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Lessons learned when integrating with Dynamics 365

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Get insights on the implementation aspect of integration with Dynamics 365 and learn which technology components you should use for your specific scenario.
See the webcast at: https://www.codit.eu/en/events/webinars/integrating-with-d365/

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Lessons learned when integrating with Dynamics 365

  1. 1. Lessons Learned when Integrating with Dynamics 365 1
  2. 2. Senior Consultant Hi, I’m Pim Simons 2
  3. 3. Agenda | Architecture | Common Integration Patterns | Integration Capabilities | Integration Platforms | Choosing Your Platform and Method 3
  4. 4. The Cause and Challenge 4 | Dynamics 365 is introduced at a customer | New technical possibilities and challenges | Integration architecture transition | Declaration for a transition to the cloud | Business transition | How to choose the right solution?
  5. 5. Architecture 5 | The integration strategy as a critical success factor | Integration architecture | Implementation guidelines | Avoid a ‘technical driven’ integration solution | Define a target architecture
  6. 6. Common Integration Patterns 6 | Providing Data | Retrieving Data | Receiving Data
  7. 7. Common Integration Patterns – Providing Data 7 | Create or change data in Dynamics 365 | External process trigger
  8. 8. Common Integration Patterns – Retrieving Data 8 | Get data from Dynamics 365 | External process trigger
  9. 9. Common Integration Patterns – Receiving Data 9 | Get data from Dynamics 365 | Trigger in Dynamics 365
  10. 10. Integration Capabilities of Dynamics 365 10 | Web API | Event Pipeline & Webhooks | Common Data Service & Data Integration | Recurring Integrations | Custom Service
  11. 11. Integration Capabilities of Dynamics 365 11 Web API | Pros | Available out of the box | Easy to use | Cons | Operations on entity level | Supported patterns | Providing data to Dynamics 365 | Retrieving data from Dynamics 365
  12. 12. Integration Capabilities of Dynamics 365 12 Event Pipeline & Webhooks | Pros | Call endpoint on trigger | Cons | Webhooks are only available on Dynamics 365 CE | Event Pipeline needs custom component | Supported patterns | Receiving data from Dynamics 365
  13. 13. Integration Capabilities of Dynamics 365 13 Common Data Service & Data Integration | Pros | One data store for multiple applications | Cons | Point to point integrator tool needed | Supported patterns | Providing data to Dynamics 365 | Retrieving data from Dynamics 365
  14. 14. Integration Capabilities of Dynamics 365 14 Recurring Integrations | Pros | Process large datasets | Cons | Only available in Dynamics 365 Finance and Operations | Only meant for batch like interfaces | Supported patterns | Providing data to Dynamics 365 | Retrieving data from Dynamics 365
  15. 15. Integration Capabilities of Dynamics 365 15 Custom Service | Pros | Fit exact need | Keep messaging flows simple | Cons | Reusability very limited | Custom development | Supported patterns | Providing data to Dynamics 365 | Retrieving data from Dynamics 365
  16. 16. Integration Platforms BizTalk & Azure 16 | BizTalk Server | Azure | Integration Services | Logic Apps
  17. 17. Integration Platforms Hybrid Implementations 17 | Combine BizTalk with Azure Integration Services and Logic Apps | BizTalk handles on-premise | Azure components handle Dynamics 365 | Minimize need for high availability in BizTalk
  18. 18. Integration Platforms API Management 18 | Seperate Dynamics 365 from the integration platform | Enables | Throttling | Protocol mediation | Caching | Security | Monitoring
  19. 19. Choosing Your Platform and Method 19 The Platform 1. Is an integration platform in place? 2. Am I willing to place custom code in Dynamics 365?
  20. 20. Choosing Your Platform and Method 20 Is there an integration platform in place? No Am I willing to place custom code in Dynamics 365? Yes API Management + Azure Integration Services + Logic Apps No Logic Apps + Azure Integration Services My main integration platform is BizTalk Server Am I willing to place custom code in Dynamics 365? Yes API Management + Azure Integration Services + BizTalk Server No BizTalk Server My main integration platform is Azure Integration Serices Am I willing to place custom code in Dynamics 365? Yes API Management + Azure Integration Services + Logic Apps No Logic Apps + Azure Integration Services The Platform
  21. 21. Choosing Your Platform and Method 21 Is there an integration platform in place? No Am I willing to place custom code in Dynamics 365? Yes API Management + Azure Integration Services + Logic Apps No Logic Apps + Azure Integration Services My main integration platform is BizTalk Server Am I willing to place custom code in Dynamics 365? Yes API Management + Azure Integration Services + BizTalk Server No BizTalk Server My main integration platform is Azure Integration Serices Am I willing to place custom code in Dynamics 365? Yes API Management + Azure Integration Services + Logic Apps No Logic Apps + Azure Integration Services The Platform
  22. 22. Choosing Your Platform and Method 22 The Method | Architecture Level 1. Am I only integrating data between different Dynamics 365 modules? 2. Am I using more than one module in Dynamics 365? | Per Service Level 1. Where is the trigger for my process? 2. Am I using large datasets?
  23. 23. Choosing Your Platform and Method 23 Am I only integrating data between different Dynamics 365 modules? No Am I willing to place custom code in Dynamics 365? No Am I using more than one module in Dynamics 365? Yes Web API + Common Data Service & Data Integration + Recurring Integrations No Web API Yes Am I using more than one module in Dynamics 365? Yes Web API + Custom Service + Event Pipeline / Webhooks + Common Data Service & Data Integration + Recurring Integrations No Web API + Custom Service + Event Pipeline / Webhooks Yes Common Data Service & Data Integration The Method – Global Architecture
  24. 24. Choosing Your Platform and Method 24 Am I only integrating data between different Dynamics 365 modules? No Am I willing to place custom code in Dynamics 365? No Am I using more than one module in Dynamics 365? Yes Web API + Common Data Service & Data Integration + Recurring Integrations No Web API Yes Am I using more than one module in Dynamics 365? Yes Web API + Custom Service + Event Pipeline / Webhooks + Common Data Service & Data Integration + Recurring Integrations No Web API + Custom Service + Event Pipeline / Webhooks Yes Common Data Service & Data Integration The Method – Global Architecture
  25. 25. Choosing Your Platform and Method 25 Where is the trigger for my process? Within Dynamics 365 Am I using large datasets? Yes Recurring Integrations No Am I willing to place custom code in Dynamics 365? Yes Webhooks / Event Pipeline No Web API Outside of Dynamics 365 Is it a complex process? Yes Am I willing to place custom code in Dynamics 365? Yes Custom Service No Web API No Web API The Method – Per Service Level
  26. 26. Choosing Your Platform and Method 26 Where is the trigger for my process? Within Dynamics 365 Am I using large datasets? Yes Recurring Integrations No Am I willing to place custom code in Dynamics 365? Yes Webhooks / Event Pipeline No Web API Outside of Dynamics 365 Is it a complex process? Yes Am I willing to place custom code in Dynamics 365? Yes Custom Service No Web API No Web API The Method – Per Service Level
  27. 27. Conclusion 27 | Dynamics 365 introduces many new integration opportunities! | Define your architecture | Choose your platform and method
  28. 28. Whitepaper September 2019 Lessons Learned when Integrating with D365 28
  29. 29. Connecting is Everything 29

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