Accelerator Microsoft Dynamics CRM 2013 and ERP for BizTalk Server

Transcription

1 Accelerator Microsoft Dynamics CRM 2013 and ERP for BizTalk Server Who we are Rödl Accelerator Become a Partner 1

2 Rödl Integration Stack Bank EDI external CRM EAI internal Customer ERP Rödl & Partner Integration Components Plant Supplier Stock Logistic 7

3 Why BizTalk Server? Philosophy Realms of Interfaces Proprietary Connections Incomplete documentation High cost Slight flexibility Few, strong defined interfaces Based on standard technology Implicit documentation Low cost High flexibility 10

4 Why BizTalk Server? Elevator Pitches and Main Skills Fast and easy Integration from applications (EAI) processes (BPM) business partners (EDI) Easy Monitoring of Processes with live monitoring active information management central exception management That means faster developing secure and certified interfaces realtime integration 11

5 Accelerator Philosophy Rödl Message Bus for Microsoft Dynamics Generic implementation of interfaces Create only once and use them multiple times Shorten development effort by using Accelerator templates Shorten development effort by using own Add Ons CRM WCF Adapter NAV Event Adapter SAP Transaction Library CRM Event Pipeline AX Event Pipeline other internal applications CRM AX NAV other external partners 16

6 Rödl Enterprise Application Integration Bus Functionality Rödl Enterprise Application Integration Bus Message <XML> </XML> CRM AX NAV 18

7 Our BizTalk Integration Products for MS CRM Rödl MS CRM Event Pipeline Export of internal MS CRM events outside the system Transfer to xml files, Windows Azure Service Bus and WCF endpoints Running with Microsoft Dynamics CRM on premise and online Standard and Custom entities suported Simple and fast customisation Rödl Adapter for MS CRM Interface creation via schemas with strong named entities and strong named and strong typed attributes CRM and XRM service methods accesible Quick drug and drop mapping Rödl Accelerator for MS CRM Template based implementation of interfaces between CRM and ERP Time efficient & resource saving integration process Including templates for Business Activity Monitoring Including templates for Exception Handling Including templates for the most required Interfaces (orchestration and mappings) 19

8 Rödl Accelerator Microsoft Dynamics CRM ERP 1 Rödl Microsoft Dynamics CRM Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server Standard interfaces of most important entities Ticket system for controlled calls of ERPand CRM BAM Templates for interface monitoring Rödl MS CRM ERP Accelerator 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Accelerator function library 20

9 Rödl Accelerator Microsoft Dynamics CRM ERP 1 Rödl Microsoft Dynamics CRM Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server Standard interfaces of most important entities Ticket system for controlled calls of ERP and CRM BAM Templates for interface monitoring Rödl MS CRM ERP Accelerator 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Accelerator function library 21

10 Rödl Event Pipeline Plugin for Microsoft Dynamics CRM calling by Entity events like save, change, delete, won, lost etc. or by Option Set entry generic for all entities, also for user defined entities easy definition direct in Microsoft Dynamics CRM more endpoints (WCF, File, Azure Service Bus) parallel customizable (for dev, test, live, etc.) XML files transfer, WCF connect or Azure Service Bus connect to BizTalk Server 22

11 Our Event Pipeline with Microsoft Dynamics CRM Online Rödl Pipeline Plugin Event Azure Service Bus, Queues and Topics Rödl ERP LOB Adapter Adapter 24

12 Our Event Pipeline with Microsoft Dynamics CRM on Premise Rödl Pipeline Plugin Rödl Adapter ERP LOB Adapter 25

13 Integration with Microsoft Dynamics CRM Online Without BizTalk Rödl Pipeline Plugin Event WCF - Binding Rödl & Partner Azure Integration Services SAP PI 26

14 Our Event Adapter for Microsoft Dynamics NAV Rödl Dynamics NAV 2009 or newer Adapter BizTalk WS Adapter 27

15 Our Event Adapter for Microsoft Dynamics NAV 28

16 Rödl Accelerator Microsoft Dynamics CRM ERP 1 Rödl Microsoft Dynamics CRM Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server Standard interfaces of most important entities Ticket system for controlled calls of ERP and CRM BAM Templates for interface monitoring Rödl MS CRM ERP Accelerator 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Accelerator function library 29

