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

Digitalization

Dynamics 365 (CRM) & Data Integration challenges.

Proposed Approaches

Enterprise software solutions

Enterprise stories

Enterprise softwareFrom 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.

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)

Common Types of Enterprise Applications

Enterprise Solutions

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

DigitalizationGartner: 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

2001 20162001 2003 2005 2007 2009 2011 2013 2015

Microsoft CRM 1.06/1/2003

Microsoft CRM 3.012/1/2005

Dynamics CRM 4.012/1/2007

Dynamics CRM 20116/1/2010

Dynamics CRM 20137/1/2013

Dynamics CRM 201511/30/2014

Dynamics CRM 201611/30/2015

Dynamics 3657/1/2016

Microsoft acquired iCommunicate

Microsoft Business Solutions Customer Relationship Management 1.0

Project Green

Dynamics brand was launched

The term “XRM” was introduced

Microsoft Dynamics CRM Online markedthe beginning of the cloud services erain Microsoft’s business applications November 2011 Service Update

Cross-browser support

Polaris UIAcquisitions of FieldOne - global provider of field service management solutions for the enterprise

Acquisition of Adxstudio Inc., Web portal and application lifecycle management solutions provider

Dynamics CRM Spring 2016 Wave (Update)

Microsoft to acquire LinkedIn

Evolution of Dynamics CRM

Dynamics 365 Evolution

Yesterday

Dynamics CRM- Field Service- Project Service Automation- Parature

Dynamics AX

Project Madeira

Dynamics GPDynamics NAVDynamics SL

Yesterday

Dynamics 365 for SalesDynamics 365 for Customer ServiceDynamics 365 for Field ServiceDynamics 365 for Project Service

Dynamics 365 for Operations

Dynamics 365 for Financials

Dynamics GPDynamics NAVDynamics SL

Dynamics 365 –The beginning of a new future

Microsoft DynamicsData 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

1 – Custom

Coding

0 – No Data

Integration

Integration Platformas a Service

2 - iPaaS 3 – Dynamics 365

Data Integration

Dynamics

365

Approaches 1: Custom Coding

Dynamics

365

• 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 CRM Architecture

Reporting(Dashboards, Charts, Excel, FetchXML and SRS)

IntegratedApplications

Pre-Event Plug-ins(.NET Assemblies)

Post-Event Plug-ins(.NET Assemblies)

Web Services

Custom Workflow(.NET Assemblies)

Backend Integration

Server-to-Server

Extensible Application: Form and client side events, Ribbon, Sitemap, Web Resources, JS libraries…

Front End

Integration

Business Entity Components

Data Access Components

Synchronous and Asynchronous Business Logic

Metadata Data

Filtered SQL Views

Data Access Platform

Wo

rkflo

w

Secu

rity

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-of-box

• 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

Scribe Publisher QueueSales Order

PluginsScribe Plugin for

Dynamics CRM 2011

Dynamics CRM Web Services

Scribe ServerScribe Console

Integration Process

Data Monitor

Data View

Scribe Internal Queues

ScribeIn

ScribeRetry

ScribeDeadMessage

CRM ScribeIn

CRM ScribeFailed

Scribe Windows Services

Scribe Bridge Server

Scribe Message Server

Scribe Monitor Server

Scribe Event Manager

Scribe Admin Server

Scribe Adapters

Adapter for Dynamics CRM

2011(On-Premises)

Adapter for XML

Adapter for Web Services

Scribe Internal Database

SAP

NetWeaver

ABAP Code

BAPIs

Information Flow Diagram

Approaches 3:Dynamics 365 Data Integration

Dynamics

365

This feature is PREVIEW. If you are interested in participating in the preview program,

contact us at cdspreviewprogs@microsoft.com

• New Data Integration Feature by Microsoft

• Currently available as a tab in the PowerAppsadmin center

• Enables the flow of data between Microsoft Dynamics 365 products through the Common Data Service

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

Contact Us

Dmytro Kuiavets

Old style

Dmytro Golodiuk

New style

M +38.066.349.6158S Dmytro_Kuiavets