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IT departments are frequently asked to find ways to make sure that information is shared and available across multiple applications. Users of JD Edwards and Microsoft Dynamics CRM have a need to see how this integration can be achieved. This presentation shows how the Magic Software iBOLT Integration Platform provides a smarter metadata driven approach to integration allowing you to connect commonly needed integration touchpoints between these popular business applications (and many more).
Citation preview
Integrating JD Edwards with Microsoft Dynamics CRM
Glenn Johnson
Senior Vice President
Magic Software Enterprises
What’s your problem?
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What’s your problem?
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The Promise of CRM
Enhanced Customer Experience Shared or distributed data Cost reduction Better Customer Service Increased Customer Satisfaction Better Customer Retention Loyal customers More repeat business More new business More Profit!
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CRM Evolution: Personal Solutions
Personal Solutions Personal Information Managers (PIMs)
Personal Data Assistants (PDAs)
E-mail Clients
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CRM Evolution: Departmental Solutions
Personal Solutions
Departmental Solutions
Sales Force Automation
Help Desk/Customer Service
Marketing Software
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CRM Evolution: Modular Solutions
Personal Solutions
Departmental Solutions
Modular Solutions
Separate Modules for Sales, Marketing, and Support
Partially Integration Between Modules
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CRM Evolution: Integrated Solutions
Personal Solutions
Departmental Solutions
Modular Solutions
CRM Suites
Integrated Sales, Customer Service
Centralized Productivity Tools
Mobile & On Demand Alternatives
Poor Integration toERPeCommerceSCMHRISMarketing/Web 2.0
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IT’s About the Business Processes
Need for an Integrated View of the Customer
Providing 360 ° View of the Customer,Aberdeen Research Group, 2010
Benefits of a 360° Customer View
Providing 360 ° View of the Customer,Aberdeen Research Group, 2010
A Screen Is A Screen Is A Screen
Dynamics CRM Features- Integration Touch Points
Sales Microsoft Outlook integration. Account records and histories. Customer Service visibility. Leads and Opportunity management Sales process management/workflow. Quotes. Order management. Quotas. Reports/Forecasts. Sales literature. Territory management Competitor tracking Direct e-mail; print communications.
Customer Service Case management Account records and histories. Automated routing and queuing. Searchable knowledgebase. Service contracts. Auto-response e-mail. E-mail management.
Integration Sales and Customer Service
modules. Microsoft Office. Outlook client. Microsoft Business Solutions. API.
Dynamics CRM Features
Sales Microsoft Outlook integration. Account records and histories. Customer Service visibility. Leads and Opportunity management Sales process management/workflow. Quotes. Order management. Quotas. Reports/Forecasts. Sales literature. Territory management Competitor tracking Direct e-mail; print communications.
Customer Service Case management Account records and histories. Automated routing and queuing. Searchable knowledgebase. Service contracts. Auto-response e-mail. E-mail management.
Integration Sales and Customer Service modules. Microsoft Office. Outlook client. Microsoft Business Solutions. API.
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Core JD Edwards Processes
Financial ManagementGeneral Accounting Accounts Payable Accounts Receivable Fixed Assets Address BookElectronic Mail
Distribution Management Inventory Management Procurement Management Sales Order Management Warehouse Management
Human Capital ManagementHuman Resources Management Benefits AdministrationPayroll
Manufacturing ManagementManufacturing Accounting Plant and Equipment Maintenance Management Product Data Management Shop Floor Management
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Key Processes for Integration
Financial ManagementGeneral Accounting Accounts Payable Accounts Receivable Fixed Assets Address BookElectronic Mail
Distribution Management Inventory Management Procurement Management Sales Order Management Warehouse Management
Human Capital ManagementHuman Resources Management Benefits AdministrationPayroll
Manufacturing ManagementManufacturing Accounting Plant and Equipment Maintenance Management Product Data Management Shop Floor Management
Dynamics CRM Integration Readiness
iBOLT Integrates Microsoft to Non-Microsoft Applications
Magic Software’s Solutions
Integration Platform
Application Platform
Metadata Driven
Solutions
iBOLT.Information without Boundaries.
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Bringing IT All Together
CRMCommunication
Customers/VendorsEmployeesProspects
Tasks
OthereCommerce
HRISMarketing/Web 2.0
PLMLogistics
ERPFinancialsPayables
ReceivablesPurchases
Sales
SCMManufacturing
InventoryDistribution
Quality ControlSupply Chain
Your Back Office
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iBOLT. Information without Boundaries
iBOLT Special Edition for JD Edwards Addresses 3rd Party Software Integration
WebsiteIntegration
Custom OrderEntry
CRM SystemIntegration
Custom Quotation System
GL/AP/AR
Asset Management Integration
Other ERP System
Inventory Tracking
Salesforce AutomationIntegration
Product Configurators
Small Package Delivery
Integration
Portal Integration
WMSIntegration
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CRM Requires Integration to Deliver Its Real Benefits
Get a 360-degree view of your customer. Connect and streamline your business processes
beyond system boundaries. Take advantage of smooth integration with other
information systems. Work beyond the reach of your network. Customize and integrate with other applications and
processes.
Relevant Data Provides Meaning
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Large library of included components, adapters, wizards
iBOLT Accesses Microsoft Dynamics CRM Entities List
Why iBOLT?
adapter library -- all technology adapters for one low cost
visual approach – drag, drop and configure scripting -- no scripting required debug -- easily see variables and results step-by-
step monitoring -- fully configurable monitoring unified technology stack -- unified development
strategy with no competing, overlapping or disconnected infrastructure layers
open standards -- support for all vendors, not designed to lock you in to .NET or Java
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Superior ROEI
Return on Existing Investment (ROEI) means you get the value that was originally intended from your existing IT assets.
Eliminate Gaps Between Dynamics CRM and “the real business”
Create efficiencies between employees and teams Accelerate the speed of your business Create unique competitive advantages for adaptation
to today’s economic climate.
Magic Software at a Glance
Delivering Integration and
Development Solutions since 1982 Global Presence
Serving more than 50 countries 24/7 Follow-the-Sun Support Global Professional Services teams
Public Company (NASDAQ:MGIC) US headquarters: California Public since 1991 Revenue: $100.2M ttm 27.5% quarterly yoy growth Net Income: $12.2M ttm 86% quarterly yoy growth
3000+ Business Partners
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Visionary and Top Performer
Recognized by Gartner and Forrester #250 on Software 500 3-time SAP Award Winner SD Times 100 2010
Request A Proposal
• Call (949) 250-1718 ext. 259• E-mail info@magicsoftware.com• www.magicsoftware.com
THANK YOU
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