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Microsoft Dynamics AX 2012 R3

Microsoft dynamics ax 2012 r3 training

In This Presentation

Introductions & K3 Overview

Upgrading to AX 2012 R3

Return on Investment

Typical Support Model

Proactive Application Support

Importance of Being Proactive

Next Steps

Introductions & K3 Overview

K3 Overview

K3 500+ employees help customers from strategy to solution through a portfolio of management consulting, implementation and support services.

Upgrading Dynamics AX 2009 to Dynamics AX 2012 R3

Upgrading to Dynamics AX 2012 R3

Workflow• Configure and enforce business processes dynamically in the system using a

graphical interface• Ability to direct documents through multi-level approvals

Enhanced Organizational Modeling• Ability to change organizational structure and evaluate the effect on financial

reporting• Effective dated organizational changes

Segregation of Duties• Security Model - Segregation of Duty functionality including compliance report

Data Import/Export Framework• User configurable tool, does not require IT involvement to import and export

data

Business Features and Benefits

Upgrading to Dynamics AX 2012 R3

Increased Collaboration Capability• Integration with Microsoft SharePoint for workspace creation,

document collaboration, etc.

Enhanced Reporting Capability• Additional OOB reports, analysis cubes• Convergence of Management Reporter for financial reporting

Customizable Help System• Add content specific to your business processes and roles

Virtual Companies• Create configuration and master data that can be shared across

all companies to reduce error

Business Features and Benefits

Upgrading to Dynamics AX 2012 R3

Unlimited Financial Dimensions• Create unlimited financial dimensions across legal entities for detailed

analysis

Budgetary controls• Enforce spend against budgets

Enhanced Human Resources functionality• Employee self-service – expense processing/workflow and time entry

integrated with accounting function• Role-tailored homepage including alerts, tasks, reports, and data for

specific job functions

Enhanced CRM Functionality• New Service Module to support case management processes

Business Features and Benefits

Upgrading to Dynamics AX 2012 R3

Manufacturing Improvements Run process and discrete manufacturing models in a single solution

Warehouse Management Enhanced inventory control re: visibility, counting and replenishment Embedded radio frequency for real-time process through mobile

devices Improved warehouse operations including EDI support, advanced

put-way and flexible picking strategies (e.g. wave picking) Rate, route and load planning including order consolidation,

constraint based calculations and multi-mode planning Freight reconciliation

Improvements in R3

Upgrading to Dynamics AX 2012 R3

Demand Planning Use of the time series algorithms in SQL to provide predictive SKU-level

forecasting based on historical data. Forecast data is then viewed through Excel where it can be visualized and edited.

Retail Mobility – tablet and mobile based POS and assisted sales eCommerce and Social – multi-language and multi-store front support,

campaigns integrated to Facebook and Twitter Industry Excellence – enhanced pricing and promotion features

eProcurement Improved management of RFIs, RFQs and RFPs Support for multiple bid types (open, closed, reverse auction) Inclusion of evaluation and scoring criteria Improved vendor portal experience

Improvements in R3

Upgrading to Dynamics AX 2012 R3

Budget Planning Enhanced capability to budget based on the allocation rules and

totals Position cost using effective dates for benefit realization What-if analysis Incorporation of HR position budgeting

Companion Apps (Mobile) Capturing and reconciling expenses Time entry Approvals

Enterprise Manageability – use of Microsoft System Center Configuration and Operation Manager tools

Improvements in R3

Upgrading to Dynamics AX 2012 R3 Upgrade Dependencies and Considerations

New license model

Security re-configuration

Account structure/dimension sets/allocation rules

Data integrity considerations – cleanup required

Migration environments – source and destination (require infrastructure to support migration

Limited business outage

Upgrading to Dynamics AX 2012 R3 Upgrade Dependencies and Considerations

Evaluation of modified functionality to determine whether enhancements in new version can accommodate or modifications are still required

Any modifications to the source environment will require development effort to merge

Any third party ISV’s must be engaged to confirm compatibility with AX 2012 and upgrade path/steps and support

User training of User Interface upgrades, process adjustments, etc.

Leveraging net new/enhanced functionality as part of decision process/business case.

