integrating with microsoft dynamics crm

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www.customware.net Australia - United States - Malaysia - New Zealand - Singapore Integrating with Microsoft Dynamics CRM 4.0 Kynan Fraser

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Kynan Fraser gave a talk to the Sydney Microsoft CRM User Group about Integrating with the platform

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Page 1: Integrating With Microsoft  Dynamics CRM

www.customware.net

Australia - United States - Malaysia - New Zealand - Singapore

Integrating with Microsoft Dynamics

CRM 4.0Kynan Fraser

Page 2: Integrating With Microsoft  Dynamics CRM

Integration

www.customware.net

Page 3: Integrating With Microsoft  Dynamics CRM

www.customware.net

Landscape

Page 4: Integrating With Microsoft  Dynamics CRM

www.customware.net

Integrated Landscape

Page 5: Integrating With Microsoft  Dynamics CRM

Integration Is Really Two Things

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Data Transformations Technical Implementation

Page 6: Integrating With Microsoft  Dynamics CRM

Types Of Enterprise Integration

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MANUAL AUTOMATED

Page 7: Integrating With Microsoft  Dynamics CRM

How to Automate Integration

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They might not just “plug in”

Where does the logic go?

Page 8: Integrating With Microsoft  Dynamics CRM

How to Automate Integration

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Page 9: Integrating With Microsoft  Dynamics CRM

How Do We Connect to MS CRM?

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Web Services

Page 10: Integrating With Microsoft  Dynamics CRM

WSDL

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Page 11: Integrating With Microsoft  Dynamics CRM

CRM Integration - Issues

Technical

Non-technical

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Authentication

Configuration

Documentation

Interface changes

Page 12: Integrating With Microsoft  Dynamics CRM

Case Study #1

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Active Directory

Web BrowserFirewall

SharePoint ServerWCF 3.5 ServicesIIS 7 Web Server

Windows Server 2008

SQL Server 2005Windows Server 2008

Firewall

Web Browser CRM 4.0IIS 7 Web Server

Windows Server 2008

SAPwebMethods Integration Server 7.1WebSphere MQ 6.0

Windows Server 2003 R2

Page 13: Integrating With Microsoft  Dynamics CRM

Case Study #1

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Case Study #2

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Page 15: Integrating With Microsoft  Dynamics CRM

Visibility

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Page 16: Integrating With Microsoft  Dynamics CRM

Wrap Up

1) Why?

2) How?

Easy.

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Page 17: Integrating With Microsoft  Dynamics CRM

www.customware.net

Australia - United States - Malaysia - New Zealand - Singapore

Contact details

KYNAN FRASERPhone: +61 2 9900 5731Email: [email protected]

QUESTIONS?