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CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Broaden Your Practice, Increase Your
Profits With AX Integration
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Housekeeping
• The recording will be available to you 2 hrs. after the
webinar
• Icons at the bottom of the slide deck allow you to:
- Adjust sound
- Participate in Q&A
- Contribute to the discussion on twitter @scribesoft –
#DataIntegration - let us know we are #AWESOME!
- Download a copy of the slide deck
- Get to know the speakers
• You can ask questions at anytime but we will answer all
questions after the presentation is over.
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Presenters
Anil Shah
CEO & Managing
Partner
CloudFronts
Howard M.
Cohen
Senior
Resultant
HMC Write Now
Michael Bates
Product
Manager
Scribe Software
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Agenda
• Innovating in a changing environment
• Integrating creates value
• How to create unique IP with the AX JumpStart
• Tools to build on top of AX
• Extending the AX Jumpstart
• Wrap-up
• Q&A
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Innovating in a changing environment
• How is the IT environment changing?
• Who is changing it?
• What does it mean for today’s channel partner?
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Satya Nadella
CEO - Microsoft
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Mobile-First
Cloud-First
Productivity
&
Platforms
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
"We're very deliberate that
we deliver a platform that
partners can be successful
on in delivering their
solutions"
Phil Sorgen
CVP WW-MPN - Microsoft
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
An
Evolution
of
SolutionInfrastructure
Provider
Solution
Provider Bill Patterson
Senior Director,
Customer Self Service
Solutions - Microsoft
Business
Relevant
Solutions
Intellectual Property
YOUR
Infrastructure
Maintenance
“Break/Fix”
Desktop Deployment
Product Attached Services
ApplicationDevelopment
ApplicationManagement
ProcessImprovement
Network&SystemsManagement
DataIntegration
YourInsightInto
CustomerInformationArchitecture
Becomes YourIntellectualProperty
…Notonlyaboutthatcustomer,
butabouttheir
entireindustryaswell!
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Integrating creates value
• The Alternative: Costly manual labor
• Speed – Time-to-Value
• Accuracy – Less rework, fewer embarrassments
• Analytics – More data, more correlations, more
knowledge
The Age of the
Infrastructure Integrator
is Ending
The ISV & the
Data Integrator
are the channel partners
of the future!
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Integrating creates value
• Provide a ‘complete’ solution through Integration and differentiate offering.
◦ Ex: Integrate AX with Field Service Automation (FSA) for a complete
Service Industry offering.
• Clients are selecting their Implementation Partner based on their integration
expertise.
• Software companies are looking to select Partners to integrate their solutions
with AX.
• Gain valuable new product or industry expertise through integrating AX with
other solutions.
• Write articles, speak at events, webinars, generate inbound interest through
your integration expertise.
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
How to create unique IP with the AX JumpStart
• How we did it!
◦ Get a small team in place with following skillsets
• 1 AX Sr. Developer with some experience on AIF
• 1 AX Sr. Functional Consultant
• 1 Scribe Insight Expert
◦ Thoroughly understand the JumpStart solution so you can extend it.
◦ Remember, it is a JumpStart – a very solid starting point. Be prepared to
customize it.
◦ Learn your options to get help quickly – Online support forums!!
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Tools to build on top of AX
• AX 2012 & Astea FSA Integration for Services Industry
◦ Astea FSA offers a robust Field Services Automation and customers were
demanding integration with AX
◦ We deployed and customized the JumpStart
◦ Developed Custom modules to enhance the Scribe platform.
• AX 2012 & CRM Integration for a Blender Company (Will It Blend?)
◦ We were called to fix an existing integration
◦ Integrated Customers, Orders, Products, Invoices in a bi-directional
integration.
◦ Client is integrating hundreds of orders every day
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Extending the AX Jumpstart
• Planning
◦ Understand and document the current JumpStart functionality
◦ Have a clear understanding of requirements
◦ Document changes to the JumpStart
• Developing
◦ Is the AIF Service available or do we need to develop one
◦ Using an existing query, modify, OR develop a new one for transaction
◦ Determine which operations should be included in the service
◦ Expose the Service Operations in the Inbound Port
• Testing
◦ Test transaction by developing a sample DTS
• Get Help
◦ Online Communities, leveraging & building connections with AX Experts & MVPs
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Wrap Up
• Getting started
◦ self assessment
• Think smaller
◦ don’t boil the ocean
• Tie it back to innovation
◦ = uniqueness = competitive advantage
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
You have questions?
We have answers!
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
About CloudFronts
• Focused on Dynamics CRM, AX & BI
• BIG focus on Microsoft’s cloud offerings
• Deep Integration Expertise using Scribe
• Focused on SMB. Clients around the globe
• Twitter: @cloudfronts
• YouTube: youtube.com/cloudfronts
• LinkedIn: https://in.linkedin.com/pub/anil-shah/4/52b/a62
www.cloudfronts.com
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Howard M. Cohen
• Senior Resultant
• 30 Year IT Channel Executive
The Changing Channel
www.rcpmag.com
Dell/Microsoft
Migration Expert Zone
www.MigrationExpertZone.com
Insight Service Provider
http://Hub.Insight.com
www.hmcwritenow.com
hmc@hmcwritenow.com
516.965.6431
@howardmcohen
hmcwizard
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
About Scribe
• Customer data integration solutions since 1995
• Established global company
• Cloud, premise, hybrid
• Award-winning solutions
◦ Scribe Online
◦ Scribe Insight
• 12,000 customers and 1,200 partners
www.scribesoft.com
CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
Next Steps
Additional Resources
Scribe Online Trial
LyntonWeb Generates High-Margin
Monthly Revenue
Dynamics AX Web Services Adapter
Demystify the Dynamics AX Jumpstart
THANK YOU!
email: sales@scribesoft.com
www.scribesoft.com

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Broaden Your Practice, Increase Your Profits with Dynamics AX Integration

  • 1. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Broaden Your Practice, Increase Your Profits With AX Integration
  • 2. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Housekeeping • The recording will be available to you 2 hrs. after the webinar • Icons at the bottom of the slide deck allow you to: - Adjust sound - Participate in Q&A - Contribute to the discussion on twitter @scribesoft – #DataIntegration - let us know we are #AWESOME! - Download a copy of the slide deck - Get to know the speakers • You can ask questions at anytime but we will answer all questions after the presentation is over.
