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Integration With Dynamics Ax 2012 Presenter: Ali Raza Zaidi (Dynamics AX MVP )

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Integration overview with Dynamics Ax 2012

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Page 1: Integration with dynamics ax 2012

Integration With Dynamics Ax 2012

Presenter: Ali Raza Zaidi (Dynamics AX MVP )

Page 2: Integration with dynamics ax 2012

Introducing Microsoft Dynamics AX

Why We Need Services

WCF and SOA

Introduction to AIF services and demos.

Question and closing

Agenda

Page 3: Integration with dynamics ax 2012

What is ERP• Enterprise resource planning (ERP) is a business

management software—usually a suite of integrated applications—that a company can use to collect, store, manage and interpret data from many business activities, including:• Product planning, cost and development• Manufacturing or service delivery• Marketing and sales• Inventory management• Shipping and payment• Financials

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Introducing Dynamics AXA business solution for global enterprises that supports industry-specific and operational business processes, along with comprehensive, core enterprise resource planning (ERP) functionality for financial and HRM. It empowers your people to anticipate and embrace change so your business can thrive.

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Economy GeopoliticsTechnology Cloud

Business Success Demands Change

People

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Dynamics AX 2012 Value Proposition

Pervasive Interoperability

Powerful Agile

Simple

Powerfully Simple

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PowerfulBuilt to drive service delivery efficiencies across a firm’s global workforce

Drive time-to-productivity for professionalswith RoleTailored user experiences

Scale the firm to each new opportunitywith a global-by-design solution

Streamline essential service processeswith project-specific capabilities

Deliver more value faster with a powerful unifi ed soluti on

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Agile

Increase opportuniti es and reduce risk with an agile soluti on

Support timely decision-making with rich financial and operational insights

Respond precisely to client needs with integrated relationship management

Adapt to changing process and regulatory requirements with model-driven methods

Ready to meet changing market and client demands

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Extend existing business processes and systemswith pervasive interoperability

Simple

Easy-to-use soft ware drives adopti on and lowers costs

Connect easily with service teams, partners and clientsthrough integrated collaboration capabilities

Accelerate user onboarding and adoptionwith a familiar, intuitive user experience

Easy to learn and use across the service chain

Page 10: Integration with dynamics ax 2012

Dynamics Ax 2012 Client Navigation Overview

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Business Workloads

Horizontal Operational Workloads

Industry Operational Workloads

Administrative Core Workloads

Finance HR

HCM Project Budget Formulation

Expense SRM Sales Force Automation

Marketing Automation

Customer Care

Retail Service Manufacturing Distribution

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Ente

rpris

e In

fras

truc

ture

Enterprise ArchitectureEn

terp

rise

Appl

icati

on

Horizontal OperationalIndustry Operational Administrative Core

Microsoft Infrastructure

Development tools

MorphX

Dynamics Infrastructure

App Server(s)

AOS Services

Integration host

File system MSMQ

WCF Services

Productivity Apps

Page 13: Integration with dynamics ax 2012

Microsoft Confidential

Microsoft Platform Interoperability:

• Microsoft Office• Visual Studio 2010 • SharePoint 2010 (Insight, Workspaces, Search)• Project Server 2010

Business Intelligence and Reporting:• 11 cube schemas for Finance, Supply Chain, Services and

Workflow domains that provide aggregated data• Secure access to production data• 35 pre-build role centers targeted towards different personas• ~ 150 Analytic Reports• Collaborate, and share using Microsoft SharePoint technologies• Microsoft Excel based report templates• SSRS production reporting engine

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Servers & Tools:• Workflow enhancements incl. graphical

workflow editor, Work item queues• Services (Sites, Payment, and Commerce)• AIF enhancements (90 documents, non-XML file

format)• Role-based security and segregation of duties• Pluggable User authentication• New programmability Concepts (models)• Upgrade framework enhancements• Integrated Development Environment (IDE)• Visual Studio Tools for Microsoft Dynamics AX

2012• Simplified Installation experience• New Help System

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Microsoft Dynamics AX | At-a-GlanceRetail | Manufacturing | Distribution | Services Industries | Public Sector

RetailPoint of Sale (POS)Centralized store managementOmni-channel managementOrder management |payment processingMerchandizing and catalog management

ManufacturingLean, process and discrete manufacturingProduct configurationShop floor management

Sales, service & marketingSales force and marketing automationLead and opportunity managementSales and case managementService managementMicrosoft Dynamics CRM connector

Procurement and sourcingDirect and indirect procurementPurchase requisitionsSupplier relationship managementVendor self-service portal

Supply chain managementInventory managementMultisite warehouse managementOrder promisingDistribution planningQuality management

Project accountingProject accounting and invoicingGrants managementProject cost controlWork breakdown structureInteroperability with Microsoft Project

Financial managementGeneral LedgerAccounts receivables and payablesCommitment AccountingCash and bank management

Business intelligenceStandard and analytical reports with Microsoft SQL Server Reporting ServicesRoleTailored, pre-defined data cubesDashboard views with KPIsSelf-service reporting

Human capital managementCore Human Resource ManagementTalent managementWorkforce managementTravel and expense

Shared services and consolidationBudget planning and controlCompliance management

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Market Share

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Implementation CostAverage Cost to maintain and implement the ERP Tool• SAP : $16 M• Oracle : $12 M•Microsoft :$3 M• Others : $3.5 M

http://go.panorama-consulting.com/rs/panoramaconsulting/images/Clash-of-the-Titans-2014.pdf

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Average implementation Time Duration :

• SAP : 18.5 Months• Oracle : 22.5 Months•Microsoft : 12.5 Months• Others : 11 monthsReference :http://go.panorama-consulting.com/rs/panoramaconsulting/images/Clash-of-the-Titans-2014.pdf

