Integrate Your

Salesforce to Dynamics ERP

Glenn Johnson Ted Brennan

Magic Software Americas

Today’s Topic

• Attend this webinar to learn how-to successfully

integrate your Salesforce CRM to your Microsoft

Dynamics ERP system like Microsoft Dynamics

AX, GP, NAV or SL. Learn how-to use highly

reliable methods with a 5-Star Salesforce App

Exchange Adapter to manage business processes

running between Salesforce and your ERP.

Automate opportunity-to-order conversion,

accounts receivable status, master item data and

much more.

• See how-to use the Magic xpi Integration Platform

and the new Visual Studio interface to design

business process flows between applications in

the cloud or on-premise.

Basic Considerations

ERP stands for enterprise resource planning. Microsoft ERP solutions are offered under the Microsoft Dynamics brand. Options include Microsoft Dynamics AX, NAV ,GP and SL.

Microsoft Dynamics AX is software that allows companies of all sizes to manage their entire business organizations, including supply chain, procurement, human resources, financials, and projects.

Hybrid Cloud integration is sometimes needed to span integration between cloud-based solutions and on-premise enterprise applications.

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Dynamics ERP Comparison

Product Name Microsoft Dynamics NAV Microsoft Dynamics GP Microsoft Dynamics AX

Version 5.0 2010 AX (2012)

Price Range $8K-$250K $10K-100K $20K-750K

User Range 5-750 25-500 5-1000

Multi National 40+ Countries Yes Yes

Architecture .NET SOA, .NET SOA, .NET

Database MS SQL Server

MS SQL Server, IBM DB2,

Other, Oracle, Proprietary`,

Cloud-Based (Saas)

MS SQL Server, Oracle,

Cloud-Based (Saas)

Server OS WindowsMac OS, Linux, Windows,

Unix, Novell NetwareWindows

SAAS No Yes Yes

Integration API

methodologySOAP Web Services COM API, SOAP Web Services

.NET, COM, MSMQ, XML,

SOAP

Magic xpi

AdaptersWeb Services COM, Web Services

Native, .NET, COM,

MSMQ, XML, Web

Services4

Dynamics ERP & CRM

When running Dynamics ERP and CRM in the same

organization there is a need to intermediate application

programming interfaces (API) in order to allow real-time

and asynchronous business processes between systems.

Interfaces between systems help manage opportunity to

order conversion, address books, product information,

pricing, inventory visibility, order tracking, credit status

and much more.5

Integrating With Salesforce

Magic xpi Integration

Platform provides

capabilities for

automated integration

with the Salesforce API

including objects, CRM

metadata, bulk jobs,

replication and lead

conversion.

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objects

metadata

bulk jobs

replication

lead conversion

Salesforce Objects

Objects. A business

process integration

solution like Magic xpi

allows you to perform all

the required functions

with objects. When

working with

Salesforce.com objects,

you will want to be able

to get the timestamp of

any object, get the

objects list, update the

object structure and

perhaps even merge

objects

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It is important to be able to dynamically get the objects list because of the ability of users and administrators to personalize the implementation.

Salesforce Metadata

Metadata Check State

Metadata Retrieve

Metadata CRUD

Metadata Deploy

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Metadata. When working with Salesforce.com metadata,

you will want to check the status of any metadata

operation at any time. Obviously you will need

basic CRUD operations (Create, Read,

Update and Delete). And you will

need to be able to retrieve and

deploy metadata.

Salesforce Bulk Jobs

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Bulk Check Job State

Bulk Retrieve

Job Results

Bulk Abort Job

Bulk Jobs. Going beyond these

basics, a sophisticated solution like

Magic Software’s Magic xpi

Integration Platform will give you

the capability to orchestrate bulk

jobs. These powerful batch

operations are key to efficiency

across multiple users of Salesforce.

You will want to be able to check

the status of bulk jobs, retrieve bulk

job results and even abort bulk

jobs.

Salesforce Replication

Replicate All Data

Replicate Last Updates

Replicate Last Deletes

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Replication. Another key

requirement for many

organizations is the ability to

selectively replicate their

Salesforce.com data from the

cloud to a secure enterprise

storage server. With the Magic xpi

Integration Platform, you can

replicate data locally from your

salesforce.com implementation.

You can replicate all data or

simply last updates and last

deletes as part of a particular

Magic xpi business process flow.

