An autonomous approach – bringing efficiency to business processes with Microsoft Dynamics AX integration

6 min read

Autonomous cars have been making news as of late. One of the top stories being that the California Department of Motor Vehicles (DMV) is allowing self-driving cars without foot pedals and steering wheels to be tested on roads. In fact, there are 42 companies testing 285 autonomous vehicles that are licensed with the DMV.

As autonomous travel starts to become a reality, it becomes easier to imagine a day where we can get important things done while a car takes us to our destination.

What if we applied a similar concept to business processes by using the SnapLogic Enterprise Integration Cloud? To be fair, although we may not be able to completely achieve the self-driving or autonomous approach right now, we can accelerate business processes and drive efficiency for better customer satisfaction. The result is that our customers can deliver products or services to their destination quickly.

Many enterprise companies today utilize a manual approach to managing internal business processes. For example, users would use a pool of systems like Marketo, CRM, Microsoft Dynamics AX, Workday, etc. to manage the typical “Lead to Close and Revenue Recognition” business flow. Because systems work in silos, it becomes extremely difficult to track, quote, and fulfill orders. As a result, businesses become less efficient when their teams spend large amounts of time to manually complete tasks.

We’re  solving this exact problem and helping enterprise customers achieve a more automated process. With the SnapLogic Enterprise Integration Cloud platform along with our 400-plus intelligent connectors called Snaps, users can automate their business flows, and save significant time and effort across their tech and business teams.

Gartner shows that the ERP market revenue is continuously growing at a nearly seven-percent rate year over year with a market size of $36 billion. As one of the top five leading enterprise resource planning (ERP) vendors, Microsoft Dynamics AX automates financial, HR, and supply chain processes to drive users’ business operations.

SnapLogic continues to expand and support the Microsoft ecosystem with the new Microsoft Dynamics AX Snap Pack, a complement to the previously released Microsoft Dynamics 365 Sales/CRM Snap Pack. With the new release of our Microsoft Dynamics AX Snap Pack, you can now easily integrate and manage financials and operations management with easy-to-use and code-free Snaps.

The Snap Pack provides the following Snaps to complete operations for Microsoft Dynamics AX:

  • Execute: Calls the AX AIF endpoint using the incoming data and writes a SOAP response
  • Search: Provides the ability to search records using identifiers such as object type, query field, and other query operators
  • Create: Creates records per object type
  • Read: Reads records per object type or reads a single record based on ID Key and ID Value
  • Update: Records per object type based on ID Key and ID Value provided
  • Delete: Deletes records per object type based on ID Key and ID Value provided

A view of the six Microsoft Dynamics AX Snaps is shown below as seen from the SnapLogic Designer. Users can start using these Snaps to build various business processes with no coding required.

The use case below explains how the SnapLogic platform can help automate “Lead to Close and Revenue Recognition” workflow.

The common flow or steps is as follows:

  1. Leads are first captured in Marketo through various marketing campaigns.
  2. The relevant data is then moved to the Salesforce CRM application where the leads will be assigned to various sales territories. Next, pricing and quotes/discounts get auto-generated.
  3. This event triggers generation of a purchase order from the buyer’s end through the ERP system, and a sales order is then generated from the supplier. Finally, contract execution can be done through an e-signature.
  4. Order fulfillment is now executed by providing or delivering the approved software or goods. All these are tracked in Dynamics AX, including accurate billing and supply chain information.
  5. Revenue management can be executed using systems like Workday to recognize revenue correctly after the order fulfillment.

Below: A sample pipeline for a “Lead to Close and Revenue Recognition Workflow” use case as explained above.

Marketo to Workday

Configuring and Reading a particular Sales Order based on ID key and ID value:

A sample output of a created Sales Order

SnapLogic lets you automate and accelerate the “Lead to Close and Revenue Recognition” process using scheduled, triggered, or ultra pipeline tasks, saving significant cost and effort. These time savings can then be efficiently spent by users to focus on more strategic initiatives.

Learn more about Microsoft Dynamics AX on the SnapLogic Documentation site.

Former Senior Product Manager at SnapLogic

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