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RapidiOnline Salesforce-MS Dynamics NAV Presentation

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This presentation walks through how easy it is to integrate your MS Dynamics NAV with Salesforce.com by using our on demand data integration platform RapidiOnline. www. rapidionline.com

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Page 1: RapidiOnline Salesforce-MS Dynamics NAV Presentation
Page 2: RapidiOnline Salesforce-MS Dynamics NAV Presentation

AgendaAgenda› Company Profile & ValuesCompany Profile & Values› What is RapidiOnline?What is RapidiOnline?› ProductsProducts› Supported Systems and DatabasesSupported Systems and Databases› Demo: Salesforce-MS Dynamics NAV integrationDemo: Salesforce-MS Dynamics NAV integration› Network EnvironmentNetwork Environment› Demo: Configuration ApplicationDemo: Configuration Application› Features & PricingFeatures & Pricing› CustomersCustomers› Contact informationContact information

Page 3: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Company ProfileCompany Profile

• Derives from Data Backbone Software Derives from Data Backbone Software A/S A/S

• Data Backbone Software A/S Data Backbone Software A/S -> on premise data integration-> on premise data integration

• RapidiOnline RapidiOnline -> on demand data integration-> on demand data integration

• More than 15 years of experience in More than 15 years of experience in software development, data software development, data integration and databasesintegration and databases

Page 4: RapidiOnline Salesforce-MS Dynamics NAV Presentation

ValuesValues

• Data Integration & Migration made Data Integration & Migration made easyeasy

• Deliver secure data integration and Deliver secure data integration and migration at maximum speedmigration at maximum speed

• We focus on a short implementation We focus on a short implementation process instead of a lengthyprocess instead of a lengthydevelopment project, so you can development project, so you can concentrate on your core business.concentrate on your core business.

Page 5: RapidiOnline Salesforce-MS Dynamics NAV Presentation

What is RapidiOnline?What is RapidiOnline?

• On-Demand Data Integration & Data MigrationOn-Demand Data Integration & Data Migration• Fast & easy hosted data integration and migration solutionsFast & easy hosted data integration and migration solutions• Based on Data Backbone’s powerful technologyBased on Data Backbone’s powerful technology

BenefitsBenefits• One Data Integration PlatformOne Data Integration Platform• Even quicker implementationEven quicker implementation• Configuration, no codingConfiguration, no coding• Pre-configured solutions Pre-configured solutions

-> easy and quick to get started-> easy and quick to get started-> ready to use immediately after subscribing to our service. -> ready to use immediately after subscribing to our service.

• No Software to install & no licensing feeNo Software to install & no licensing fee• Our large data integration and MS Dynamics NAV experienceOur large data integration and MS Dynamics NAV experience

Page 6: RapidiOnline Salesforce-MS Dynamics NAV Presentation

ProductsProductsOn-Premise- Replicator for MS Dynamics NAV

– data replication between two or more MS Dynamics NAV systems

- Data Backbone Universal Edition - data integration between any of the supported systems, generic configuration

- Data Backbone for MS Dynamics NAV data integration between NAV and any of the supported systems, configuration inside NAV

- Data Backbone for Lotus Notes - data integration between Lotus Notes and any of the supported systems, configuration inside Lotus Notes

On-Demand- Preconfigured Solutions, easy to deploy and getting started:

• MS Dynamics CRM 4.0 - MS Dynamics NAV • Salesforce.com – MS Dynamics NAV • MS Dynamics RMS – MS Dynamics NAV

- RapidiOnline Generic- data integration between any of the supported systems, Web 2.0 based set-up and configuration

- Data Migration - data Migration projects (1-3 months)

Page 7: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Supported Systems Supported Systems & Databases& Databases