Software version dependencies Ex. SQL Server version must be 2012 SP1

Upgrading to Dynamics AX 2012 R3Upgrade Planning and Approach

Build Plan & Scope Code & Data Upgrade Execute Test

• Produce Project Plan• Include multiple Iterations• Include multiple test cycles• Include documentation

updates• Review customizations in

light of new features/ functionality in new version

• Upgrade vs. re-implement decision

• Resolve errors• Merge/ consolidate code• Modify data upgrade

scripts to include customized components

• Upgrade VARs and ISVs• Resolve errors from

previous Execution

• Run upgrade• Capture timing• Capture errors• Create/update go-live

checklist including timing

• Define key business processes

• Create/execute test scripts including data validation

• Capture results

Upgrading to Dynamics AX 2012 R3Execution approach

Production Active on AX

3/AX 4

Production Active on AX AX2009/ Ax4

Pre Processing

Data Copy

Post Processing

Production Active on AX

2009

Production Production

Downtime

Single User Processing

Delta preprocessing

Production Active on

AX 2012

Live on Production

Return On Investment

Return On Investment

Improve Top Line – Probably not

Improve Bottom Line – Reduce long term IT

costs

Improve Efficiencies – Increase staff

productivity (do same with less)

Provide for Future Growth – Optimize capital spend (do more with same)

Return On InvestmentImprove top line

Improve bottom line

Improve efficiencies

Provide for future growth

Workflow √ √ √Organizational Modeling √Segregation of Duties √ √Data Import/Export Framework √Increased collaboration capability √ √Enhanced reporting capability √ √Customizable Help System √Virtual companies √ √Unlimited financial dimensions √Budgetary controls and planning √ √Manufacturing improvements √ √

Return On Investment

Improve top line

Improve bottom line

Improve efficiencies

Provide for future growth

Employee Self-Service √ √Role Centre √Enhanced HCM √ √Enhanced CRM functionality √ √ √Warehouse Management √ √ √Demand Planning √ √ √Retail √ √ √eProcurement √ √ √Companion apps √

Support Model & Importance of Proactive Support

Typical Support Model

Proactive Services• Acting in advance of a future situation - taking

control and making things happen rather than adjusting to a situation or waiting for something to happen

• Monitoring and maintaining applications for long-term health and sustainability

• Proactive Services are typically initiated by the IT organization

Reactive Services• Responding to an event or request• Addressing break/fix incidents within defined

Customer Service Levels• Reactive Services are typically initiated by the user

community or the IT organization

Enhancements• Enhancements are features and functionality that

further extend the application from its current state.• Over time and after use, areas for improvement

within an application are identified.• Enhancements are typically initiated by the user

community

Application Support

Proactive Services

Reactive Services

Enhancements

Proactive Application Support

Maintaining currency on major software versions

Regularly applying software patches as they are released

Identifying trends in reactive support activities to eliminate the root cause

Monitor and review system logs on a regular and recurring basis to investigate and resolve minor errors

Periodic review of hardware and software configuration to ensure adequate sizing for growth projections

Example of Proactive Support Activities

Proactive Application Support

Ensure data is properly backed up and recovery procedures are in place and tested

Regularly reviewing security policies and their enforcement in the system

Periodic review of reporting strategy to ensure business requirements are met and prevent divergence and redundancy of reporting solutions

Proactive planning for changes, upgrades, etc.

Upgrading Microsoft Dynamics AX is a proactive initiative

Example of Proactive Support Activities

Keep long-term support costs down

Minimize risk of major outages to the business

Eliminate inefficiencies

Prevent problems before they occur

Remain current and supported across vendors

Maintain pace with technical skill sets in the market

Identify and convert opportunities for business improvement

Proactive Application Support The Importance of Being Proactive

Microsoft Version Lifecycle

• AX 4.0 – mainstream support expired. Extended support until Oct 11, 2016

• AX 2009 – mainstream support extended until Apr 14, 2015• AX 2012 R1 and R2 – mainstream support until Oct 11, 2016

Expiry Dates on Microsoft Support / Licensing

AgileSimple Powerful

Pervasive interoperability

Q & A