Integration bwtween Dynamics CRM 2011 and SAP with BizTalk Server 2010

Accelerator Microsoft Dynamics CRM 2011 and ERP
for BizTalk Server 2010 and 2013

Who we are

Rödl Accelerator

Roedl & Partner Integration Suite for Microsoft Dynamics CRM 2011 and ERP

Become a Partner
22.04.2013

1

Roedl & Partner


22.04.2013

2

Where is Roedl & Partner world wide
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

3.200 colleagues - 87 offices - 39 countries

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3

What we do in consulting
Finance
Management
• Sourcing
• Accounting

Corporate Finance
• M&A Transaction
Consulting

• Outsourcing

• Business Finance

• Internal audit,

• IPO-Consulting

• Risk Management

Strategy- &
Organisation
Consulting
Strategie
• Growth- and
Innovation Strategies
Organisation
Consulting
• Organisation
Consulting
• Post Merger
Integration

IT Solutions
ERP - Solutions

IT Consulting

• SAP
• MS Dynamics AX
• MS Dynamics NAV
• DATEV

• Microsoft World
• Cloud / Azure

CRM - Solutions
• Targenio!
• SAP CRM
• AX CRM
• MS Dynamics CRM
SCM - Solutions
• eProcurement
• Desktop Purchasing


IT Services

22.04.2013

IT Outsourcing
• Data Center for SAP
and Microsoft
Systems
EAI / BPM / ESB
• MS BizTalk Server
• Azure BizTalk
Services
• Integration Services
• SSIS
• SAP PI

Back

5

Microsoft BizTalk Server


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6

Why BizTalk Server?
BizTalk Server is an established product

V1
BizTalk
Server
2000

XML
B2B

V2
BizTalk
Server
2002

EAI
(Partner
Adapter)
Vertical
B2B

V3
BizTalk
Server
2004

BPM
Partner
Adapter

V4
BizTalk
Server
2006

SOA/ESB
Adapters
in Box
Host
Integration

V5
BizTalk
Server
2006 R2

SOA/ESB
WS*
Standards
BPM
Extend
B2B
EDI/AS2
RFID


V6
BizTalk
Server
2009

SOA/ESB
WS*
Standards
BPM
Extend B2B
EDI/AS2
RFID
VS 2008
SQL 2008
ESB

V7
BizTalk
Server
2010

SOA
WCF
Standards
.NET 4.0
RFID 2
VS 2010
SQL
2008R2
ESB 2
Better GUI

22.04.2013

V8
BizTalk
Server
2013

more EDI
.NET 4.5
VS 2012
SQL 2012
ESB
included
Azure
Ready
ESB
Ready

7

Why BizTalk Server?
Elevator Pitches and Main Skills

Fast and easy Integration from…
• …applications (EAI)
• …processes (BPM)
• …business partners (EDI)

Easy Monitoring of Processes with…
• … live monitoring
• … active information management
• … central exception management

That means…
• … faster developing
• … secure and certified interfaces
• … realtime integration


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8

Why BizTalk Server?
Philosophy







Realms of Interfaces
Most properties
Incomplete documentation
High cost
Slight flexibility








Few, strong defined interfaces
Based on standards
Implicit documentation
Low cost
High flexibility
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Why BizTalk Server?
Transactional functionality

Message

Incoming CRM
Message

CRM

Encoding
Authenticati
on
Receive
Port

Receive
Port

Receive
SAP
Message
Send
SAP
Message

XML Messages

Send
Port
SAP

Decoding

Send
Port
SAP

Authenticati
on
Send
Port

BizTalk Receive
Pipeline

BizTalk
Message
Box

SAP

Send
Adapter

Receive
CRM
Message
Send
SAP
Message

Outgoing SAP
Message

Send

Receive

Receive
Adapter

BizTalk Business
Process
Orchestration (Workflow)

BizTalk Send
Pipeline

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Why BizTalk Server?
Implicit documentation
•
•
•

Datastructure inside XML-Schemas
Workflow shown in Orchestrations
Confersion of data visible in mappings


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11

Included Adapters in BizTalk Server 2010

BizTalk Server – “Adapters In the Box”
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•