• Oracle Oracle • IBM DB/2IBM DB/2• IBM DB/2 on iSeriesIBM DB/2 on iSeries• MS-SQL Server MS-SQL Server • ODBC ODBC • Lotus Notes Lotus Notes • Sybase SQL Anywhere Sybase SQL Anywhere • MySQL MySQL • PostgreSQLPostgreSQL• Navision 3.56Navision 3.56• Navision FinancialsNavision Financials

• Navision AttainNavision Attain• MBS-Navision 3.70 and 4.0MBS-Navision 3.70 and 4.0• Microsoft Dynamics NAV Microsoft Dynamics NAV • NAS ConnectorNAS Connector• Microsoft Dynamics AX Microsoft Dynamics AX • Microsoft Dynamics XAL Microsoft Dynamics XAL • Microsoft Dynamics CRMMicrosoft Dynamics CRM• Microsoft Dynamics RMS Microsoft Dynamics RMS • Microsoft Dynamics C5Microsoft Dynamics C5• Salesforce.com Salesforce.com • NetSuiteNetSuite• And moreAnd more

Page 8: RapidiOnline Salesforce-MS Dynamics NAV Presentation

NAV-

DemoDemo

Page 9: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Network EnvironmentNetwork Environment(On–Premise)(On–Premise)

Page 10: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Network EnvironmentNetwork Environment(On-Demand)(On-Demand)

Page 11: RapidiOnline Salesforce-MS Dynamics NAV Presentation

DemoDemo

Configuration ApplicationConfiguration Application

Page 12: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Key-featuresKey-featuresLight Standard Advanced

Pre-configured Integration with Acccounts/Customers (bidirectional), Products and Pricelist

Additionally pre-configured Integration with Opportunities/Orders and Sales History/Invoices

Possibility to integrate all other objects(Dealer or the RapidiOnline Team does set-up)

Access to configuration application(Customer can do set-up)

Event triggered updates (requires additional set-up)

Scheduled updates Once per day

Hourly* Every 5 min.*

* Requires that transfer is optimized to only transfer changes.

Page 13: RapidiOnline Salesforce-MS Dynamics NAV Presentation

PricingPricingLight Standard Advanced

Monthly fee *- Incl. Maintenance and support

Small volume * * * FREE 200 € 400 €

Medium volume * * * FREE 300 € 600 €

Large volume * * * 300 € 400 € 800 €

Unlimited volume * * * 450 € 600 € 1.200 €

Start-up package** (recommended)For a one time fee we configure the integration includingmapping of objects/tables as specified by you. * * * *

600 € 1.200 € 1.200 €

Page 14: RapidiOnline Salesforce-MS Dynamics NAV Presentation

What do Customers say…?What do Customers say…?

”” We chose RapidiOnline because of their large We chose RapidiOnline because of their large experience with data integration and MS experience with data integration and MS Dynamics NAV. Dynamics NAV.

We looked at other data integration solutions for We looked at other data integration solutions for Salesforce, but these people don’t have nearly the Salesforce, but these people don’t have nearly the same experience or the same deep support for same experience or the same deep support for integration to MS Dynamics NAV as RapidiOnline.integration to MS Dynamics NAV as RapidiOnline.

Peter Grandt, Online Manager at Milestone Systems A/S Peter Grandt, Online Manager at Milestone Systems A/S

Page 15: RapidiOnline Salesforce-MS Dynamics NAV Presentation

What do Customers say…?What do Customers say…?

”” RapidiOnline is very easy to use. It is a very RapidiOnline is very easy to use. It is a very flexible solution that can easily be extended to flexible solution that can easily be extended to our specific integration needs. our specific integration needs.

Working with the configuration interface has Working with the configuration interface has made is easier to gain access to the needed data made is easier to gain access to the needed data quickly without having to involve an IT consultant. quickly without having to involve an IT consultant. RapidiOnline supports our vision of a fully RapidiOnline supports our vision of a fully integrated business.integrated business.

