How to manage data integration within
Microsoft Dynamics efficiently:
organizational and technical points
Dmytro Golodiuk & Dmytro Kuiavets

Dmytro Golodiuk
 Solution Architect at ZEPPELIN International
 Technical lead of the .NET Development stack
 Head of IT Architectural Committee at ZEPPELIN
International
 Enterprise Architecture doer
 Dynamics 365 & Office 365 Fan
 Certified Professional
 C# by Microsoft
 Dynamics CRM 2011 by Microsoft
 Scribe Insight by Scribe Software
 Documenting Software Architecture by SEI CMU

Dmytro Kuiavets
• SPM at GlobalLogic Kharkiv
• President of Kiev Chapter of
International Institute of Business
Analysis (IIBA)
• “The Best Professional in Business
Analysis” by IT Ukraine Association,
2012
• Emotional Intelligence trainer

Agenda
01
02
03
04
05
Digitalization
Dynamics 365 (CRM) & Data
Integration challenges.
Proposed Approaches
Enterprise software solutions
Enterprise stories

Enterprise softwareFrom Wikipedia, the free encyclopedia
• Enterprise software, also known as enterprise
application software (EAS), is computer
software used to satisfy the needs of
an organization rather than individual users.
• Enterprise application describes applications -- or
software -- that a that a business would use to
assist the organization in solving enterprise
problems.

 Automated billing systems
 Payment processing
 Email marketing systems
 Customer Relationship Management (CRM)
 Enterprise Resource Planning (ERP)
 Business Intelligence (BI)
 Business Continuity Planning (BCP)
 Enterprise Application Integration (EAI)
 Enterprise Content Management
 Enterprise search
 Enterprise Messaging Systems (EMS)
 Call center and customer support
 HR Management (HRM)
Common Types of Enterprise Applications

Enterprise Solutions

Enterprise Solutions

Enterprise Solutions Architecture

Architecture Roles
A big part of what the Enterprise
Architecture does is make sure
that the organization has the
right systems in the right places
to do all of the stuff that needs
doing.

Kodak Story

Nokia Story

CIO and Trends
The report also notes that “By 2019, over 85% of new packaged customer
service and support software will be delivered on a cloud-based model, and
SaaS will emerge as an essential selection factor for CRM customer
engagement centers(CECs) in all geographies and for all but the most complex
processes."

Digitalization

Digitalization

Digitalization
Gartner: a new era of Enterprise IT
RSO and other examples

Today’s Data Challenges
• Upgrading from legacy systems
• Data Integrity
• Adding more systems and more data in those systems
• All these systems need to be synchronized with one
other
• Actions in one system often need to trigger actions in
other systems
• New systems are rapidly evolving
• A change in one system can break the entire integration
network

2001 20162001 2003 2005 2007 2009 2011 2013 2015
Microsoft CRM 1.0
6/1/2003
Microsoft CRM 3.0
12/1/2005
Dynamics CRM 4.0
12/1/2007
Dynamics CRM 2011
6/1/2010
Dynamics CRM 2013
7/1/2013
Dynamics CRM 2015
11/30/2014
Dynamics CRM
2016
11/30/2015
Dynamics
365
7/1/2016
Microsoft acquired iCommunicate
Microsoft Business Solutions Customer Relationship Management 1.0
Project Green
Dynamics brand was launched
The term “XRM” was introduced
Microsoft Dynamics CRM Online marked
the beginning of the cloud services era
in Microsoft’s business applications November 2011 Service Update
Cross-browser support
Polaris UIAcquisitions of FieldOne - global provider of field
service management solutions for the enterprise
Acquisition of Adxstudio Inc., Web portal and application lifecycle management solutions provider
Dynamics CRM Spring 2016 Wave (Update)
Microsoft to acquire LinkedIn
Evolution of Dynamics CRM

Dynamics 365 Evolution
Yesterday
Dynamics CRM
- Field Service
- Project Service Automation
- Parature
Dynamics AX
Project Madeira
Dynamics GP
Dynamics NAV
Dynamics SL
Yesterday
Dynamics 365 for Sales
Dynamics 365 for Customer Service
Dynamics 365 for Field Service
Dynamics 365 for Project Service
Dynamics 365 for Operations
Dynamics 365 for Financials
Dynamics GP
Dynamics NAV
Dynamics SL

