Ebook on how to integrate salesforce.com with ms dynamics ax

3. The RapidiOnline Difference
DELIVERING POWERFUL DATA INTEGRATION SOLUTIONS
Think Google, Facebook and iTunes. Now, think data integration. Different worlds, right?
Those consumer apps are amazingly easy to use. Just jump in, start clicking and become
instantly productive. But traditional data integration is slow and frustrating beyond belief,
with huge learning and deployment curves.
RapidiOnline is different. With our pre-built integration setup you can jumpstart
your data integration project; they let you get started quickly and cut down the total
implementation time dramatically. RapidiOnline changes everything by delivering a
‘consumer app experience’. It’s simple and easy, and puts the business user in total
control.
RapidiOnline is the best in class cloud based data integration platform. The technology
can be used to integrate with any system or database but we have build out in-depth
expertise into integration with specifically ERP systems such as the MS Dynamics product
suite.
No more lenghty data integration projects. Just jump in and start transferring your
business data.
What if you could start transferring your data tomorrow?
What would that mean for your business?

5. Data Integration Made Easy
DELIVERING POWERFUL TECHNOLOGY TO SIMPLiFY A COMPLEX TASK
COMPANY PROFILE
RapidiOnline provides services and solutions for data integration, replication and
migration - delivered both as on-demand or on-premise solutions. We are a Software
Development Company with our roots back in the earlier MS Dynamics NAV (formerly
Navision) and MS Dynamics AX (formerly Axapta) days.
With more than 25 years of experience in development and data integration we help
companies worldwide of any scale to improve their business processes to make their
working life easier and be more effective.
We have offices in Denmark, France & Malaysia.

7. Data Integration Made Easy
DELIVERING POWERFUL TECHNOLOGY TO SIMPLiFY A COMPLEX TASK
OUR VALUES
Our slogan ‘Data Integration made easy’ says it short and crispy; we believe in delivering
a powerful technology to simplify a complex task.
We focus on a short implementation process instead of a lengthy development project.
We take the pain out of data integration and work on making the implementation as
short and smooth as possible, because we want you to be able to concentrate on your
core business.
RapidiOnline is more than just a tool. We provide you with a complete data integration
solution customized to your specific needs. Our aim is for you to get the best and most
out of your systems and become more productive.
With our expertise and customer commitment we will go the extra mile to make you a
happy customer
What would you do with your time saved by having all your critical business data
right at your fingertip?
Imagine having all your needed data available in one system tomorrow?

9. Customers Accounts *
Items Products
Standard Item Prices Standard Pricelist
Booked Invoices Sales History **
No, Name, Phone No. Fax No.,
Address, Post Code, City, County,
Country/Region Code, Homepage
Typical Extentions: Adding custom fiields to Customer/Account Transfers
Typical Extentions: Population of additional Pricebooks in Salesforce.com from MS Dynamics AX,
transferring prices for multi currency
Account Number, Name, Phone. Fax ,
Billing Street, Billing Postal Code, Billing
City, Billing State, Billing Country, Website
No, Description ect. No, Name ect.
No, Posting Date, Amount ect. Name, Date, Total Amount ect.
Unit Price ect.
* We support that you can start with data in both systems
** Custom object that RapidiOnline supplies for free!
Price ect.
AX
Customer Entries Payment History **
Date, Amount, Payment/Invoice ect. Date, Amount, Type (Payment/Invoice),
Balance, Total Sales per Year ect.
Sales Orders Sales Orders **
Order No. ect. Name, Order No. ect.
Sales Orders Opportunity
Order No. ect.
Typical Extentions: Adding custom fields to Opportunity/Sales Order Transfer
No. ect.

11. MS Dynamics AX - salesforce.com
Data Integration Solution
Unlike in traditional data integration, RapidiOnline provides pre-built standard integration
solutions.
The pre-built integration setup contain the most common integration points, which lets
you get started quickly and enable you to make further customizations suitable to your
exact needs and requirements.
Highlights
• Integrates Customers in MS Dynamics AX with Accounts in salesforce.com
• Updates from each system are automatically transferred to the other system
• New Customers in MS Dynamics AX are automatically created as Accounts in salesforce.com
• New Accounts of type ‘customer’ (can be configured) are automatically created as Customers
in MS Dynamics AX
• Products and Prices are maintained in MS Dynamics AX and automatically transferred and
kept up-to-date in salesforce.com
• RapidiOnline provides a free-of-charge extention for salesforce.com that enables you to see
sales history and payments under each Account
• Invoices and payment history are automatically transferred from MS Dynamics AX
• Your customer’s Current Balance and Total Sales per year are visible directly on the Account
in salesforce.com
• Opportunities in salesforce.com that reach a certain stage (e.g. stage closed/won) are
automatically transferred to MS Dynamics AX, where they are created as Sales Orders
• Other objects - both standard and custom objects - can easily be added to the integration.

www.rapidionline.com
Let's add our
new sales order
into salesforce
Yeahr!
Congrats to
them!
YES, and with the service
from RapidiOnline Marc, Stan
and Ruby will receive the
information immediatly.
Great!
Hey Guys, I can see in our
system, that Steve, Bob and
Tony got the order. Great!

