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MicrosoftDynamicsAX2012
ProductOverview
MicrosoftCorporation
June2012
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MicrosoftDynamicsAX2012 ProductOverview 2
MicrosoftDynamicsAX2012
Product Overview
TableofContents
Overview ....................................................................................................................................................... 3
Industry-Specific Capabilities ............................................................................................................... 5
Manufacturing .................................................................................................................................... 5
Retail ....................................................................................................................................................... 5
Distribution .......................................................................................................................................... 5
Services Industries ............................................................................................................................. 5
Public Sector ........................................................................................................................................ 5
Industry and Core ERP Capabilities .................................................................................................... 6
Financial Management .................................................................................................................... 6Human Capital Management ........................................................................................................ 8
Production ............................................................................................................................................ 9
Supply Chain Management ........................................................................................................ 11
Procurement and Sourcing ......................................................................................................... 12
Retail .................................................................................................................................................... 14
Project Management and Accounting.................................................................................... 15
Sales and Marketing (CRM) ........................................................................................................ 17
Service Management .................................................................................................................... 18
Business Intelligence and Reporting ............................................................................................. 19
Application Foundation ....................................................................................................................... 20
Reference Data ................................................................................................................................ 20Master Data ...................................................................................................................................... 20
Global Engines ................................................................................................................................. 21
Technology Framework ....................................................................................................................... 22
Clients ................................................................................................................................................. 22
Servers ................................................................................................................................................ 23
Tools .................................................................................................................................................... 24
Microsoft Productivity and Application Platform Interoperability ...................................... 25
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MicrosoftDynamicsAX2012 ProductOverview 3
MicrosoftDynamicsAX2012
HowtoUseThisDocument
Thisproductoverviewisintendedto
conveyahigh-levelunderstandingofthe
structure,keymodules,features,and
benefitsofMicrosoftDynamicsAX2012
toreadersthatarenotfamiliarwiththe
product.Ithighlightsthevaluedelivered
toourkeyindustrysectorsincluding
manufacturing,distribution,services,and
PublicSector.Itthendetailsthe
horizontalapplicationsolutions
includingfinancials,humanresources,
supplychainmanagement,andothers.
Finally,thesolutiondescribesthe
applicationfoundation,system
framework,andinteroperabilitywiththe
Microsoftproductivitysuiteand
applicationplatform.
MicrosoftDynamics®AX2012istheMicrosoftenterprise
resourceplanning(ERP)solutionforenterprisesthatempowersyourpeopletoanticipateandembracechange
soyourbusinesscanthrive.Ithelpsemployeesbemore
productiveandincreasesthevalueofinformationby
providingallpeopleintheorganizationwithaccessto
criticalbusinessinformationandprocesses.Becauseit
includesrichindustryandcoreERPcapabilitiesinasingle,
globalsolution,MicrosoftDynamicsAX2012promotesfast
time-to-value.Simpletolearnanduse,itprovidesthe
agilityyouneedtoexpandbusinessopportunities,modify
processes,anddifferentiateyourbusiness.Withpervasive
interoperability,youcantakeadvantageofexisting
investments,lowerthetotalcostofownership(TCO),and
supportinnovationinyourorganization.
TheMicrosoftDynamicsRoleTailoreduserinterfaceincludesmorethan30RoleCentersandmakesiteasyforeveryoneinkeybusinessareasto
accessandshareself-servicebusinessintelligence(BI)andreporting.
OrganizationscanlicenseMicrosoftDynamicsAX2012throughasimple
modelbasedonusertypesthathelpsanorganizationbuylicenses
basedontheexactneedsoftheirindividualuserswithoptionstogrow
easilyasneeded.
Figure1:MicrosoftDynamicsAX2012productoverview.
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MicrosoftDynamicsAX2012 ProductOverview 4
MicrosoftDynamicsAX2012
Overview
Inasinglesolution,MicrosoftDynamicsAX2012helpsenterprisesmeettheir
businessrequirementseasilywithpurposelybuiltcapabilitiesforfive
industries(Manufacturing,Distribution,Retail,PublicSector,andServices).In
addition,thecoreERPcapabilitiessupportalluserswithfinancial
management,humancapitalmanagement,supplychainmanagement,sales
andmarketing,andmore.Figure2showsahigh-leveloverviewofMicrosoft
DynamicsAX2012capabilities.
Thesamesinglesolutioncansupportspecificbusinessrequirementseasily
byextendingtheindustryfoundationwithpackagedverticalsolutions
fromtheMicrosoft®PartnerNetwork,alargepartnerecosystemofglobal
systemsintegrators(GSIs),independentsoftwarevendors(ISVs),andvalue-addedresellers(VARs).MicrosoftDynamicsAXsupportsglobalorganizationsbymanagingmultisiteoperationsthroughsharedreferencedata,master
data,globalengines,andbusinessprocesses,aswellascountry-specificcapabilities,inasingleinstance.Development
toolssuchasMicrosoftVisualStudio®allowforeasycustomizationtofitspecificorganizationrequirements.
Figure2:MicrosoftDynamicsAX2012functionaldomains.
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MicrosoftDynamicsAX2012 ProductOverview 5
MicrosoftDynamicsAX2012
Industry-Specific Capabilities
Manufacturing
Takeadvantageofasingle,unifiedsolutionthatincludes
theabilitytorundiscrete,process,andlean
manufacturingallatonce.Usepowerfulhorizontal
applicationssuchasproductionandsupplychain
managementtomodernizeandgrowyour
manufacturingbusiness.Keybusinessprocesses
supportingmanufacturingindustriesinclude:
Discretemanufacturing
Processmanufacturing
Leanmanufacturing
Multisiteplanningandmanufacturing
Shopfloormanagement
Retail
Today’sretaillandscapeoffersunprecedented
opportunityevenasitpresentsnewchallenges.
Economicpressures,increasingchoiceinproductsand
shoppingformats,andunparalleledaccessto
informationarefuelingtoday’sempoweredshoppers,
whoexpectmorefromtheirretailexperiences.Dynamic
retailersdriveretailacrosschannels,locallyorglobally,
withasinglesolutionforstoreoperationsandback-
officeERP,includingthefollowingcapabilities:
Point-of-sale
Multichannelmanagement
Storeoperations
Merchandising
Distribution
Supportrapidlychangingconditionsinabusinesswith
globalcomplexity.MicrosoftDynamicsAX2012offers
keycapabilitiessuchassupplychainmanagementand
multisitetoallowyoutoscaleyourbusinessquickly.
Distribution-specificcapabilitiesinclude:
Warehousemanagement
Supplychainplanning
Salesordermanagement
Productinformationmanagement
Procurementandsourcing
ServicesIndustries
Balancingclientrelationships,global
resources,servicedelivery,and
financialresultsiscriticalfor
companiesintheservicesindustry.