Table 6. Salesforce CRM Lead Conversion Parameters

Parameters

Lead ID

Converted Status

Account ID (In)

Contact ID (In)

Overwrite Lead Source

Create Opportunity

Owner ID

Send Notification Email

Account ID (Out)

Contact ID (Out)

Opportunity ID

Lead Conversion. In Salesforce.com

terminology, a lead is a potential customer

that you do not yet want to add to your

account list. Once a lead is ready to

become an account the user can convert

the lead which automatically creates an

account (the organization or company

record), a contact (the individual person

record) and optionally as an opportunity (the

specific potential deal being tracked).

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Magic xpi Integration Platform

Holistic Development and Integration

Fast &

Friendl

y

Main Features

Code-Free

Drag and Drop

Visual Data Mapper

100+ Prebuilt

Components

New Visual Studio

Interface

Multi-Document

Support

New Flow Design

Features

Code Free: Drag, Drop and ConfigureFor Business and IT Users

One Skill Set for Multiple Applications

NEW in

Magic xpi 4.5

Friendly Studio, Based on Visual StudioFamiliar and Intuitive Look & Feel

Enhanced User Experience

Improved Developer Productivity

100+ Prebuild ComponentsCertified and Optimized Adapters to Leading IT

Systems

Technology Adapters

Web Services & Utilities

Magic xpi Studio

Fast and

Friendly

Multi-

Document

Support

Zoom Bar

Toolbox

Checker

Results

Main Pane

Flow Steps

Trigger Area

Mini Map

Property

Sheet

Solution

Explorer

Studio Tour:

Simply Drag, Drop and Configure Flows

Multi-

Document

Support

Data Type

Indications

Data

Mapper

Drag & Drop

Connectivity

Destination

Tree

Properties

of Selected

Node

DataMapper

Toolbox

Studio Tour: Powerful DataMapper

Powerful

Orchestration

and

Monitoring

Supports Real-Time

Integration (ESB)

Supports Scheduled

Batch Processes

(ETL)

Supports Long-

Running Processes

(BPM)

Enhanced Web

Monitor

Enhanced Scheduler

Supports Full Range of Enterprise Integration Patterns

ESB Capabilities – Real-Time Triggers and Web Services

ETL Capabilities – Scheduler and DataMapper

BPM Capabilities – Complex Business Logic, Messaging &

Protocols

NEW in

Magic xpi 4.5

Web-Based Monitor

Remote Monitoring

Performance Monitoring at a Glance

Alerts, Statistics

Manually Invoke Scheduled Business

Processes

See License Usage

Main Features

Orchestration and Monitoring

Project List

Project

Alerts

Project

Load

License

Usage

Project

Triggers

ActivityProjects

Start/Stop

Controls

Magic Web-based Monitor

Total Processed

Messages Per Project

Current License

Usage Per Project

Total License

Consumption

for All Projects

IMDG Health

Indicators

Running

Projects

IndicatorQuick Links

to Projects View

Loaded

License

s

Magic Web-Based Monitor: Cluster

Enterprise

Grade

Robust Magic xpi Engines

IMDG Messaging Layer

Secured Protocols &

Sessions

SFTP Support

IMDG Messaging Layer

High Scalability, Low Latency and High Availability

Self-Healing, Guaranteed Message Delivery,

Superior Performance

Elastic Scalability

NEW in

Magic xpi 4.5Security, Authentication, User Rights, Encryption

FTPS, HTTPS, SMTPS, IMAPS, POP3S, WS-Security,

SSL/TLS

SFTP – Secure file transfer based on SSH

Main Features

High Scalability and High Availability

Self-Healing

Active-Active Clustering Out-of-the-Box

Robust Magic xpi Engines

Magic xpi Server

Magic xpi Integration Platform is a good option for organizations that

need a flexible and scalable approach to on-premise, cloud, and mobile

application integration that does not require highly skilled or specialized

developers.

The integration platform offers the right mix of developer-centric

features and enterprise-grade data security, operational management,

and failover and automated recovery capabilities, as well as helping

reduce infrastructure footprint and TCO.

When combined with the Magic xpa Application Platform and MDM

solution, it offers a comprehensive approach for developing,

integrating, and deploying enterprise-grade mobile applications.

~ Ovum On the Radar: Magic xpi Integration Platform

What Analysts Say…

Mobile Integration and App Dev

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About Magic

23

Millionsof Users Worldwide

Founded in

1983

MGICNASDAQ

$176 M2015 Revenues

>1,000Employees

24Global Offices

50+Countries

>3,500Global Partners

Need to Schedule a Follow-Up Call?

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• (949) 250-1718 ext. 259 (Angela)

• info@magicsoftware.com

• Outside North America:

www.magicsoftware.com

Thank You