13. Unlock Your Enterprise Data
Too many enterprises find themselves hostage to their business applications stack which
prevents them from getting to their data in a simple and meaningful way.
RapidiOnline enables you to access all your critical business data from anywhere
at anytime. RapidiOnline empowers enterprises across the globe to better leverage their
investment in existing business solutions and warehousing assets.
ENABLING CRM DATA VISIBILITY AT THE SPEED OF BUSINESS
RapidiOnline simplifies integrating your ERP Business Application with salesforce.com to
deliver relevant and timely information to the end user. Salesforce.com-MS Dynamics AX
data integration solution gives Salesforce users instant, ubiquitous visibility into their CRM
data enabling them to make smarter decisions.
TRANSFORM YOUR MS DYNAMICS AX DATA INTO ACTIONABLE INFORMATION
RapidiOnline takes the complexity out of your data integration project to deliver
unprecedented visibility into your CRM and ERP data. RapidiOnline improves the
value of Salesforce.com by enabling business users to get an overview of their customer
interaction data such as being able to view sales and payment history right down
to the transaction level. This valuable knowledge empowers you to make smarter
decisions to enhance business performance and customer satisfaction.
The result? Happier, more productive business users.
100% salesforce user adoption.
And higher ROI on your entire enterprise stack investment.

15. The RapidiConnector
COMMUNICATION - FAST & SECURE
How does RapidiOnline establish the connection to the different on-premise systems to make data transfer possible?
The RapidiOnline Services run with a unique technology called the RapidiConnector that ensures compressed and
secure data transfer between RapidiOnline and the different on-premise systems. For best efficiency and security the
data is compressed and encrypted.
www.rapidionline.com
WebServices
SSL
Native DB protocol
packed, compressed
opt. encrypted
AX

17. Benefits of the RapidiConnector
STRAIGHT-FORWARD DEPLOYMENT
The RapidiConnector resides in your on-premise network connecting outbound to the central
RapidiOnline Service and enables two-way communication between RapidiOnline and your
legacy systems. This has the advantage that you don’t have to change anything in your
network or firewalls in order to deploy RapidiOnline integration. The connections from the
RapidiConnector are all outbound to RapidiOnline. No inbound connections are made and
no inbound ports have to be opened in your firewall. Your internal systems stay secured and
protected. This makes it very easy to get started.
OPTIMIZED & MOST EFFICIENT DATA TRANSFER
The communication between RapidiOnline and the RapidiConnector is using a proprietary
protocol which is highly efficient in terms of maximum reduction of the total amount of data
and the number of packages sent and received. The protocol first joins e.g. 50 records in 1
package thereby stripping off all meta information to only sent the relevant data. Furthermore
the package is compressed before sending. This results in the most efficient data transfer. This
method can reduce the amount of data needed to be sent by a factor up to 50. This means
e.g. instead of sending 1000 bytes for each customer record the RapidiConnector only needs
to send 20 bytes. This dramatically reduces both the transfer time and needed bandwidth.
VERY SECURE & ENCRYPTED COMMUNICATION
Because of the proprietary protocol and the compression it is practically impossible to
decipher the data transmitted. This increases the security. If extra security is needed the data
can also be encrypted.

19. Sales information is finally at the company’s fingertips,
thanks to RapidiOnline. We have efficient, accurate and
well-organized account information that translates into
better decision making.
The implementation of RapidiOnline went very smooth
and we were up and running within short time.
RapidiOnline as a link between our CRM and ERP
systems resulted in more efficient work routines and a
total overview of our customers and partners for our
sales people.
Allan Iskov, Business Process Manager at Netop A/S
“
“

20. RapidiOnline is one of the few vendors I know that take their
time in understanding your exact needs and concerns.
It was fantastic to observe the sales reps adopting the system
almost instantly. The fact that known data was in the system
made the salesforce training a big success.
The integration service is very mature and stable. It witnesses of
a very well-proven technology and professional way of doing
things at RapidiOnline.
The integration it is set up quickly and it just works!
Hans Kurt Hansen, CFO & CIO
at Ole Lynggaard Copenhagen
“
“

