Microsoft Dynamics and Integration


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Integration of Microsoft Dynamics

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  • Operator – transition to Shawn for kick-off Thank you and thanks to all of you who have taken the time to join this call today. We have attendees from all over the World, so good morning, afternoon, evening. We are very excited about todays call and hope you are as well. I’ve been in technology for over 15 years and anytime you bring together two companies like Microsoft & IBM, there is sure to be something of value. So Let’s look at the Agenda…
  • SHAWN: Opening Agenda Today, our discussion focuses on what we are calling The Engaged Enterprise. This is about harnessing the power of CRM applications like Microsoft Dynamics and ERP Solutions such as Dynamics AX…And doing so across your enterprise in an Integrated Fashion. So we’ll look at what it Means to be an Engaged Enterprise, how MS Dynamics is helping clients reach this goal and where WebSphere Integration provides that Last Mile of Success. So let’s get into it…
  • Shawn Speaking Points: When we talk to clients around the world, it is painfully obvious that the ability for organizations to manage out presents a key differentiator. Technology continues to enable us to reach new mediums, faster and with greater agility. - Decision can be democratized, socialized and acted on in minutes vs days - Partnerships can be identified, fostered and leveraged - New forms of revenue channels can be established, measured and managed The ability successfully execute on the key initiatives that organizations are driving is dependent to a large extent on their ability to connect and integrate But for Many rigid enterprises this is a struggles. It is difficult for them to adapt and embrace market complexity, Rigid Enterprise: Unable to access key information sources. Struggles to make changes across inflexible applications and systems. Fails to communicate effectively with customers. Cannot take advantage of new channels and delivery models Integration challenges inhibit effective partnering and community management. Responds slowly to new business opportunities. An Engaged Enterprise: while an interconnected enterprise can easily capitalize on complexity Informs decisions with contextual information from across the enterprise, and rapidly implements changes. Embraces new channels, partners, and business models. Effectively interacts with stakeholders in their preferred channels Leverages new partnerships and flexible relationships with 3rd parties to deliver greater service and capture market opportunities. An interconnected enterprise can innovate faster than their competitors, interact with customers in the way they want, and deliver deep integration with trading partners for more collaborative product/service development and sourcing
  • SHAWN: In fact…When surveyed, we have found that organizations both small and large continue to struggle with this rigidity. And in effect: They cannot change rapidly enough to innovate faster then their competitors They struggle to communicate through the digital channels that their customers demand They fail to develop effective partnerships and the list goes on. At the core, Connectivity across the enterprise is a critical pre-requisite for meeting the challenge of complexity and effectively executing on important business initiatives
  • Shawn Speaking Points: And when we look at this in context of how business are going to market today, its all about how flexible you can be to change. Consider the following: - A wholesaler experiences a sudden spike in orders. They do not have enough supply to fulfill them all They need to respond rapidly to ensure that their most important customers are still served and that customer satisfaction remains high. Their integration solution gives them detailed visibility into transactions so they are able to get advance warning into the potential product shortage. They then make two quick policy changes: 1 – they prioritize their most important customers and 2 – they relax some of the verification elements in their supplier on-boarding to to allow them to bring on some new temporary suppliers quickly They are able to quickly propagate these changes throughout their internal Microsoft Dynamics CRM or AX Applications and on out to their external trading partners. In this case, Flexible integration allows them to close the gap between changes and the time it takes to implement them. And so as we walk through the balance of todays session, please take time to consider the areas of your business that are most prone to change (whether that be Sales, Supply Chains, Distribution Channels, Marketing etc and how you as Business and IT leaders can Engage your Enterprise with Solutions such as MS Dynamics and WebSphere Integration to move from Rigid to Nimble. -  Hand off to Mark.
  • Mark : Analysts TCO User adoption CRM was up 73% YOY ending FY June – AX/CRM growing at 30% yty.
