Presentation at Directions ASIA 2018 discussing integration options between Dynamics 365 and Dynamics NAV

1. w w w . d i r e c t i o n s a s i a . c o m
The Dynamics SMB Focused Partner Community

2. Richer integration with
Logic Apps for Microsoft
Dynamics NAV and
Dynamics 365
Presented by:
Tharanga Chandrasekara
Wagner Silveira

3. Tharanga Chandrasekara
Theta Senior Consultant – ERP
Microsoft Business Solutions MVP
Theta is a NZ-owned IT consultancy with offices in Auckland, Wellington and Christchurch. Our
team of more than 200 experienced professionals help organisations like yours – in New Zealand
and around the world – to transform their businesses with technology.
Wagner Silveira
Principal Integration Architect – Digital
Microsoft Azure MVP

4. Why Integration
Integration Dynamics NAV
What’s new on Integration
Integrating with Logic Apps
Takeaways
Agenda

5. Why Integration?

6. Top 3 Signs That You Need Integration
1. Too Much Time Spent On Manual
Data Entry
2. Inaccurate Data Across All Systems
3. Inefficient Processes

7. Top 5 Integration Benefits
Keep up with client
requirements
Consistent Data Data Visibility
Saves Time More efficient
processes

8. Integrating Dynamics NAV

9. Common integration scenarios for
Dynamics NAV
eCommerce Currency exchange
rate services
CRM systems Retail systems

10. Dynamics CRM Native Connector
Matches NAV and
CRM entities
Out of the box No extra license
costs
Cover the basic
requirements

12. Native Connector Challenges
Polling based
Entity to entity
only
Bi direction can
cause conflicts
No failure notification
Type compatibility
issues
Backward
compatibility

13. Other connectivity options
Backward
compatibility
3rd party
connectors
Extra cost
Code
customisation
Challenges

14. What’s new on integration

15. Function Apps (Azure Functions)
• Event based compute on demand
• Consumption and dedicated models
• Externalize integration logic
• NAV events trigger requires code
• Coding paradigm

16. Microsoft Flow
• Workflow engine, aimed to the Citizen Integrator
• Codeless
• Subscription based
• Execution cap
• Trigger interval
• Access to Connectors
• Bundled by organisation

17. Logic Apps
• Integration Platform as a Service (iPaaS)
• Fully managed, Consumption model
• Extensible
• Full access to connectors
• Supports classic SDLC
• Strong Role Based Access Control (RBAC)
• Rich monitoring experience (with OMS)

18. Flow x Logic Apps
• Close to real time applications
• Control over development
• Enterprise grade connectors
• Centralized monitoring
• More volume than allowed by
licenses

19. Logic Apps Integration

22. Logic Apps Dynamics NAV
Connector
Exposes pages and
queries via oData
interface
Standard Connector
Available in Logic
Apps and Flow
Still in preview

23. Hands on

24. Start
If
NAV Customer
No Empty
Create NAV
Customer
Update NAV
Customer
Update NAV
Customer No. in
CRM
Stop
NoYes
Update or Create
Record in CRM
Notification
publish to
Microsoft Teams
Create/Update
Entity

25. Business
Process
Workflow
Start
If
NAV Order No
Empty
GET NAV
Customer
Create NAV
Order and
Order Lines
Stop
True
Update or Create
Record in CRM
Send Notification
to CRM Team
False
If
NAV Order is
Released
True
Send Approval
email
If Approved True
Update Order
and Order
Lines
False
False
Send Notification
to CRM Team

26. Social Media
Interaction
Start
If Publish to
Webstore
Publish to Twitter
Publish to
Facebook
Stop
No
Yes
Update or Create
Record in CRM

27. Takeaways

28. Cloud Integration is
becoming a common
requirement on most
projects

29. There are many ways to
integrate Dynamics NAV with
the cloud.

30. Both Flow and Logic Apps
are effective ways to
integrate Dynamics NAV

31. You should
consider
Logic Apps if:
•Need close to real time integration
•Need more control over
development process
•Need premium connectors
•Need rich monitoring experience

32. Reference reading
Logic Apps primer – https://www.theta.co.nz/news-blogs/tech-
blog/introduction-to-logic-apps/
Logic Apps documentation – https://docs.microsoft.com/en-
us/azure/logic-apps/
Enterprise Integration White Paper – https://aka.ms/enterprise-
integration-e2e-case-management-utilities-logic-apps
Wagner’s Blog – http://notetoself.tech
Tharanga’s Blog – http://tharangac-dynamicsnav.blogspot.com/

33. Thanks
For Watching