  • 3. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Presenters Anil Shah CEO & Managing Partner CloudFronts Howard M. Cohen Senior Resultant HMC Write Now Michael Bates Product Manager Scribe Software
  • 4. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Agenda • Innovating in a changing environment • Integrating creates value • How to create unique IP with the AX JumpStart • Tools to build on top of AX • Extending the AX Jumpstart • Wrap-up • Q&A
  • 5. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Innovating in a changing environment • How is the IT environment changing? • Who is changing it? • What does it mean for today’s channel partner?
  • 6. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Satya Nadella CEO - Microsoft
  • 7. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Mobile-First Cloud-First Productivity & Platforms
  • 8. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. "We're very deliberate that we deliver a platform that partners can be successful on in delivering their solutions" Phil Sorgen CVP WW-MPN - Microsoft
  • 9. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. An Evolution of SolutionInfrastructure Provider Solution Provider Bill Patterson Senior Director, Customer Self Service Solutions - Microsoft
  • 15. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Integrating creates value • The Alternative: Costly manual labor • Speed – Time-to-Value • Accuracy – Less rework, fewer embarrassments • Analytics – More data, more correlations, more knowledge
  • 16. The Age of the Infrastructure Integrator is Ending
  • 17. The ISV & the Data Integrator are the channel partners of the future!
  • 18. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Integrating creates value • Provide a ‘complete’ solution through Integration and differentiate offering. ◦ Ex: Integrate AX with Field Service Automation (FSA) for a complete Service Industry offering. • Clients are selecting their Implementation Partner based on their integration expertise. • Software companies are looking to select Partners to integrate their solutions with AX. • Gain valuable new product or industry expertise through integrating AX with other solutions. • Write articles, speak at events, webinars, generate inbound interest through your integration expertise.
  • 19. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. How to create unique IP with the AX JumpStart • How we did it! ◦ Get a small team in place with following skillsets • 1 AX Sr. Developer with some experience on AIF • 1 AX Sr. Functional Consultant • 1 Scribe Insight Expert ◦ Thoroughly understand the JumpStart solution so you can extend it. ◦ Remember, it is a JumpStart – a very solid starting point. Be prepared to customize it. ◦ Learn your options to get help quickly – Online support forums!!
  • 20. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Tools to build on top of AX • AX 2012 & Astea FSA Integration for Services Industry ◦ Astea FSA offers a robust Field Services Automation and customers were demanding integration with AX ◦ We deployed and customized the JumpStart ◦ Developed Custom modules to enhance the Scribe platform. • AX 2012 & CRM Integration for a Blender Company (Will It Blend?) ◦ We were called to fix an existing integration ◦ Integrated Customers, Orders, Products, Invoices in a bi-directional integration. ◦ Client is integrating hundreds of orders every day
  • 21. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved.
  • 22. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Extending the AX Jumpstart • Planning ◦ Understand and document the current JumpStart functionality ◦ Have a clear understanding of requirements ◦ Document changes to the JumpStart • Developing ◦ Is the AIF Service available or do we need to develop one ◦ Using an existing query, modify, OR develop a new one for transaction ◦ Determine which operations should be included in the service ◦ Expose the Service Operations in the Inbound Port • Testing ◦ Test transaction by developing a sample DTS • Get Help ◦ Online Communities, leveraging & building connections with AX Experts & MVPs
  • 23. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Wrap Up • Getting started ◦ self assessment • Think smaller ◦ don’t boil the ocean • Tie it back to innovation ◦ = uniqueness = competitive advantage
  • 24. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. You have questions? We have answers!
  • 25. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. About CloudFronts • Focused on Dynamics CRM, AX & BI • BIG focus on Microsoft’s cloud offerings • Deep Integration Expertise using Scribe • Focused on SMB. Clients around the globe • Twitter: @cloudfronts • YouTube: youtube.com/cloudfronts • LinkedIn: https://in.linkedin.com/pub/anil-shah/4/52b/a62 www.cloudfronts.com
  • 26. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Howard M. Cohen • Senior Resultant • 30 Year IT Channel Executive The Changing Channel www.rcpmag.com Dell/Microsoft Migration Expert Zone www.MigrationExpertZone.com Insight Service Provider http://Hub.Insight.com www.hmcwritenow.com hmc@hmcwritenow.com 516.965.6431 @howardmcohen hmcwizard
  • 27. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. About Scribe • Customer data integration solutions since 1995 • Established global company • Cloud, premise, hybrid • Award-winning solutions ◦ Scribe Online ◦ Scribe Insight • 12,000 customers and 1,200 partners www.scribesoft.com
  • 28. CONFIDENTIAL | © 2015 Scribe Software Corporation. All rights reserved. Next Steps Additional Resources Scribe Online Trial LyntonWeb Generates High-Margin Monthly Revenue Dynamics AX Web Services Adapter Demystify the Dynamics AX Jumpstart THANK YOU! email: sales@scribesoft.com www.scribesoft.com