21. RapidiOnline did an amazing job in the Ole Lynggaard Project. Michael Bock
came over and did the initial Salesforce.com-MS Dynamics NAV integration in
just 3 hours. The customer couldn´t believe this was possible.
RapidiOnline really is the ‘go-to integration partner’ when needing integration
between Salesforce.com CRM with MS Dynamics NAV or MS Dynamics AX.
Thomas Olsson
Account Executive Nordics-Commercial Sales
at salesforce.com
“
“

22. We chose RapidiOnline because of its vast experience
and knowledge in building fully automated processes
between CRM and ERP.
It’s vital to have good expertise and help in how to
integrate the systems in the best way. That’s what we
got from RapidiOnline.
The last 20% you invest in integrating your systems,
gives you 80% more value.
It’s easy for me to recommend RapidiOnline to others.
We were able to make it on time and within budget.
We feel it’s a very good solution.
Bruce Loxton, Managing Director/Owner
at Kimberley Karavans Pty Ltd.
“
“

23. I was impressed by the large data integration experience and MS Dynamics
NAV knowledge the RapidiOnline Team has, this made the choice of
RapidiOnline easy. We knew we were in good hands.
RapidiOnline has a very flexible solution that easily can be extended to
integrate other systems like our webshop and our license systems, which
we plan for the near future. RapidiOnline can support our vision of a fully
integrated business.
We chose RapidiOnline because of their large experience with data
integration and MS Dynamics NAV. We looked at other data integration
solutions for Salesforce, but these people don’t have nearly the same
experience or the same deep support for integration to MS Dynamics NAV
as RapidiOnline.
Having been able to integrate MS Dynamics NAV and Salesforce, all the
needed information is now visible to all our account executives. This makes
it easier for our sales people to get an overview of the sales and make
statistics without having to switch to other systems. This translates into better
customer and partner relationships and in the end – more sales!
Peter Grandt, Online Manager at Milestone Systems A/S
“
“

24. “
“
Not only are they experts in data integration, but RapidiOnline also has a
high expertise in understanding our business processes.
RapidiOnline has enabled a high degree of visibility into our data, which
we now can access from anywhere at any time. This allows us to act more
pro-actively to market demands.
Stephen Griffin, VP of Finance at Lindab USA

25. RapidiOnline really lives up to what they promise.
RapidiOnline is one of the few companies that are able to deliver what they
say – on time and with great professionalism.
All the other vendors out there, just don’t have the competencies to deliver
such an integration between salesforce.com and MS Dynamics AX.
We signed the contract on friday and had our data over by monday
morning. That is remarkable!
John Bender, IT Manager at Lindab USA
“
“

26. I would never have guessed ERP integration with CRM could be
achievable without complex programming.
RapidiOnline has forever raised my expectations for elegant IT
solutions. Their product is comprehensive, fast, reliable, and
flexible.
Once the basic connections are established, the ability to add,
update, and delete records is easily modified to suit dynamic
business requirements.
Their implementation team consists of seasoned veterans that
can rapidly adjust even when the scope of work takes a few
twists. It has been a joy to work with Rapidi.
I look forward to years of shared growth.
Benjamin B. Robertson Manager, Commercial Sales
at Abound Solar, Inc.
“
“

27. We have worked with RapidiOnline for well over a Year now. We
are very pleased with the solution, the stability, the flexibility and
the Support.
The Solution is very neat and smart, minimum of installation and
configuration.
The nice and efficient Guys at Rapidi help us to set up the needed
Transfers and solved some special needs we had.
It runs without Problems and the few we have had, were solved by
Rapidi.
Bertil Palmqvist, Service Manager Dynamics AX at Berling Media AB
“
“

29. RapidiOnline - Data Integration made easy
Rapidi ApS | Sdr. Tingvej 10 | 6630 Rødding | Denmark | Tel: +45 7384 8550 | info@rapidionline.com | www.rapidionline.com
Contact Information
Sales
Helle Johansen
hj@rapidionline.com
+45 7384 8550
Sales, Design & Marketing
Beate Thomsen
bt@rapidionline.com
+45 7384 8559
+33 468 206 200
Technical Support
Thomas Borring
tb@rapidionline.com
+45 7384 8554
Demo & Business Relations
Michael Bock
mb@rapidionline.com
+45 7384 8556
+33 468 206 200
We would love to show you RapidiOnline Live and get into a discussion on your specific needs and requirements.
Request a demo or sign up for a trial or just contact us if you would like more information.
Want to learn & see more?
REQUEST LIVE or SIGN UP FOR A TRIAL
Share This Ebook!