Zulekha Haywood, Revenue Forecast Manager at IMAN CosmeticsZulekha Haywood, Revenue Forecast Manager at IMAN Cosmetics

Page 16: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Some CustomersSome Customers

• Milestone Systems A/SMilestone Systems A/S• NetOp A/SNetOp A/S• Qlicktech ABQlicktech AB• Saf-T-BoxSaf-T-Box• IMAN Cosmetics inc.IMAN Cosmetics inc.• US Calvary inc.US Calvary inc.• PDR SystemsPDR Systems

Page 17: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Contacts at RapidiOnlineContacts at RapidiOnline

Pre-sales technicalMichael [email protected]+45 73 84 85 56+33 468 20 62 00

Demo & SupportThomas [email protected]+45 73 84 85 54

Sales & MarketingBeate [email protected]+45 73 84 85 59+33 468 20 62 00

Helle [email protected]+45 73 84 85 50

Page 18: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Configuration ApplicationConfiguration Application

DashboardDashboard• The Service The Service

Dashboard gives Dashboard gives you an overview of you an overview of the different ser-the different ser-vices. vices.

• It shows e.g. the It shows e.g. the status of the status of the service - whether it service - whether it is running or not. is running or not. Furthermore you Furthermore you can see if any can see if any schedules are schedules are overdue.overdue.

Page 19: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Configuration ApplicationConfiguration Application

ConfigureConfigure• Here you find Here you find

parameters to parameters to configure the configure the setup in order setup in order to connect to to connect to the different the different systems.systems.

Page 20: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Configuration ApplicationConfiguration Application

ConfigureConfigure• The RapidiConnector The RapidiConnector

must be configured must be configured wih the given wih the given parameters specific parameters specific to your service. The to your service. The RapidiConnector will RapidiConnector will connect to connect to RapidiOnline’s RapidiOnline’s central service and central service and keep that connection keep that connection open. open.

• The connection will The connection will then be used to then be used to transfer data transfer data between your local between your local database and database and control the control the RapidiOnline RapidiOnline Service. Service.

Page 21: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Configuration ApplicationConfiguration Application

ConfigureConfigure• Under “Configure Under “Configure

Salesforce”, you Salesforce”, you need to put in need to put in the parameters the parameters in order to in order to connect to connect to salesforce.comsalesforce.com

Page 22: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Configuration ApplicationConfiguration ApplicationRun TransferRun Transfer• The “Run Transfer” tab The “Run Transfer” tab

shows a the complete list of shows a the complete list of transfers you can transfers you can specifically run, edit and specifically run, edit and delete by clicking the delete by clicking the specific icons.specific icons.

• When running a specific When running a specific transfer the message transfer the message window below the list will window below the list will give you the need feedback.give you the need feedback.

Page 23: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Configuration ApplicationConfiguration Application

Edit TransferEdit Transfer• You can You can

run, edit run, edit and delete and delete transfers.transfers.

Page 24: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Configuration ApplicationConfiguration Application

Show TransferShow Transfer• Clicking on each Clicking on each

single transfer single transfer you can see all you can see all the details, such the details, such as the general as the general information, information, source control, source control, table links (key table links (key fields), fieldlist fields), fieldlist (mapping) etc.(mapping) etc.

• You can edit and You can edit and copy an existing copy an existing transfer, edit transfer, edit fieldlist and fieldlist and numerous of numerous of other other information. information.

Page 25: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Configuration ApplicationConfiguration Application

Show Show TransferTransfer

• Clicking on Clicking on each each single single transfer transfer you can you can see or edit see or edit field field mappingsmappings

Page 26: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Configuration ApplicationConfiguration ApplicationShow TransferShow Transfer• You can see all the You can see all the

details, such as details, such as the general the general information, information, source control, source control, table links (key table links (key fields), fieldlist fields), fieldlist (mapping) etc.(mapping) etc.

Page 27: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Configuration ApplicationConfiguration ApplicationRun GroupRun Group• The “Run Group” The “Run Group”

tab shows a the tab shows a the complete list of complete list of groups of transfers groups of transfers which you can run, which you can run, edit and delete by edit and delete by clicking the clicking the specific icons.specific icons.