  • Mark: Brief history Deployment options Licensing and pricing AX Enterprise ready in ERP CRM flexibility – xRM (DOD) One of the primary factors for us being together today Integration possibilities abound – Engaged Enterprise Decision making, personalization, leveraging data to make educated decisions Competing products discussion – get it out there Biztalk still available but other products better suited for Dynamics – Websphere, Message Broker, Scribe example
  • Mark: Not targeting largest tier one SAP customers for ERP We are winning with an alternative to SAP Oracle Offering divisions and subsidiaries of large companies Acquisitions Integration possibilities abound 09/26/12 WPC2010_Breakout
  • Mark: As you learned in the keynote session, Microsoft Dynamics CRM has had an outstanding year in terms of placement in the top analysts ’ research. These are important tools that you need to use with every account to 1) establish credibility for Microsoft Dynamics CRM, 2) neutralize the perception that SFDC is the best, and 3) encourage your IT contacts to introduce you to the appropriate BDM contacts in sales, service and marketing. Links to the reprints for each report (plus the Forrester report on CRM Customer Service Solutions) are all on the right side of the slide. Copy these links and/or print them off and send them to your customers and prospects. Neutralize SFDC by highlighting how Microsoft Dynamics CRM is one of the best solutions available today. 09/26/12 © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. WPC2010_Breakout
  • Mark: Toledo Mud Hens NM Williams Sonoma Zurich DOD - xRM Convergence 2010 09/26/12
  • Mark: - Read Polling Question and choices. They can select 1 or more. - This is your last slide, hand off to Joe Speed
  • Joe: Analysts TCO User adoption CRM was up 73% YOY ending FY June – AX/CRM growing at 30% yty.
  • Joe: Speaking Points: The ability to quickly and flexibly connect across the breadth of your business network is a key driver of your success. Your business network is much broader than just your IT systems, it comprises the sum of interactions and relationships that make up your business This means you must not only be able to seamlessly connect applications and process within the business But you must be able to effectively extend those connections processes to partners, customers, and suppliers And up into the growing realm of cloud applications
  • Joe: Mix in big batching – competing with Oracle for integration…
  • Joe:
  • Joe:
  • Joe – Take out, replace…thoughts>>???
  • Joe: Or GBS>>> or Replace with a slide on Raymond James????
  • Shawn End-to-end provider of consulting & SI services – concept to implementation
  • Shawn
  • Shawn: Recognized across the world and bring experience that spans small to large…etc…
  • Joe:
  • Microsoft Dynamics and Integration

    1. 1. The Engaged EnterpriseMS Dynamics & IBM WebSphere Mark Krinhop, Microsoft Dynamics National Executive Shawn Gavin, IBM North America Integration Sales Executive Joe Speed, IBM WW Integration Executive © 2012 IBM Corporation
    2. 2. + Agenda  The Engaged Enterprise  Dynamics CRM & AX  WebSphere Integration  Customer Success  Next Steps & Q&A2 © 2012 IBM Corporation
    3. 3. +Interconnection makes it easier to capitalize on complexity The Engaged Enterprise • Informs decisions • Embraces new • Leverages new with new information channels partnerships • Rapidly implements • Effectively interacts • Captures new changes with stakeholders market opportunities and deliver faster innovation, richer interactions, and deeper collaboration3 Source: IBM CEO Study © 2012 IBM Corporation
    4. 4. +Yet many organizations struggle 93% 87% 68% of businesses do not believe of executives report that of businesses do not they are effectively integration challenges impede believe they can innovate reaching their customers collaborative relationships faster than their competitors through digital channels with partners Without connectivity you can’t analyze, you can’t change, you can’t innovate4 © 2012 IBM Corporation
