Customer Relationship Day Dynamics AX Customer Brief March 2007.
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Transcript of Customer Relationship Day Dynamics AX Customer Brief March 2007.
Customer Relationship Day Dynamics AX Customer Brief March 2007
Today’s Agenda
9:00 - 9:30 Registration and Arrival 9:30 - 10:30 AX Product Update
New Look/Feel Demonstration
10:30 - 11:00 Dynamics AX Business Intelligence Reporting Tools and Analytics Best Practice
11:00 - 11:15 CustomerSource Preview11:15 - 11:30 Break 11:30 - 12:00 Enterprise Portal Collaboration Extending the EP framework to adapt to your
business
12:00 - 12:30 Upgrading AX3 to AX4: JJFoods
A View From The Trenches
12:30 – 13:00 Customer Open Forum Discussion13:00 – 13:30 Lunch
Today’s Presenters
RICHARD GUGA Product Manager Dynamics AX UK
FIONA NOLAN AX Product Technology Specialist
TONY CROWHURST Dynamics Business Intelligence Product Manager
SHAILAN CHUDASAMAAX Product Technology Specialist
MUSTHAQUE AHMED JJFoods IT Director
Introductions
• Name• Company• What you would like to get out of today• And…
What Cartoon Character would you be and why?
Microsoft Dynamics AX | At a GlanceMicrosoft Dynamics AX
Customer Growth
• Increased from one global research & development center Increased from one global research & development center to four in just two yearsto four in just two years
• Supports 40 language versions in 36 countriesSupports 40 language versions in 36 countries• Designed for midsize and enterprise organizations typically Designed for midsize and enterprise organizations typically
from 20 to 1,000+ usersfrom 20 to 1,000+ users
Microsoft Dynamics AX Business Process Coverage
Manufacturing Project Accounting Distribution
Enterprise Portal Human ResourceManagement
Financial Management
Customer Relationship Management
Supply Chain Management Business Analysis
4000+
5000+7200+
Jan 2007
CAGR31%
Microsoft Dynamics AX Customers, Including …Small BusinessesSmall Businesses Large EnterprisesLarge EnterprisesMidsize CompaniesMidsize Companies
What Do Software Analyst Firms Say?
ERP Spending Report 2005–2006ERP vendors on evaluation lists during the next 12 months
4.2 Microsoft Dynamics AX
3.8 Oracle
3.6 SAP
“Taking a different tack from Oracle, PeopleSoft, and SAP, MBS is pushing up into the midmarket, leveraging a huge number of small business customers. As MBS extends the manufacturing functionality in its Microsoft Dynamics AX product and develops industry-focused resellers, we expect it to steadily gain market share among midmarket manufacturers.”— Midmarket ERP Vendor Landscape: Discrete Industries by Bob Locke AMR Research January 2005
Microsoft Business Solutions
Independent Study Ranks Microsoft Dynamics AX Best ROI
of 18 Vendors
(5.0 = perfect score)
Microsoft Dynamics Tops Mindshare of ERP Buyers
Microsoft Dynamics AX: Complete Solution for Midsize Companies, Taking Share from Competitors
Accounts Payable / Accounts ReceivableAging buckets reportingPayment proposalCheck refundStatementsBalance form redesignServerSession management improvements Converted Server Interface (AOCP) to RPC Personalization data moved to database Securing Server API mitigations Data AccessOptimistic concurrency control – forms codeOptimistic concurrency control – back-end business logic codeTable Permission Framework - a Server (AOS) based security framework ODBC server side cursor enhancements Record Identifier enhancements •64-bit records ids •Allocated by table regardless of company SQL authentication is integrated securityUDB eliminated; session persistence is SQL Db Setup Computer roles based Mask technical complexity for a single computer deployment Reduce the need for specialized knowledge to achieve a basic implementation of productQuicker ramp up to productive usage Unified look and feel Multi-Instance AOS Quick single computer installation for partners/developers only requires pressing “Enter” SecurityRich client users and web users have been merged into one user type All enabled users must be valid Active Directory users Active Directory Import Wizard eases provisioning Perimeter Network Configuration Wizard Application Integration FrameworkNew features. Replaces Commerce Gateway Web services Business to Business integration Application to Application integration Enterprise PortalMicrosoft SharePoint Web authoring experience Richer content and document managementIntegrated collaboration Dynamics AX Web part integration into existing SharePoint sitesCommon searchBetter personalizationImproved security with encryption supportIntegrated debuggingAOT and WSS integrationWeb Farm support for load balancing