Dynamics 365 –
The beginning of a new future

Microsoft Dynamics
Data Integration Challenges
• Migrating from a legacy system to a new system
• Integration between different Dynamics
applications
• Integration between Dynamics 365 and a legacy
system
• Integration between On-Premise and Online
Dynamics 365 systems
• Synchronize data between systems while migration
project is ongoing

Approaches to Data Integration
1 – Custom
Coding
0 – No Data
Integration
Integration Platform
as a Service
2 - iPaaS 3 – Dynamics 365
Data Integration
Dynamics
365

Approaches 1: Custom Coding
Dynamics
365
• Detailed API and
Application Knowledge
Required
• High Integration Costs Put
Profitability at Risk
• Highly Skilled Developers
Required
• Significant Support
Requirements
• Do not forget about
integration processes
orchestration

Dynamics CRM Architecture
Reporting
(Dashboards, Charts, Excel,
FetchXML and SRS)
Integrated
Applications
Pre-Event Plug-ins
(.NET Assemblies)
Post-Event Plug-ins
(.NET Assemblies)
Web Services
Custom Workflow
(.NET Assemblies)
Backend Integration
Server-to-Server
Extensible Application: Form and client
side events, Ribbon, Sitemap, Web
Resources, JS libraries…
Front End
Integration
Business Entity Components
Data Access Components
Synchronous and Asynchronous Business Logic
Metadata Data
Filtered SQL Views
Data Access Platform
Workflow
Security

90% of the overall
cost of custom-created
software comes after initial
development
- Gartner Research
Hey, That Was Tougher Than We Thought It Would Be…

Approaches 2: iPaaS
2 - iPaaS
Dynamics
365
• iPaaS reduces integration costs
• Developer Skill Level Not
Required
• Reusable Architecture /
Unified Software Design
• Faster Integration Setup
• Integration Processes
Orchestration is usually out-of-
box
• Simplified API Management
• Shorter deployment & Faster
time to market
• Faster response to run-time
issues
• Agile customization of
integrations
• Build Once, Connect to Many

Approaches 2: iPaaS
Scribe is the Leader in Dynamics Integration

Scribe Online Architecture

Dynamics CRM 2011
Business Entities
Scribe Publisher QueueSales Order
Plugins
Scribe Plugin for
Dynamics CRM 2011
Dynamics CRM Web Services
Scribe ServerScribe Console
Integration
Process
Data
Monitor
Data View
Scribe Internal Queues
ScribeIn
ScribeRetry
ScribeDeadMessage
CRM ScribeIn
CRM ScribeFailed
Scribe Windows Services
Scribe Bridge
Server
Scribe Message
Server
Scribe
Monitor
Server
Scribe Event Manager
Scribe Admin
Server
Scribe Adapters
Adapter for
Dynamics CRM
2011
(On-Premises)
Adapter for XML
Adapter for Web
Services
Scribe Internal Database
SAP
NetWeaver
ABAP Code
BAPIs

Information Flow Diagram

Approaches 3:
Dynamics 365 Data Integration
Dynamics
365
This feature is PREVIEW. If you are interested in participating in the preview program,
contact us at cdspreviewprogs@microsoft.com
• New Data Integration
Feature by Microsoft
• Currently available as a
tab in the PowerApps
admin center
• Enables the flow of data
between Microsoft
Dynamics 365 products
through the Common
Data Service

Dynamics 365 Data Integration:
Concept

CDS /
CDSM

New Skills Era
• „IQ gets you hired, EQ gets you promoted”
Phil Campbell, M.Ed. RCC, Counsellor-Coordinator

Backup 1: Useful Links
 Install Microsoft Dynamics 365 for
Outlook
 Deploy Office 365 Groups
 Enable OneNote integration
 Deploy Dynamics 365 App for
Outlook
 Enable OneDrive for Business
 Enable Office Delve
 Dynamics 365 data integration
 Scribe Software Company Page
 Scribe Integration Platform for
Dynamics 365
 Watch a Demo of Scribe Online and
Dynamics 365

Contact Us
Dmytro Kuiavets
Old style
Dmytro Golodiuk
New style
M +38.066.349.6158
S Dmytro_Kuiavets
dmytro.kuiavets@globallogic.com