17 Rödl Microsoft Dynamics CRM WCF - Adapter Event Pipeline (asynchronous) Event Pipeline (synchronous) Rödl WCF Adapter for Microsoft Dynamics CRM Insert Update Delete Fetch Upsert Lookup Request / Response for CRM Methods Request / Response for XRM Methods Entity Microsoft Dynamics CRM on Premises and Online Request / Response for Action Methods 30

18 SAP Connection with BizTalk Server SAP Adapter (T)RFC / BAPI Microsoft BizTalk Server (T)RFC IDOC IDOC SAP ERP SAP CRM SAP BI Webservices Webservices SAP PI 31

19 BizTalk SAP Adapter V3 Architektur The adapter connects with SAP System via the SAP Unicode RFC SDK Library (librfc32u.dll o. librfc64u.dll). The adapter supports the 32- and also the 64-bit version of SAP RFC SDK. The adapter supports the following SAP- Schema-Typen: - Business API (BAPI) Business API (BAPI) - Intermediate Document (IDoc) und - Remote Function Call (RFC, trfc) The adapter is certified by SAP The adapter works alike a SAP Client. WCF Channel Architecture WCF LOB Adapter SDK SAP Adapter SAP Binding SAP Adapter Binding Element SAP RFC SDK - Unicode librfc32u.dll SAP-System 32

20 SAP zertifiziert 33

21 SAP Connection with and withoutout BizTalk Microsoft Dynamics CRM Rödl Pipeline Event Rödl Adapter Microsoft BizTalk Server SAP Adapter (T)RFC / BAPI IDOC SAP ERP SAP CRM SAP BI Microsoft Dynamics CRM Rödl Pipeline Event Rödl Adapter Microsoft BizTalk Server WS Adapter Web Services Web Services PI SAP Microsoft Dynamics CRM Rödl Pipeline Event Rödl Adapter Rödl CRM Proxy Web Services Web Services PI SAP 34

22 Rödl Microsoft Dynamics CRM Adapter Original WCF Interface One generic schema for all entities Attributes only accessible through key-value pairs Attribute names have to be known Named attribute mapping not possible No visible mapping 35

23 Rödl Microsoft Dynamics CRM 2011 WCF Adapter Rödl WCF Dynamics CRM Adapter Well-known and strong named entities Strong typed attributes Simple directly and real visible attribute mapping Completely generic fetches Security Token for AD, Live-ID, Office

24 Upsert Functionality The classical way in CRM 1. Retrieve SOURCE message 2. Create FETCH message 3. Send FETCH message 4. Look to response if entity exist 5. If not, map CREATE message 6. Send CREATE message 7. If exist, map UPDATE message 8. Send UPDATE message 9. Receive Response massages 10. Send Response messages 3 mappings 4 receive messages 5 send messages 37

25 Upsert Functionality The new UPSERT 1. Retrieve SOURCE message 2. Map UPSERT message 3. Send UPSERT message 4. Receive Response massage 5. Send Response message 1 mappings 2 receive messages 2 send messages New node in Entity messages 38

26 Lookup Functionality The classical way in CRM 1. Retrieve SOURCE message 2. Create lookup FETCH message 3. Send FETCH message 4. Receive result Message 5. Map Create Message from all result messages 6. Send CREATE message 7. Receive Response message 8. Send Response message 2 + n mappings 3 + n receive messages 3 + n send messages For each lookup 39

27 Lookup Functionality The new UPSERT 1. Retrieve SOURCE message 2. Map LOOKUP message 3. Send LOOKUP message 4. Receive Response massage 5. Send Response message 1 mappings 2 receive messages 2 send messages New Element in lookup elements 40

28 Example of ROI for Adapter Create an account or update if exist and set the lookup to the parent account and another user defined lookup. Time in Minutes Todo Without With Adapter Save Mapping for FETCH account % Mapping for FETCH parent account % Mapping for FETCH user lookup % Mapping for CREATE Account % Mapping for UPDATE Account % Create Orchestration % Summary % Hours 10,00 1,50 8,50 85% Create Orchestration Mapping for UPDATE Account 400 Mapping for CREATE Account 300 Mapping for FETCH user lookup Without With Adapter Mapping for FETCH parent account Mapping for FETCH account 41