Sales Orders and Purchase OrdersDirect deliveryAutomatic update of packing slip on sales order, when purchase order is packing slip updated for easy follow-upSynchronization of data between purchase orders and sales orderControl layer ensures user doesn’t incidentally break business rulesAutomatic transfers of customer delivery address information to vendorIntercompanyTighter connection of the supply chainSeveral pricing strategies supportedDifferentiated control of the picking process startParameter controlled printer selectionIntercompany master schedulingDistribution of notesFlexible setup of update sequencesRule-based control of user activitiesAutomatic settlement of intercompany paymentsDelivery address on order lineDelivery to different addresses on the same orderParameter controlled summary updates of internal and external documents Enhanced delivery date controlAbility to distinguish between shipping and receipt datesCapture both requested and confirmed delivery datesAutomatic calculation of shipping and receipt datesPatent protected possibility to simulate different shipping and receipt dates based on mode of delivery, warehouse and geographyCRMAdvanced Outlook integrationImproved telemarketing interfaceCampaign target distributionAdvanced management statisticsAdvanced tools for campaign web broadcastActivity control enabled for more record typesCustomer and vendor synchronizationQuotation CRM workflowOutgoing E-mail storagePrice simulation includes wider range of calculations made towards single and multiple quotation linesServiceService agreements Service orders Repair management Replacement history Outlook integrationFixed period subscriptionsIrregular period subscriptionSubscription indexationSubscription accrualQuotationsSales quotationsProject quotationsQuotation templatesMass creation of quotationsDelete quotations
Human ResourcesImproved support for work with contractors Expanded recruitment project functionality Improved support for absence planning Mass-hire projects Employee responsibility reporting Enhanced ability to move employees within the organization US PayrollCanadian PayrollProject AccountingActual vs. Budget statisticsStatistics viewable everywhereInvoice control3 new internal project types – investment, cost, time51 new reportsImprovements in estimates, budgets, credit notesChange project groupEnhanced project formImproved copy wizardInvoice project and estimate project forms functions
•Activity, item task, forecast, project stagesImproved invoice documentsImproved transaction traceabilitySingle or multi-select functionsFixed AssetsAbility to manage assets without affecting the General Ledger – used for tAX or reporting asset booksAbility to manage assets using a different calendar than the financial calendarSplit out the straight depreciation method line into 2 methodsAdditional reducing balance methods7 depreciation conventions added that affect the first and last year’s depreciationAdditional depreciation allowed in the first year of the asset’s life (Section 179, etc.)Bonus depreciation only for depreciation booksAbility to define unlimited bonus records with priority order and used with a proposal processProvides the ability to mass update the depreciation convention for a range of assetsMass update only for depreciation booksUpdated reports to support depreciation books3 new reports: Mid Quarter Applicability, Asset Basis, Book CompareMany country specific features have consolidated into core and are available for all usersGeneral LedgerDimension hierarchies
Hierarchy designerDimension data entryDimension combination validationDimensions rendering
Financial statementsLedger accrualsUS Sales TaxTransaction reversalAudit trail enforcementExchange adjustment
Reporting Secure end user ad-hoc reporting through model driven integration with SQL Server Report Builder Out-of-the-box end user reporting models for application modules Secure production report authoring using the SQL Report Designer Secure database views to enable authoring secure reports using external report writers Report-to-Report and Report-to-Form drill through actions in native X++ reports Balanced ScorecardNavigation changes Improved design and creation process Improved and realigned terminology and structure Added ability to create new scorecards, objectives, measures, and graphical indicators based on existing setups New performance overview AlertsUser-specific configuration of alertIntuitive, easy rules setupAlerts generated by monitoring