Data Integration and Security for Dynamics 365 F&SCM

Manage data movement, synchronization, and EDI messaging, while ensuring security within Microsoft Dynamics 365 ERP. 

Fast track and simplify data migrations from legacy systems to Microsoft Dynamics 365. Set up security roles and auditing processes in the ERP before going live. Level up the power of the ERP by seamlessly configuring data integrations between the ERP and your business systems and apps. Export high-volume data to your database and streamline business messaging using EDI without any development. 

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G2 rating STAEDEAN Microsoft Dynamics 365 ERP Solutions

Data Integration and Security Solution for Microsoft Dynamics 365 F&SCM

Simplify data movement even before you go live with the ERP using our solution. Accelerate and reduce the risk in your data migrations using our no-code embedded solution to transform, map, and move data from legacy systems to D365 F&SCM. Set up segregation of duties for roles, duties, and privileges down to the entry point level. Post-go-live you can ease sensitive data management, and auditing to ensure the security of critical data in the ERP.  

Connect Dynamics 365 to your application landscape and cut out data silos using our integration engine and monitor slow and lagging integrations or failures proactively with our monitoring app. Enjoy data exports to your Bring Your Own Database (BYOD) at high speeds. Manage a high volume of EDI messages from the ERP efficiently without switching systems to simplify business communication with your customers and suppliers.  

Key Challenges

Several customizations

Although you may consider customizations for data migrations, integrations, and EDI, it extends the timeline of the project. Not only do these customizations increase the cost but it also increases the risk in the ERP implementation.  

Lack of control

With an on-going dependency on development, you have to hire experts that are hard to find. This also means you might not be able to manage all developments in-house. Often times there could be loss in translation on what is required and delivered. 

Customizations are inflexible

More customizations could also block the capabilities of Microsoft Dynamics 365. With every quarterly release, you need to test the customizations and might have to rework them which means it’s a never-ending process.   

Key Features

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    Manage data movement efficiently

    Our solution allows you to simplify data migrations and integrations, no matter how complex. Whether it is moving data from multiple ERP systems, or integrating with on-premises systems, you can use placeholders (default values, conversions, etc) when you do not have the same data entities available in D365 F&SCM. Map data using any field or table and configure integrations with the support of multiple data formats and connectors.  

    Faster processing

    You can fast-track EDI, data migration, and integrations using in-built tutorials within the system. These will help you configure and get started with simple messages such as orders and invoices in a matter of days. Additionally, our Data Migration Accelerator templates help you speed up your data migrations from AX 2012/2009 to D365 F&SCM.  

    Simplify auditing

    Protect your sensitive data from breaches, theft, and fraud and ensure compliance based on industry regulations and standards using our advanced security and auditing features. Our security module records more than 54 events in the history that can help you track and secure sensitive data, segregation of duty conflicts, temporary stand-ins, and more.  
    Background sphere

    Benefits

    Embedded in D365

    Built using the same logic and user experience, makes it easier to use. Additionally, you do not need to spend extra time switching between solutions.

    Manage multiple processes

    Our solutions do not block but enhance the power of the ERP. With our solution, you can use D365 F&SCM as a single system to manage multiple processes. 

    Full support provided

    After the initial training, you can drive all configurations in-house. We offer implementation services and post-go-live support based on your requirements.  

    Point-and-click solution

    Configure complex processes such as data mapping and transformations, security roles, EDI messaging, and more within Dynamics 365 F&SCM effortlessly, without development. 

    Monitor data movement

    Monitor EDI messages in staging, and data security in logged events. We also offer an app to monitor integration performance and health that helps you spot and reduce failures. 

    Scale as you grow

    Manage thousands of EDI messages, move high-volume of data from Dynamics 365 to your BYOD, and unlimited integrations between D365 and other systems.  

    Key Functionalities

    Low-risk data migrations

    Low-risk data migrations

    Get data migrations to Microsoft Dynamics 365 right the first time! Our no-code solution helps you move master and transactional data, data from customizations, and legacy ERP systems into D365 F&SCM in the right structure. Fast track the process using parallel processing, multi-threading and multi-company imports. 

    Simplified integrations and data exports

    Simplified integrations and data exports

    Fast-track implementations using configurations and multiple functionalities that leverage the power of the ERP without taxing the system. Also debug and monitor your integration performance proactively in our app built on Dataverse and powered by Power BI on the front end. 