29 Rödl Accelerator Microsoft Dynamics CRM ERP 1 Rödl Microsoft Dynamics CRM Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server Standard interfaces of most important entities Ticket system for controlled calls of ERP and CRM BAM Templates for interface monitoring Rödl MS CRM ERP Accelerator 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Accelerator function library 42

30 Standard Templates Microsoft Dynamics CRM ERP Product Account Contact Adresses Opportunity Oportunity Quote Salesorder Salesorder (Customize) Invoice Material Debitors Contact Person Partner Roles Opportunity Quotation Order Outbound Delivery Delivery Invoice 43

31 Rödl Accelerator Microsoft Dynamics CRM SAP / R3 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server Standard interfaces of most important entities Ticket system for controlled calls of ERP and CRM BAM Templates for interface monitoring Rödl MS CRM ERP Accelerator 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Accelerator function library 44

32 Ticket system of the Accelerator BizTalk Server Start Message for Microsoft CRM Send Message Evaluate answer End Tickets System Order ticket Open ticket Approve ticket Microsoft CRM Anfordern Anfordern Execute Von von Message Daten Daten 45

33 Traffic Transfer Control Flexibility to determine a number of data transfer Prevention of system standby Believeble ticket types creatable Believeble number ticket definable BizTalk Server Start Message for Microsoft CRM Send Message Answer Evaluation End Tickets System Order Ticket Ticket Receiption Ticket Return Microsoft CRM Anfordern Anfordern Execute Von von message Daten Daten 46

34 Rödl Accelerator Microsoft Dynamics CRM ERP 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server Standard interfaces of most important entities Ticket system for controlled calls of SAP and CRM BAM Templates for interface monitoring Rödl MS CRM ERP Accelerator 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Accelerator function library 47

35 Monitoring with BAM Portal 48

36 Live monitoring Graphical view of running interfaces Dynamic reports Includes Excel Pivot Tables Accessible via Internet Explorer Standard interface templates included 49

37 Rödl Accelerator Microsoft Dynamics CRM ERP 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server Standard interfaces of most important entities Ticket system for controlled calls of ERP and CRM BAM Templates for interface monitoring Rödl MS CRM ERP Accelerator 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Accelerator function library 50

38 Troubleshooting with ESB Toolkit Graphical view of all Exceptions in the BizTalk Server enviroment Deap Dive in the Exceptions from rear view to single message Accessible via Internet Explorer Standard templates included 55

39 Rödl Accelerator- Return of Investment Expenditure Activity Time in Hours Without Acc. With Acc. Saving BAM Functionality 32,00 0,00 32,00 100% ESB Exception Handling 80,00 0,00 80,00 100% Traffic controlling (Ticket System) 80,00 0,00 80,00 100% Create Mappings (fetch, insert, update, lookup) 10,00 2,00 8,00 80% Orchestrations 10,00 8,00 2,00 20% Event Messages Implementation 40,00 0,00 40,00 100% QA / Testing / Projektmanagement ca. 20% 50,40 1,00 49,40 98% Example of an Interface Solution Number of existing entity templates 4 Number of new Custom Entities 4 Activity Time in Hours Without Acc. With Acc. Saving BAM Functionality 32,0 0,0 32,0 100% ESB Exception Handling 80,0 0,0 80,0 100% Traffic controlling (Ticket System) 80,0 0,0 80,0 100% Create Mappings (fetch, insert, update, lookup) 80,0 8,0 72,0 90% Orchestrations 80,0 32,0 48,0 60% Event Messages Implementation 40,0 0,0 40,0 100% QA / Testing / Projektmanagement ca. 20% 78,4 8,0 70,4 90% Summary 470,4 48,0 422,4 90% Days 58,80 6,00 52,80 90% 500,0 450,0 400,0 350,0 300,0 250,0 200,0 150,0 100,0 50,0 0,0 Without Accelerator With Accelerator QA / Testing / Projektmanagement ca. 20% Event Messages Implementation Orchestrations Create Mappings (fetch, insert, update, lookup) Traffic controlling (Ticket System) ESB Exception Handling BAM Functionality 56

40 Rödl Accelerator Microsoft Dynamics CRM ERP / R3 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server Standard interfaces of most important entities Ticket system for controlled calls of ERP and CRM BAM Templates for interface monitoring Rödl MS CRM ERP Accelerator 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Accelerator function library 57