specific datesAlerts generated by monitoring changes in systemConditions filtering of alertsFlexible delivery and access to alertsFast access to alert detailsAlert rule templatesAlerts integration with OutlookRemote access capabilities to alertsPerformance ImprovementsOptimistic concurrency enabled applicationDatabase primed for replicationExtensive re-indexing Exploits new SQL Server functionalityOptimal storage of dataThread pooling on Axapta Object ServerUpgrade optimized for large databasesHelpStandardized Help ViewerStandard Help authoring tools Better Help performanceContinuous publishing model supports Help updatesLeverages future investments in help technologyGlobal parity: base docs in all localesEnhanced Implementation Guide for Partners.NET Business ConnectorA versatile, general-purpose platform componentUses the Microsoft .NET Framework 2.0Supports Microsoft Visual Studio 2005Enables the development of managed applications against Dynamics™ AXPublic managed classes allow you to invoke X++ business logic and access dataCan be used to implement and deploy both client and server-based applicationsWhen hosted in IIS, provides access to the managed (ASP.NET) http context from X++CLR interoperability can be invoked to use external managed components from X++ codeSupports AX user impersonationUsed by Enterprise Portal and AIF
Web Service-based Web Service-based Composition & Composition & IntegrationIntegration
Role-Based Role-Based User ExperienceUser Experience
Portal and Portal and CollaborationCollaboration
Contextual Contextual Business Intelligence Business Intelligence
20062006
Microsoft
Dynamics AX 4.0
Scalable & Global
(2H2006)
AX 4.0 SP1
(Q4 2006)
Microsoft
Dynamics AX 5.0
Application Functionality
(1H 2008)
Microsoft
Dynamics AX 6.0
.NET Technology
Platform
AX 4.0 SP2
(Summer 2007)
AX Extensions
(4Q2007)
>CRM Integration
>Lean Manufacturing
20072007 20082008
Service packs
and
Extensions
20102010
Microsoft Dynamics AX RoadmapProduct release timeline in calendar year timeframes - as February 2007 *
* Product release dates and content subject to change
Release dates and enhancement and support details will vary by geography
Service packs
and
Extensions
Deep R&D InvestmentsWinning strategy for customers
TransformationalAssurance
AX GP NAV SL CRM
CRM
Commitment through at least 2013
Lifecycle support extended to 5 years
Upgrade roadmap to Microsoft Dynamics
Enhanced user
experience
Workflow & process-centric
design
“Best of” application
functionality
Simple, model driven development & customization
Role-based user experience
Office server portals and
collaboration
SQL contextual business
intelligence (BI)
Easy integration& extensibility via
web services
BACK
BACK
Key AX Product UpdatesMicrosoft Dynamics Client for Microsoft Office and
Sharepoint Server• We’ve announced the Microsoft Dynamics Client for Microsoft Office
and SharePoint Server which includes 12 self-service applications as well as an enterprise licence for MOSS. This is great news for our mid-market customers as it gives them access to the Office Forms Server and Excel Services which are two features found in the Enterprise MOSS SKU which allow rich BI and employee self-service solutions to be rapidly built. This new package has been priced to facilitate companywide deployment. This appears to be a set of supported tools which will supersede Microsoft Dynamcis Snap.
• Pricing:
USD 195 per user - Microsoft Dynamics Client for Microsoft Office and Windows® SharePoint Services
USD 395 per user - Microsoft Dynamics Client for Microsoft Office and SharePoint Server
Availability – MAY 2007
AX4 SP1 Application Documentation HOTFIX
Microsoft Dynamics AX 4.0 SP1 Application Documentation HotfixWe are pleased to announce the release of over 1,000 new help files for Microsoft Dynamics AX 4.0 SP1. This content completes
all application help topics displayed in the table of contents as well as for all forms reached through the navigation pane. This update contains:• 355 new online help topics• 596 new form help topics• 152 new developer topicsWe now deliver a list of changed and updated topics with every refresh of our Microsoft Dynamics AX help files online. The list of
changes and updates in the Microsoft Dynamics AX 4.0 SP1 documentation (since Dec. 2006) is available here. • Available Online or As A Hotfix• You can find the complete Microsoft Dynamics AX 4.0 SP1 help on the Web in the MSDN Library. In addition, you can
download a patch containing the complete, up-to-date 4.0 SP1 documentation from either PartnerSource or CustomerSource.