MQ
MSMQ
WSE
HTTP
SMTP
File
FTP / SFTP
POP3
SOAP
SWIFT
HL7
RosettaNet
HIPAA
SQL
WCF Adapter
SharePoint

•
•
•
•
•
•
•
•
•
•
•
•

PeopleSoft
JD Edwards
Oracle ODBC
Siebel
TIBCO Rendezvous
TIBCO EMS
SAP ERP
Microsoft Dynamics NAV
Microsoft Dynamics AX
Microsoft Dynamics GP
Microsoft Dynamics CRM
EDI/AS2
•
X12 and EDIFACT
support
•
Drummond
Interoperability
Certification


•

•

•

Host Applications
•
IBM mainframe
zSeries
(CICS and IMS)
•
Midrange iSeries
(AS/400)
IBM DB2
•
Mainframe DB2
for z/OS
•
Midrange DB2/400
•
DB2 Universal
Database for open
platforms
(AIX, Linux, Solaris,
and Windows)
Host Files

22.04.2013

Back

12

Our Products for you


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13

Why Roedl Integration products?

 MS Dynamics CRM has no event triggering to outside by default
 MS Dynamics CRM WCF interface is not mapping friendly
 MS Dynamics CRM Online WCF Interface is not available for BizTalk by default
 Template driven interface development (more product then project)
 Secure, fast and complete solution (exception handling, monitoring, debugging etc.)


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14

Our BizTalk Integration Products for MS CRM
Roedl MS CRM 2011/2013 Event Pipeline






Export of internal MS 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

Roedl Adapter for MS CRM 2011/2013
 Interface creation via schemas with „strong named entities“ and „strong named and strong
typed attributes“
 CRM and XRM service methods accesible
 Quick drug and drop mapping

Roedl Accelerator for MS CRM 2011/2013






Template based implementation of interfaces between CRM and ERP
Time efficient & resource saving integration process
Including templates for „Business Activity Monitoring“
Including templates for „Exception Handling“
Including templates for the most required Interfaces (orchestration and mappings)


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15

Rödl Accelerator Microsoft Dynamics CRM – ERP
1

Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution

2

Rödl Microsoft Dynamics CRM Adapter for BizTalk Server

3

Standard interfaces of most important entities

4

Ticket system for controlled calls of ERPand CRM

5

BAM Templates for interface monitoring

6

ESB Toolkit Templates for exception handling

7

Rödl BizTalk Server Runtime Monitor Service

8

Rödl
MS CRM
ERP
Accelerator

Accelerator function library


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1


2


3


4

Ticket system for controlled calls of ERP and CRM

5


6


7


8

Rödl
MS CRM
ERP
Accelerator



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17

Rödl Event Pipeline Plugin for Microsoft Dynamics CRM 2011
•
•
•
•
•

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
easy definition direct in Microsoft Dynamics CRM
more endpoints (WCF, File, Azure Service Bus) parallel customizable (for dev, test, live, etc.)
XML files transfer, WCF connect or Azure Service Bus connect to BizTalk Server


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Our Event Pipeline with Microsoft Dynamics CRM Online

Roedl
Pipeline Plugin
Event

Azure Service Bus,
Queues and Topics

Rödl
ERP LOB

Adapter

Adapter

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Our Event Pipeline with Microsoft Dynamics CRM on Premise

Roedl
Pipeline Plugin

Rödl
ERP LOB

Adapter


Adapter

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1


2


3


4


5


6


7


8

Rödl
MS CRM
ERP
Accelerator



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21

Der Rödl Microsoft Dynamics CRM 2011 WCF - Adapter
Event Pipeline
(asynchronous)
Event Pipeline
(synchronous)

Microsoft
BizTalk Server

Create
Update
Delete
Fetch

Entity

Request / Response
for CRM Methods

Microsoft
Dynamics
CRM
On Premises
and
Online

Request / Response
for XRM Methods

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22

SAP Connection with BizTalk Server SAP Adapter

(T)RFC / BAPI

(T)RFC

Microsoft
BizTalk
Server

SAP ERP
SAP CRM
SAP BI

IDOC
IDOC

Webservices
Webservices


SAP
PI

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23

Rödl Microsoft Dynamics CRM 2011 - Adapter
Original 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