Keycapabilitiesinclude:
Projectmanagement
andaccounting
Projectbudgetingand
costcontrol
Employeeself-service
Clientrelationshipmanagement
PublicSector
Governmentsneedtomodernizetheirworkplacesby
replacingoldtechnology,increasingproductivity,
operatingtransparently,meetingcompliance
requirements,andmaintainingfiscalaccountability.
MicrosoftDynamicsAX2012offersPublicSector
organizationskeycapabilitiesincludingclient
(constituent)relationshipmanagementandfinancialmanagement.SpecificPublicSectorcapabilitiesinclude:
GrantsmanagementandmultiyearCIPproject
accountingcapabilities
Budgetarycontrol
Fund-basedaccounting
Encumbranceandpre-encumbranceaccounting
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MicrosoftDynamicsAX2012 ProductOverview 6
MicrosoftDynamicsAX2012
IndustryandCoreERPCapabilities
FinancialManagement
Provideafastandefficientwaytoregisterfinancialtransactions,
managerelationshipsbetweensubsidiariesandtheparent
organization,andmanageinternalcostaccounting.Gainfinancial
insight,helpcontrolexpenditures,andsupporttheenforcement
ofaccountingpoliciesandrules.
Figure3:Easilycreateorganizationhierarchiesbasedonthefinancialdimension
departmentstoviewandreportonyourbusinessfromdifferentperspectives.
Module Description
RoleCenters Accountant,accountingmanager,accountspayablecoordinator,accountsreceivable
administrator,bookkeeper,chiefexecutiveofficer(CEO),chieffinancialofficer(CFO),
controller,treasurer,budgetmanager,environmentalmanager,creditand
collectionsmanager.
Generalledger Financialaccountingrecordmanagementwithabilitytoconfiguremultipleand
recurringjournals,allocationofcostandincome,andsupportcreationofclosing
transactions,includingpreparationofpreclosingdocumentsandclosingbooks.Gain
insightusingunlimitedfinancialdimensionsandadvancedaccountstructuresand
rules.Bankmanagement Maintainthelegalentity’sbankaccountsandfinancialinstrumentsthatare
associatedwiththosebankaccounts.Monitordeposits,payments,drafts,andbank
balanceswithsupportforelectronicpayments.Managelettersofguaranteeand
checks.
Accountspayable Matchandpayinvoices,allocatecharges,payexpenses,commissions,andsalaries,
andtrackpurchaseorderprepayments.Offervendorsaccesstorelevantinformation
throughthevendorportal.
Accountsreceivable Trackinvoices,terms,anddiscounts.Processcustomerprepayments.Receiveand
entercustomerpayments.Monitorcreditchecksandmanagecollectionswith
integrationtocasemanagementtocentralizeandmonitorallactivitiespercase.
Fixedassets Managethefullaccountinglifecycleofassetsfromacquisitiontodepreciation,and
transfer/disposition.
Costaccounting Track,record,andanalyzecostsassociatedwithproductsoractivitiesincluding
normal,absorption,andstandardcostingmethods.
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MicrosoftDynamicsAX2012 ProductOverview 7
MicrosoftDynamicsAX2012
Intercompanyaccounting
andsharedservicessupport
Booktransactionsacrosssubsidiariesandtheparentcompany.Consolidatefinancial
records.Supportsharedservicesinorganizationswithmultiplelegalentitiesbyusing
centralizedprocessingofcustomerandvendorpayments.
Country-specificcapabilities Supportsmultiplecurrencies,aswellascountry-specificcapabilitiestohelp
organizationsmeetlocalandregionalfinancialregulations(suchasvalue-addedtax
(VAT)requirements)andmarketrequirements(suchaselectronicbanking).
Budgetarycontrol Manageyourorganization’sbudgetincludingflexibleconfigurationoptions,instant
calculationofavailablebudgetfunds,poolingofbudgets,andbudgetworkflowsfor
reviewandapproval.
Complianceand
internalcontrols
Helpensurecompliancewithlaws,regulations,policies,andbusinessrules.Manage
theimplementationandexecutionofinternalcontrolswiththeComplianceCenter.
Definecorporatepoliciesforexpenses,invoices,andpurchaseordersandautomate
theauditingprocesswiththeAuditWorkbench.Useelectronicsignaturestoidentify
andregisterthepersonchangingand/orapprovingchanges.Thetoolsetis
supplementedwithadatabaselogthatenablesadministratorstoseewhenarecord
wascreatedorlastchanged,andwhochangedit.Ensuresegregationofdutieswith
role-basedsecurity.Determinetheorganization’senvironmentalfootprintusingthe
EnvironmentalManagerRoleCenter.
Financialreporting Financialstatementsenableacustomreportingstructureandmappingofledger
accountsordimensionstothereportingstructures.Financialreports,tocomplywith
legalrequirementsandinternationalaccountingstandards,includebalancesheet,
incomestatement,andcashflowstatement.Financialstatementsarecompatible
withExtensibleBusinessReportingLanguage(XBRL).
Inaddition,gaininsightintotheorganization’sfinancialsusingtransactionalreports
(retrievedatafromthetransactionprocessingdatabase),analyticalreports(retrieve
datafromMicrosoftSQLServer®AnalysisServicescubes),andkeyperformance
indicators(KPIs).Examplesofpredefinedcubesforthefinancialdomainareaccounts
payable,accountsreceivable,environmentalsustainability,andgeneralledger.
Createboardroom-qualityreportswithoutITassistance,consolidateacrossboth
MicrosoftDynamicsERPandothergeneralledgers,andtakeadvantageofsecure
reportdistributionandstoragethroughthecentralizedReportLibraryusing
ManagementReporter.*
*RequiresManagementReporter.
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MicrosoftDynamicsAX2012 ProductOverview 8
MicrosoftDynamicsAX2012
HumanCapitalManagement
Takeadvantageofacomprehensiveframeworkofhumanresourcemanagementcapabilitiesincludingstoringandmanaging
employeerecords,employeerecruitmentandtraining,and
organizationmanagement.
Figure4:Skill-gapanalysisperson – job.
Module Description
RoleCenters Humanresourcemanager,trainingmanager.
Organizationadministration Administerorganizationalstructures,includingformalandinformalhierarchiesand
positionmanagement.
Recruitmentand
selectionmanagement
Administerrecruitmentprocessesincludingcampaigns,screening,developments,
andcandidatecorrespondence.SitesServices*extendtherecruitmentprocesswitha
cloud-basedservicefacilitatingthejobpostingprocesstoandapplicationof
externalcandidates.
Developmentand
performanceadministration
Manageemployeedevelopmentandperformanceincludingdevelopmentplans,
skill-gapanalysistools,andperiodiccareerdiscussions.
Skillmapping Analyzeskills(gaps)basedonjobprofilesandsearchforskills(includingfilteringand
weightingofskills).
Training Setup,deliver,andanalyzetrainingcourses.
