Data Integration Features - Sync, Migrate & Connect Data
•
1 like•977 views
Built on the framework of Microsoft Dynamics CRM, our DSM tracking software leverages the built-in integration options of SSIS and the Connector for Microsoft Dynamics.
Recommended
More Related Content
What's hot
What's hot (17)
Viewers also liked
Viewers also liked (20)
Similar to Data Integration Features - Sync, Migrate & Connect Data
Similar to Data Integration Features - Sync, Migrate & Connect Data (20)
Recently uploaded
Recently uploaded (20)
Data Integration Features - Sync, Migrate & Connect Data
- 1. Features – Data Integration
- 2. Data Migration Dynamic DSM leverages the #1 data migration tool, SCRIBE. • Choice of Online or On-Premise • Broad portfolio of Connectors. • Real-Time vs One-Time • Open Connectivity • Template Model • Data processing workflow • Source queries/filters • Field Transformation • Duplicate detection • Secure Data
- 3. Data Synchronization / Integration Dynamic DSM is able to synchronize data with numerous other systems: • SAP • ERP & CRM platforms • Excel, CSV, etc. Dynamic DSM leverages the #1 data integration tool, SCRIBE. This allows for extensive flexibility and scalability. • Open Connectivity • Template Model • Data processing rules/logic/workflow • Source queries/filters • Field Transformation • Duplicate detection • Real-Time vs Scheduled vs Batched
- 4. Data Integration with Dynamics Products The Connector for Microsoft Dynamics is an integration solution that is targeted specifically at the Microsoft Dynamics family of products, and can integrate data between Microsoft Dynamics CRM and other Microsoft Dynamics ERP databases. This tool is intended for an implementation where Microsoft Dynamics CRM is used to perform sales and marketing activities, and where the Microsoft Dynamics ERP system is used to perform accounting functions. Dynamic DSM is thus able to synchronize data with: • Microsoft Dynamics AX • Microsoft Dynamics GP • Microsoft Dynamics NAV • Microsoft Dynamics SL • Microsoft Dynamics CRM
- 5. Data Updates from External Systems Dynamic DSM is able to easily perform daily updates from external systems. Typical synchronization methodology is to (a) regularly update predetermined fields and then (b) allow the user to choose if this data is “better” than the existing data in the system. • Nightly batch update (from SAP, for example) • This data updates the “SAP” fields in the system • The users sees both the system fields AND the “SAP” fields • The user is able to easily see which fields are different (because the system flags the differences via field color) • The user has the option to hit the button “Update from Source” • This will then overwrite the system data
- 6. SharePoint Integration Dynamic DSM provides the ability for users to integrate with SharePoint. In 2014 Microsoft greatly simplified the integration between CRM Online and SharePoint Online managed within Microsoft Dynamics CRM Online. Customers of Dynamics CRM Online and SharePoint Online will no longer need to install and configure the CRM List Component to enable the Document Management integration. An Alert is shown in CRM notifying CRM Administrators when Server-based SharePoint Integration is not enabled (similar to Outlook Client install notification).
- 7. Microsoft Integration Dynamic DSM provides extensive Microsoft Office integration options.
- 8. HPXML Integration Dynamic DSM provides the ability to upload data from HPXML format into the system.