation 0 10 -10 Adapter Configuration 0 15 -15 Schema calling from CRM 2 20 -18 QA / Testing / Projektmanagement 300 30 270 Summary 3202 345 3127 Hours 53,37 5,75 52,12 53.37 5,67 With Adapter Without Adapter Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 26
  • 26. Rödl Accelerator Microsoft Dynamics CRM – SAP / R3 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 27
  • 27. Standard Templates Microsoft Dynamics CRM ERP Product Material Account Debitors Contact Contact Person Adresses Partner Roles Oportunity Oportunity Quote Quotation Salesorder Order Salesorder (Customize) Outbound Delivery Delivery Invoice Invoice Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 28
  • 28. Rödl Accelerator Microsoft Dynamics CRM – SAP / R3 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 29
  • 29. Ticket system of the Accelerator  ... BizTalk Server Start ... ... ... ... Message for Microsoft CRM ... Send Message Tickets System Order ticket  ... Evaluate answer ∑ ... End Approve ticket Open ticket Microsoft CRM Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP ... Execute Anfordern Anfordern Message von Daten Von Daten 22.04.2013 30
  • 30. Traffic Transfer Control • • • • Flexibility to determine a number of data transfer Prevention of system standby Believeble ticket types creatable Believeble number ticket definable  ... ... Server BizTalk System Tickets CRM Microsoft Start ... ... ... Message for Microsoft CRM Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP ... Send Message Order Ticket  ... Answer Evaluation ... ∑ ... End Ticket Return Ticket Receiption Execute Anfordern Anfordern message von Daten Von Daten 22.04.2013 31
  • 31. Rödl Accelerator Microsoft Dynamics CRM – ERP 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of SAP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 32
  • 32. Monitoring with BAM Portal Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 33
  • 33. Live monitoring • • • • • Graphical view of running interfaces Dynamic reports Includes Excel Pivot Tables Accessible via Internet Explorer Standard interface templates included Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 34
  • 34. Rödl Accelerator Microsoft Dynamics CRM – ERP 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 35
  • 35. 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 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 40
  • 36. Rödl Accelerator- Return of Investment Number of Standard Entities 4 Number of Custom Entities 4 Activity Accelerator Installation Accelerator Configuration BAM Functionality ESB Exception Handling Create Mapping New Interfaces Implementation Event Messages Implementation QA / Testing / Projektmanagement Summary 61,00 Time in Hours Days Time in Hours Without Accelerator With Accelerator 0,0 4,0 0,0 8,0 40,0 4,0 64,0 8,0 128,0 8,0 128,0 32,0 64,0 0,8 64,0 16,0 488,0 80,8 10,10 Saving -4,0 -8,0 36,0 56,0 120,0 96,0 63,2 48,0 407,2 50,90 61 10.1 With Adapter Without Adapter Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 41
  • 37. Rödl Accelerator Microsoft Dynamics CRM – ERP / R3 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 12.11.2013 22.04.2013 42
  • 38. Rödl BizTalk Server Runtime Monitor Service 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 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 12.11.2013 22.04.2013 43
  • 39. Rödl BizTalk Server Runtime Monitor Service <BiztalkMonitor> <ConnectionString>server=.;database=BizTalkMgmtDb;Integrated Security=SSPI</ConnectionString> <EMailSender>jd@logisma.de</EMailSender> <SMTPPassword></SMTPPassword> <SMTPServer>200.204.26.10</SMTPServer> <EMailTo>jAdministrator@Roedl.com</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> Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 44
  • 40. Rödl Accelerator Microsoft Dynamics CRM – ERP / R3 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server 3 Standard interfaces of most important entities 4 Ticket system for controlled calls of ERP and CRM 5 BAM Templates for interface monitoring 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Rödl MS CRM ERP Accelerator Accelerator function library Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 45
  • 41. Accelerator function library Message Manipulations Dynamic Config read / write Value Mappings e.g. for Picklists Message Builder Rödl Accelerator Helper Library Debug Logger Orchestrations for Exceptionhandling Functoide / Functions e.g. Typecasts Fetch Builder Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 Back 46
  • 42. Our partner program Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 47
  • 43. Rödl Partner Program 1 No Financial Investement on entering cooperation by default 2 Standard 20% Margin + flexible prices 3 Additional benefit from consulting and support services 4 Free of charge advisory hours for Partners 5 Full products training including BizTalk know- how 6 Transfer of qualified leads in Partner location 7 Become a Partner Mutual marketing efforts Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 48
  • 44. in the competitive Market ... ... Integration Expertize Consulting Development Support Training Integrated solution delivery From project to solution focus Consulting Development Support Training Market extension Outsourcing Outsourcing Competitive presence in the Market Clients/ Partners 360° Approach in Service Delivery Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 49
  • 45. Business Impact Bigger Projects More consulting hours More developement hours Bigger Services Portfolio More visibility in the Market Company Growth From appication to solution provider Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 50
  • 46. Additional value for our partners and customers Microsoft BizTalk Server SAP/R3 Microsoft Dynamics NAV Project Management Microsoft Dynamics AX Microsoft Dynamics CRM With us: One dedicated contact person Costs / ROI In-house developed adapter In-house developed accelerator Individualized standard interface More then 50% less development effort Time to Market Realization of the interface Risk Standard software based solution Microsoft BizTalk Server Excellent Gartner rating More than 20.000 BTS installations wordwide Security Stability SAP Partner Microsoft Gold Partner Acting upon Sure Step Method Certified SAP-Adapter Experience in over 50 Projects Extensive documentation Number of contact persons for project Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP Simple entities can be exchanged on the first day 22.04.2013 51
  • 47. Reference Würth AG Company Profile Interfaces World market leader in the trade with connecting materials The 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, chemicaltechnical products and personal protection equipment. 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) 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 Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP • • • • 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 22.04.2013 52
  • 48. Reference Media Broadcast Company Profile Interfaces 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 Interfaces from SAP to CRM via SAP IDOC´s • Account • Contact • Salesorder 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. Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 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 22.04.2013 53
  • 49. Reference CAMLOG AG Company Profile Interfaces 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 expertise Since 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-abutmentconnection 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 from SAP to CRM via SAP IDOC´s • Account • Contact • Material • Salesorder Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 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 22.04.2013 54
  • 50. Some other references Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP 22.04.2013 55

Editor's Notes

  • #8: Hier bitte erklären, was WS* Standards sind, das weiß noch nicht jeder.