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Broaden Your Practice, Increase Your Profits with Dynamics AX Integration

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This presentation supplements the webinar, Broaden Your Practice, Increase Your Profits with Dynamics AX Integration. Presenters Michael Bates, Anil Shah, and Howard Cohen discussed how Dynamics partners can innovate in an ever-changing market and create unique IP by leveraging the Scribe JumpStart for AX.

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Broaden Your Practice, Increase Your Profits with Dynamics AX Integration

  1. 1. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Broaden Your Practice, Increase Your Profits With AX Integration
  2. 2. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Housekeeping • The recording will be available to you 2 hrs. after the webinar • Icons at the bottom of the slide deck allow you to: - Adjust sound - Participate in Q&A - Contribute to the discussion on twitter @scribesoft – #DataIntegration - let us know we are #AWESOME! - Download a copy of the slide deck - Get to know the speakers • You can ask questions at anytime but we will answer all questions after the presentation is over.
  3. 3. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Presenters Anil Shah CEO & Managing Partner CloudFronts Howard M. Cohen Senior Resultant HMC Write Now Michael Bates Product Manager Scribe Software
  4. 4. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Agenda • Innovating in a changing environment • Integrating creates value • How to create unique IP with the AX JumpStart • Tools to build on top of AX • Extending the AX Jumpstart • Wrap-up • Q&A
  5. 5. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Innovating in a changing environment • How is the IT environment changing? • Who is changing it? • What does it mean for today’s channel partner?
  6. 6. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Satya Nadella CEO - Microsoft
  7. 7. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Mobile-First Cloud-First Productivity & Platforms
  8. 8. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. "We're very deliberate that we deliver a platform that partners can be successful on in delivering their solutions" Phil Sorgen CVP WW-MPN - Microsoft
  9. 9. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. An Evolution of SolutionInfrastructure Provider Solution Provider Bill Patterson Senior Director, Customer Self Service Solutions - Microsoft
  10. 10. Business Relevant Solutions
  11. 11. Intellectual Property YOUR
  12. 12. Infrastructure Maintenance “Break/Fix” Desktop Deployment Product Attached Services
  13. 13. ApplicationDevelopment ApplicationManagement ProcessImprovement Network&SystemsManagement DataIntegration
  14. 14. YourInsightInto CustomerInformationArchitecture Becomes YourIntellectualProperty …Notonlyaboutthatcustomer, butabouttheir entireindustryaswell!
  15. 15. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Integrating creates value • The Alternative: Costly manual labor • Speed – Time-to-Value • Accuracy – Less rework, fewer embarrassments • Analytics – More data, more correlations, more knowledge
  16. 16. The Age of the Infrastructure Integrator is Ending
  17. 17. The ISV & the Data Integrator are the channel partners of the future!
  18. 18. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Integrating creates value • Provide a ‘complete’ solution through Integration and differentiate offering. ◦ Ex: Integrate AX with Field Service Automation (FSA) for a complete Service Industry offering. • Clients are selecting their Implementation Partner based on their integration expertise. • Software companies are looking to select Partners to integrate their solutions with AX. • Gain valuable new product or industry expertise through integrating AX with other solutions. • Write articles, speak at events, webinars, generate inbound interest through your integration expertise.
  19. 19. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. How to create unique IP with the AX JumpStart • How we did it! ◦ Get a small team in place with following skillsets • 1 AX Sr. Developer with some experience on AIF • 1 AX Sr. Functional Consultant • 1 Scribe Insight Expert ◦ Thoroughly understand the JumpStart solution so you can extend it. ◦ Remember, it is a JumpStart – a very solid starting point. Be prepared to customize it. ◦ Learn your options to get help quickly – Online support forums!!
  20. 20. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Tools to build on top of AX • AX 2012 & Astea FSA Integration for Services Industry ◦ Astea FSA offers a robust Field Services Automation and customers were demanding integration with AX ◦ We deployed and customized the JumpStart ◦ Developed Custom modules to enhance the Scribe platform. • AX 2012 & CRM Integration for a Blender Company (Will It Blend?) ◦ We were called to fix an existing integration ◦ Integrated Customers, Orders, Products, Invoices in a bi-directional integration. ◦ Client is integrating hundreds of orders every day
  21. 21. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
  22. 22. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Extending the AX Jumpstart • Planning ◦ Understand and document the current JumpStart functionality ◦ Have a clear understanding of requirements ◦ Document changes to the JumpStart • Developing ◦ Is the AIF Service available or do we need to develop one ◦ Using an existing query, modify, OR develop a new one for transaction ◦ Determine which operations should be included in the service ◦ Expose the Service Operations in the Inbound Port • Testing ◦ Test transaction by developing a sample DTS • Get Help ◦ Online Communities, leveraging & building connections with AX Experts & MVPs
  23. 23. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Wrap Up • Getting started ◦ self assessment • Think smaller ◦ don’t boil the ocean • Tie it back to innovation ◦ = uniqueness = competitive advantage
  24. 24. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. You have questions? We have answers!
  25. 25. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. About CloudFronts • Focused on Dynamics CRM, AX & BI • BIG focus on Microsoft’s cloud offerings • Deep Integration Expertise using Scribe • Focused on SMB. Clients around the globe • Twitter: @cloudfronts • YouTube: youtube.com/cloudfronts • LinkedIn: https://in.linkedin.com/pub/anil-shah/4/52b/a62 www.cloudfronts.com
  26. 26. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Howard M. Cohen • Senior Resultant • 30 Year IT Channel Executive The Changing Channel www.rcpmag.com Dell/Microsoft Migration Expert Zone www.MigrationExpertZone.com Insight Service Provider http://Hub.Insight.com www.hmcwritenow.com hmc@hmcwritenow.com 516.965.6431 @howardmcohen hmcwizard
  27. 27. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. About Scribe • Customer data integration solutions since 1995 • Established global company • Cloud, premise, hybrid • Award-winning solutions ◦ Scribe Online ◦ Scribe Insight • 12,000 customers and 1,200 partners www.scribesoft.com
  28. 28. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Next Steps Additional Resources Scribe Online Trial LyntonWeb Generates High-Margin Monthly Revenue Dynamics AX Web Services Adapter Demystify the Dynamics AX Jumpstart THANK YOU! email: sales@scribesoft.com www.scribesoft.com

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