extending microsoft dynamics crm with integrations, customizations and reporting

Extending CRM Presentation

John Szuberla - Microsoft Practice Director

Gary Christiansen - Microsoft CRM Practice Lead and Senior Architect

Thursday June 5th , 2014

Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.

Agenda

2

Emtec Overview

Extending CRM Overview

Demonstrations

Q&A

Emtec Overview


EMTEC SERVICES AT A GLANCE

EMTEC AROUND THE WORLD

EMTEC THE COMPANY

Emtec… ‘Big enough to do the work, small enough to care’

• Serving clients for over 20+ years

• 12 locations, including 6 development centers

• Almost 500 professionals

• Top 100 Places to Work by Crain’s Chicago in 2012

• SP500 Award- Recognized by CRN for over 17 years

• Our consultants have an average of 14 years of experience. Nearly 45% have advanced certifications

• 73% of our PMs, Architects & Consultants worked at Tier 1 consultancies in a previous life

• $200M IT Services Provider

• Regularly compete & win against larger IT service providers

US Locations• Radnor, PA (HQ)• Atlanta, GA• Chicago, IL• Jacksonville, FL• Herndon, VA• Minneapolis, MN• Parsippany, NJ• St. Louis, MO

Global Offices• Toronto, Canada• Ottawa, Canada• Pune, India• Bangalore, India

• Emtec has completed more than 1,100 Package Application engagements, including:‑ 200+ Oracle ERP clients with more than 415 engagements

‑ 206 EPM / Hyperion & OBIEE clients and 323 engagements

‑ 186 Microsoft clients and more than 255 projects

• Emtec is a premier provider of SaaS and Emerging technologies solutions, including 51 Salesforce Clients with more than 100 engagements, Including Sales Cloud, Service Cloud and Custom Cloud

• Emtec has performed more than 6.3M hours of application development and maintenance work ranging from Business Analysis to Product Development

• Emtec has served more than 565 Infrastructure services clients where we have: ‑ Deployed more than 1.85M servers, personal computers,

tablets and mobile devices

‑ Installed or provided more than 925 exabytes of storage (That’s a whole lot…)

‑ Triaged more than 30,000 L1 support incidents

‑ Implemented service management solutions for more than 125 clients

4


OF

FE

RIN

GS

PR

AC

TIC

E F

AC

TS

Emtec’s five practice areas offer focused solutions to help our clients solve complex business & IT challenges

From up-front strategy & consulting all the way to application, infrastructure & procurement services, Emtec’s 500 professionals are what makes us special, and we invite you to see the difference for yourself.

Consulting Services Package Application Services (PAS)

Cloud Technologies (Wave6)

Application Development &

Management Services (ADMS)

Infrastructure Services

• IT Strategy & Planning

• IT Process Improvement

• IT Performance and Governance

• Information Management: − Big Data− Business Intelligence− Analytics

• Mobility Solutions

• Program and Project Management

• Oracle− Oracle Cloud (Fusion) − EBS− PeopleSoft− EPM: Including Hyperion− OBIEE

• Microsoft− AX and GP− BI− CRM

• Functional: HCM, FM, SCM

• Cloud Strategy & Planning

• Salesforce.com Solutions− Sales Cloud− Service Cloud− Marketing Cloud− Force.com

• SuccessWave Managed Services

− AdminWave− DeveloperWave− Quality Wave

• Cloud Application Development & Technology

• Private Virtual Cloud

• Cloud Applications

• Portfolio Analysis

• Application Advisory Services

• Product Development

• Custom Application Development & Maintenance

• Package Application: Development, Maintenance & Support

• Mobile solutions

• Quality Assurance & Testing Services

• Managed Services, Capacity Management & Staffing Services

• IT Service Management

• Data Center

• Business Application Infrastructure

• End User Computing

• Platforms

• SWAT team of 45 highly skilled Strategists, Architects and Consultants

• 10 years of experience and more than 75 projects

• 180 Specialists, including Project Managers, Architects, Consultants and Analysts

• More than 300 ERP & CRM projects completed

• Expert team of Big Data, business intelligence and analytics professionals

• Specialized team of 25 Strategists, Project Managers, Architects, and Consultants

• More than 90% certified • 62 Customers & 112

engagements

• Global workforce of nearly 500 associates (approximately 250 associates based in North America)

• Provided more than 6.3M hours of application development and maintenance services.

• Special expertise in Business Analysis and Testing (among other things)

• More than 200 associates providing data center, compute, network and storage related services

• Value Add Reseller providing full device lifecycle management services for more than 30 years

• IT Service Mgmt. BU having supported more than 70 distinct clients

5

6

• Groups within our Microsoft Practice

– Dynamics CRM

– Dynamics ERP (GP & AX)

– SharePoint

– Application Development

• .NET Development

• Integrations / Web Services (Dynamics CRM to GP, Dynamics CRM to Remedy BMC, Dynamics CRM to Oracle/PeopleSoft, etc.)

• Business Intelligence

• Gartner/AMR certified in Financial Services and Professional Services

• Full Capability to provide Managed Services long-term support both onshore & offshore

• Solutions delivered cloud or on-premise

Quick Facts – Microsoft Practice

280

205: Infrastructure Services

15: Package Application Services

60 : Application Development Services

Emtec Microsoft Resources

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.7

Emtec Microsoft Dynamics CRM Practice

•Holistic approach – ensures higher ROI on our engagements

•On-Premise or Cloud – our client base ranges from small CRM online projects to large multi-year, multi-division, on-premise implementations

•Depth – our practice consists of 15 certified professionals, including some seasoned consultants with experience dating back to Dynamics CRM 1.0

•Breadth – our practice brings complex CRM implementation experience project management, configuration, process analysis, server architecture, .NET customization, business intelligence, integrations


Emtec Microsoft Dynamics CRM Practice

•Success – we have implemented over 100 successful projects and bring a wealth of real world experience to each engagement.

•Global Delivery Capabilities – we provide multiple delivery model options ranging from all on-shore to an on-shore / off-shore combination. Our off-shore resources are also certified professionals in CRM, SharePoint, .NET, and data migration/integration tools and technologies.

• ISO 9001:2008 certified – demonstrates our its focus on quality management

•Gartner/AMR Certified in Financial Services & Professional Services

8

Extending CRM

10Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Extending CRM - Building Blocks


Extensibility Options


User Types and Configurations/Customizations


CRM Integration Options

Demonstration


Demo Overview

• Configuration Based (New or Enhanced in CRM 2013):

–Business Process Flows – Form Level (Sales Stages)

–Workflows – Database level: create, update or delete (Default Ship-To Addr)

–Business Rules – Form level: Field change (Weighted Average)

• Code Based:

–Plugin - Database level: create, update or delete (Auto-Number)

–JavaScript - Form level: Load, Save, Field change (Country/State Validation)

–Custom Workflow - Database level: create, update or delete (Email a Report)

• Integrations:

–SharePoint (Out the Box)

–CRM and BMC Remedy (Web Services & JavaScript)

–Dynamics Data Connector


Dynamics CRM/Remedy Integration

16

CRM BMC Remedy

Accounts

Contacts

Cases

Companies

People

IncidentsRequestsNew Incidents/requests,

Status Updates

Customer Adds and Updates

Contact Adds and Updates


Dynamics Connector Integration Points

THANK YOU

For more information, please contact:Erica Archer at [email protected] or 312-216-4911

mailto:[email protected]

extending microsoft dynamics crm with integrations, customizations and reporting

Technology

package application

database level

application

infrastructure

extending

dynamics crm

business intelligence

business analysis