Key AX Product Updates continued
Inside Microsoft Dynamics AX 4.0Drill deep inside the application frameworks and the development environment - Use MorphX designers and development tools- Work with the X++ programming language - Build managed solutions that enable enterprise application integration- Customize tables, classes, forms, and reportsDevelop and customize role-based, Web-enabled application portals - Implement applications that concurrently support multiple users, languages, and locations - Query application metadata using reflection APIs- Design and implement application logic that optimizes database performance
Dynamics AX Product Whitepapers
New Benchmark white paper
1000 users at 55,000 sales lines per hourSeptember 2006
http://www.microsoft.com/dynamics/ax/product/hpbenchmark.mspx
Dynamics AX Product Whitepapers
Reporting and Business Intelligence
http://www.microsoft.com/dynamics/ax/product/businessintelligencewp.mspx
A roadmap for managing business performance with Microsoft Dynamics AX
Sept. 2006
Dynamics AX Product Whitepapers
http://www.microsoft.com/dynamics/AX/product/featuresupdate.mspx
Feature Update white paper
New name for updated Layman’s SpecIncludes specs for Microsoft Dynamics AX 4.0 SP1October 2006
Dynamics AX Product Whitepapers
”At a Glance” white paper
Compiled fact sheets, arranged according to BRLNovember 2006
http://www.microsoft.com/dynamics/ax/product/40ataglance.mspx
Customer Resources
• Partner Organization• CustomerSource at MS.comhttps://mbs.microsoft.com/customersource/productsservices/
productoverview_axapta.htm
• Dynamics AX Community on MS.comhttp://www.microsoft.com/dynamics/ax/community.mspx
• BLOGShttp://blogs.msdn.com/satyanadella/http://blogs.msdn.com/dynamicssnap/
Dynamics AX Community
http://www.microsoft.com/dynamics/ax/community.mspx
Blogs
http://blogs.msdn.com/ukax/default.aspx
AX4 Look and Feel Demonstration
Presented by:
Fiona NolanPartner Technology Specialist
Dynamics AX Business Intelligence
Reporting Tools and Analytics Best Practices
Presented by:
Tony CrowhurstMicrosoft Dynamics
Business Intelligence Product Manager
COFFEE BREAK
15 Minutes
Please enjoy coffee and biscuits just outside
Enterprise Portal Collaboration
Extending the Enterprise Portal framework
to adapt to your business
Presented by:
Shailan ChudasamaPartner Technology Specialist
Upgrading AX3 to AX4: Customer Testimonial
Mushtaque AhmedBusiness Operations ManagerJJ Food Service Limited
Agenda
• Company overview• Why upgrade?• Action plan• Are we any wiser?
“JJ Food Service operates within the catering sector supplying frozen, chilled and ambient foods along with a full range of catering disposables and cleaning materials - in essence a one stop shop”
Yesterday, Today & Tomorrow
24 Hour Relay Race
Why upgrade?
• Phase 2 project work• Single logon & role-based user interface• Improved 3rd party integration with .NET Business Connector• Out of the box integration with SQL Reporting Services• Database issues• Support advantage
Action plan
• Microsoft’s TAP program:PartnerCustomer
• Application conversion:Mainly to tackle bespoke applications
• Data conversion:New tables and fields
Are we any wiser?
• Partner’s commitment• Dedicated hardware platform • Users testing/training?• External entities• Go-live simulations
CustomerSource – our gateway to customers
Watch for your letter in the mail inviting to register and sign up for CUSTOMERSOURCE
•Account Info•News•Product Info•Training•Downloads•Support
© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.