Employeeself-serviceportal Managepersonalinformation,entertimesheets,orderproducts,doexpenses,and
morewiththissingleportal.
Travelandexpense Manageexpenseswithintegratedworkflow.Submitatravelrequisitionincluding
projectedcostoftravelforapproval.Defineexpensepoliciesandautomatethe
reimbursementoftravelexpenses.Gaininsightintoexpensebehaviorwiththe
expensemanagementcube.
Benefitsadministration Defineorganizationalbenefitplans,enrollworkersinbenefits,assigndependentcoverage,anddesignatebeneficiaries.
Absencemanagement Establish,communicate,andmonitorabsencepolicies.
Timeandattendance Trackprofile-based,clock-in/clock-outregistrationsforworkersandgeneratepay
informationtopayrollsystem.
Compensationmanagement Manageemployeecompensation.
*CheckavailabilitywithyourMicrosoftDynamicspartnerorlocalMicrosoftoffice.
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MicrosoftDynamicsAX2012 ProductOverview 9
MicrosoftDynamicsAX2012
Production
Minimizeleadtimes,fulfillcustomerdemand,andmanageyourresourcestogetgreatefficiencyfromyourdiscrete,process,and
leanmanufacturingoperations.Usereal-timedatatotrack
productionprogress,getmoreaccuratedeliverydates,and
reducecosts.Executemultipleproductionstrategies,including
configure-to-order,assemble-to-order,make-to-stock,and
make-to-order.Usebothpushandpullproductioncontrol
mechanisms.
Figure5:Userinterfacessuchasthekanbanschedulingboardfeatureanintuitive
visualizationtohelpyoustayontopofproductionjobstatus.
Module Description
RoleCenters Operationsmanager,productionmanager.
Materialand
capacityplanning
Optimizeproductionandmaterialsplanning,forecasting,andscheduling.
Simultaneouslyschedulematerialsandcapacity.Calculateavailable-to-promise
(ATP)andcapable-to-promise(CTP)deliveries.Planandexecuteroutingand
operations.Usefiniteorinfiniteplanning.
Productionscheduling
andsequencing
Usefiniteorinfinitescheduling,forwardandbackwardfromvariousdates.Quickly
(re)schedulejobsandsimulatealternativesbydraggingGanttchartitems.Resolve
schedulingoverloadsbyreassigningoperationstoalternateworkcenters.Optimize
schedulingacrosstheorganizationwithaunifiedresourcemodelandscheduling
engine.Improvemachineutilizationbycombiningsimilarproductswhileletting
customersrequestmultiplequalityspecificationsperproduct.
Resourcemanagement Scheduleandtrackmaterial,shop,andmanpowerresources.Planresourcesbased
onproductionactivitiesandcapabilitiesofresources.Typesofresourcescanbetool,
machine,vendor,location,andhumanresource.Resourceallocationprinciples
includeresourcerequirementtypes:resource(group),type,capability,skill,course,
certificate,andtitle.
Subcontracting Managevariouswaysofpartneringwithsubcontractorsincludingoutsourcingof
routeoperations,vendor-supplieditems,anditemprovisioningtosubcontractors.Linksubcontractorpurchaseorder(PO)toproductionorder.
Productionbillofmaterials
(BOM)
CreateabillofmaterialsforproductionincludingphantomsusingagraphicalBOM
designer.Modifyandtrackindividuallineitems.Managemultilevelformulasor
recipes,coproducts,andbyproducts.UseversioncontroltoreleasetherightBOM,
andelectronicsignaturestotrackchanges.
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MicrosoftDynamicsAX2012 ProductOverview 10
MicrosoftDynamicsAX2012
Productconfiguration Configurecustomproductswithauniquebillofmaterialsandroutingbyusing
theproductconfigurator.Theproductconfigurationmodelsarebasedon
constraints,andcanbeusedfromsalesorder,salesquotation,purchaseorder,andproductionorder.
Routing Managerouting:Plansimple,sequential,andcomplexnetworks;usesimultaneous
routesinthesamenetwork.Userough-cutcapacityanddetailedscheduling
capabilities.Organizetheshopfloorintologicalproductionunitsatindividualsites.
Productionorders Create,schedule,view,track,split,rollback,orcategorizeproductionordersto
maximizeefficiency.Createproductionordersfromsalesorders.Followproduction
throughcreation,estimation,schedule,release,started,finished,andcosted.Use
scraponBOM,resource,androute.
Shopfloorcontrol Manageandtrackshopflooroperations.Registerproductsandresourcesanditems
foroperationsandjobsincludingatouch-enableddataentry.
Inventorydimensionsfor
processmanufacturing
Definemultipleinventorydimensions,includingdualunitsofmeasure,catch-weight
calculations,packagingcodes,variationstothemainitem,andlots.
Leanmanufacturing Modelmanufacturingandlogisticsprocessesasproductionflows.Usekanbansand
kanbanboardstosignaldemandrequirements.
Productioncosting Understandworkinprogress(WIP)andactualcostthroughproductiontrackingand
reporting.Trackdetailedresourceandthroughputcosts,includingworkcentercosts.
Reportproductionvariancestostandardcosts.
Productionreporting GaininsightwithpredefinedKPIsintheSQLServeranalysisdatacubefor
production.
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MicrosoftDynamicsAX2012 ProductOverview 11
MicrosoftDynamicsAX2012
SupplyChainManagement
Connectssalesandpurchasingprocesseswithlogistics,production,andwarehousemanagementtoprovidevisibilityandmanagement
throughoutthesupplychain.Managedistributedorganizationswith
intercompanyandmultisitecapabilities.
Figure6:Supplyscheduling.
Module Description
RoleCenters Purchasingagent,purchasingmanager,shippingandreceiving,orderprocessor.
Inventorymanagement Trackitemsbyinventorydimensionsincludingsite,warehouse,pallet,location,batch,and
serialnumber.Takeadvantageofmultipleinventorycontrolsystemsandinventory
valuationmethodsincludingfirstin/firstout(FIFO),lastin/firstout(LIFO),standardcost,
moving,andweightedaverage.Reduceinventorycostsandeliminatewastebyusingthe
ABC-analysisandbypullinginventoryinoptimalsequenceusing“best-before”
managementandfirstexpired/firstout(FEFO)orfirstin/firstout(FIFO)pickingguidance.
Multisitewarehouse
management
Managestoragelocationsandmaterialhandlingwithinwarehouses.Applyadvanced
inboundalgorithmsusingmultiplewarehousezonesandreplenishmentstrategies.
Optimizepickingwithachoiceofpickingmethods.Trackinventoryonhandper
warehouse.
Shippingcarrierinterface Automaticallytransferinformationreceivedfromshippingcarriers(Fedex,UPS,andKewill),
includingfreightchargesandtrackingnumbers,toMicrosoftDynamicsAX.
