Integration for Microsoft Dynamics CRM and Microsoft Dynamics NAV

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  • 1. Scribe Software Integration Solutions for Steve Thornhill – Partner Account Manager, Scribe EMEA Arne Braas – Pre Sales Engineer, Scribe EMEA VOIP is enabled, however if you cannot hear us, please use web dial in details 1 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 2. Housekeeping • Phone lines are muted • Presentation is approximately 50 minutes • Use the GTW Question feature to submit questions • Questions will be addressed at the end of presentation 2 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 3. Agenda • Scribe Overview • Scribe Portfolio - Scribe Online - Scribe Insight • Scribe NAV and CRM - Demonstration • Questions & Answers 3 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 4. Scribe Overview • Established Global Company - Headquarters; Manchester, NH USA EMEA office: Den Haag, Netherlands • Core Strengths - Proven data integration software & innovative, new cloud platform Leadership in major customer application markets – Microsoft Dynamics, Salesforce.com, Saleslogix Partner-Centric Go To Market; it’s in our DNA Extensive ISV network – Exact Target, Marketo, Silverpop, On24, Znode • Key Offerings - Scribe Online Platform - Scribe Online Replication Services, Integration Services Scribe Insight • Awards - 4 2012 SIIA Codie Award Winner AlwaysOnDemand Global 250 Award Winner CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 5. Data Challenge 5 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 6. Scribe Integration Solutions for Dynamics NAV and CRM THE SCRIBE PORTFOLIO 6 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 7. Scribe Online 7 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 8. 8 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 9. Scribe Online Integration Services An innovative, visual design approach to integration 9 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 10. Scribe Online Integration Services Combined with simple ‘drag and drop’ mapping 10 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 11. Scribe Online Connector Development Kit Legacy or Proprietary Application CRM System Use Scribe Online CDK to build a custom connector to a proprietary or legacy application 11 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 12. Scribe Insight 12 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 13. Scribe Representative Connectivity Sales Finance & ERP Marketing & E-commerce Technology, databases & collaboration RESTful ODBC/OLE DB 13 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 14. Scribe Insight - Architecture For simple, many and complex integrations Templates Designer Workbench Administrator Console Server Adapter Adapter Adapter Application/DB Server 1 Legacy Systems 14 Application/DB Server 2 ERP CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved. On Demand Application
  • 15. Demonstration Insight 15 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 16. Dynamics NAV to CRM Mappings Update/Insert Customer and Address Products and Price Lists Units of Measure Microsoft Dynamics NAV Currency Exchange Rates Insert/Cancelled Update/Insert Update/Insert/Delete Update CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved. Update/Insert Invoices (Header & Detail) 16 Orders (Header & Detail) Update/Insert Microsoft Dynamics CRM
  • 17. How Do we Connect? SQL Server Insight Adapter for NAV 2009 SQL Server NAV Application Server NAV 2013 Server NAS Service NAV 2009 Server Insight Adapter for NAV 2013 NAV 2013 • Adapter communicates with NAS service on NAV server • Requires concurrent user license NAV 2009 - • Adapter communicates with NAV - Application Server (NAS) • NAS requires license 17 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved. - New license for additional user (e.g. Point of Sale application) Existing license for existing user (e.g. download bank transactions) No new license required for Dynamics CRM user
  • 18. Why Scribe?  Easy to use  Allows for ultimate flexibility  Low total cost of ownership  User does not have to be a developer 18 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 19. Questions? 19 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.
  • 20. Additional Resources Visit Website Try It For Free Questions 20 http://scribesoft.com http://scribesoft.com/30day-free-trial Email sales@scribesoft.com Phone +31 70 8200321 CONFIDENTIAL | © 2012-2013 Scribe Software Corporation. All rights reserved.