41 Rödl BizTalk Server Runtime Monitor Service Microsoft BizTalk Server has by design the problem that Receive Locations stoped working, when the source for the messages is not avalilable! For that, Rödl writes the Biztalk Server Runtime Monitor! Automatic recognize of deactivate Receive Locations Automatic recognize of deactivate Send Ports Automatic recognize of deactivate Host Instances Automatic starting of each Receive Location, Send Port or Host Instance is possible Sending of s to the Administrator, when Receive Locations, Send Ports or Host Instances are down Working in background as a service 58

42 Rödl BizTalk Server Runtime Monitor Service <BiztalkMonitor> <ConnectionString>server=.;database=BizTalkMgmtDb;Integrated Security=SSPI</ConnectionString> <SMTPPassword></SMTPPassword> <SMTPServer> </SMTPServer> < Subject>Error in BizTalk customization</ subject> <Applications> <Application name="esbtest"> <ReceiveLocations> <ReceiveLocation portname="fileinrp" name="fileinrl" autostart="true"> </ReceiveLocation> <ReceiveLocation portname="rp1" name="receive Location1"> </ReceiveLocation> </ReceiveLocations> </Application> <Application name="biztalk Application 1"> <ReceiveLocations> <ReceiveLocation portname="rpba1" name="receive Location2"> </ReceiveLocation> </ReceiveLocations> </Application> </Applications> <HostInstances> <HostInstance name="biztalkserverapplication" autostart="true" /> </HostInstances> </BiztalkMonitor> 59

43 Rödl Accelerator Microsoft Dynamics CRM ERP / R3 1 Rödl Microsoft Dynamics CRM 2011 Event Pipeline Solution 2 Rödl Microsoft Dynamics CRM Adapter for BizTalk Server Standard interfaces of most important entities Ticket system for controlled calls of ERP and CRM BAM Templates for interface monitoring Rödl MS CRM ERP Accelerator 6 ESB Toolkit Templates for exception handling 7 Rödl BizTalk Server Runtime Monitor Service 8 Accelerator function library 60

44 Accelerator function library Message Manipulations Dynamic Config read / write Message Builder Value Mappings e.g. for Picklists Rödl Accelerator Helper Library Debug Logger Functoide / Functions e.g. Typecasts Fetch Builder Orchestrations for Exceptionhandling Back 61

45 Accelerator Workflow Dynamics CRM Accelerator Functionality behind Business logic Accelerator Functionality behind ERP Rödl WCF Adapter Mapping Schema Account Event Handling Insert / Update Lookups Option Sets Transaction Handling Tickets ESB BAM Intermediate Schema Account Mappings Fetches Lookups Transformations Enrichments Option Sets Conversions ESB BAM Intermediate Schema Account Event Handling Insert / Update Lookups Option Sets Transaction Handling Tickets ESB BAM Mapping ERP Adapter Schema Debitor 62

46 Reference Lohmann & Rauscher Company Profile The L&R Group can look back on 150 years of experience with surgical dressings and medical devices - a proud history that is reflected in our products, concepts, and services by their quality, their outstanding functionality, and their therapeutic efficacy. The secret of our success throughout our long history has also been recognizing trends in the healthcare markets early and proactively integrating them with our business activities. The foundation is formed by two well-known enterprises with long traditions: The German company Lohmann Medical (founded in 1851) and the Austrian firm Rauscher (founded in 1899). The successful merger forming L&R took place in That gave rise to the well performing L&R Group with headquarters in Rengsdorf (Germany) and Vienna (Austria) along with 36 subsidiaries and holdings, which are found in 19 countries with a total of more than 3,900 employees. We are now represented in over 80 countries together with 30 hand-picked partners and are continuing to expand internationally. We are proud of our success story - today L&R is an enterprise that can successfully hold its own against the international competition successfully day in and day out. At L&R people are always clearly our main focus: As customers, as business associates, as employees, and - naturally - as patients. The well-being of people dictates everything we do. Our main concern is always the same - to ensure lasting good health in a more efficient and better way. Isues Interfaces from SAP to CRM via SAP IDOC s CRM has to be online in the Cloud SAP on premise A lot of look ups in the Entities Extremely special partner roles Interfaces Microsoft Dynamics CRM to SAP via RFC s or BAPI s or IDOC s Debitor Partner Roles Material Other Services we do for the customer SAP consulting Own IDOCs written in SAP Microsoft Dynamics CRM consulting BizTalk Server Consulting and Training BizTalk Server Installation and Configuration BizTalk Server Monitoring in the Cloud 63