Qualitymanagement
Improvebusinessprocessesforqualityassurance,qualitycontrol,andlottraceability.Manage
thetestprocess.Setasideitemsinquarantineusingquarantineorders.
Productmanagementof
goodsandservices
Centralizemanagementofproductsandservicesacrosstheorganizationincluding
BOMandprocessformulas(seeProductInformationManagement).
Returnsmanagement Managethereturnorderprocess.Controlwhocanreturnitems,andwhichitemscanbe
returned.Categorizereturnsaccordingtoreasoncodeormethodofdisposition.
Masterplanningincluding
orderpromising
Forecastdeliverydatesusingoperationsorbottleneckscheduling.Calculateavailable-to-
promise(ATP)andcapable-to-promise(CTP).Planacrossmultiplesites.
Forecasting Enterandeditsalesandpurchaseforecasts.Usespecifickeystoallocateforecastto
individualitemsandtimeperiods.
Intercompany Automatetradebetweensubsidiariesordistributioncenters.Salesandpurchase
orderscanbegeneratedmanuallyorautomaticallyacrossyoursubsidiaries.
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MicrosoftDynamicsAX2012 ProductOverview 12
MicrosoftDynamicsAX2012
ProcurementandSourcing
Facilitatedirectandindirectprocurementofgoodsandservices,andestablishacentralizedbuyercapabilityacrossyourorganizationto
supportprocurementpoliciesandprocesses.
Figure7:Catalog-basedprocurement.
Module Description
RoleCenters Purchasingagent,purchasingmanager,employee,shippingandreceiving,orderprocessor.
Directprocurement Managetheentirelifecycleofprocurementfromplannedpurchaseorderto
confirmingandchangingapurchaseorder.Thiscyclealsoincludesreturnedorders.
Thismodulealsosupportsdirectdeliveries,pro-formapurchaseorders,andlanded-
costchargestopurchaseorderssuchasfreight,insurance,andunrecoverabletaxes.
Tradeagreements(vendor) Managepriceandmultifaceteddiscountpoliciesinallcurrencies.Thepricerevision
processcanbegovernedbyworkflowstoensurecompliancewithinternalpolicies.
Thegenericcurrencyagreementallowspricestobesetupinasinglecurrencyand
automaticallyconvertedtothevendor’scurrency.
Agreements Manageagreementsbasedonmonetaryorvolumecommitments.Organizationsare
abletosetupagreementswithspecifictermsandconditionsandmonitorthestatus.
Requestforquotations
(RFQ)
ManagetheRFQprocessincludingvendorreply,comparison,andselection.
Repliescanbeenteredbythevendorinthevendorportal.TakeadvantageofSites
Services*toextendtheprocurementprocesswithacloud-basedservicefacilitating
theRFQprocess.
Vendormanagement Vendormanagementincludesvendorsearch,vendormaintenance,andsupportfor
requestingandapprovinganewvendorviatheEnterprisePortalsupportedby
workflow.TakeadvantageofSitesServices*toextendthevendoronboarding
processwithacloud-basedservicefacilitatingthedialogwithnewvendors.
Vendorself-serviceportal Enablevendorstoupdateprofiledata,uploadcatalogcontent,andreviewinvoices
andpayments.Vendorscanreceivenotificationsfromtheorganization,respondto
RFQs,andviewvendorperformance.
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MicrosoftDynamicsAX2012
Indirectprocurement(catalogandnon-catalog)
Managepurchaserequisitionsofindirectgoodsandservicesusingacatalog-basedornon-catalog-basedprocurementprocess.Theprocurementprocessissupported
byanapprovalworkflowusingtheorganizationalhierarchy.
AMicrosoftSharePoint®–basedcatalogcaneasilybecreatedfromproductsdefined
inproductinformationmanagement.Thecatalogalsosupportspunch-out
capabilitiestoexternalvendorsites.Sophisticatedbudgetcheckisincluded.
Categorymanagement Providescategorymanagerstheabilitytodefinedifferentcategoryhierarchiesthat
areindependentof,butstillrelatedto,commoditycodesorcatalog/itemhierarchies
inordertoeasilymanagetheoverallspendingbasedoncategories.
Purchasingpoliciesand
signinglimits
Enforcepurchasingpolicieswithacollectionofpurchasingpolicyrulesthatcontrol
theprocurementprocess.Acentralizedprocurementdeskdefinespolicyrulestosupportglobalpoliciesandprocesses,andappliesthemtopurchaserequisitionsand
purchaseordersbasedonthelegalbuyingentityandoperatingunit.For
procurementandsourcingtherearesixpolicyrules:catalog,catalogaccess,
category,purchaserequisitionRFQ,purchaserequisitioncontrol,andpurchaseorder
creationanddemandconsolidation.Inadditiontopolicyrules,MicrosoftDynamics
AX2012providesexpenditurereviewersandsigninglimits.
Procurementreporting Gaininsightintotheorganization’sprocurementperformanceusingtransactional
reports,analyticalreports(suchasvendorandprocurementspendanalysis,top100
vendors,vendorperformance),andKPIs.Apredefineddatacubeforpurchasingis
included.
Procurementworkflows Procurementoperationscanbedrivenandgovernedbyworkflows.Withtheflexible
andvisualworkflowengine,procurementmanagersareabletosetupworkflowsthat
maketheprocurementcyclemoreefficientandenforcepurchasingpolicy
compliance.
*CheckavailabilitywithyourMicrosoftDynamicspartnerorlocalMicrosoftoffice.
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MicrosoftDynamicsAX2012 ProductOverview 14
MicrosoftDynamicsAX2012
Retail
ExtendERPwithmultichannelmanagement,storeoperations,andmerchandising.MicrosoftDynamicsAX2012offers
integratedcapabilitiestorunyourretailoperationswithasingle
platform.
Figure8:AflexibleRoleTailoredinterface,suchasthispoint-of-sale(POS)screen,
canhelpemployeesworkproductivelyandprovidefastercustomerservice.
Module Description
Pointofsale(POS) POScomponentsarenativelyintegratedintoMicrosoftDynamicsAX2012withfault
tolerancetocapturetransactionswhenstoreconnectivityislost.ThePOSuser
interface(UI)iseasilycustomizablebyrolewitha“drag-and-drop”designer.POS
capabilitiesincludeon-account,globalvoucher,returnsmanagement,infocodes,
returns/voids/markdowns,inventoryreceipt/lookup/counts,real-timecustomerrecord
andloyaltyprogramupdates,blindclose,andfloatingtill.
Centralizedstoremanagement
CentralizedPOSterminalmanagementincludesvisualandfunctionalprofiles,user
interfacelayouts,andemployeepermissions.Consistentstore/ERPdatamodeland
businessrulesfacilitateaccurate,timelydata.Datareplicationhelpsensurecritical
updatesacrosstheorganizationincludinginventoryandfinancialupdates,salesorder
payments,giftcardusage,andupdatestoloyaltyprograms.Maintainstaffinformationatstore,regional,andgloballevels.
