The Roadmap for Microsoft Dynamics AX

PRESENTED BY SUE DRISCOLL AND STEVE SCARBROUGH

DYNAMICS AX ROADMAP

Microsoft Dynamics AX Roadmap

AX 2009 Roadmap (detailed)

Design themes, AX “6”

Impact of MS Project Gemini

ERP of the future

Questions

AGENDA

Microsoft Dynamics AX Roadmap

BUSINESS MOMENTUM

Partners Press and Analysts Customers

IP Investments Sales &

Implementations 10,600+ Customers

“Because of the integration

opportunities, we project being able to double or triple our business over the next

two to three years.”

Allan Stiles CMC Group

“They have done a really good job of integrating the

Microsoft technologies... I

think this is probably the first

release there they have

really put together everything

they have had internally and

put it to use.” Ray Wang

Principle Analyst

Forrester Research

“The release of Microsoft

Dynamics AX 2009 really

highlights how much

Microsoft does listen to its partners!”

Bence Árendás Development Director

Xapt – Partner

Microsoft Dynamics AX Roadmap

MICROSOFT DYNAMICS AX INDUSTRY STRATEGY

ISV Partner Ecosystem

Core Business Solutions

Microsoft Dynamics

Focus Industries

Microsoft Dynamics AX

Industry Solutions

Partner Vertical

Solutions

Professional Services

Field Services

Advanced Demand

Management

Industrial Equipment

Manufacturing

Apparel and Textile

Process Industries

Retail Chain Manager

Advanced Demand

Management

Microsoft Dynamics AX

“6” Focus

Continued investment in industry relevance, empowering a rich vertical ecosystem!

Microsoft Dynamics AX Roadmap

Version 1: Analyze Data Storage Remove redundant, historical data

Version 2: Archiving of redundant, historical data

Benefits: Optimize your database to reduce storage costs Available for AX 3 SP6, AX4 SP2, AX2009 SP1

INTELLIGENT DATA MANAGEMENT

Microsoft Dynamics AX Roadmap

2009 2009 SP1 + TRs

“6”

• Role Tailored UX

• Global Enterprise capabilities

• Compliancy Mgt

• Ad-hoc self-service BI for all

• Electronic Signature

• Support for:

Microsoft SQL Server 2008

Windows Essential Business Server 2008

• Simplicity

• Financial Excellence in Global Organisations

• Excellence in Business Practices

• Increase Industry Footprint

• Software + Services

MAJOR RELEASES

SERVICE PACKS/MINOR RELEASES

November 2008

Microsoft Dynamics AX 2009 SP1

Targeted Releases

(TRs)

* Available in limited # countries

** Available only in US-English

*** Available in limited languages

MICROSOFT DYNAMICS AX ROADMAP

• Intelligent Data Management Framework

• Project Time *

• Lean Manufacturing **

• Environmental Dashboard ***

Microsoft Dynamics AX Roadmap

DYNAMICS AX “6” - SIMPLIFY

• Simplified Implementation • Simplified Security Setup • Support of Centralised Management & Diagnostics • Enhanced Infrastructure support • Enhanced Role Tailored User Experience

• System wide search capability • Improved Data viewing • Improved online help

Microsoft Dynamics AX Roadmap

DYNAMICS AX “6” - FINANCIALS

• New Reports, Inquiries & KPIs • Streamline A/R and A/P Process • Improve bank reconciliation • Improve automation of transaction processing • Commitment & Budgetary accounting • Improved visibility across organisational units and geographies

Microsoft Dynamics AX Roadmap

DYNAMICS AX “6” – SUPPLIER RELATIONSHIP MANAGEMENT

• Employee Self-Service • Procurement Shared Service • Spend Analysis • Procurement Budgetary control • Supplier Self-Service

Microsoft Dynamics AX Roadmap

DYNAMICS AX “6” – HUMAN RESOURCE MANAGEMENT

• Manage Organisational Changes • Streamline employee on-boarding & off-boarding • Streamline health & attendance recording • Support Health & Safety requirements • Performance Management & goal setting

Microsoft Dynamics AX Roadmap

DYNAMICS AX “6” – EXPENSES

• Offline Expense Reports • Maintain & Manage Receipts • Credit card import, reconciliation & dispute handling • Cross-company expense reports • Enhanced Reporting & BI for travel and

expense budgets

Microsoft Dynamics AX Roadmap

DYNAMICS AX “6” – COMPLIANCE MANAGEMENT

• Governance and Compliance: • Enhanced ability to segregate duties and

implement user-defined controls • Ability to define and report on the existence

and effectiveness of internal controls • Environmental Sustainability:

• Version 2 of the Dashboard • What-if analysis • Reporting Requirements

Microsoft Dynamics AX Roadmap

DYNAMICS AX “6” – PROFESSIONAL SERVICES

• Resource & Capacity Planning for global resource pool • Enhanced capability to track financial

commitments, performance and milestones • Web-based team collaboration using Microsoft SharePoint Server

Microsoft Dynamics AX Roadmap

DYNAMICS AX “6” – PUBLIC SECTOR

• Simplified Budgeting & Planning • What If Scenarios • Hierarchical Budget controls

• Model hierarchical structures • Integrated grants & project management • Procure items over the internet with regulatory & budget compliance • Streamline the book closing process • Simplify period and year end procedures

Microsoft Dynamics AX Roadmap

PROJECT GEMINI MICROSOFT APPLICATION

PLATFORM

Preliminary Information Subject to Change

Reign in the Excel

“Spreadmarts”

Microsoft Dynamics AX Roadmap

Reign in the "Spreadmarts"

• Excel is the Information Work (IW) tool of choice

• Excel is a problem - “unmanageable”

• Excel is sticky – users “can’t quit it”

• Why not make Excel part of the solution?

• Include Excel as part of a complete BI solution

• Structured and manageable

• Give IT insight into its usage

• Provide IT with the technology to

• Have insight and management

• Provide clear value

• Without being a bottleneck

• Enable managed Self-Service

16

Microsoft Dynamics AX Roadmap

Excel-hosted client & reporting

In-memory BI engine

SharePoint for managed collaboration

Gemini Technologies

17

Microsoft Dynamics AX Roadmap

Publish web-based BI solutions

Refresh data automatically

Track social usage of your solution

IW Producer

Preliminary Information Subject to

Change

18

Microsoft Dynamics AX Roadmap

Microsoft Dynamics AX Roadmap

Microsoft Dynamics AX Roadmap

Microsoft Dynamics AX Roadmap

Easily discover new solutions

Slice and dice with a thin client

Feedback and comment on solutions

IW Consumer

22

Microsoft Dynamics AX Roadmap

Microsoft Dynamics AX Roadmap

Microsoft Dynamics AX Roadmap

Microsoft Dynamics AX Roadmap

Drive re-use

Track usage of solutions

Discover mission-critical solutions

IT Pro

26

Microsoft Dynamics AX Roadmap

27

Microsoft Dynamics AX Roadmap

Component reuse for reporting

Microsoft Dynamics AX Roadmap

Maps in Reporting Services

ERP OF THE FUTURE

The Roadmap for Microsoft Dynamics AX

Taking it to the enterprise

AX 6 innovation streams

DYNAMICS AX 2009 – ROADMAP

QUESTIONS & ANSWERS