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24

Roedl Microsoft Dynamics CRM 2011 WCF Adapter
Rödl WCF Dynamics CRM Adapter
•
•
•
•
•

Well-known and strong named entities
Strong typed attributes
Simple directly and real visible attribute mapping
Completely generic fetches
Security Token for AD, Live-ID, Office 365


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Example of ROI for Adapter

Time in hours

Examble for an Interface with number Entities: 5
Minutes
Without
With Adapter
Save
All Mappings from CRM with fetches
1200
150
1050
All Mappings to CRM with fetches
2000
150
1850
Adapter Installation
0
10
-10
Adapter Configuration
0
15
-15
Schema calling from CRM
2
20
-18
QA / Testing / Projektmanagement
300
30
270
Summary
3202
345
3127
Hours
53,37
5,75
52,12

53.37

5,67

With Adapter
Without Adapter

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Rödl Accelerator Microsoft Dynamics CRM – SAP / R3
1


2


3


4


5


6


7


8

Rödl
MS CRM
ERP
Accelerator



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Standard Templates
Microsoft Dynamics CRM

ERP

Product

Material

Account

Debitors

Contact

Contact Person

Adresses

Partner Roles

Oportunity

Oportunity

Quote

Quotation

Salesorder

Order

Salesorder (Customize)

Outbound Delivery
Delivery

Invoice

Invoice


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28

Rödl Accelerator Microsoft Dynamics CRM – SAP / R3
1


2


3


4


5


6


7


8

Rödl
MS CRM
ERP
Accelerator



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29

Ticket system of the Accelerator


...

BizTalk
Server

Start

...

...

...

...

Message for
Microsoft
CRM

...

Send
Message

Tickets
System

Order
ticket



...

Evaluate
answer

∑ ...

End

Approve
ticket

Open
ticket

Microsoft
CRM

...

Execute
Anfordern
Anfordern
Message
von Daten
Von Daten

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Traffic Transfer Control
•
•
•
•

Flexibility to determine a number of data transfer
Prevention of system standby
Believeble ticket types creatable
Believeble number ticket definable


...

...

Server

BizTalk

System

Tickets

CRM

Microsoft

Start

...

...

...

Message for
Microsoft
CRM


...

Send
Message

Order
Ticket



...

Answer
Evaluation

...

∑ ...

End

Ticket
Return

Ticket
Receiption

Execute
Anfordern
Anfordern
message
von Daten
Von Daten

22.04.2013

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1


2


3


4

Ticket system for controlled calls of SAP and CRM

5


6


7


8

Rödl
MS CRM
ERP
Accelerator



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Monitoring with BAM Portal


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Live monitoring
•
•
•
•
•

Graphical view of running interfaces
Dynamic reports
Includes Excel Pivot Tables
Accessible via Internet Explorer
Standard interface templates included


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1


2


3


4


5


6


7


8

Rödl
MS CRM
ERP
Accelerator



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Troubleshooting with ESB Toolkit
•
•
•
•

Graphical view of all Exceptions in the BizTalk Server enviroment
Deap Dive in the Exceptions from rear view to single message
Accessible via Internet Explorer
Standard templates included


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Rödl Accelerator- Return of Investment
Number of Standard Entities 4
Number of Custom Entities 4
Activity
Accelerator Installation
Accelerator Configuration
BAM Functionality
ESB Exception Handling
Create Mapping
New Interfaces Implementation
Event Messages Implementation
QA / Testing / Projektmanagement
Summary

61,00

Time in Hours

Days

Time in Hours
Without Accelerator With Accelerator
0,0
4,0
0,0
8,0
40,0
4,0
64,0
8,0
128,0
8,0
128,0
32,0
64,0
0,8
64,0
16,0
488,0
80,8

10,10

Saving
-4,0
-8,0
36,0
56,0
120,0
96,0
63,2
48,0
407,2

50,90

61
10.1

With Adapter
Without Adapter


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Rödl Accelerator Microsoft Dynamics CRM – ERP / R3
1