Page 19: Integration with dynamics ax 2012

Dynamics Ax Infrastructure

• Uses of the system: The components and modules of Microsoft Dynamics AX that you plan to deploy• The number of transactions over a period of time, and the total number

of transactions during peak business hours• The number of active or concurrent users over a period of time, and the

total number of active or concurrent users during peak business hours• The external user access that is required• The web access that is required• The required availability• The projected growth rate• The number of sites and the number of users who connect through a

wide area network (WAN)

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Bandwidth

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Basic Hardware Requirement

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Processor and RAM requirements

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Page 24: Integration with dynamics ax 2012

Integration with

Dynamics AX 2012

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Integration Scenario

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Why ServicesDifferent Applications written in different language.Applications can communicate independent to their technology. Implementing the standards and protocols to work independent of their technology. Services should be abstract, So people use them without understanding of its internal working and how data is store.Self describing Meta data, In Dynamics Ax it is using Web Service Description Language (WSDL).

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Service-Oriented Architecture (SOA)

• “SOA is the architectural style that supports loosely coupled services to enable business flexibility in an interoperable, technology agnostic manner. SOA consists of a composite set of business-aligned services that support a flexible and dynamically re-configurable end-to-end business process realization using interface-based service descriptions.” • Evolution in 80 everything is OOPs, 90s everything based on Component, 2000 and onward everything based on Service Oriented.

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ConsumeService Consumption

ComposeService Composition

Devicesand PeoplePortal

Data Mainframe TradingPartners

LOB

ExposeService Enablement

OBA Desktop

Expose-Compose-Consume

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Windows communication foundation:WCF is a programming Platform and run time system for building, running and deploying the network distributed services. It is the latest Service oriented technology. Interoperability is the fundamental characteristics of WCF. It has web service, .Net Remoting, MSMQ and COM+ features. It combines all these things into a single umbrella. That means it provides a common platform for all .Net communication. 

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What is ABC of WCF

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Address

• In WCF, every service is associated with a unique address. The address provides two important elements: the location of the service and the transport protocol or transport schema used to communicate with the service. • http://localhost:8001• http://localhost:8001/firstservice• net.tcp://localhost:8002/firstservice• net.pipe://localhost/piped• net.msmq://localhost/firstservice

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Bindings:

• Specifies how a service is accessible. In other words: how the two parties will communicate in terms of transport (HTTP, TCP, NamedPipe, Peer2Peer and MSMQ), encoding (text, binary etc.) and protocols (like transactional support or reliable messaging).• how the WCF Service Communicates with Request and Response• Basic binding• TCP binding• Web Service (WS) binding• MSMQ binding

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Contract

Contracts are used to define what can be communicated. Thefollowing are the three types of contracts:• Service contracts: These describe the service functionality that is

exposed to external systems• Operation contracts: These define the actual operations that will be

available on the service• Data contracts: These are used to shape the data that will be

exchanged by the operations of the service

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System Architecture

Page 35: Integration with dynamics ax 2012

AIF Architecture

Page 36: Integration with dynamics ax 2012

Axd<Document>Axd<Document>

Axd<Document>

AIF – Key Concepts

Channel EndpointAIF ServicesDocumentClasses

Microsoft Dynamics AX

Endpoint

AOS

AIF

AdapterW

S

DB

Page 37: Integration with dynamics ax 2012

Axd<Document>Axd<Document>

Axd<Document>

AIF – Key Concepts

Channel EndpointAIF ServicesDocumentClasses

Microsoft Dynamics AX

Endpoint

AOS

AIF

AdapterW

S

DB

XML Document

110101100111101

Entity Key

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Types of Services In Dynamics Ax

There are many Services provided by Microsoft Dynamics AX 2012 to work with third part components. These Dynamics AX 2012 Services are actually programmable artifacts. Such Services are given in normal X++ code, so that developers can easily modify them depending on the specific needs of their business.• Given below are the Services that are currently

available in Microsoft Dynamics AX 2012.• Document Services• Custom Services

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Document Service

• This was introduced in Microsoft Dynamics AX 4.0. It enables the user to exchange data between internal and external systems via XML documents. Document Services are generated from a query that models the business entity. For example, a customer query will run the Document Service Generation Wizard to create the Service artifacts.• Document Services include logic to handle the details of how a

query will be serialized or de-serialized from the XML that is sent across a network. For synchronization of Document Services, there are two new entities introduced in Dynamics AX.• Developers need to extend these functions to enable their own

scenario.

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Custom Service

This Service enables developers to expose any logic written in x++ through a service interface. The support for Custom Services was introduced in Dynamics AX 2009, but it was limited to some specific data types. In Microsoft Dynamics AX 2012 with the integration of Windows Communication Foundation (WCF), attributes can be set on the Data Contract class to make them serialize and de-serialize across the network connection.

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Service Attributes

• SysEntryPointAttribute• DataContractAttribute• DataMemberAttribute• AifCollectionTypeAttribute

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Best Practices and Lessons Learned

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Where to start…..?Reduce the time and cost of custom development by using and adapting the built-in services and functionality of Microsoft Dynamics AX.

For increased agility, create reusable components based on the core Microsoft Dynamics AX functional types.

Data quality is essential to an effective ERP solution. Spend the time to define data structures before starting to build a solution.

Focusing on the right integrations across the application portfolio increases business value, drives visibility and effectiveness, and decreases operational cost structures

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Microsoft Dynamics AX is an ERP application

DON’T integrate directly at the SQL-level

Always use Dynamics AX runtime for integrations

Microsft’s guiding principles

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Questions?

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Thank You

Ali Raza Zaidi, [email protected]