This webinar will showcase the Field Services capabilities and also will highlight how integration with AX can be useful to complete the whole cycle in terms of Financial Management, Customer Management, Inventory Management & Service Management.

1. Creating Value with Integrated Solutions:
Dynamics AX7 – CRM Online, Field Services
Presented by –
Anil Shah (Scribe MVP), Managing Partner, CloudFronts Technologies LLP
Sunil Dhing, AX Functional Lead, CloudFronts Technologies LLP
Shailesh wath, Field Service Certified Expert, CloudFronts Technologies LLP

2. Agenda
• About CloudFronts
• Creating Value with Integrated Solutions
• AX7– CRM Online Integration
• Recap
• Q & A

3. About CloudFronts
• Microsoft Certified Silver Partner for Dynamics CRM, Data Analytics and
Azure Cloud Platform!
• Scribe Premier Partner
• Focused on Dynamics CRM, AX, NAV, Power BI & Azure
• Deep expertise on the Scribe Insight & Scribe Online Platforms
• Developed integrations for –
• CRM – AX 2012 R2/R3
• CRM+ Field Services – AX 2012 R3
• CRM – AX 7
• CRM – NAV 2016
• CRM – GP 2015 R2
• Salesforce – AX 2012 R2

4. Clients and Partners

5. Creating Value with Integrated Solutions
• We live in an integrated world, our solutions should also be integrated
• Deeper visibility into data
• Faster decision making
• How can Partners benefit?
• Build out IP
• Differentiate
• Gain access to new Opportunities

6. AX7- CRM Online & Field Services
Integrated Solution
• Integration Platform – Scribe Online
• Connectors – Scribe AX7 Connector, CRM Connector
• Key Integrations -

7. Key Integrations
Integration Operation Direction Type
Customers Create, Update Bi-directional Realtime
Customer Address Create, Update Bi-directional Realtime/Batch
Products Create AX to CRM Batch
Sales Order Create CRM to AX Batch
Invoice Posting Status Update AX to CRM Batch
Service Order Create AX to CRM Realtime
Customer Equipment Create AX to CRM Realtime
Service Order Lines Create CRM to AX Batch
Service Order Posting Update AX to CRM Batch
Transfer Order* Create CRM to AX Batch
Transfer Order Status* Update AX to CRM Batch
Projects Create AX to CRM Batch
*Testing

9. Q &A
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info@cloudfronts.com
CloudFronts Technologies LLP
+1 855 796 4355 (USA Toll Free) | +91 92 2358 3878 (India)
Write to us : info@cloudfronts.com