Multichannelmanagement
Retailchannelintegrationwithonlinemarketplacesandstorescreatesnew
opportunitiesforsales,customerinteraction,andfeedback.Integrateassortmentand
categorymanagementacrossthechannels.Improvecustomerconveniencewithcross-
channelscenariossuchas“buyonline/pickupinstore.”
Merchandising Usecategorymanagementtocentrallymanageyourassortmentincludingcreation,
scheduling,tracking,andusingn-leveldeepitemhierarchiesandcategory
management.Optimizeforprofitabilitywithmultifaceteddiscounts,coupons,mix-
and-match,andbuy-one-get-onescenarios.
Ordermanagement Createordersandquotationswithoutleavingthecustomer’ssideusingPOS -basedordersupportcapabilities.Accept,fulfill,andtrackstandardandspecialorderswitha360-
degreebusinessview.Manageandapplyrequiredtaxschemas.Performpriceand
inventorychecksandmanageinventoryreservations.
Hardwareandpaymentcompliance
Supportretailindustrystandards,includingobjectlinkingandembedding(OLE)pointof
sale(OPOS),tomaximizePOShardwareandperipheralchoice.Manageperipheral
componentinterconnect(PCI)datasecuritystandardscomplianceandongoingsupport.
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MicrosoftDynamicsAX2012 ProductOverview 15
MicrosoftDynamicsAX2012
ProjectManagementandAccounting
Helpprojectmanagersgainincreasedschedule,resource,andfinancialcontrolovershort-termandlong-terminternaland
externalprojects.Thesecapabilitiesareintegratedwithother
MicrosoftDynamicsAXdomainsincludinggeneralledger,
sales,procurement,andproduction.
Figure9:ProjectManagerRoleCenter.
Module Description
RoleCenters Projectmanager,projectteammember.
Projectmanagement Plan,create,manage,control,andcompleteprojectsforyourorganization
includingtimeandmaterials,fixedprice,andinternalprojectslikeinvestment,cost,
andtimeprojects.Createaprojecthierarchycomprisingmultiplesubprojects.Easily
planprojects,largeorsmall,bymatchingworkrequirementswithavailable
resources.Workbreakdownstructure(seebelow)templatesmakeiteasytoquickly
plancommontypesofprojects.Taskrequirements(skills,education,experience)
helpfindtherightresourceforthejob.
Workbreakdownstructures Createyourownhierarchicalworkbreakdownstructureformoredetailedcontrol.
Addspecificinformationtotheseactivitiesincludingschedule,requirements,
estimatedcostandrevenue,andworkerattributes.
Projectresourceand
schedulemanagement
Scheduletasksandallocateresources.Trackschedules,manpowerusage,and
cost-to-complete.
Projecttimeandexpense Captureprojecttimeandexpensequicklyandaccurately.Entertimesheetsthrough
projecttimemanagementorEnterprisePortal.Time-entryissupportedbyan
approvalprocess.Chargetravel-relatedexpensesagainstspecificprojectswith
expensemanagement.Fullintegrationwithexpensemanagementenablesexpenses
tobedistributedtoasingleprojectoracrossmultipleprojects.
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Module Description
Projectaccounting
andinvoicing
Enteranditemizeprojectcosts,employeehours,materialsused,andfeesincurred.
Streamlinebillingofprojectsbycreatingandeditinginvoiceproposalsforhours,
expenses,items,salesorders,fees,subscriptions,advanceanddeductionpayments,
ormilestones.Splitbillingenablessharedprojectcostsbetweenmultiplecustomers
orinternalorganizations.Retentiontermscanbespecifiedoncustomerinvoicesand
vendorpayments.Approvalworkflowensuresaccurateprojectinvoicesbeforethey
aresenttothecustomer.Schedulepaymentstoprojectvendorswhenyoureceive
paymentsfromcustomers(paywhenpaid).Retainpartofpaymenttoavendor.
Fundinglimitsenforcecontractualcapsonprojectcosts.
Projectquotations Workbreakdowntemplatesenableyoutoquicklybuildaccurateprojectquotations.
Andprojectquotationprofitabilityhelpsyouselecttherightopportunitiestopursue.
Gainprojectvisibilitywithquotationapprovalworkflows.
Grantmanagement Manageprojectandgrantfundingbyassociatingmultiplefundingsourceswitha
projectorgrant,optionallylinkinganytransactiontoaspecificfundingsource,
prioritizingfundingsources,andrestrictingfundingsourcestoexclusiveactivitiesor
classesofexpenditures.
Revenuerecognitionand
work-in-progress(WIP)
Recognizeactualcoststoavoidpotentialcostoverruns.Postandaccruerevenuefor
fixedpricebasedoncompletionpercentageorcompletedcontract.Accruerevenue
orcapitalizecostsfortime-and-materialprojectstorecognizegrossmargin.Handle
WIPforinvestmentprojectsduringtheprojectbeforefinaleliminationoftheWIP
valuetoafixedassetuponcompletion.
Projectbudgetingandcostcontrol Manageprojectswithforecast(hour,expense,item,fee,on-account)andbudgets.Projectbudgetsareworkflow-enabledforapprovaloforiginalbudgetsandrevisions.
Maintainprojectcostcontrolbysummarizingactualcost,committedcost,and
remainingbudgettodiscovertotalexpectedcost,andcomparewiththeoriginal
budget.Measureutilizationratesbycomparingactualhourstobudgetedhours.
Comparethestatusofinvoicedandchargeabletransactionsofaprojectorcontract
withtheprojectquotation.
Interoperabilitywith
MicrosoftProject
Projectscanbeintegratedwiththeschedulingandresourcemanagement
capabilitiesofMicrosoftProjectServer2010tostreamlineprojectmanagementfor
anysizeofproject.TakeadvantageofbidirectionalinteroperabilitywithMicrosoft
Projectforprojects,activities,tasks,andresourceallocation.
Reporting GaininsightinprojectmanagementperformancewithpredefinedKPIsintheproject
accountingcube.Accessstandardreportsincludingreportsforprofitandloss,
consumedcosts,payrollallocation,invoiceon-account,actualversusbudgetedcosts,
andcashflow.Projectcontrolgivesyouareal-timesnapshotofprojectperformance.
Utilizationcontrolgivesyouareal-timesnapshotofprojectperformance.
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MicrosoftDynamicsAX2012 ProductOverview 17
MicrosoftDynamicsAX2012
SalesandMarketing(CRM)
SalesandmarketinginMicrosoftDynamicsAX2012deliverspowerful,integratedcustomer,sales,andmarketing
managementcapabilitiesthatcanhelpyourpeoplebuildandstrengthencustomerrelationshipsandincreasesales.
