Integration of CRM to your financial or operational systems can increase overall value, reduce manual entry effort, and reduce errors. Integration will also accelerate the speed of your business. During this session learn about the integration options available, price points and implementation effort.

1. CRM Integration Options
Scribe, SmartConnect, Microsoft Connector

2. Steven is a Senior Microsoft Dynamics® CRM
Consultant in the BDO Canada LLP Microsoft
Dynamics practice. Steven has over 15 years of
experience in all aspects of IT from software
development to systems administration. He
holds certifications in Dynamics CRM, GP and
NAV as well as Scribe Insight and Microsoft SQL
database administration.
Steven has been working with Dynamics CRM
since version 1.2 and has acquired extensive
experience in system design, business
requirements gathering, business intelligence
and integrations.
Steven Wright
Senior Consultant
swright@bdo.ca
BDO Canada LLP
Mobile: 226-338-2038
Introductions

3. Overview
Agenda
• Introduction
• Scribe Overview
• CRM Connector Overview
• SmartConnect Overview
• Demonstration
• Questions

4. Scribe Software
Cloud-based Integration Platform as a Service (iPaaS) and On-premise Data
Integration Platforms.

5. Scribe – Fast and Flexible
• Agile data integration software (since 1995)
• Power of choice: cloud, on-premises, hybrid product portfolio
• Comprehensive integration lifecycle management capabilities lower
TCO, add agility
• 14,000+ customers and partners

6. Core Advantages of the Scribe Platform
• Ease of use: drag-and-drop mapping environment for business analysts
and developers alike
• Fast configuration to specific customer/environment needs: handling of
custom fields and objects, package for future reuse
• All in one platform: simple to trial, purchase, configure, and use
• Integration lifecycle management: self-documenting, lower
maintenance, simple handoffs

7. One Platform Solves All Your Integration Needs
Integration
• Synchronize data in real-time across multiple applications
Replication
• Copy data from source systems, transform it, and load it into a database
or data warehouse for analysis by power users and business analysts.
Migration
• Extract, transform, and load data an old application to new one or load
production data to a test instance.

8. Scribe Design Features
The Scribe Workbench and Console are based on five major design
features:
• No coding – A graphical user interface enables a non-programmer to
design and deploy migration and integration solutions.
• Easy maintenance – Straightforward access and control of integrations
to easily support and maintain the solution after it has been deployed.
• Consistent adapter model – The design environment views all
applications consistently, and presents information about the
application that is important to the migration or integration task.
• Open connectivity – One product enables users to integrate core
business systems with the wide variety of applications and data stores
that are unique to their business.
• Template model – Users can quickly assemble reusable integration

9. The Process Events are:
• File — Runs a DTS when a new or changed file is detected in a folder
• Time — Runs a DTS on a defined schedule
• Query — Runs a DTS based on results of the source query in the DTS
• Queue — Runs a DTS when a message arrives in the Scribe Input Queue
Scribe Integration Events

10. Scribe Administration Tools
• Execution Log - list of all process executions logged by Scribe
• Alert Log - used to both view information about what Alerts have been
raised and also to track and manage any work that needs to be done in
response to the Alert
• Data Views – you can create, store, and reuse customized queries as an
editable data grid or as a chart. OOB system views include: Alerts, Load
Balancing and traffic stats
• Monitoring and Email Notification – •Configure monitoring processes
that watch for conditions, including errors and automatically notify the
appropriate people that the event occurred

11. Scribe Out of the Box Connectors
• Dynamics CRM
• Dynamics GP
• Dynamics NAV
• Dynamics AX
• Web Services
• And many more

12. Scribe Replication Services
• Can be used for advanced analytics in a non-transactional environment
• Replicate your CRM data to a database
• Data is copied in Entity format
• Replicate your data anywhere your SQL Server is located – cloud,
hosted, or on premise.
• Record changes only
• Requires no software

13. Microsoft Dynamics Connector
Connector for Microsoft Dynamics is an integration solution which is
targeted specifically at the Microsoft Dynamics product family. Connector
provides an out of the box integration between Dynamics CRM and
Dynamics ERP solutions.

14. Microsoft Dynamics Connector
• Allows bi-directional synchronization between Dynamics CRM
and Dynamics ERP products.
• Provides out of the box integrations
• Allows for synching for custom fields and entities
• Robust synchronization using CRM and ERP web services
• Graphically-oriented Software Development Kit (SDK)
• Free for existing Dynamics customers

15. Points of Integrations - GP

16. Points of Integrations - NAV

17. Points of Integrations - AX

18. Supported Products
Connector for Microsoft Dynamics supports new integrations with the
following Microsoft Dynamics products:
• Microsoft Dynamics CRM 2011, 2013, 2015 & 2016 in all deployments
• Microsoft Dynamics GP 2013, 2013 R2, 2015 & 2015 R2
• Microsoft Dynamics AX 2009, 2012, 2012 R2 & 2012 R3
• Microsoft Dynamics NAV 2013, 2013 R2, 2015 & 2016
• Microsoft Dynamics SL 2011 SP1

19. SmartConnect
Integration, Migration and Automation
No Code
Configurable tools for Dynamics CRM and ERP

22. Read data from anywhere
SmartConnect can read data from anywhere. Gone are the days
of exporting a file and formatting it before importing.
SmartConnect can go straight to the source to get the data
you really need without human intervention. SmartConnect will
Read data from:

23. What can you leverage with Dynamics CRM?
• All Standard and Custom Entity Data
• Full operation Stack of Microsoft’s SDK w/o code
• Works with CRM Online, On-premise and partner hosted environments

24. What data can you leverage from
Dynamics GP?
All Data via…
• eConnect
• NodeBuilder (eOne product)
• Service Base Architecture (SOAP)
• Service Builder (eOne product)
• Extender (eOne product)

25. Why SMARTCONNECT + Dynamics CRM?
 Connect Data from Any Source to Any Destination through Any Transformation
 Less Moving Parts. Less Technical. Fewer Servers
 Scalable, Powerful yet Easy to Manage
 Used by More than 3000 Companies
 True Real-Time Integrations Triggered via CRM Plugins

26. Destinations SmartConnect Microsoft Connector Scribe
Integrates data to Microsoft Dynamics GP Yes Yes Yes
Integrates data to Microsoft Dynamics CRM Yes Yes Yes
Integrates between Microsoft CRM and GP Yes Yes Yes
Integrates data to Microsoft Dynamics NAV Yes Yes Yes
XML Yes No Yes
CSV Yes No Yes
Integrates to GP eXtender Yes No No
Cloud Services No No Yes

27. Demonstration

28. Questions?
Call or email 226-338-2038 or swright@bdo.ca