• When running a When running a specific group the specific group the message window message window below the list will below the list will give you the need give you the need feedback.feedback.

Page 28: RapidiOnline Salesforce-MS Dynamics NAV Presentation

Configuration ApplicationConfiguration Application

ScheduleSchedule• The “Schedule” tab shows a complete list of schedules. The “Schedule” tab shows a complete list of schedules.

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Configuration ApplicationConfiguration Application

LogLog• The “Log” tab shows the Activity Register. The “Log” tab shows the Activity Register. • You can click on each log to get into details.You can click on each log to get into details.

Page 30: RapidiOnline Salesforce-MS Dynamics NAV Presentation

The RapidiConnectorThe RapidiConnectorWhy the RapidiConnector?Why the RapidiConnector?• The RapidiConnector that ensures compressed and secure data transfer between RapidiOnline and The RapidiConnector that ensures compressed and secure data transfer between RapidiOnline and

the different On-Premise systems. For best efficiency and security the data is compressed and the different On-Premise systems. For best efficiency and security the data is compressed and encrypted.encrypted.

• Makes it easier and faster for you to get started. Makes it easier and faster for you to get started. • Our unique technology ensures that the On-Demand solution is working just as efficient as the On-Our unique technology ensures that the On-Demand solution is working just as efficient as the On-

Premise version.Premise version.• Reduced time and bandwidthReduced time and bandwidth• The RapidiConnector resides in your On-Premise network connecting outbound to the central The RapidiConnector resides in your On-Premise network connecting outbound to the central

RapidiOnline Service and enables two-way communication between RapidiOnline and your On-RapidiOnline Service and enables two-way communication between RapidiOnline and your On-Premise systems. Premise systems.

Advantage: Advantage: • you don’t have to change anything in your network or firewalls in order to deploy RapidiOnline you don’t have to change anything in your network or firewalls in order to deploy RapidiOnline

integration. The connections from the RapidiConnector are all outbound to RapidiOnline. No inbound integration. The connections from the RapidiConnector are all outbound to RapidiOnline. No inbound connections are made and no inbound ports have to be opened in your firewall. Your internal connections are made and no inbound ports have to be opened in your firewall. Your internal systems stay secured and protected. This makes it very easy to get started. systems stay secured and protected. This makes it very easy to get started.

• The communication between RapidiOnline and the RapidiConnector is using a proprietary protocol The communication between RapidiOnline and the RapidiConnector is using a proprietary protocol which is highly efficient in terms of reducing the total amount of data and the number of packages which is highly efficient in terms of reducing the total amount of data and the number of packages sent and received to an absolute minimum. The protocol first joins e.g. 50 records in 1 package sent and received to an absolute minimum. The protocol first joins e.g. 50 records in 1 package thereby stripping off all Meta information, so that only the relevant data is sent. Furthermore the thereby stripping off all Meta information, so that only the relevant data is sent. Furthermore the package is compressed before sending. This results in the most efficient data transfer. This method package is compressed before sending. This results in the most efficient data transfer. This method can reduce the amount of data needed to be sent by a factor up to 50. This means e.g. instead of can reduce the amount of data needed to be sent by a factor up to 50. This means e.g. instead of sending 1000 bytes for each customer record the RapidiConnector only needs to send 20 bytes. This sending 1000 bytes for each customer record the RapidiConnector only needs to send 20 bytes. This reduces both the time and the bandwidth needed dramatically.reduces both the time and the bandwidth needed dramatically.

• Because of the proprietary protocol and the compression it is practically impossible to decipher the Because of the proprietary protocol and the compression it is practically impossible to decipher the data transmitted. This increases the security. If extra security is needed the data can also be data transmitted. This increases the security. If extra security is needed the data can also be encrypted.encrypted.