    5. 5. +Flexible integration delivers change at the speed ofbusiness Policies Visibility 1. Prioritize high-value customers 2. Onboard new vendors CRM ERP Incoming orders are exceeding capacity Rapid Implementation Policy changes implemented through internal applications, Customers suppliers, and customers Suppliers “Close the gap” between changes and the time it takes to implement them and make new connections up to 80% faster5 © 2012 IBM Corporation
    6. 6. + Why Microsoft Dynamics? • User adoption for legacy apps eliminates system value and productivity •Flexibility allows companies to compete and be nimble •Empower employees to anticipate and embrace change •Comprehensive core ERP functionality for Financials, HR and Ops •Industry solutions with built in business functionality •Cloud options save money and eliminate upgrades and administration •Rapid deployment options for multiple project priorities •TCO, more to come on price •Integrate branches, subsidiaries and users to a single data set •The Engaged Enterprise offer/call to action •Microsoft and IBM Better Together (*) = Source: IBM Market Intelligence6 © 2012 IBM Corporation
    7. 7. +Microsoft Dynamics Current Brands7 © 2012 IBM Corporation
    8. 8. + Dynamics AX Dynamics CRM • Set of Business Insight & • Over 2,200,000 users in more Applications than 80 countries with 40+ • Implemented at 18,000 languages customers • Over 40,000 customers WW • Alternative or Tiered option for from small to large enterprises SAP/Oracle • Competes with Siebel, SAP • Industry focus: MFG, Retail, CRM, SFDC etc Dist, Service & Public Sectors Why AX: Why CRM: • Lack of coordination between • Improve sales effectiveness & applications – financial application reduce cost of sale not linked to manufacturing, • Attain 360 Degree view of Clients inventory or purchasing • Accelerate project delivery times • Existing ERP system is too by aligning business with IT expensive for use at its • Be able to adapt quickly to subsidiaries or operating divisions changes in business, systems or • Lack of coordination between processes applications – financial application not linked to manufacturing, inventory or purchasing8 © 2012 IBM Corporation
    9. 9. + Unanimously, A CRM LEADER Links to Analyst Evidence: •The Forrester Wave™: CRM Suites Customer Service Solutions, July 2010 •The Forrester Wave™: CRM Suites For Midsized Organizations, June 2010 •The Forrester Wave™: CRM Suites for Large Organizations, June 2010 •Gartner Magic Quadrant for CRM Customer Service Contact Centers, April 2010 •Gartner Magic Quadrant for Sales Force Automation (SFA), July 2010 Source: “Magic Quadrant for Sales Force Source: “Magic Quadrant for CRM Customer Automation,” Gartner, July 2010. Service Contact Centers,” Gartner., April 2010. Report pending: July 2010 Source: The Forrester WaveTM: CRM Suites For Large Organizations, Source: “The Forrester WaveTM: CRM Suites Customer Q2 2010,” Forrester Research, Inc., June, 2010. Service Solutions, Q3 2010,” Forrester Research, Inc., July 2010.FORRESTER: The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a graphical representation of Forresters call on amarket and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave. Information is based on bestavailable resources. Opinions reflect judgment at the time and are subject to change. GARTNER: The Magic Quadrant is copyrighted April 2010 and July 2010 by Gartner, Inc. and is reused with permission. The MagicQuadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartners analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner doesnot endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a 9research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.The Magic Quadrant graphic was published by Gartner, Inc., as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from Microsoft. © 2012 IBM Corporation
    10. 10. + CRM Success Stories State of FL10 © 2012 IBM Corporation
    11. 11. + Polling Question 1. How many CRM Applications does your Company run? A. Home Grown B. Multiple across the company C. Evaluating now D. Standardized on 1 (Dynamics, Siebel etc) E. None, what is CRM?11 © 2012 IBM Corporation
