1. RSM US LLC Integrations
March 17, 2017

2. Agenda Key Concepts Strategies Questions to Ask
Important Integration Capabilities
Architecture
2012 Options Available
D365 Major Changes to Integrations
D365 Options Available
Integrations considerations for 2012 customers considering D365

3. Key Concepts

4. Key Concepts Asynchronous vs synchronous
Asynchronous poling vs scheduled integration
Manual vs Automated integration
File types
CSV
Fixed Width
XML
Web Service
JSON
SOAP
DMZ
Firewalls
Service Bus

5. Direct Integration Example
Service Bus
Direct Integration Example
Dynamics
3PL
Web

6. Direct Integration Example – NEW 3PL
Service Bus
Direct Integration Example – NEW 3PL
Dynamics
NEW 3PL
Web

7. Service Bus Integration Example
Dynamics
Service Bus
3PL
Web

8. Service Bus Integration Example – NEW 3PL
Dynamics
Service Bus
NEW 3PL
Web

9. Service Bus Examples
Biztalk
Azure Service Bus
Tibco
MuleSoft …

10. Integration Planning and Design

11. Keep integrations together Define data to integrate early and clearly
Strategies
Keep integrations together
i.e. don’t have 10 integration technologies for 12 integrations
Define data to integrate early and clearly
Third parties
Define requirements before designing
Think about maintaining the implementation long term

12. Questions to Ask What data will need to be exchanged? Direction
What is the integration direction?
Business logic
Is there any business logic that needs to be implemented for this integration? I.e. Do you need to post an invoice?
Transforms
Do the documents that are sent or received need to be transformed? Do the transformations have to be performed before data is sent or when data is received? What is the extent of the data transformations? Are the transformations performed by Microsoft Dynamics AX or an external system?

13. Questions to Ask Integration system limitations Integration location
Does the external system have any restrictions about how data is exchanged? In other words, the external system can only create .csv documents, and it can only save them to the local file system.
Integration location
Is the external system an in-house system or an external trading partner?
Frequency
What is the availability of the systems that are being integrated? What are the requirements for real-time data exchanges?
Volume
What is the volume of transactions?
Importance
How business critical is the integration?

14. Important Integration Capabilities
Performance
Stability
Ease of troubleshooting
Reliability
i.e. when one system goes down no data will be lost
Testable
Both at implementation and after

15. Architecture Security Encryption Networking Firewall Number of Hops
Direct vs indirect
Service Bus
High Availability
Disaster Recovery

16. Integration in Dynamics AX or Dynamics 365 for Operations

17. 2012 Options Available Service types Service adapters
Document Services
Custom Services
Metadata Services
Service adapters
Web
Http
File
MSMQ
Calls to outside services
Direct SQL
ASCIIIO
WINAPI
.Net Business Connector
Export to Excel
Excel Addins
Data Import Export Framework (DIXF)
File
ODBC
Biztalk

18. Dynamics 365 Major Changes to Integrations
Cloud based
Software as a Service
Limited networking access
No Direct Access to SQL or OS’s
Can’t install software on AOS’s
On-prem/Azure for install of third parties

19. Dynamics 365 Options Available
Data Entities
OData
File integrations
Logic App
Flow
QuartzAX
Export to Excel
Excel Addins
Custom Services (Soap and JSON)
Azure Service Bus
BizTalk
Entity store (BYODB)
Express Route
Azure Application Proxy
Azure API Management
Rest(Find this)
Flow
Power Apps (Find this)
Azure Blob Storage
Azure Data Factory
PowerBI
Etc…

20. Integrations for 2012 customers considering D365
Web Services
Custom web services continue to work

21. Contact and Questions