Which release of Microsoft Dynamics AX is currently in use within your organization? Microsoft...
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Streamlining business processes & enhancing productivity in Microsoft Dynamics® AX 2012 Zvika Rimalt, Pattie Wurm, and Karl Tolgu
IDAX02
Interactive discussion - Format
InteractivePlease ask your questionsPlease share your thoughts and experience
DiscussionMay close a topic and suggest further offline discussionMay introduce new topics
Which release of Microsoft Dynamics AX is currently in use within your organization?
• Microsoft Dynamics AX 2012• Microsoft Dynamics AX 2009• Microsoft Dynamics AX 4.0 (or earlier)
In which release of Microsoft Dynamics AX is your organization using workflow?
• Microsoft Dynamics AX 2012• Microsoft Dynamics AX 2009• Using a third-party workflow system
On average, how many end users in your organization interact with workflow?
• Less than 50• Between 50 and 200• Over 200
How are end users in your organization primarily interacting with workflow?
• Microsoft Dynamics AX client• Enterprise Portal• Other?
Poll
In which modules is your organization using workflow?
Accounts Payable (AP)
(10)
Accounts Receivable
(AR) (8)
Budgeting (4)
Cash and Bank Management
(1)
Fixed Assets (FA) (2)
General Ledger (GL)
(4)
Human Resources > Time and Attendance
(2)
Organization Administrati
on (3)
Procurement and Sourcing
(16)
• Zvika Rimalt, Business Analyst• Company: Teekay Shipping• Product: Microsoft Dynamics AX 2009• Go-live: June 2012• Modules: • GL, AP, AR, FA, Bank, Time and Expense, Project Accounting
Workflow implementation example
Workflows implementation exampleWorkflow Why? How?
Create/modify vendor Internal control (SOX) Custom built (enterprise portal)
Create/modify vendor bank Internal control (SOX) Custom built (client)
Create/modify customer Internal control (SOX) Custom built (enterprise portal)
Create/modify employee Expedite maintenance Custom built
Approve AP invoice Service center and distributed organization
Use out of the box (OOTB), deploy to enterprise portal, minor customization
Expense report Distributed organization, automation
Use OOTB, minor customizations
Approve project budget Business process automation Use OOTB
Approve project budget revision
Business process automation Use OOTB
Project invoice proposal Business process automation Use OOTB
Authoring workflows
End-user experience
Developing new workflows
Setting up and administering workflow
Topic discussion areas
• Key concepts• Workflow editing experience• Workflow list page• Workflow type selection• Graphical workflow editor (Microsoft Dynamics AX 2012 onwards)• Toolbox, canvas• Property/condition editing
• Workflow versioning and activation• Migration from staging to production environments• Export/import
• Discussion of experiences/feedback
Authoring workflows
• Key concepts• Notifications/toast/email• Work items • My Work Items, Queues, Work List
• Workflow actions (submit, approve, delegate, etc.)• Workflow history • “When is my expense report going to be approved?”
• Automatic delegation
• Discussion of experiences/feedback
End-user experience
• Key concepts• Workflow setup and configuration• Workflow runtime (.NET WF)• Troubleshooting/debugging• Upgrading
• Discussion of experiences/feedback
Setting up and administering workflow
• Key concepts• Workflow metadata • Workflow development wizards (Microsoft Dynamics AX 2012 onwards)
• Workflow providers• Application state management• Workflow-enabling Microsoft Dynamics AX forms
• Discussion of experiences/feedback
Developing new workflows
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© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.