47 Reference Media Broadcast Company Profile In order to allow our customers to react quickly and flexibly to their digital switchover, we at MEDIA BROADCAST focus our operations in dedicated business units closely with the key markets: TV Radio Networks Satellite transmission Internet Media Services Each business unit comprises product and sales management together with appropriate support services, thereby bundling our expertise into one comprehensive package which benefits you the customer. Efficient processes mean faster reaction times and clear lines of responsibility. We are able to guarantee optimal standards of customer care across the whole process chain from production to playout, from distribution through to archiving. We are focusing our resources by taking on central responsibility for innovative broadcasting solutions. At the same time, we are making sure that our customers will continue to have a tried and tested partner they can turn to with confidence for joint projects concerning the shaping of future technologies and markets. Interfaces Interfaces from SAP to CRM via SAP IDOC s Account Contact Salesorder Interfaces from Dynamics CRM to SAP via SAP IDOC s Account Interfaces Dynamics CRM to SAP via RFC s or BAPI s Quotes Salesorder Other Services SAP consulting SAP Customizing Microsoft Dynamics CRM consulting BizTalk Server Consulting IT Infrastructure consulting and configuration Process consulting Business Process Manangement Consulting 64

48 Reference CAMLOG AG Company Profile CAMLOG Biotechnologies AG is an established manufacturer and supplier of internationally recognized integrated systems and products for implant dentistry and restorative dentistry. Manufacturing responsibility within the Swiss/German CAMLOG Group has been entrusted to ALTATEC GmbH, founded in Built on our expertise Since the introduction of the CAMLOG Implant System in 1999, we have been able to establish an important position in the market. The system, characterized by an ideal number of system components and easy and efficient handling properties, is based on many years' experience in implant dentistry and was developed by a team created under the guidance of Dr. Axel Kirsch. Together with Dr. Karl-Ludwig Ackermann, ZTM (master dental technician) Gerhard Neuendorff and Walter Dürr, the CAMLOG Implant System has been optimized to overcome the deficiencies in the handling properties as well as the functional and esthetic limitations of conventional systems currently offered on the market. The CAMLOG Implant System thus makes new and innovative therapeutic concepts a real possibility. Since 2011 the CONELOG Implant System with conical implant-abutmentconnection has been added to the CAMLOG Implant System with its established Tube-in-Tube design. CAMLOG is convinced that future success in the implant market will be closely connected with the company s own research and development efforts. This is why we attach great importance to developing all our own scientifically-proven products. Interfaces Interfaces from SAP to CRM via SAP IDOC s Account Contact Material Salesorder Interfaces Microsoft Dynamics CRM to SAP via RFC s or BAPI s Quotes Salesorder Other Serrvices SAP consulting Microsoft Dynamics CRM consulting BizTalk Server Consulting and Training BizTalk Server Installation and Configuration BizTalk Server Monitoring Process consulting 65

49 Reference ThyssenKrupp Company Profile ThyssenKrupp has around 157,000 employees in just under 80 countries working with passion and expertise to develop solutions for sustainable progress. Their skills and commitment are the basis of our success. In fiscal year 2012/2013 ThyssenKrupp generated sales of around 39 billion. Innovations and technical progress are key factors in managing global growth and using finite resources in a sustainable way. With our engineering expertise in the areas of "Mechanical", "Plant" and "Material", we enable our customers to gain an edge in the global market and manufacture innovative products in a cost and resource efficient way. Interfaces Interfaces from SAP to CRM via SAP IDOC s Account Unit Contract Quote Bit Accounts Interfaces Microsoft Dynamics CRM to SAP via RFC s or BAPI s Quotes Other Serrvices SAP consulting BizTalk Server Installation and Configuration BizTalk Server Monitoring Process consulting 3 SAP Systems 2 Microsoft Dynamics NAV Systems 1 Microsoft Dynamics CRM System 66

50 Some of our references 67