    12. 12. + Why WebSphere and Microsoft Dynamics? • Best-in-class Integration Solutions for Dynamics offering suite • Empowers user adoption & insight in Mixed environments • Last Mile of Success is Integration, linchpin to Dynamics success • Gartner Leader in Application Integration • And #1 market share per Gartner • Integration for Enterprise, Cloud and Mobile Applications • Advanced ESB for .NET and mixed Environments • Adapters and patterns to simplify application integration Magic Quadrant IBMApplication Infrastructure for Systematic (*) = Source: for Market Intelligence12Application Integration Projects © 2012 IBM Corporation
    13. 13. +Dynamics Integration across all your business networks Partners, Suppliers, & CustomersInternal Enterprise Streamlined andSeamless connectivity secure transactionsacross applications and across tradingprocesses communities Cloud Applications Rich integration between cloud applications and back-end systems13 © 2012 IBM Corporation
    14. 14. + Common Customer Profiles Are Mixed…  Mixed Apps: SAP+Dynamics, Oracle+Dynamics, Siebel+Dynamics, JDE/PeopleSoft etc…  Mixed Environment: Windows+Linux, SQL Server+AS/400, Oracle, Mainframe, .NET, Java, Linux, z/OS, DB2  Mixed skills & languages – C#, VB, Java, PHP, C++, COBOL, etc.  Mixed: web services & files, messaging & batch And looking for:  “Simple & easy” integration, mapping & transformation  Deep .NET support and to keep using Visual Studio  Integration across MS & non-MS (Legacy) Applications  Price, package & function that scale from mid-market to Enterprise Grade ESB14 © 2012 IBM Corporation
    15. 15. + Lifecycle of Dynamics IntegrationTwo-Tier ERP CRM SalesManufacturing Sites MarketingDistribution Centers Customer Service/Support Financial Consolidation15 © 2012 IBM Corporation
    16. 16. + Polling Question 2. What are you using for ERP Today? A. Evaluating B. SAP at Headquarters C. Oracle D. Two-Tiered ERP E. None16 © 2012 IBM Corporation
    17. 17. +Engage Microsoft Dynamics across your Enterprise and BeyondLocal & Enterprise Integration Natively integrate into Microsoft Business Stack (Dynamics) All .NET Languages: C#, VB, Jscript, etc SAP Adapter built-in for Microsoft Two-Tiered customers Industry Connectivity Packs, ie: Healthcare HL7 Extend Apps to Mobile usersQuickly Connect Cloud Applications Configure (not Code) & integrate real-time to Microsoft CRM Online Flexible Integration as a Service or on-Premise form factors Application Connectors & Integration Templates: Siebel, Oracle CRM,, SAP, Oracle EBS, JDE etc.Edge Of Enterprise DMZ appliance to secure the Microsoft Enterprise Accelerate & secure Microsoft web services with Active Directory, .NET WS-Security Kerberos profiles Improve security, scale and latency of Dynamics and .NET applications17 © 2012 IBM Corporation
    18. 18. +Proven Success: WebSphere & Microsoft  Major Financial Brokerage (US - East) – Large Microsoft shop including 10,000 seat Microsoft Dynamics CRM – Selected over Oracle due to higher performance, ease of use, and deep .NET support  Global Retailer (Europe HQ) – Big user of Microsoft Dynamics AX and .NET based POS (point of sale) – Selected over Oracle as global integration solution  Law Enforcement (Canada) – Existing Integration solution did not fit their security nor file processing requirements – Chosen to integrate .NET and securely exchange case files between agencies  Mid-Market Financial Brokerage (US - West) – .NET & AS400 shop in need of secure ESB for financial transactions – Provided the right blend of simplicity and capability for lower Cost of Ownership  Regional Bank (Canada) – Existing payment processing kept falling behind, impacting their customers – Adopted after extensive testing and evaluation for their .NET & Mixed Environment18 © 2012 IBM Corporation