Module Description
RoleCenters Marketingexecutive,salesmanager,supersalesrep,dedicatedsalesrep,account
manager,marketingmanager,andmarketingstaffer.
Salesforceautomation Forecastandplansales.
Tradeagreements
(customer)
Managepriceandmultifaceteddiscountpoliciesinallcurrencies.Thepricerevision
processcanbegovernedbyworkflowstoensurecompliancewithinternalpolicies.
Thegenericcurrencyagreementallowspricestobesetupinasinglecurrencyand
automaticallyconvertedtothecustomer’scurrency.
Salesagreement Manageagreementsbasedonmonetaryorvolumecommitments.Organizationsare
abletosetupagreementswithspecifictermsandconditionsandmonitorthestatus.
Marketingautomation Develop,conduct,followupon,andanalyzemarketingcampaignsforanydefined
groupofcustomersandprospects.
Leadandopportunity
management
Manageleadsandopportunitiesincludingtheabilitytocreate,review,update,and
manageinformationaboutleads.Associateemployees,responsibilities,and
campaigndatawithstoredinformation.
Salesmanagement Set,monitor,andmanagesalesperformanceofsalespersonnel,salesunits,and
salescompanies.
Connectorfor
MicrosoftDynamicsCRM
SharesalesinformationbetweenMicrosoftDynamicsAXandMicrosoftDynamics
CRMbothonlineandon-premises.
Casemanagement
(includingSitesServices)
Efficientlyopen,assign,resolve,andfollowuponcustomerissuesfromasingleform.
SitesServices*extendthecasemanagementprocesswithacloud-basedservice,
facilitatingthedialogwithcustomers.
CommerceServices* Extendsalesreachtoincludemultipleonlinechannelssuchasyourownonlinestore
frontandonlinemarketplacessuchaseBay.
Salesandmarketing
reporting
GaininsightinsalesandmarketingperformancewithpredefinedKPIsinthesales
andcustomerrelationshipmanagement(CRM)cubes.
*CheckavailabilitywithyourMicrosoftDynamicspartnerorlocalMicrosoftoffice.
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MicrosoftDynamicsAX2012 ProductOverview 18
MicrosoftDynamicsAX2012
ServiceManagement
Plan,track,andanalyzeserviceoperationstomaximizeefficiency,gainacompleteoverviewofcostsandrevenue,
andimproveserviceprofitability.
Figure10:RoleTailoreduserinterfaceprovides
peoplewithcontextualinformation.
Module Description
RoleCenters Customerservicemanager.
Serviceagreements Tailoragreementstoawiderangeofcustomerrequirements,serviceprices,and
paymentarrangements.Workwithflexibletemplatesandquickly
createdetailed,multilevelagreements,anddefinetasksandfrequencyfor
servicecalls.
Serviceordersandcontracts Aserviceorderrepresentsavisitofaservicetechniciantoacustomersite.
Setupordersmanuallyorautomaticallyatperiodicintervals.Recordservicetime,
expenses,anditems.RapidlycreateserviceordersovertheInternetwithEnterprise
PortalinMicrosoftDynamicsAX.
Servicecallsand
dispatching
CreateservicetasksandappointmentswithintheMicrosoftOutlook®messagingand
collaborationclient.
Repairmanagement Registerrepairtasks,trackdiagnosis,andrecordresolution.Identifyfaultyproducts.
Servicesubscriptions Createandprocessservicesubscriptionsforfixed-priceserviceoveraperiodoftime.
Accommodaterevenuebasedonfixedorirregularperiodsandmultipleprice
arrangements.
Performancereporting Analyzeexpensesandprofitandlossassociatedwiththeserviceengagement.
Customerfeedback
management
Usecasemanagementandquestionnairestoimproveyourcustomer
servicedelivery.
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MicrosoftDynamicsAX2012 ProductOverview 19
MicrosoftDynamicsAX2012
BusinessIntelligenceandReporting
Analyzethefactorsthataffectyourbottomlinewith
flexibleandcustomizableanalysistools.Sharethe
informationthroughouttheorganizationwhere
appropriatetomakeeffectivechangesandimprovements.
ThebusinessintelligencesolutioninMicrosoftDynamics
AX2012usestheMicrosoftBusinessIntelligencesolutions.
Figure11:EasilyexportdatafromMicrosoftDynamicsAXinto
MicrosoftExcel®.
Module Description
MicrosoftSQLServer
ReportingServices
Giveemployeesinstantaccesstoinformationwithbuilt-inreportsusingMicrosoftSQL
ServerReportingServices.AutomaticallygeneratecustomreportswithMicrosoftSQL
ServerReportBuilder,anadhocquerytool.Accessawidevarietyofstandardreports
(morethan800)includinganalyticalreports.
MicrosoftSQLServer
AnalysisServer
Driveactionableinsightstopeopleacrosstheenterpriseusingeasy-to-useonline
analyticalprocessing(OLAP)anddata-miningcapabilities.MicrosoftDynamicsAX
2012providespreconfigureddatacubesforkeybusinessareas.Employeescaneasily
accessthedatafromKPIsintheirRoleCenterordirectlyfromMicrosoftExcel.
ManagementReporter* Createboardroom-qualityreportswithoutITassistance,consolidateacrossboth
MicrosoftDynamicsERPandothergeneralledgers,andtakeadvantageofsecure
reportdistributionandstoragethroughthecentralizedReportLibrary.
*RequiresManagementReporter.
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MicrosoftDynamicsAX2012 ProductOverview 20
MicrosoftDynamicsAX2012
ApplicationFoundation
ReferenceData
Sharekeyreferencedataacrossmultiplelegalentities.
Module Description
Language PeopleandorganizationshavetheoptionofpresentingtheMicrosoftDynamicsAX
userinterface,onlinehelp,forms,reports,andmenusinanyoftheavailable
languages.Languagescanalsobeusedinprintedreports,invoices,purchaseand
salesorders,andotherbusinessdocuments,andbyremoteusersintheEnterprise
Portalinterface.
Findanoverviewoftheavailablelanguageshere.
Timezone Supportmultipletimezones,whichcanbesetatuserlevel.
Currency Efficientlyhandlefinancialtransactionsinmultiplecurrencies,includingsupportof
variouscurrencycalculations,andexchangerateretrieval.Inadditionyoucanusea
basecurrencyandasecondaryreportingcurrency.Shareexchangeratesacross
multiplelegalentities.
Other Takeadvantageofotherreferencedatasuchasunitofmeasure,category,and
(fiscal)calendar.
MasterData
Sharekeymasterdataacrossmultiplelegalentities.
Module Description
Organizationmodel Modelyourorganizationalstructurestoaccuratelyreflectyourorganization.Setup
multipleorganizationalhierarchiestoviewandreportonyourbusinessfrom
differentperspectives.Youcandefinethefollowingtypesofinternalorganizations:
legalentities,operatingunits,andteams.Viewandedittheorganizationalhierarchy
usingagraphicalrepresentation.