2


3


4


5


6


7


8

Rödl
MS CRM
ERP
Accelerator



12.11.2013

22.04.2013

42

Microsoft BizTalk Server has by design the problem that
Receive Locations stoped working, when the source for
the messages is not avalilable!
For that, Roedl writes the Biztalk Server Runtime Monitor!
 Automatic recognize of deactivate Receive Locations
 Automatic recognize of deactivate Send Ports
 Automatic recognize of deactivate Host Instances
 Automatic starting of each Receive Location, Send Port or Host Instance is
possible
 Sending of Emails to the Administrator, when Receive Locations, Send
Ports or Host Instances are down
 Working in background as a service


12.11.2013

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43

<BiztalkMonitor>
<ConnectionString>server=.;database=BizTalkMgmtDb;Integrated
Security=SSPI</ConnectionString>
<EMailSender>jd@logisma.de</EMailSender>
<SMTPPassword></SMTPPassword>
<SMTPServer>200.204.26.10</SMTPServer>
<EMailTo>jAdministrator@Roedl.com</EMailTo>
<EMailSubject>Error in BizTalk customization</EMailSubject>
<Applications>
<Application name="ESBTest">
<ReceiveLocations>
<ReceiveLocation portname="FileInRP" name="FileInRL" autostart="true">
</ReceiveLocation>
<ReceiveLocation portname="RP1" name="Receive Location1">
</ReceiveLocation>
</ReceiveLocations>
</Application>
<Application name="Biztalk Application 1">
<ReceiveLocations>
<ReceiveLocation portname="RPBA1" name="Receive Location2">
</ReceiveLocation>
</ReceiveLocations>
</Application>
</Applications>
<HostInstances>
<HostInstance name="BiztalkServerApplication" autostart="true" />
</HostInstances>
</BiztalkMonitor>


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Rödl Accelerator Microsoft Dynamics CRM – ERP / R3
1


2


3


4


5


6


7


8

Rödl
MS CRM
ERP
Accelerator



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Message
Manipulations
Dynamic Config
read / write

Value Mappings
e.g. for Picklists

Message
Builder

Rödl
Accelerator
Helper Library

Debug Logger

Orchestrations for
Exceptionhandling

Functoide / Functions
e.g. Typecasts
Fetch
Builder


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Back

46

Our partner program


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47

Rödl Partner Program
1

No Financial Investement on entering cooperation by default

2

Standard 20% Margin + flexible prices

3

Additional benefit from consulting and support services

4

Free of charge advisory hours for Partners

5

Full products training including BizTalk know- how

6

Transfer of qualified leads in Partner location

7

Become
a Partner

Mutual marketing efforts


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in the competitive Market
...

...

Integration Expertize

Consulting
Development
Support
Training

Integrated solution
delivery
From project to
solution focus

Consulting
Development
Support
Training

Market extension
Outsourcing

Outsourcing
Competitive
presence in the
Market

Clients/ Partners

360° Approach in Service Delivery

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Business Impact
Bigger Projects
More consulting hours

More developement hours

Bigger Services Portfolio

More visibility in the Market

Company Growth

From appication to solution provider


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Additional value for our partners and customers
SAP/R3
Microsoft Dynamics NAV Project Management
Microsoft Dynamics AX Microsoft Dynamics CRM

With us:
One dedicated contact person

Costs / ROI

In-house developed adapter
In-house developed accelerator
Individualized standard interface

More then 50% less development
effort

Time to Market

Realization of the interface

Risk

Standard software based solution
Excellent Gartner rating

More than 20.000 BTS installations
wordwide

Security Stability

SAP Partner
Microsoft Gold Partner
Acting upon Sure Step Method

Certified SAP-Adapter
Experience in over 50 Projects
Extensive documentation

Number of contact
persons for project


Simple entities can be exchanged on
the first day

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Reference Würth AG
Company Profile

Interfaces

World market leader in the trade with connecting
materials
The Würth Group is world market leader in its core
business, the trade in assembly and fastening material. It
currently consists of over 400 companies in more than 80
countries and has more than 65,000 employees on its
payroll. Over 32,000 of these are permanently employed
sales representatives. In the first six months ot the business
year 2012, the Würth Group generated total sales of EUR 5
billion.
In the core business, the Würth Line, the product range for
craft and industry comprises over 100,000 products: From
screws, screw accessories and anchors to tools, chemicaltechnical products and personal protection equipment.