    19. 19. +Mothercare – Specialty retailerThe Company Mothercare is a specialist retailer of products for mothers-to-be, babies and children up to the age of eight. The Mothercare group owns Mothercare, Early Learning Centre and entities. Early Learning Centre is a designer and retailer of toys. Both Mothercare and ELC operate in the United Kingdom, and internationally through franchised retail stores, a direct internet and catalogue business.Objective http://www- Develop a fully integrated supply chain which will cover agebroker/webcast/mothercare/ business functions such as Channel Orders, Demand Balancing, Sourcing and Procurement, Central Inventory Master for Mothercare International, Local Demand and Order Management, Supporting Services, such as Admin, Organization and Reporting. BenefitsSolution Fully integrated supply chain that would help Implement Microsoft Dynamics AX Sales Order Planning manage information and risks better (SOP), Purchase Order Planning (POP), Inventory (Stock), Demand Planning and Trade Agreements (Pricing).Technologies: MS Dynamics AX, WebSphere Message Broker, SQL Server19 © 2012 IBM Corporation
    20. 20. + Polling Question 3. Describe your current Enterprise Integration environment? A. Mix of Custom Code & Web Services B. ETL or Batch C. Enterprise Service Bus/Integration Hub D. Point-to-Point E. All of the Above20 © 2012 IBM Corporation
    21. 21. + IBM is a leader in Business Applications Consulting, with deep expertise in Microsoft TechnologiesAdvanced Global Delivery Experienced Resources Deep Technology and Industry leadership •Capability in 10 geographies •Huge pool of Microsoft skilled •Use of IBM application including the EU, US and Asia resources in our global development and rapid Microsoft Practice. implementation methodologies •Microsoft solution global delivery center in India provides •Continuous focus on internal •Use of proven IBM assets services globally. and external education on harvested as best practices Microsoft Dynamics. •Extensive experience in a •Integration with leading edge variety of industries and •Resources are certified Software and hardware customer environments. attending face to face Microsoft solutions (websphere, sterling AX Academy Program, Virtual commerce) education sessions in each •IBM is recognized by Gartner, country. Forrester and IDC as a leader in Application Outsourcing.21 © 2012 IBM Corporation
    22. 22. +The components of IBM’s Dynamics solution provides a quick and effectiveimplementation with seamless integration. Affordable and complete IBM WebSphere business solution Proven Industry Solutions Message Broker  Pre-configured integratedSolution  Demonstratable scenarios and Business processes Integrates Microsoft  Role based, familiar user interface Dynamics, Sharepoint, Excel  Faster acceptance by the customer in 3 Easy Steps IBM ERP Delivery process team skills Directly integrates with native .Net applications Offers Microsoft Implementation Services Enterprises of all sizes an  Proven Implementation Methodology Industrial grade ESB and Toolset Visual Studio & .NET Microsoft  Best Practice scenarios support enables Microsoft  Standard Organizational structures Dynamics AX/CRM  Pre-defined tools supporting Team and skilled staff to be Solution immediately productive End-User Training Simple & Easy –to Install, Learn, Develop, Deploy and Manage Maintenance Support Easy Graphical tools help  Low cost simplified Managed offering first time users become Industry specific  Enabling client on IBM Enterprise quickly productive Support Templates  Incident Management for product issues  Proactive Diagnostics  Continuous support to client22 © 2012 IBM Corporation
    23. 23. + WebSphere is the proven leader in connectivity & integrationLargest Customer Base Strongest Ecosystem• 25,000+ Customers • 1000+ business partners• Customer success stories; • users group 100+ on Unparalleled expertise, and level of investment • Over 15 years of industry leadership • 100’s of assets • Broadest, Deepest solution portfolio & services23 © 2012 IBM Corporation
    24. 24. + Questions & Your Next Step  IBM INTEGRATION Labs (Events) –  IBM WebSphere Comes to You: – http://www- ts.html  Set time for an Integration Workshop: – Contact: Shawn Gavin or Joe Speed • •  Visit the IBM/Microsoft Practice @:  Visit Microsoft Dynamics @: © 2012 IBM Corporation