Globaladdressbook Shareinformationonallorganizationsandpeople—internalandexternal—thatthe
organizationisengagedwiththroughacommonrepository.Theinformationinthe
globaladdressbookisabstractedintheformofaparty.Rolesassociatedwithapartyincludecustomers,prospects,vendors,employees,competitors,contacts,
andworkers.
Productinformation
management
Centralizemanagementofproductsandservices(non-stockitems)acrossthe
organization,includingbillsofmaterials(discretemanufacturing),formulas(process
manufacturing),andvariantandconfigurableproducts.Describeitemsusingupto
fouritemdimensions:configuration,size,style,andcolor.Managethereleaseof
productsandservicestoindividuallegalentities.
Product Overview: Application Foundation
http://download.microsoft.com/download/0/B/4/0B4D5CC4-98FB-4D48-BCE5-9D8FE3D76611/MBS_AX_AvailabilityGuide_US.pdfhttp://download.microsoft.com/download/0/B/4/0B4D5CC4-98FB-4D48-BCE5-9D8FE3D76611/MBS_AX_AvailabilityGuide_US.pdfhttp://download.microsoft.com/download/0/B/4/0B4D5CC4-98FB-4D48-BCE5-9D8FE3D76611/MBS_AX_AvailabilityGuide_US.pdfhttp://download.microsoft.com/download/0/B/4/0B4D5CC4-98FB-4D48-BCE5-9D8FE3D76611/MBS_AX_AvailabilityGuide_US.pdf
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MicrosoftDynamicsAX2012 ProductOverview 21
MicrosoftDynamicsAX2012
GlobalEngines
UsecoreERPcapabilities,suchastaxcalculationorresourcescheduling,acrosstheorganizationspanningmultiplelegalentitiesand/oroperationalunits.
Module Description
Taxcalculation Defineflexible,multidimensionaltaxsetuptocomplywiththevarioustax
regulationsinmultiplecountries.Usetaxcodes,taxgroups,anditemtaxgroupsto
configuretaxes.Theemphasisofthetaxmoduleisonsalestaxes,butitcouldalso
beusedtoconfigureotherdutiesandtaxes,includingcountry-specifictaxreporting,
packagingduties,EUreversechargetax,andUnitedStatesusetax.
Resourcescheduling Planresourcesbasedonproductionactivitiesandcapabilitiesofresources.Typesof
resourcescanbetool,machine,vendor,location,andhumanresource.Questionnaires Design,schedule,andusequestionnairesthatcanbeusedacrossfunctionaldomains
andlegalentities.Thecapabilitiesalsoincludethecommunicationcapabilitieswith
targetaudienceswithinandoutsidetheorganization.Questionnairescanbe
publishedontheweb.
Documentmanagement Attachdocumentstorecordsthroughouttheapplicationusingthedocument
managementsystem.Ithandlesseveraltypesofdocuments,includingletters,
worksheets,andsimplenotes.
Businesspolicies Definepolicyrulesinfunctionalmodulestohelpguidetheflowofbusiness.
Thepolicyframeworkcanbeusedtodefinepoliciesincludingsigninglimits,expense
reports,purchaserequisitions,auditcontrolofdocuments,andpaymentofvendorinvoices.
Inventorydimensions Inventoryandtrackingdimensions:Trackphysicalandfinancialtransactions
usinginventorydimensionsincludingsite,warehouse,location,pallet,batch,and
serialnumber.
Financialdimensions Getinsightintoyourbusinessbytaggingtransactionsusingunlimitedfinancial
dimensions.DimensionsareusedacrossthevariousmodulesinMicrosoftDynamics
AX,andcanbeusedfortrackingprofit,costcenters,departments,valuestreams,
productlines,oranyotherreportingunits.Theabilitytoupdatethegeneralledger
onlineprovidesfastandaccuratefinancialreporting.
Product Overview: A lication Foundation
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MicrosoftDynamicsAX2012 ProductOverview 22
MicrosoftDynamicsAX2012
TechnologyFramework
Clients
AclientprovidesaninterfacetoMicrosoftDynamicsAX
dataandfunctionality.Anexternalapplicationisintegrated
withMicrosoftDynamicsAXtoprogrammaticallyintegrate
functionalityorexchangedata.TheWindows®clientfor
MicrosoftDynamicsAXisanative32-bitprogramthat
providesarichuserinterface.Supportedwebbrowsers
provideaccesstoMicrosoftDynamicsAXfunctionalityand
datathroughtheEnterprisePortal.And,external
applicationsinteractwithMicrosoftDynamicsAXvia
servicesandApplicationIntegrationFramework(AIF).
Figure12:Employeeself-serviceportal.
Module Description
Windowsclient PowerusersaccessERPdatathroughtheRoleTailoredWindowsclient.Morethan30
RoleCentersprovidetheseuserswitharole-specific“homepage”tomanagetheir
dailytasksmoreeffectively.TheRoleTailoreduserinterfacealsoincludespreviews,
fasttabs,andfactboxestoincreaseproductivity.
Internalandexternalportal PortalsuseSharePointtechnologyasafoundation.TheRoleTailoreduserinterface
extendstotheSharePointclient.Asubsetoffunctionalityisaccessiblethroughthis
client.Inaddition,MicrosoftDynamicsAX2012includespredefinedportalssuchas
employeeself-service,vendor,andcustomerportals.
MicrosoftOfficeadd-ins Officeadd-insofferinformationworkersaccesstoERPdatafromproductivitytools
theyuseeveryday.Officeadd-insprovideabidirectionalinteroperabilitywithExcel
spreadsheetsoftware,andaone-wayintegrationwithMicrosoftWord.
Helpsystem Providehelpdocumentationinvariousformatstoendusers.Easilyextendthehelp
systemwithcustomer-specificdocumentationusingtemplatesandthehelp
infrastructure.
Product Overview: Technolo Framework
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MicrosoftDynamicsAX2012 ProductOverview 23
MicrosoftDynamicsAX2012
Servers
Module Description
Databaseserver MicrosoftDynamicsAX2012issupportedontheSQLServerdatabase.
Seesystemrequirementsforspecificversions.
Servicesandapplication
integration
MicrosoftDynamicsAX2012includesanapplicationintegrationframework(AIF)for
application-to-applicationintegrations.TheAIFisthewebservicesframeworkand
usesacomponentintheMicrosoft.NETFrameworkcalledWindowsCommunication
Foundation(WCF).WCFprovidesafoundationfordealingwithadapters(suchasthe
MicrosoftBizTalk®Serveradapter)andnetworkprotocolsforcommunication.
MicrosoftDynamicsAXalsoprovidesarangeofpreconfiguredservices.