The specialty in this project are the huge numbers of entites
we have to transfer
within certain timeframes (like 10 million+ CRM calls
within 45 hours aka during the weekend)
Interfaces SAP – CRM via SAP Idoc (first DEBMAS06, later
a custom developed Idoc)

Other Serrvices
•
•
•
•
•
•
•

SAP consulting
Microsoft Dynamics CRM consulting
BizTalk Server Consulting
MS Call supervision
IT Infrastructure consulting and configuration
Process consulting
high end performance optimization


•
•
•
•

Account
Contact
Partnerroles
Systemuser

Webservices resolving entity relationships and SAP
masterdata to CRM
•
•
•
•
•
•
•
•
•
•

Notes
Business Units
Year-to-Year characteristic numbers
Relationship Primary and Secondary Salesman
Salesman Masterdata
Picklist Masterdata / Optionset Metadatahandling
Teams
Systemuser
Systemuser Team Relationships
Shop informations

Interfaces CRM – SAP via RFC Calls
•
•

Account
Contact

22.04.2013

52

Reference Media Broadcast
Company Profile

Interfaces

In order to allow our customers to react quickly and flexibly
to their digital switchover, we at MEDIA BROADCAST focus
our operations in dedicated business units closely with the
key markets:
• TV
• Radio
• Networks
• Satellite transmission
• Internet Media Services

Interfaces from SAP to CRM via SAP IDOC´s
• Account
• Contact
• Salesorder

Each business unit comprises product and sales
management together with appropriate support
services, thereby bundling our expertise into one
comprehensive package which benefits you the customer.
Efficient processes mean faster reaction times and clear
lines of responsibility.
We are able to guarantee optimal standards of customer
care across the whole process chain – from production to
playout, from distribution through to archiving.
We are focusing our resources by taking on central
responsibility for innovative broadcasting solutions. At the
same time, we are making sure that our customers will
continue to have a tried and tested partner they can turn to
with confidence for joint projects concerning the shaping of
future technologies and markets.

Interfaces from Dynamics CRM to SAP via SAP IDOC´s
• Account
Interfaces Dynamics CRM to SAP via RFC´s or BAPI´s
• Quotes
• Salesorder

Other Services
•
•
•
•
•
•


SAP consulting
SAP Customizing
BizTalk Server Consulting
IT Infrastructure consulting and configuration
Process consulting
Business Process Manangement Consulting

22.04.2013

53

Reference CAMLOG AG
Company Profile

Interfaces

CAMLOG Biotechnologies AG is an established manufacturer
and supplier of internationally recognized integrated systems and
products for implant dentistry and restorative dentistry.
Manufacturing responsibility within the Swiss/German CAMLOG
Group has been entrusted to ALTATEC GmbH, founded in 1995.
Built on our expertise
Since the introduction of the CAMLOG® Implant System in
1999, we have been able to establish an important position in the
market. The system, characterized by an ideal number of system
components and easy and efficient handling properties, is based
on many years' experience in implant dentistry and was
developed by a team created under the guidance of Dr. Axel
Kirsch. Together with Dr. Karl-Ludwig Ackermann, ZTM (master
dental technician) Gerhard Neuendorff and Walter Dürr, the
CAMLOG® Implant System has been optimized to overcome the
deficiencies in the handling properties as well as the functional
and esthetic limitations of conventional systems currently offered
on the market. The CAMLOG® Implant System thus makes new
and innovative therapeutic concepts a real possibility. Since 2011
the CONELOG® Implant System with conical implant-abutmentconnection has been added to the CAMLOG® Implant System
with its established Tube-in-Tube™ design.
CAMLOG is convinced that future success in the implant market
will be closely connected with the company’s own research and
development efforts. This is why we attach great importance to
developing all our own scientifically-proven products.

Interfaces from SAP to CRM via SAP IDOC´s
• Account
• Contact
• Material
• Salesorder


Interfaces Microsoft Dynamics CRM to SAP via RFC´s or
BAPI´s
• Quotes
• Salesorder

Other Serrvices
•
•
•
•
•
•

SAP consulting
BizTalk Server Consulting and Training
BizTalk Server Installation and Configuration
BizTalk Server Monitoring
Process consulting

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54

Some other references


22.04.2013

55

Integration bwtween Dynamics CRM 2011 and SAP with BizTalk Server 2010

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