This document discusses integrating JD Edwards ERP software with Microsoft Dynamics CRM. It begins by outlining the promises of CRM systems, including enhanced customer experience and profitability. It then reviews the evolution of CRM from personal to integrated solutions. Key processes in JD Edwards and Dynamics CRM are identified for integration. The document promotes Magic Software's iBOLT platform for enabling integration between JD Edwards and Dynamics CRM, providing a 360-degree view of customers across systems. It positions iBOLT as delivering return on existing IT investments through connections and efficiencies between different applications and business teams.

1. Integrating JD Edwards with
Microsoft Dynamics CRM
Glenn Johnson
Senior Vice President
Magic Software Enterprises

2. What’s your problem?
2

3. What’s your problem?
3

4. 4
The Promise of CRM
 Enhanced Customer Experience
 Shared or distributed data
 Cost reduction
 Better Customer Service
 Increased Customer Satisfaction
 Better Customer Retention
 Loyal customers
 More repeat business
 More new business
 More Profit!

5. 5
CRM Evolution: Personal
Solutions
Personal
Solutions Personal Information Managers (PIMs)
Personal Data Assistants (PDAs)
E-mail Clients

6. 6
CRM Evolution: Departmental
Solutions
Personal
Solutions
Departmental
Solutions
Sales Force Automation
Help Desk/Customer Service
Marketing Software

7. 7
CRM Evolution: Modular
Solutions
Personal
Solutions
Departmental
Solutions
Modular
Solutions
Separate Modules for Sales, Marketing,
and Support
Partially Integration Between Modules

8. 8
CRM Evolution: Integrated
Solutions
Personal
Solutions
Departmental
Solutions
Modular
Solutions
CRM Suites
Integrated Sales, Customer Service
Centralized Productivity Tools
Mobile & On Demand Alternatives
Poor Integration to
ERP
eCommerce
SCM
HRIS
Marketing/Web 2.0

9. 9
IT’s About the Business Processes

10. Need for an Integrated View of
the Customer
Providing 360 ° View of the Customer,
Aberdeen Research Group, 2010

11. Benefits of a 360° Customer View
Providing 360 ° View of the Customer,
Aberdeen Research Group, 2010

12. A Screen Is A Screen Is A Screen

13. Dynamics CRM Features
- Integration Touch Points
 Sales
 Microsoft Outlook integration.
 Account records and histories.
 Customer Service visibility.
 Leads and Opportunity management
 Sales process management/workflow.
 Quotes.
 Order management.
 Quotas.
 Reports/Forecasts.
 Sales literature.
 Territory management
 Competitor tracking
 Direct e-mail; print communications.
 Customer Service
 Case management
 Account records and histories.
 Automated routing and queuing.
 Searchable knowledgebase.
 Service contracts.
 Auto-response e-mail.
 E-mail management.
 Integration
 Sales and Customer Service
modules.
 Microsoft Office.
 Outlook client.
 Microsoft Business Solutions.
 API.

14. Dynamics CRM Features
 Sales
 Microsoft Outlook integration.
 Account records and histories.
 Customer Service visibility.
 Leads and Opportunity management
 Sales process management/workflow.
 Quotes.
 Order management.
 Quotas.
 Reports/Forecasts.
 Sales literature.
 Territory management
 Competitor tracking
 Direct e-mail; print communications.
 Customer Service
 Case management
 Account records and histories.
 Automated routing and queuing.
 Searchable knowledgebase.
 Service contracts.
 Auto-response e-mail.
 E-mail management.
 Integration
 Sales and Customer Service modules.
 Microsoft Office.
 Outlook client.
 Microsoft Business Solutions.
 API.

15. 15
Core JD Edwards Processes
Financial Management
General Accounting
Accounts Payable
Accounts Receivable
Fixed Assets
Address Book
Electronic Mail
Distribution Management
Inventory Management
Procurement Management
Sales Order Management
Warehouse Management
Human Capital Management
Human Resources Management
Benefits Administration
Payroll
Manufacturing Management
Manufacturing Accounting
Plant and Equipment Maintenance
Management
Product Data Management
Shop Floor Management

16. 16
Key Processes for Integration
Financial Management
General Accounting
Accounts Payable
Accounts Receivable
Fixed Assets
Address Book
Electronic Mail
Distribution Management
Inventory Management
Procurement Management
Sales Order Management
Warehouse Management
Human Capital Management
Human Resources Management
Benefits Administration
Payroll
Manufacturing Management
Manufacturing Accounting
Plant and Equipment Maintenance
Management
Product Data Management
Shop Floor Management

17. Dynamics CRM
Integration Readiness

18. iBOLT Integrates Microsoft to
Non-Microsoft Applications

19. Magic Software’s Solutions
Integration
Platform
Application
Platform
Metadata
Driven
Solutions

20. iBOLT.
Information without Boundaries.
20

21. 21
Bringing IT All Together
CRM
Communication
Customers/Vendors
Employees
Prospects
Tasks
Other
eCommerce
HRIS
Marketing/Web 2.0
PLM
Logistics
ERP
Financials
Payables
Receivables
Purchases
Sales
SCM
Manufacturing
Inventory
Distribution
Quality Control
Supply Chain
Your Back
Office

22. 22
iBOLT.
Information without Boundaries

23. iBOLT Special Edition for JD Edwards
Addresses 3rd Party Software Integration
Website
Integration
Custom Order
Entry
CRM System
Integration
Custom
Quotation
System
GL/AP/AR
Asset
Management
Integration
Other ERP
System
Inventory
Tracking
Salesforce
Automation
Integration
Product
Configurators
Small Package
Delivery
Integration
Portal
Integration
WMS
Integration

24. 24
CRM Requires Integration
to Deliver Its Real Benefits
 Get a 360-degree view of your customer.
 Connect and streamline your business processes
beyond system boundaries.
 Take advantage of smooth integration with other
information systems.
 Work beyond the reach of your network.
 Customize and integrate with other applications and
processes.

25. Relevant Data Provides Meaning

26. 26
Large library of included
components, adapters, wizards

27. iBOLT Accesses Microsoft
Dynamics CRM Entities List

28. Why iBOLT?
 adapter library -- all technology adapters for one low
cost
 visual approach – drag, drop and configure
 scripting -- no scripting required
 debug -- easily see variables and results step-by-
step
 monitoring -- fully configurable monitoring
 unified technology stack -- unified development
strategy with no competing, overlapping or
disconnected infrastructure layers
 open standards -- support for all vendors, not
designed to lock you in to .NET or Java
28

29. Superior ROEI
 Return on Existing Investment (ROEI) means you get
the value that was originally intended from your
existing IT assets.
 Eliminate Gaps Between Dynamics CRM and “the
real business”
 Create efficiencies between employees and teams
 Accelerate the speed of your business
 Create unique competitive advantages for adaptation
to today’s economic climate.

30. Magic Software at a Glance
 Delivering Integration and
Development Solutions since 1982
 Global Presence
 Serving more than 50 countries
 24/7 Follow-the-Sun Support
 Global Professional Services teams
 Public Company (NASDAQ:MGIC)
 US headquarters: California
 Public since 1991
 Revenue: $100.2M ttm 27.5% quarterly yoy growth
 Net Income: $12.2M ttm 86% quarterly yoy growth
 3000+ Business Partners
30

31. Visionary and Top Performer
 Recognized by Gartner and Forrester
 #250 on Software 500
 3-time SAP Award Winner
 SD Times 100 2010

32. Request A Proposal
• Call (949) 250-1718 ext. 259
• E-mail info@magicsoftware.com
• www.magicsoftware.com

33. THANK YOU