Cloud-basedservices Sites Services*: Buildmicrositesthatextendbusinessprocessestothecloudand
integrateeasilywiththeon-premisesERP.Seefunctionaldomaindescriptionsforthe
predefinedscenarios:caserequest,humanresourcesrecruitment,requestfor
quotation,andunsolicitedvendorregistration.
Payment Services*:Acceptcreditcardanddebitcardpaymentson-premisesand
onlinewithourPCILevel1CertifiedServicesupportingauthorization,voids,and
refunds.
Commerce Services*:Extendsalesreachtoincludemultipleonlinechannelssuchas
yourownonlinestorefrontandonlinemarketplacessuchaseBay.
Connect Services:Provideemployeeseasyaccesstotraining,support,peer
networking,andmuchmoredirectlyfromwithinMicrosoftDynamicsAX.
Role-basedsecurity Role-basedsecuritymanagesaccesstodataandfunctionality.Inrole-basedsecurity,
usersareassignedto(predefined)rolesbasedontheirresponsibilitiesinthe
organizationandtheirparticipationinbusinessprocesses.Rulesallowforautomatic
roleassignment.UserscanbeauthenticatedwithActiveDirectory®directoryservice
orothermethods.Datasecuritypoliciesintheextensibledatasecurityframework
allowformanagingaccesstosubsetsofdata,suchasasubsetofsalesordersor
vendors.
Other Takeadvantageofotherservicessuchasbatch,language,anddataaccessservices.
*CheckavailabilitywithyourMicrosoftDynamicspartnerorlocalMicrosoftoffice.
Product Overview: Technology Framework
http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094
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MicrosoftDynamicsAX2012 ProductOverview 24
MicrosoftDynamicsAX2012
Tools
Module Description
Install,configure,
andupgrade
Acomprehensivesetoftoolsthroughouttheapplicationlifecyclesimplify
installation,configuration,andupgradeeffortsincludingthefollowingtools:
MicrosoftDynamicsRapidStartServices,*whichimprovestimetovaluethrough
easyconfigurationanddeploymentbasedonquestionnaires.
Tomaintainthedatabasesize,theDataManagementFrameworkprovidesthe
purgeandarchivefunctions.
Advancedchecklistforinstallationandupgrades.Codeanddataupgradetools.
MicrosoftDynamicsInformationSourceprovidesresourcestoanalyze,design,
configure,andcustomizetheERPsolution.
Softwarechangemanagement TheMicrosoftDynamicsAXintegrateddevelopmentenvironment(IDE)canintegratewithvariousversioncontrolsystems(VCS)includingMorphX®VCS
softwareorVisualStudioTeamFoundationServer.
Systemsanddata
management
AdministratorshavetoolstomanagetheapplicationwithWindowsPowerShell™
commandlineinterfaceandtheAXutil.Monitoringtheapplicationserverand
underlyingWindows,database,andapplicationservercomponentsisprovided
throughMicrosoftSystemCenter.
Workflowandbusiness
processmanagement
Improveandautomatebusinessprocesseswithworkflowextending.NETWorkflow
Foundation.Workflowprovidessupportofthefourstepsofthebusiness
improvementcycle:design,implementation,run,andanalyze.Theworkflowsystem
includesagraphicalworkfloweditorandisdeliveredwithapproximately60
workflowtypesacrosstheapplication.Workflowscanbeanalyzedusingthe
predefinedworkflowanalyticalcubeandassociatedreports.
Integrateddevelopment
environment(IDE)
DeveloperscanaccessthedevelopertoolsthroughtheMorphXIDEintheMicrosoft
DynamicsAXclientorthroughVisualStudioToolsinVisualStudio.MorphXincludes
toolsfordesigning,editing,compiling,anddebuggingcode.
Programming
languageX++
X++istheobject-orientedprogramminglanguagethatisusedintheMorphX
developmentenvironment.X++hasMicrosoftVisualC#®–likesyntax,and
incorporatesSQLServerdatamanipulationstatements.
Enterprisesearch EnterprisesearchinMicrosoftDynamicsAX2012enablesuserstosearchthrough
data,metadata,anddocumentsthatareattachedtorecordsbyusingeitherthe
MicrosoftDynamicsAXclientorEnterprisePortal.InteroperabilitywithSharePoint
BusinessDataConnectivityServicesisprovidedtouseenterprisesearch.Seesystem
requirementsforspecificsoftwarecomponentsneeded.
Processdocumentation TheTaskRecorderhelpsrecordtasksintheapplication.Adocument,includingstep-
by-stepinstructionsandrelevantscreenshots,isautomaticallygenerated.Document
formatchoicesareMicrosoftPowerPoint®presentation,Worddocument,or
MicrosoftVisio®file.
*CheckavailabilitywithyourMicrosoftDynamicspartnerorlocalMicrosoftoffice.
Product Overview: Technology Framework
http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094
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MicrosoftDynamicsAX2012 ProductOverview 25
MicrosoftDynamicsAX2012
MicrosoftProductivityandApplicationPlatformInteroperability
Driveinnovation—todayandtomorrow—byworkingwithastandardMicrosofttechnologyplatformthatsimplifiesdeploymentandlowerscosts,givingyouthepowertodriveyourbusinessforward.Youcandeployin
thewaythatworksbestforyou—on-premises,inthecloud(throughpartners),orusingahybridmodel—and
makeincrementalchangesasneeded.WithMicrosoftDynamicsAX,yougetabusinesssolutionfromMicrosoft
thatisbackedbyanongoingcommitmenttoresearch,development,andinnovation.CombineMicrosoft
DynamicsAXwithotherMicrosoftproductsandtechnologies.
ProductSuite Microsoftproduct
BusinessProductivitySolutions MicrosoftOutlook
MicrosoftExcel
MicrosoftWord
MicrosoftProjectServer
MicrosoftLync®
MicrosoftSharePoint
ApplicationPlatform MicrosoftSQLServer
MicrosoftBizTalkServer
MicrosoftSystemCenter
ITInfrastructure Windows
WindowsServer®
DeveloperTools MicrosoftVisualStudio
Microsoft.NET
WindowsCommunicationFoundation
WindowsWorkflowFoundation
FullsystemrequirementsforMicrosoftDynamicsAX2012areavailableonMicrosoft.com.
Product Overview: Microsoft Productivity and Application Platform Interoperability
http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094
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Takethenextsteptowardbecomingadynamicbusiness—theMicrosoftDynamics
visionfororganizationsthatcancontinuouslyevolvetofaceeconomic,operational,and
organizationalchallenges.MicrosoftDynamicsAX2012canhelpyourorganizationbecomemoreagile,soyoucanadaptquicklytochange,expandintonewmarkets,anddevelop
innovativeproductsandservices.
Talktoyourpartneraboutthebusinessbenefits
MicrosoftDynamicsAX2012couldoffer.
FORMOREINFORMATIONABOUT
MicrosoftDynamicsAX2012,visit:
www.microsoft.com/dynamics/ax
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