    Easier EDI messages

    Easier EDI messages

    Validate data in staging and send and receive messages from your business partners from the ERP. Also manage EDI messages internally between D365 and other business systems such as WMS, 3PL, etc. using our solution.  

    Security and auditing

    Security and auditing

    Our functionality for data security gives you the ease to manage role-based security management and risks during SoD conflicts, tracks security audit logs, and compares security snapshots. 

    Frequently asked questions

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    How often do you update and test your solutions based on Microsoft’s releases? 

    We do the heavy lifting so that you can focus on what is important! We test our solution with every Microsoft update and follow a quarterly release schedule. Additionally, we constantly work on adding new features based on customer and partner feedback, and advancements in technology. 

    Do we need to hire specialists to work with STAEDEAN’s solutions? 

    No, as our solutions are designed for business users. However, we always recommend a mixed team with technical and functional team members involved in the training and planning phases so that there is some understanding of Microsoft Dynamics 365 F&SCM and your organization’s business processes. After the initial training session, you should be able to manage migration, integrations, security, and EDI processes within the ERP in-house. 

    Why should I consider Data Integration and Security Solution when Microsoft offers the Data Management Framework (DMF) for data mapping and USG for security? 

    Although DMF facilitates data validation and mapping within Dynamics 365, it requires you to follow Microsoft’s data entities. If you have customizations in your old system or a complex integration, using DMF means more customizations. Our Data Integration and Security Solution is compatible with data entities and offers the flexibility to use existing data entities or placeholders to manage integrations, migrations, and data movement without coding. Although Microsoft offers functionality for data security management, our solution offers many more and richer features that help you manage auditing and security roles within D365 without customizations. 

    Does your EDI solution support global standards? 

    Our solution supports EDIFACT and ANSI messages. We offer an EDI library for 6 EDIFACT messages and are working on extending the number of EDI messages based on customer and partner feedback. Additional messages can be configured without development. Our solution helps you integrate EDI messages with Dynamics 365. We offer the flexibility to integrate with any EDI broker of your choice that can help you translate EDI messages based on your business requirements.  

    Resources

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      Data Integration Solution for D365 F&SCM | Factsheet

      Explore all the features and benefits of using our advanced no-code data integration engine for D365 F&SCM.
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      EDI Studio for Microsoft Dynamics 365 F&SCM | Factsheet

      Discover how our no-code EDI solution built within Dynamics 365 F&SCM, helps configure EDI messages, manage exceptions, and validate EDI messages within the ERP.
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      Data Security Solution for D365 F&SCM | Factsheet

      Explore how you can prevent mitigate risk, achieve easy Segregation of Duties, Privileges, & Entry Points, and manage audit compliance in Dynamics 365.
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      The Ultimate Guide to Data Migration to D365 | eBook

      Don’t start your data migration project before you download this guide! Avoid data migration mistakes and use the best practices to simplify and de-risk your transition to D365 F&SCM.
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      Navigating Integrations in D365 F&SCM | Whitepaper

      How to go about planning a D365 integration project? Our whitepaper shares challenges, real-world customer scenarios and other factors to help you navigate integrations.
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      Simplify EDI Software Selection in D365 | Buyer’s Guide

      How do you know an EDI solution is the right fit for your business? We help with 30+ key factors to consider while evaluating EDI Providers in our EDI Buyer’s Guide for D365 F&SCM.
      Download eBook
      Build-vs-Buy-eBook

      9 Data Migrations Mistakes to Avoid When Migrating to Dynamics 365 F&SCM

      Dorian SakowskiDorian Sakowski
      Jan 18, 2024
      Without a data migration strategy, plan, and team, rushing into an ERP implementation can be a total disaster! Learn from these 9 deadly mistakes that have cost companies millions!
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      9 Deadly Data Migration Mistakes in Microsoft Dynamics 365 F&SCM

      Development Versus No-code Solutions for Dynamics 365 Data Integrations

      Khalil BouzidiKhalil Bouzidi
      Apr 18, 2023
      Both, building or buying an integration solution for D365 F&SCM have their pros and cons. We evaluate each of these in our blog.
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      Overcoming EDI Implementation Pitfalls

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      Apr 18, 2024
      EDI implementation can pose several unforeseen hurdles and slow down the process of EDI adoption. Overcome EDI implementation pitfalls and improve processes by using tried and tested EDI best practices.
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      EDI Implementation Pitfalls
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