1Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023

Integration of Microsoft Dynamics Solutions

2Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023

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

3Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023

Interdisciplinary - Tax, Legal, Audit, Consulting, IT

Client

AuditServices

Taxconsultancy

Consulting& IT

Services

LegalServices

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.

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Rödl Consulting - Area of Expertise

International BPO

ERP Solutions

Corporate Finance

IT Consulting

Consulting and

Delivery

Finance Management

Organizational andStrategic 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

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Rödl Integration Portfolio

Customer

Logistics

SupplierERP

Stock

Plant

CRMEAI

EDI

Rödl & Partner

Enterprise Application Integration Bus

internal

external

Bank

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Rödl Enterprise Application Integration Bus

Example of a customer’s workflow process

Shopping Sales order Packing Delivery InvoiceWorkflow

Underlyingapplications

Requiredcommunication

Webshop Dynamics AX

Stock System

SAPFI & CO

Logistics Partner

Message<XML>. . . . . . .. . . . . . . . . . .. . . . . . .. . . . . . . . . . .. . . . . . .. . . . . . . . . . .. . . . . . .. . . . . . . . . . .. . . . . . .. . . . . . . . . . .. . . . . . .. . . . . . . . . . .. . . . . . .. . . . . . . . . . .. . . . . . .. . . . . . . . . . .</XML>

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Rödl EAI Busfor 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 internalapplications CRM AX other external partners or applicationsNAV

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Project Expenses

Analysis Planning Developing Opperation Changes

100%

80%

60%

40%

20%

0%

Manual coding

With ESB

With R&P

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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 & PartnerIntegration Services

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RödlCRM Event Pipeline

ERP WCFAdapter

Rödl EAI Bus

SEAMLESS INTEGRATION

Example of Integration between Microsoft Dynamics CRM & SAP

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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

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Integration of Microsoft Dynamics CRM Online with SAP

Event

WCF - Binding

Azure Topics &

Queues

RödlCRM Event Pipeline

ERP WCFAdapter

Rödl EAI Bus

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Integration of Microsoft Dynamics CRM Online with SAP in the Cloud

Event

RödlCRM Event Pipeline

REST / JSON / /WCF

WCF - Binding

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Rödl Microsoft Dynamics CRM Event Pipeline Plugin 2015

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Rödl Microsoft Dynamics CRM Event Pipeline Plugin 2015

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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

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Integration of Microsoft Dynamics CRM with SAPRödl

CRM Event Pipeline

ERP WCFAdapter

Rödl EAI Bus

22Roedl & Partner - Integration of Microsoft Dynamics Solutions 05/03/2023

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

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Rödl Microsoft Dynamics CRM WCF AdapterRödl 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

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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

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Application & Exception Monitoring

• Graphical view of running interfaces• Comprehensive reporting• Interface command and control• Exeption handling portal

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Collaboration possibilities

Collaboration

Solutions

Pre Sales Project

Individualpartnermodel

• 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

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Benefits

Competitive integration offer in your portfolio More projects delivery Business growth Mutual marketing efforts Solution margin

Satisfied customers!

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Some of our references