Learn how Dynamics CRM can be extended to meet complex organizational needs!

1. Extending CRM Presentation
John Szuberla - Microsoft Practice Director
Gary Christiansen - Microsoft CRM Practice Lead and Senior Architect
Thursday June 5th , 2014

2. Emtec, Inc. Proprietary & Confidential. All rights reserved 2014.
Agenda
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Emtec Overview
Extending CRM Overview
Demonstrations
Q&A

3. Emtec Overview

4. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
EMTEC SERVICES AT A GLANCE
EMTEC AROUND THE WORLD
EMTEC THE COMPANY
Emtec… ‘Big enough to do the work, small enough to care’
• Serving clients for over 20+ years
• 12 locations, including 6 development centers
• Almost 500 professionals
• Top 100 Places to Work by Crain’s Chicago in 2012
• SP500 Award- Recognized by CRN for over 17 years
• Our consultants have an average of 14 years of
experience. Nearly 45% have advanced certifications
• 73% of our PMs, Architects & Consultants worked at Tier
1 consultancies in a previous life
• $200M IT Services Provider
• Regularly compete & win against larger IT service
providers
US Locations
• Radnor, PA (HQ)
• Atlanta, GA
• Chicago, IL
• Jacksonville, FL
• Herndon, VA
• Minneapolis, MN
• Parsippany, NJ
• St. Louis, MO
Global Offices
• Toronto, Canada
• Ottawa, Canada
• Pune, India
• Bangalore, India
• Emtec has completed more than 1,100 Package Application
engagements, including:
- 200+ Oracle ERP clients with more than 415 engagements
- 206 EPM / Hyperion & OBIEE clients and 323 engagements
- 186 Microsoft clients and more than 255 projects
• Emtec is a premier provider of SaaS and Emerging
technologies solutions, including 51 Salesforce Clients with
more than 100 engagements, Including Sales Cloud, Service
Cloud and Custom Cloud
• Emtec has performed more than 6.3M hours of application
development and maintenance work ranging from Business
Analysis to Product Development
• Emtec has served more than 565 Infrastructure services
clients where we have:
- Deployed more than 1.85M servers, personal computers,
tablets and mobile devices
- Installed or provided more than 925 exabytes of storage
(That’s a whole lot…)
- Triaged more than 30,000 L1 support incidents
- Implemented service management solutions for more than
125 clients
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5. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
OFFERINGSPRACTICEFACTSEmtec’s five practice areas offer focused solutions to help our clients solve
complex business & IT challenges
From up-front strategy & consulting all the way to application, infrastructure & procurement services,
Emtec’s 500 professionals are what makes us special, and we invite you to see the difference for yourself.
Consulting Services
Package Application
Services (PAS)
Cloud Technologies
(Wave6)
Application
Development &
Management Services
(ADMS)
Infrastructure
Services
• IT Strategy & Planning
• IT Process Improvement
• IT Performance and
Governance
• Information Management:
− Big Data
− Business Intelligence
− Analytics
• Mobility Solutions
• Program and Project
Management
• Oracle
− Oracle Cloud (Fusion)
− EBS
− PeopleSoft
− EPM: Including Hyperion
− OBIEE
• Microsoft
− AX and GP
− BI
− CRM
• Functional: HCM, FM, SCM
• Cloud Strategy & Planning
• Salesforce.com Solutions
− Sales Cloud
− Service Cloud
− Marketing Cloud
− Force.com
• SuccessWave Managed
Services
− AdminWave
− DeveloperWave
− Quality Wave
• Cloud Application
Development
& Technology
• Private Virtual Cloud
• Cloud Applications
• Portfolio Analysis
• Application Advisory
Services
• Product Development
• Custom Application
Development & Maintenance
• Package Application:
Development, Maintenance
& Support
• Mobile solutions
• Quality Assurance & Testing
Services
• Managed Services, Capacity
Management & Staffing
Services
• IT Service Management
• Data Center
• Business Application
Infrastructure
• End User Computing
• Platforms
• SWAT team of 45 highly
skilled Strategists, Architects
and Consultants
• 10 years of experience and
more than 75 projects
• 180 Specialists, including
Project Managers, Architects,
Consultants and Analysts
• More than 300 ERP & CRM
projects completed
• Expert team of Big Data,
business intelligence and
analytics professionals
• Specialized team of 25
Strategists, Project Managers,
Architects, and Consultants
• More than 90% certified
• 62 Customers & 112
engagements
• Global workforce of nearly 500
associates (approximately 250
associates based in North
America)
• Provided more than 6.3M
hours of application
development and
maintenance services.
• Special expertise in Business
Analysis and Testing (among
other things)
• More than 200 associates
providing data center,
compute, network and storage
related services
• Value Add Reseller providing
full device lifecycle
management services for
more than 30 years
• IT Service Mgmt. BU having
supported more than 70
distinct clients
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6. • Groups within our Microsoft Practice
– Dynamics CRM
– Dynamics ERP (GP & AX)
– SharePoint
– Application Development
• .NET Development
• Integrations / Web Services (Dynamics CRM to
GP, Dynamics CRM to Remedy BMC,
Dynamics CRM to Oracle/PeopleSoft, etc.)
• Business Intelligence
• Gartner/AMR certified in Financial
Services and Professional Services
• Full Capability to provide Managed
Services long-term support both
onshore & offshore
• Solutions delivered cloud or on-premise
Quick Facts – Microsoft Practice
6
280
205: Infrastructure
Services
15: Package Application
Services
60 : Application
Development Services
Emtec Microsoft Resources

7. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Emtec Microsoft Dynamics CRM Practice
•Holistic approach – ensures higher ROI on our
engagements
•On-Premise or Cloud – our client base ranges
from small CRM online projects to large multi-year,
multi-division, on-premise implementations
•Depth – our practice consists of 15 certified
professionals, including some seasoned consultants
with experience dating back to Dynamics CRM 1.0
•Breadth – our practice brings complex CRM
implementation experience project management,
configuration, process analysis, server architecture,
.NET customization, business intelligence,
integrations
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8. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Emtec Microsoft Dynamics CRM Practice
•Success – we have implemented over 100 successful
projects and bring a wealth of real world experience to
each engagement.
•Global Delivery Capabilities – we provide multiple
delivery model options ranging from all on-shore to an
on-shore / off-shore combination. Our off-shore
resources are also certified professionals in CRM,
SharePoint, .NET, and data migration/integration tools
and technologies.
•ISO 9001:2008 certified – demonstrates our its focus
on quality management
•Gartner/AMR Certified in Financial Services &
Professional Services
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9. Extending CRM

10. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Extending CRM - Building Blocks
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11. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Extensibility Options
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12. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
User Types and Configurations/Customizations
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13. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
CRM Integration Options
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14. Demonstration

15. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Demo Overview
•Configuration Based (New or Enhanced in CRM 2013):
–Business Process Flows – Form Level (Sales Stages)
–Workflows – Database level: create, update or delete (Default Ship-To Addr)
–Business Rules – Form level: Field change (Weighted Average)
•Code Based:
–Plugin - Database level: create, update or delete (Auto-Number)
–JavaScript - Form level: Load, Save, Field change (Country/State Validation)
–Custom Workflow - Database level: create, update or delete (Email a Report)
•Integrations:
–SharePoint (Out the Box)
–CRM and BMC Remedy (Web Services & JavaScript)
–Dynamics Data Connector
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16. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Dynamics CRM/Remedy Integration
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CRM BMC Remedy
Accounts
Contacts
Cases
Companies
People
Incidents
RequestsNew Incidents/requests,
Status Updates
Customer Adds and Updates
Contact Adds and Updates

17. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
Dynamics Connector Integration Points
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18. Q & A

19. THANK YOU
For more information, please contact:
Erica Archer at erica.archer@emtecinc.com or 312-216-4911

20. Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.
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