Microsoft Dynamics AX 2012 R3

Preview

Modern

Apps &

Mobility

Lifecycle

ServicesIndustry Cloud

In this era of the customer – where technology has transformed the social

fabric of how we engage, connect and interact with one another – it is critical

for businesses to gain insight into their customers’ needs in order to deliver

experiences that build lasting relationships. Operating in today’s digitally-

connected world impacts businesses in so many ways, that adapting to customer

preferences with agility and speed is essential.

Microsoft Dynamics AX 2012 R3 gives organizations an exceptional customer

focus by being able to take advantage of cloud services, run agile operations

that exceed customer needs, and help engage customers on their terms across

the Web, social, apps and mobile fronts. It introduces a new end-to-end apps

and services framework, allowing businesses to develop and distribute modern

DSSV�IRU�VSHFLÀF�VFHQDULRV�DQG�PRELOH�GHYLFHV�WKDW�FDQ�HDVLO\�DQG�VHFXUHO\�connect with Microsoft Dynamics AX for people at work and on the go.

When delivering amazing experiences is your intention –

Microsoft Dynamics AX 2012 R3 is your solution.

Microsoft Dynamics AX 2012 R3 Preview

Industry• Warehouse Management• Transportation Management • Demand Forecasting• Product Change Management• Serial Number Tracking Enhancements for Service and

Warranty Scenarios• Trade Allowance Management• Vendor Rebate Management• Broker and Royalty Contract Management• eProcurement• Microsoft Dynamics CRM Integration, Project Client

Integration and Visual Scheduling

* Mobile POS will be available after General Availability of Microsoft Dynamics AX 2012 R3

• Microsoft Dynamics Lifecycle Services (LCS)• Business Process Modeler (BPM)• License Sizing Estimator• Customization Analysis • Upgrade Analysis• 8VDJH�3URÀOHU�DQG�,QIUDVWUXFWXUH�(VWLPDWLRQ

• Microsoft Dynamics AX 2012 powered by Microsoft Azure IaaS (Infrastructure as a Service)

• Disaster Recovery powered by Microsoft Azure (coming soon)

• Microsoft Dynamics Lifecycle Services on Microsoft Azure

Windows 8 Applications Across Devices• Modern App Framework• Modern Point of Sale* (POS) • Microsoft Dynamics AX 2012 Timesheets• Microsoft Dynamics AX 2012 Expenses• Microsoft Dynamics AX 2012 Approvals• Microsoft Dynamics Business Analyzer• Microsoft Dynamics AX Shop Floor

Mobile Phone Applications• Microsoft Dynamics AX Time and Expense • Microsoft Dynamics AX Paystub

Modern Apps & Mobility

Lifecycle Services

Cloud

• Modern Point of Sale* (POS) • eCommerce and Social• Commerce Excellence• Retail Enterprise Manageability• Call Center Sales• Order Entry for High-volume (Consumer) Transactions• Human Resources• Budget Planning• Management Reporter• Master Data Management (MDM)• Compiler

• System Diagnostics • Issue Search• Cloud-powered support• Microsoft Azure Deployment Portal for Microsoft

Dynamics AX 2012 R3

Table of Contents

• Modern apps and mobility with Microsoft Azure App Services

• Microsoft Dynamics AX cumulative updates

Industry

4

Warehouse ManagementThe new Warehousing Management module helps organizations provide ÁH[LELOLW\��DQG�FKRLFH�WR�FXVWRPHUV��7KH�automation of warehouse processes help reduce operational costs which can be WUDQVODWHG�LQ�ORZHU�SULFHV�IRU�FXVWRPHUV�

)HDWXUHV�LQFOXGH��HDVLO\�FRQÀJXUDEOH�SXW�DZD\�DQG�SLFNLQJ�ZRUNÁRZV��DGYDQFHG�cycle counting and location replenishment capabilities, support of cluster picking, warehouse handheld device support, and support for different picking strategies for EDWFK�DQG�QRQ�EDWFK�LWHPV��

Warehouse managers gain visibility and the ability to effectively control and run their put away, quality control and picking ZDUHKRXVH�RSHUDWLRQV��$QG��ZLWK�D�ÁH[LEOH�ZDUHKRXVH�ZRUNÁRZ�HQJLQH��ZDUHKRXVH�managers will be able to rapidly respond to DQ\�FKDQJLQJ�EXVLQHVV�GHPDQGV�

In addition, handheld device capability, which comes out of the box, gives warehouse workers scanning precision and enhanced performance in picking and put DZD\�SURFHVVHV�

3URYLGH�FXVWRPHUV�ZLWK�FKRLFH�DQG�ÁH[LELOLW\�RI�GHOLYHU\�ZLWK�DJLOH�LQ��DQG�outbound processes:• Meet customer demands with advanced picking strategies including FOXVWHU�SLFNLQJ�

• (IÀFLHQWO\�SXW�DZD\�LQERXQG�JRRGV�ZLWK�DGYDQFHG�SXW�DZD\�VWUDWHJLHV�• ,QFUHDVH�ÁH[LELOLW\�E\�FRQÀJXULQJ�VLPSOH�ZRUNÁRZV�ZLWKRXW�FRGLQJ�IRU�SXW�DZD\�DQG�SLFNLQJ�DFWLYLWLHV��8VH�ÀOWHU�FDSDELOLWLHV�WR�GHWHUPLQH�WKH�FXVWRP�ZRUNÁRZ�

• Provide warehouse workers with material handling instructions based on WKH�V\VWHP�RU�GLUHFWHG�E\�WKH�XVHU��WDVN�LQWHUOHDYLQJ��

• 3URFHVV�ZDYHV��DXWRPDWLF��PDQXDO��EDWFK�WLPH�VFKHGXOHG��ÀOWHULQJ�DQG�JURXSLQJ��DQG�FRQWDLQHU�FDOFXODWLRQV�SDFNDJLQJ�

• 6XSSRUW�IRU�FURVV�GRFNLQJ��DQG�SLFN�SDFN�• Improve tracking and tracing of goods with registration of serial numbers

in picking process and batch number support with picking strategies and SXW�DZD\��EDVHG�RQ�H[SLU\�GDWH�

• Optimize transportation loads with containerization of shipments LQFOXGLQJ�DXWR�YROXPH�DQG�ZHLJKW�FDOFXODWLRQV�

• 0DQDJH�VDOHV�RUGHU�UHWXUQV�XVLQJ�ZDUHKRXVH�ZRUNÁRZ�

Lower inventory costs and improve turn-over with advanced inventory allocation: • Replenish inventory based on picking, min/max, and transportation load-EDVHG�UHSOHQLVKPHQW�

• 8VH�ÁH[LEOH�ORFDWLRQ�GLUHFWLYHV�WR�RUJDQL]H�\RXU�ZDUHKRXVH�OD\RXW�DQG�]RQHV�

• Improve your customer service level with real-time visibility into LQYHQWRU\�XVLQJ�WKH�LQYHQWRU\�GLPHQVLRQV�LQFOXGLQJ�OLFHQVH�SODWHV�

• Account for inventory with multiple cycle counting strategies including threshold cycle counting for picking, cycle counting plans, zero quantity RQ�KDQG�F\FOH�FRXQWLQJ��DQG�DG�KRF�F\FOH�FRXQWLQJ�XVLQJ�ÀOWHULQJ�

• Advanced property control for warehouse locations, control of mixed items, mixed batch numbers, mixed inventory statuses, thresholds, advanced volume or amount based multi-unit setup for put-away limits FDOFXODWLRQV�DQG�ORFDWLRQ�DOORFDWLRQV�

• Segregation of inventory including quarantine, and advanced control of LQYHQWRU\�VWDWXV�

Increase quality of material handling with Radio Frequency (RF) support:• Support material handling within the warehouse with browser-based PRELOH�KDQGKHOG�5)�GHYLFHV���

• Create mobile handheld device menus from within Microsoft Dynamics AX including creation of new menus for each user or user groups, change OD\RXW�DQG�FRORUV��DQG�HUURU�ORJ�DQG�DFWLRQV�

Industry

5

Use warehouse operation in manufacturing organizations: • 5DZ�PDWHULDO�SLFNLQJ�DQG�UHSRUW�DV�ÀQLVKHG�VXSSRUW�

Additional capabilities:• Manage quality with blocking, support of (non-) destructive tests, and ZRUNÁRZ�LQWHJUDWLRQ�

• Enhanced reservation hierarchy including full serial and batch number VXSSRUW�

• Send Advanced Shipping Notices to customers and manage docks with DSSRLQWPHQW�VFKHGXOLQJ�

• 8VH�UHSRUWV�WR�PDQDJH�ZRUN�LQFOXGLQJ�ZRUN�DFWLYLW\�DQG�SHUIRUPDQFH�• Print document including support of creation of labels (zebra printers XVLQJ�=3/�FRGH��

Transportation ManagementTransportation Management introduces global enterprise transportation planning DQG�H[HFXWLRQ�FDSDELOLWLHV�

Manufacturing, distribution and UHWDLO�FRPSDQLHV�ZLOO�EHQHÀW�IURP�D�Transportation Management System �706��WKDW�ÁH[LEO\�VXSSRUWV�FKDQJLQJ�DQG�JURZLQJ�EXVLQHVV�GHPDQGV��706�KHOSV�our customers deliver the right customer experience – at the right price – to meet DQG�H[FHHG�FXVWRPHU�H[SHFWDWLRQV�

Business and IT users will gain visibility DQG�FRQWURO�YLD�D�XVHU�FRQÀJXUDEOH�UDWLQJ�VWUXFWXUH��

• (DVLO\�FRQÀJXUDEOH�VHW�XS�• Intuitive transportation planning:

• ,QERXQG�RXWERXQG�VKLSPHQWV�• 0XOWL�VKLSPHQW�ORDGV�• 6KLSPHQW�FRQVROLGDWLRQ�• /RDG�EXLOGLQJ�

• Schedule and manage appointments:• 'ULYHU�FKHFN�LQ�FKHFN�RXW�KLVWRU\�• 'ULYHU�ORJ�PDQDJHPHQW�

• Shop rates based on:• &XVWRPHU�FRQVWUDLQWV�• )XHO�FKDUJHV�• 7ROO�FKDUJHV�• 0XOWL�PRGH�DQG�PXOWL�VHJPHQW�SODQQLQJ�DQG�H[HFXWLRQ�

• 5RXWH�0DQDJHPHQW�• $XWRPDWHG�DQG�PDQXDO�IUHLJKW�UHFRQFLOLDWLRQ�

Demand ForecastingDemand Forecasting is a lightweight, yet powerful demand forecasting tool that enables organizations to forecast demand based on historical data using Microsoft SQL Server forecasting algorithms, adjust the forecasted demand using the familiar environment of Microsoft Excel, and import the values into Microsoft Dynamics AX IRUHFDVW�PRGHOV��

Demand Forecasting will help organization improve the accuracy of forecasts and therefore improve product availability, and PLQLPL]H�LQYHQWRU\�FRVWV�

• Forecast demand with statistical baseline forecast generation based RQ�KLVWRULFDO�GDWD��7KLV�LQFOXGHV�WKH�DELOLW\�WR�H[FOXGH�RXWOLHUV�IURP�WKH�IRUHFDVW�WR�LPSURYH�DFFXUDF\��)RUHFDVW�JHQHUDWLRQ�XVHV�DOJRULWKPV�IURP�0LFURVRIW�64/�6HUYHU�$QDO\VLV�6HUYLFHV��$OJRULWKPV�LQFOXGH�WKH�$57;3�algorithm (optimized for predicting the next likely value in a series) and WKH�$5,0$�DOJRULWKP��WR�LPSURYH�DFFXUDF\�IRU�ORQJ�WHUP�SUHGLFWLRQ��

• Support an iterative forecasting process with baseline forecast visualization and editing using the extended capabilities of Excel and 6KDUH3RLQW��,PSRUW�WKH�HGLWHG�IRUHFDVW�EDFN�LQWR�0LFURVRIW�'\QDPLFV�$;�

• Create forecasts per product family and choose desired inventory GLPHQVLRQV�WR�LQFOXGH�LQ�WKH�IRUHFDVW�

• )RUHFDVW�DFFXUDWHO\�E\�PRQLWRULQJ�IRUHFDVW�DFFXUDF\�.3,V�

Industry

6

Product Change ManagementEffectively manage product changes through a formal product changes PHWKRGRORJ\��

With the new functionality you’ll be able WR�KDYH�D�GHÀQHG�SURFHVV�WR�LQLWLDWH��document, approve and release changes to product during the planning and SURGXFWLRQ�F\FOHV�

Serialized items are now supported in the sales and return processes without the need for tracking serial numbers through LQYHQWRU\�

When selling serialized items, companies capture serial numbers when preparing the packing slip and the invoice, or at the retail 326��,Q�FDVH�RI�UHWXUQV�RU�ZDUUDQW\�FODLPV��companies use the standard item tracing IXQFWLRQDOLW\�WR�ÀQG�WKH�RUGHU�KLVWRU\��When receiving returned items or when issuing a credit note, serial numbers can DOVR�EH�FDSWXUHG�

Serial Number Tracking Enhancements for Service and Warranty Scenarios

• &UHDWH�D�SURGXFW�FKDQJH�FDVH�• Associate artifacts to the product change case:

• 3URGXFWV�• 5HOHDVHG�SURGXFWV�• %LOOV�RI�PDWHULDOV�• )RUPXODV�• 5RXWHV�

• ,GHQWLI\�LPSDFWHG�DUWLIDFWV�DQG�DGG�WKHP�WR�WKH�SURGXFW�FKDQJH�FDVH�• $GG�FRPPHQWV�WR�WKH�SURGXFW�FKDQJH�FDVH�ORJ�• 9LHZ�UHOHYDQW�SURGXFW�FKDQJH�FDVHV�• 9DOLGDWH�WKH�FRPSOHWHQHVV�DQG�FRQVLVWHQF\�RI�WKH�SURGXFW�FKDQJH�FDVH�• Manage the coordinated release of product changes:

• Expire old BOM versions, formula versions and route versions• Approve new BOMs, formulas and routes• Approve and activate new BOM versions, formula versions and route

versions

• Serial number tracking on packing slip, invoice, return orders and credit QRWHV�

• 7UDFHDELOLW\�WR�VDOHV�RUGHUV�DQG�UHWXUQ�RUGHUV�• 1R�DGGLWLRQDO�LQYHQWRU\�WUDQVDFWLRQV�EHFDXVH�RI�VHULDO�QXPEHUV�• 1R�RQ�KDQG�WUDFNLQJ�SHU�VHULDO�QXPEHU�• 6FDQQHU�IULHQGO\�XVHU�LQWHUIDFH�• 5HWDLO�326�VXSSRUW�

Trade Allowance ManagementOffer customers pay-for-performance monetary rewards for achieving volume and behavioral goals with sales SURPRWLRQ�SURJUDPV��7KH�WUDGH�DOORZDQFH�management capabilities are designed for organizations utilizing end-to-end SURPRWH�WR�SURÀW�SURFHVVHV��VWDUWLQJ�IURP�promotion fund budgeting and allocation, allowance contract setup, claims creation

• Optimize marketing promotion funds planning by creating and allocating promotion funds across multiple customer groups �KLHUDUFKLHV��SURGXFWV��DQG�WUDGH�DOORZDQFH�DJUHHPHQWV�

• Flexibly accommodate diverse promotional contracts through three GLIIHUHQW�DOORZDQFH�W\SHV��L�H��ELOO�EDFNV��RII�LQYRLFH�GLVFRXQWV��DQG�OXPS�VXPV���3URPRWLRQV�FDQ�EH�EDVHG�RQ�WLHUHG�DPRXQW��RU�TXDQWLW\�WDUJHWV�SHULRGLF�DFFXPXODWLRQ�PHWKRG��RU�SHU�LQYRLFH�

• Improve control over trade allowance contracts by supporting the DSSURYDO�SURFHVV�ZLWK�ZRUNÁRZ�

Industry

7

Vendor Rebate Management Automate administration, tracking and FODLPLQJ�SURFHVV�RI�YHQGRU�UHEDWHV��• Reduce administrative burden and errors

associated with promotion performance monitoring and claim processing and LPSURYH�FDVK�ÁRZ�IRUHFDVWV�WKURXJK�DFFUXLQJ�IRU�IXWXUH�UHFHLYDEOHV��+DYH�D�TXDQWLÀHG�EDVLV�IRU�RQJRLQJ�DQG�IXWXUH�QHJRWLDWLRQV�RQ�UHEDWHV�ZLWK�WKH�YHQGRU�

• Accommodate different types of vendor promotion programs and rebate conditions by registering details of the negotiated rebate agreements with individual vendors or groups of vendors as based on tiered amount- or quantity-targets, periodic accumulation method or per invoice, for LQGLYLGXDO�SURGXFWV�RU�JURXSV�RI�SURGXFWV�

• Improve control over vendor rebate contracts by including them into ZRUNÁRZ�DSSURYDO�SURFHVV�

• Speed up rebate claims collection by automatically passing them as SRVWHG�YHQGRU�LQYRLFHV��FUHGLWV��WR�VWDQGDUG�$�3�SURFHVVLQJ�

• Improve analytical overview of the vendor rebates by using the enhanced SXUFKDVH�FXEH�

Manage payment of fees to brokers for the service of facilitating sales with broker FRQWUDFW�PDQDJHPHQW��&RQWURO�XVDJH�based payments for the right to the ongoing use of an asset or an intellectual SURSHUW\�ZLWK�UR\DOW\�PDQDJHPHQW��7KLV�module will reduce the administrative burden of managing royalties and broker SD\PHQWV�

• Accommodate diverse broker contracts by registering details of the negotiated agreements with individual vendors, customers or groups of FXVWRPHUV��EDVHG�RQ�WLHUHG�DPRXQW��RU�TXDQWLW\�WDUJHWV��

• $OORZ�IRU�ÁH[LEOH�FODLP�DSSURYDO�DQG�GLIIHUHQWLDO�DPRXQWV�KDQGOLQJ�• ,QFXU�WKH�EURNHU�IHH�\RXUVHOI�RU�SDVV�LW�RQ�WR�WKH�FXVWRPHU�• ,PSURYH�FDVK�ÁRZ�DFFXUDF\�WKURXJK�DFFUXLQJ�EURNHU�SD\PHQWV�DV�IXWXUH�OLDELOLWLHV�

• Accommodate diverse royalty contracts by registering details of the negotiated agreements with individual vendors, based on tiered amount- or quantity-accumulation, category-based item selection, and royalty DPRXQW�GHÀQLWLRQV�LQFOXGLQJ�À[HG��SHUFHQWDJH��DQG�DPRXQW�SHU�XQLW�

• $XWRPDWH�YHQGRU�LQYRLFH�SRVWLQJ�IRU�UR\DOW\�DPRXQWV�

Broker and Royalty Contract Management

and processing, payment processing and ending with promotion effectiveness DQDO\VLV�

Trade Allowance Management will help organizations optimize utilization of marketing promotion funds and reduce WKH�DGPLQLVWUDWLYH�WLPH�DQG�HIIRUW��

• Simplify claim processing through automatic creation and accrual of FODLPV�DQG�WKH�%LOO�EDFN�:RUNEHQFK�

• Settle payments through integration with accounts receivables module DQG�SURFHVV�

• 0DQDJH�DQG�VHWWOH�FXVWRPHU�LQYRLFH�VKRUW�SD\V�LQ�GHGXFWLRQ�ZRUNEHQFK�• Improve promotion programs’ future effectiveness by analyzing fund GHWDLOV�DQG�DFWXDO�FRVW�UHSRUWV�

• +DYH�D�TXDQWLÀHG�EDVLV�IRU�RQJRLQJ�DQG�IXWXUH�QHJRWLDWLRQV�RQ�promotions with the customers as based on actual versus planned TXDQWLW\�DQG�VDOHV�JUDSKV��7KLV�PRGXOH�LQFOXGHV�D�QHZ�7UDGH�$OORZDQFH�0DQDJHPHQW�FXEH���

Industry

8

Interconnect teams:• Microsoft Dynamics CRM and AX integration for synchronized costing, SULFLQJ�DQG�GHOLYHU\�WHDP�YLVLELOLW\�

,PSURYH�SURFHVV�ÁRZ�• Manage opportunities through sales and marketing by collecting FRQWDFWV��LGHQWLI\LQJ�VWDNHKROGHUV��DQG�VNHWFKLQJ�UHTXLUHPHQWV�

• Accelerate project initiation using the new work breakdown structure �:%6��WHPSODWH�

• 0DQDJH�SURMHFW�H[HFXWLRQ�WKURXJK�UHYLHZ�DQG�DSSURYDO�ZRUNÁRZV�• Simplify project billing with automation of intercompany invoicing for ERUURZHG�ORDQHG�UHVRXUFHV�

Balance resources across projects/organizations:• Utilize built-in integration to do complex planning in Microsoft Project FOLHQW�DQG�VFKHGXOH�UHVRXUFHV�YLVXDOO\�LQ�0LFURVRIW�'\QDPLFV�$;�

• 0DNH�EHWWHU�SURMHFW�VWDIÀQJ�GHFLVLRQV�ZLWK�HQKDQFHG�YLHZV�LQWR�UHVRXUFH�DYDLODELOLW\��VNLOOV��DQG�FRVWV�DFURVV�OHJDO�HQWLWLHV�DQG�GLYLVLRQV�

• ,QFUHDVH�FROODERUDWLRQ�• 6\QFKURQL]H�SURMHFW�LQIRUPDWLRQ�LQWR�0LFURVRIW�2IÀFH�����IRU�EURDGHU�WHDP�FROODERUDWLRQ�DQG�VKDULQJ�

• Submit time, expense, and approvals from various mobile devices while RXW�RI�WKH�RIÀFH�DQG�RQ�WKH�URDG�

• (QKDQFH�EXVLQHVV�LQVLJKWV�DFFHOHUDWH�GHFLVLRQV�ZLWK�UROH�VSHFLÀF�SURMHFW�SODQ��FRVW��DQG�HIIRUW�WUDFNLQJ�YLHZV�

• Improve views into project and portfolio status with new Power BI data and project management KPIs (such as planned versus actual costs and HDUQHG�YDOXH��

Project pursuit and delivery teams will now have the ability to work together in sync across Microsoft Dynamics products (CRM and AX) when outlining project scope, estimating costs and fees, producing quotations, and tracking progress in project H[HFXWLRQ�

Project managers can leverage past and best-practice plans to rapidly detail out new projects in their familiar Microsoft 3URMHFW��UHÀQLQJ�WLPHOLQHV�DQG�DGMXVWLQJ�UHVRXUFH�UHTXLUHPHQWV��3ODQV�PD\�WKHQ�EH�synchronized into Microsoft Dynamics AX work breakdown structures for ongoing UHYLVLRQ�DQG�XSGDWH�

5HVRXUFH�PDQDJHUV�FDQ�HDVLO\�ÀQG�DYDLODEOH�UHVRXUFHV�IURP�DFURVV�WKH�HQWLUH�ÀUP�ZLWK�WKH�ULJKW�FRPSHWHQFLHV��FHUWLÀFDWLRQV�DQG�other requirements and schedule them to the right projects using graphical and LQWXLWLYH�DYDLODELOLW\�PDSV�

Taken together, new capabilities in Microsoft Dynamics AX 2012 R3 make it easier for ÀUPV�WR�UHVSRQG�TXLFNO\�WR�FOLHQW�SURMHFW�needs with the right people at the right time for the right price, without rebuilding the wheel every time and without incurring as PXFK�ULVN�

Microsoft Dynamics CRM Integration, Project Client Integration and Visual Scheduling

eProcurementPurchasing agents now have greater ÁH[LELOLW\�WR�FRQÀJXUH�FRUUHVSRQGLQJ�rules and details to support solicitation management, including control over response types such as sealed and open W\SH�ELGV��:LWK�LPSURYHG�ELG�VFRULQJ�DQG�evaluation the purchasing agents can establish tabulation criteria with different DZDUG�PHWKRGRORJLHV�

• ,PSURYH�GHFLVLRQ�PDNLQJ�E\�GHÀQLQJ�HYDOXDWLRQ�FULWHULD�XSIURQW�DQG�improve management of Request for Information (RFIs), Request for 3URSRVDO��5)3V��DQG�5HTXHVW�IRU�4XRWH��5)4��IURP�VROLFLWDWLRQ�WR�DZDUG�

• Improve the vendor/government contractor experience and help vendors RSHUDWH�PRUH�HIÀFLHQWO\�E\�SURYLGLQJ�WKH�DELOLW\�WR�YLHZ�DQG�UHVSRQG�WR�open RFQs, allowing the proposal of item or services substitutes or no bid, and providing visibility into the status and results of a solicitation (for Public 6HFWRU���7KLV�LQFOXGHV�D�SXEOLFO\�DYDLODEOH�YHQGRU�SRUWDO�DQG�RSHQ�ELGGLQJ�

• ,QFUHDVH�VRXUFLQJ�HIÀFLHQFLHV�WKURXJK�ZHOO�GHÀQHG�VFRULQJ�FULWHULD�DQG�UDQN�YHQGRU�UHVSRQVH�EDVHG�RQ�PXOWLSOH�FULWHULD�

• 0DQDJH�VROLFLWDWLRQV�LQFOXGLQJ�VSHFLÀFDWLRQ�RI�VROLFLWDWLRQ�W\SHV��PHWKRGV��VFRULQJ�FULWHULD��DQG�WUDFN�DQG�FRPPXQLFDWH�FKDQJHV�WR�WKH�5)4��8WLOL]H�sealed bid methodology on RFQs and provide questionnaires to qualify YHQGRUV�WR�ELG�RQ�VSHFLÀF�LWHPV�RU�VHUYLFHV�

• ,PSURYHG�WKH�XVHU�H[SHULHQFH�RI�WKH�9HQGRU�VHOI�VHUYLFH�SRUWDO�• %LG�VFRULQJ��HYDOXDWLRQ�DQG�UDQNLQJ�EDVHG�RQ�XVHU�GHÀQHG�HYDOXDWLRQ�FULWHULD�

Industry

9

Modern Point of Sale* (POS) Connected customers live in a connected world, and are well informed when making a purchase - before they even walk in the VWRUH��

Microsoft Dynamics AX 2012 R3 gives customers’ purchasing intelligence to HPSOR\HHV�ZKHQ�WKH\�QHHG�LW��$QG�E\�having access to consolidated customer intelligence at the POS, employees can EHWWHU�VHUYH�FXVWRPHUV��

The modern POS includes the basics around tender/transaction, but now also extends into a rich clienteling or assisted VDOHV�RIIHULQJ��DV�ZHOO�DV�EDFN�RIÀFH�FDSDELOLWLHV�DW�WKH�HPSOR\HHV�ÀQJHUWLSV��The power of this new modern POS is that it becomes much more than a Point of Sale experience – it is a customer engagement dashboard!

For example, new assisted sales solutions will consolidate customers’ purchase intelligence – such as sales history, transaction details, and wish lists - and provide this to the sales associates to better JXLGH�WKHLU�FXVWRPHUV�

Additionally, retailers can customize look and feel (font, color, graphics) and optimize by region, by store, by role, and even by user

For example, the cashier may have access WR�VSHFLÀF�FDSDELOLWLHV�EH\RQG�WHQGHU��VXFK�as adding a loyalty card and looking up inventory, while a store manager may have access to store reports and real-time sales GDWD�

These capabilities are based on a commitment to provide immersive, ÁH[LEOH��PRGHUQ�DQG�PRELOH�H[SHULHQFHV�for retailers and their consumers virtually DQ\ZKHUH��DQ\WLPH��DQG�RQ�DQ\�GHYLFH�

• Empower sales associates in store with a Modern Point of Sale supporting the basics including tender/transaction, but also extending into rich FOLHQWHOLQJ��UHDO�WLPH�LQYHQWRU\�ORRN�XS��DV�ZHOO�DV�EDFN�RIÀFH�FDSDELOLWLHV�DW�WKH�HPSOR\HH·V�ÀQJHUWLSV��

• Engage with customers through assisted sales using rich customer SXUFKDVH�LQWHOOLJHQFH�UHJDUGOHVV�RI�ZKDW�FKDQQHO�WKH\�VKRS�LQ��

• Provide both customers and employees immersive and richer experiences through role-tailored POS UI, support of multiple platforms �:LQGRZV�L26��$QGURLG���PXOWLSOH�GHYLFHV��H�J��WDEOHWV�DQG�SKRQHV���DV�ZHOO�DV�LQWHJUDWLRQ�WR�SHULSKHUDOV��H�J��UHFHLSW�SULQWHUV��VFDQQHUV�

• (PSRZHU�HPSOR\HHV�WKURXJK�KLJKO\�ÁH[LEOH�DQG�ULFK�LQYHQWRU\�management, daily operations and KPI reporting and consolidated customer data view such as RFM (Recency, Frequency and Monetary) VFRUH�

* Modern POS will be available after General Availability of Microsoft Dynamics AX 2012 R3

Multiple screens in Modern POS

Industry

10

eCommerce and Social eCommerce and Social Media integration provides retailers with an opportunity to engage and connect with their customers on their terms, while offering an integrated and end-to-end omni-channel shopping H[SHULHQFH�

Enhancements let retailers extend services to their customers, for example, allowing them to connect with friends and followers who also share purchasing intentions and preferences on Facebook, Twitter, and 3LQWHUHVW�

By deploying these types of connected solutions, retailers will be able to maximize their investments by avoiding extensive customizations and provide customers with D�VXSHULRU�VKRSSLQJ�H[SHULHQFH�

• Promote campaigns and publish through Facebook, Twitter, and Pinterest WKURXJK�D�SUH�FRQÀJXUHG�LQWHJUDWLRQ�

• Publish products and services to third party market places including eBay DQG�$PD]RQ�WKURXJK�DQ�6'.��

• Build campaigns once and distribute through multiple channels (above) DQG�SURYLGH�ÁH[LEOH�UHGHPSWLRQ�FDSDELOLWLHV��H�J��WKURXJK�PRELOH��

• ,PSURYH�FXVWRPHU�HQJDJHPHQW�LQFOXGLQJ��FXVWRPHU�VSHFLÀF�SULFLQJ��RPQL�FKDQQHO�ZLVK�OLVW��H�J��FXVWRPHU�FDQ�EXLOG�DQG�VDYH�ZLVK�OLVWV�RQOLQH��which can be (with customer’s consent) accessed in store through the PRGHUQ�326�E\�WKH�VDOHV�DVVRFLDWH���&XVWRPHU�PDQDJHPHQW�WKURXJK�JLIW�card support as well as global loyalty support are also enhanced in this UHOHDVH�

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Online storefront in Microsoft Dynamics AX 2012 R3

Industry

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Catalog:• 'HÀQH�DQG�PDQDJH�PDLO�RUGHU�FDWDORJV�LQFOXGLQJ�WKH�SURGXFWV�DVVRFLDWHG�WR�WKH�FDWDORJ��VSHFLÀF�FDWDORJ�SULFLQJ��FDWDORJ�UHODWHG�FDOO�VFULSWV�DQG�DELOLW\�WR�OLQN�D�FDWDORJ�WR�RQH�RU�PRUH�WDUJHWHG�PDLOLQJ�OLVWV���

• *DLQ�LQVLJKW�LQWR�SURPRWLRQDO�UHVSRQVH�UDWH�WUDFNLQJ�E\�FUHDWLQJ�VSHFLÀF�key codes or source codes tied to the catalog which are linked to the sale LQ�RUGHU�HQWU\�

• 'HÀQH�DQ�RQJRLQJ�SURGXFW�FOXE��FRQWLQXLW\�SURJUDP��L�H��ERRN�RI�WKH�month) and the schedule of products to be sent to customers who SXUFKDVH�LQWR�WKLV�SURJUDP�

Kitting:• Specify kit price different than component prices, substitute kit

components, assemble and disassemble kits, sell across any channel

Pricing/Promotions:• Offer threshold discounts: Discounts based on the total transaction value �H�J������RII�ZKHQ�\RX�EX\������RU�PRUH�

• Set category pricing rules: Markup or margin pricing for categories of products

• Mix and match discount participate in retail discount concurrency rules• Manage pricing/discounts for catalogs and catalog products, and DIÀOLDWLRQV

• Record all discounts across all channels and report on them Loyalty:• Run a global loyalty program• &RQÀJXUH�YDULRXV�OR\DOW\�SURJUDPV��OR\DOW\�WLHUV�DQG�OR\DOW\�WLHU�UXOHV• Manually set a loyalty card tier for a period of time, associate discounts

to loyalty programs and loyalty tiers• Issue loyalty card and view loyalty card details in any channel as well as

option of accrual/redemption of loyalty points in any channel

Gift Cards:• Manage gift cards seamlessly regardless of channel: for example by

selling and accepting gift cards in retail channels that span legal entities �H�J��H&RPPHUFH�ZHE�VWRUH�IURQW�DQG�SK\VLFDO�VWRUH�

• Support gift cards across all channels – POS, mobile clients, eCommerce, call centers

Other Omni-Channel capabilities:• 'HÀQH�FRXSRQV�DV�VLQJOH�XVH�RU�PXOWL�XVH�DQG�VSHFLÀF�WR�SURGXFWV�RI�

promotions• 0DQDJH�IUDXG�SUHYHQWLRQ�DFURVV�FKDQQHO��H�J��DELOLW\�WR�ÁDJ�RUGHUV�DV�

potential fraud online or at POS)

Commerce Excellence (QULFKPHQWV�RI�VSHFLÀF�UHWDLO�VFHQDULRV�include pricing and promotions, assortment and catalog, BI and reporting, loyalty, gift cards and seasonality and PDUNGRZQV�HQKDQFHPHQWV��

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Industry

12

• ,QVWDOO��VHW�XS�DQG�FRQÀJXUH�QHZ�VWRUHV�PRUH�HDVLO\��• 8VH�6&&0��6\VWHP�&HQWHU�&RQÀJXUDWLRQ�0DQDJHU��WR�PDQDJH�ODUJH�VFDOH�GHSOR\PHQWV�

• Use SCOM (System Center Operations Manager) to run monitoring and GLDJQRVWLFV�

• Expand rapidly through improved performance and scalability, including JOREDOL]DWLRQ�DQG�ORFDOL]DWLRQ�HQKDQFHPHQWV�

Streamlines order entry by enhancing Microsoft Dynamics AX with: • 3URGXFW�NH\ZRUG�VHDUFK�• 'LVFRXQW�DQG�FKDUJH�RYHUULGHV�• 0XOWLSOH�SD\PHQW�W\SHV�LQFOXGLQJ�JLIW�FDUGV�DQG�FRXSRQV�• 3RVWDJH�DQG�KDQGOLQJ�FDOFXODWLRQ�• 8S�VHOO�FURVV�VHOO�DOHUWV�• 6LPSOLÀHG�VDOHV�RUGHU�FRPSOHWLRQ�ZLWK�RUGHU�VXPPDU\�• 'HWDLOHG�RUGHU�VWDWXV�DQG�QRWLÀFDWLRQV�• &RQÀJXUDEOH�IUDXG�UXOHV�• 0DQXDO�RU�DXWRPDWLF�VHW�XS�RI�RUGHU�KROGV�DQG�SURFHVVLQJ�

Retail Enterprise Manageability In order to support deployments in retail enterprise organizations, the following support is planned: setup and upgrade of retail stores per store in order to phase and align deployment with business requirements, large scale deployment using 0LFURVRIW�6\VWHP�&HQWHU�&RQÀJXUDWLRQ�Manager, monitoring and diagnostics using 6\VWHP�&HQWHU�2SHUDWLRQV�0DQDJHPHQW�

Enhances order entry capabilities by a single, more accessible view into inventory, SURGXFW�SURPRWLRQV��DQG�FXVWRPHU�DFWLYLW\�

These build on the existing order processing functionality in Microsoft Dynamics AX 2012 R2, and introduce new FDSDELOLWLHV�WR�PDQDJH�%�&�RUGHUV��

Order Entry Enhancements for High-volume (Consumer) Transactions

&DOO�&HQWHU�SURYLGHV�UHWDLOHUV�WKH�FKRLFH�DQG�ÁH[LELOLW\�RI�RIIHULQJ�FDOO�FHQWHU�sales and order management with the same end-to-end omni-channel FDSDELOLWLHV�DV�LQ�RWKHU�FKDQQHOV��7KLV�LQFOXGHV��• End-to-end customer service, fast customer keyword search, fast order HQWU\�DQG�DVVLVWHG�VDOH��HQKDQFHG�RUGHU�IXOÀOOPHQW�

• ,QWHJUDWHG�SULFLQJ��SURPRWLRQV�GLVFRXQWV�• ,QVWDOOPHQW�ELOOLQJ��H�J��DELOLW\�WR�GHÀQH�D�ELOOLQJ�VFKHGXOH�IRU�H[DPSOH�ZLWK���HDV\�SD\PHQWV��

• 2UGHU�KROG�PDQDJHPHQW��H�J��DELOLW\�WR�SXW�RUGHUV�RQ�KROG�DQG�UHYLHZ�DQG�FDQFHO�UHOHDVH�DV�QHHGHG��

• 8SVHOO�FURVV�VHOO�GHÀQLWLRQ��H�J��SRS�XSV�GXULQJ�FDOO�FHQWHU�RUGHU�HQWU\�WR�SURYLGH�VXJJHVWLRQV�RI�DGGLWLRQDO�SURGXFWV�WR�EH�VROG��

• $ELOLW\�WR�GHÀQH�FDOO�FHQWHU�VFULSWLQJ�DW�WKH�VWDUW�RI�RUGHU��HQG�RI�RUGHU��DQG�E\�SURGXFW�RU�FURVV�VHOO�XSVHOO�DQG�FDWDORJ�VSHFLÀF�VFULSWV�

• Detailed order and order line status including partially shipped and EDFNRUGHUHG�LQIRUPDWLRQ�

• 5)0��5HFHQF\��)UHTXHQF\�DQG�0RQHWDU\��VFRULQJ�RI�FXVWRPHUV�• Out of Balance parameters and hold capabilities for managing under and RYHU�SD\PHQWV�

• Manage mail-order catalogs, for example the ability to sell or return SURGXFWV�WKDW�DUH�QRW�DVVRUWHG�WR�WKH�VWRUH��EXW�PD\�EH�LQ�D�VSHFLÀF�FDWDORJ�

Call Center Sales The Microsoft Dynamics AX 2012 R3 release continues to deliver on our omni-channel solution for retailers including call FHQWHU�DV�D�QHZ�FKDQQHO��

This channel can be used for order entry, RUGHU�SURFHVVLQJ�DQG�RUGHU�IXOÀOOPHQW��

Retailers can offer mail order catalogs to their customers and manage this new VWUHDPOLQHG�FKDQQHO��

Industry

13

Human Resources Enhanced HR capabilities include HR and Payroll analytics, position forecast, and VWUHDPOLQHG�UHJXODWRU\�UHSRUWLQJ��EHQHÀW�XSGDWHV�DQG�8�6��SD\UROO�WD[�VHWXS�

• Enhancements to forecast position functionality includes detailed compensation estimates for new positions and support for what if VFHQDULRV�

• HR and Payroll Analysis Cubes enables you to use tools such as Microsoft Excel, SQL Server Analysis Services, and Power View to create custom UHSRUWV��3RZHU�9LHZ�SURYLGHV�TXLFN�DQG�HDV\�YLVXDOL]DWLRQ�RI�\RXU�GDWD�(total headcount, and turnover percentages for the month, year, or TXDUWHU�

• 6WUHDPOLQH�8�6��UHJXODWRU\�UHSRUWLQJ�ZLWK�QHZ�SUHSDUDWLRQ�UHSRUWV��((2����((2����9(76���������������8QHPSOR\PHQW��26+$�����26+$���$��26+$���DQG�QHZ�KLUH�

• %HQHÀWV�SURFHVVLQJ�KDV�EHHQ�HQKDQFHG�IRU�%HQHÀW�0DQDJHUV�WR�H[SLUH�FKDQJH�WKH�HQUROOPHQWV�IRU�PXOWLSOH�ZRUNHUV��

• More easily track and control hires, terminations, transfers and SURPRWLRQV�E\�XVLQJ�HPSOR\HH�EDVHG�SHUVRQQHO�DFWLRQV�DQG�ZRUNÁRZ�

• 6LPSOLI\�8�6��WD[�VHWXS�ZLWK�PDVV�XSGDWHV�RI�HPSOR\HH�WD[HV��6WUHDPOLQH�reporting with new preparation reports for state quarterly wage and 3D\UROO�8QHPSOR\PHQW�:DJH�DQG�7D[�

Budget Planning%XGJHW�PDQDJHUV�FDQ�QRZ�EHQHÀW�IURP�enhanced budget planning and allocation UXOHV�

• You can create a budget plan worksheet template for Microsoft Excel by XVLQJ�D�ZL]DUG�LQ�0LFURVRIW�'\QDPLFV�$;��

• Offers summary/total dimensions when you analyze and update budget SODQV�E\�XVLQJ�PXOWLSOH�VFHQDULRV��$XWRPDWLFDOO\�URXWH�EXGJHW�SODQV�WRJHWKHU�ZLWK�ZRUNVKHHWV��MXVWLÀFDWLRQV��DQG�DWWDFKPHQWV�IRU�UHYLHZV�DQG�DSSURYDOV�

• (QDEOH�EXGJHW�DOORFDWLRQ�EDVHG�RQ�OHGJHU�DOORFDWLRQ�EDVHG�UXOHV�

Management Reporter Global organizations can have complex FRQVROLGDWLRQ�VFHQDULRV���2IWHQ�OHJDO�entities that need to be consolidated KDYH�GLIIHUHQW�FKDUW�RI�DFFRXQWV�DQG�ÀVFDO�SHULRGV��7KH�FRQVROLGDWLRQ�SURFHVV�LQ�Management Reporter, which is now part of the Microsoft Dynamics AX installation, supports these scenarios without the need IRU�DQ�HOLPLQDWLRQ�FRPSDQ\�

• 6XSSRUWV�FXUUHQF\�WUDQVODWLRQ�• 9LHZ�UHSRUWV�LQ�DQ\�FXUUHQF\�• Provide easy access to transaction details with drill back to Microsoft

Dynamics AX from the Web Viewer

Industry

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Master Data Management (MDM)Manage master data across multiple 0LFURVRIW�'\QDPLFV�$;�LQVWDQFHV�

Master Data Management is built on top of Microsoft SQL 2012 Master Data Services (MDS) to simplify full, as well as selective, data synchronization and enables central FRQÁLFW�PDQDJHPHQW�WR�KHOS�EXLOG�WUXVW�LQ�\RXU�GDWD�

Master Data Management helps to increase the consistency of your data across your RUJDQL]DWLRQ�DQG�GHSOR\PHQWV��,W�KHOSV�maintain reliable data for key business entities and enables data integrity for XQLÀHG�GDWD�JRYHUQDQFH�

Master Data Management is built on top of Microsoft SQL 2012 Master Data Services (MDS) to simplify full as well as selective data synchronization and enables central FRQÁLFW�PDQDJHPHQW�WR�KHOS�EXLOG�WUXVW�LQ�\RXU�GDWD�

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• Built on Microsoft SQL Server 2012 Master Data Services (MDS) and the Microsoft Dynamics Data Import/Export Framework (DIXF) MDM PDQDJHV�PDVWHU�GDWD�DFURVV�PXOWLSOH�0LFURVRIW�'\QDPLFV�$;�LQVWDQFHV�

• Manage the following Microsoft Dynamics AX entities across instances: FXVWRPHU��YHQGRU��HPSOR\HH��JOREDO�DGGUHVV�ERRN��DQG�SURGXFW�

• Supports either single master (one point of change) or multi-master VFHQDULRV��GLVWULEXWHG��WR�PHHW�WKH�PRGLÀFDWLRQ�DQG�PDQDJHPHQW�QHHGV�RI�\RXU�RUJDQL]DWLRQ�

• Full and incremental change synchronization helps maintain consistency DFURVV�LQVWDQFHV�RYHU�WLPH�

• $XWRPDWLF�FRQÁLFW�GHWHFWLRQ�LQ�WKH�FHQWUDO�GDWD�VWRUH�DQG�PDQXDO�GDWD�FRQÁLFW�UHVROXWLRQ�E\�WUXVWHG�EXVLQHVV�XVHUV�RU�GDWD�VWHZDUGV�KHOSV�HQVXUH�GDWD�UHOLDELOLW\�DFURVV�WKH�HQWHUSULVH�

• 6SHHGV�WKH�UHYLHZ�DQG�HGLWLQJ�RI�FRQÁLFWV�WKURXJK�WKH�0LFURVRIW�([FHO�0'6�DGG�LQ�WKDW�SURYLGHV�D�IDPLOLDU��HDV\�WR�XVH�LQWHUIDFH�

• Easily manage the frequency and depth of synchronization to FRQWLQXRXVO\�DGMXVW�WR�WKH�QHHGV�RI�WKH�EXVLQHVV�

• 0DVWHU�GDWD�HQWLWLHV�FDQ�EH�PRGLÀHG�RU�DGGLWLRQDO�HQWLWLHV�FDQ�EH�DGGHG�• MDM supports integration and data synchronization with 3rd party V\VWHPV�WKURXJK�DGDSWHU�GHYHORSPHQW�DQG�FXVWRPL]DWLRQ�

CompilerNew compiler reduces compilation times XS�WR�����

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• &RPSLOLQJ�XWLOL]HV�SDUDOOHO�FRPSXWLQJ�DQG�PXOWL�WKUHDGLQJ�

Windows 8 Applications Across Devices

Modern Apps & Mobility

15

Modern Point of Sale* (POS) The Modern POS will consolidate customers’ purchase intelligence – such as sales history, transaction details, and wish list - and provide the right information at the right time for sales associates to better guide and recommend their customers based on purchase patterns and SUHIHUHQFHV�

Modern App FrameworkMicrosoft provides technology to develop, manage, distribute, and use modern apps GHVLJQHG�IRU�WKH�GHYLFH�ÀUVW�DQG�FORXG�connected world, with the potential to transform today’s business processes and FXVWRPHU�LQWHUDFWLRQV�

Connect Microsoft’s or custom-built modern apps easily and securely from RXWVLGH�WKH�RUJDQL]DWLRQ·V�ÀUHZDOO�ZLWK�0LFURVRIW�'\QDPLFV�$;��7KH�IUDPHZRUN�uses the cloud and Microsoft Dynamics AX’s web services framework for communication between the modern apps on the mobile devices and Microsoft '\QDPLFV�$;��

• Empower sales associates in the store with a Modern Point of Sale supporting the basics including tender/transaction, but also extends into D�ULFK�FOLHQWHOLQJ��DV�ZHOO�DV�EDFN�RIÀFH�FDSDELOLWLHV�DW�\RXU�ÀQJHUWLSV��

• Engage with your customers through assisted sales using rich customer SXUFKDVH�LQWHOOLJHQFH�UHJDUGOHVV�RI�ZKDW�FKDQQHO�WKH\�VKRS�LQ��

• Provide both customers and employees immersive and richer experiences through modern POS, multiple platforms (Windows, Windows Phone, L26��$QGURLG���PXOWLSOH�IRUP�IDFWRUV�DQG�SHULSKHUDOV�

• (PSRZHU�HPSOR\HHV�WKURXJK�KLJKO\�ÁH[LEOH�DQG�ULFK�LQYHQWRU\�management, daily operations and KPI reporting and consolidated customer data view such as RFM (Recency, Frequency and Monetary) VFRUH�

• Communicate data to and from Microsoft Dynamics AX 2012 using an $SSOLFDWLRQ�,QWHJUDWLRQ�)UDPHZRUN�VHUYLFH�

• &RQQHFW�GHYLFHV�IURP�RXWVLGH�WKH�RUJDQL]DWLRQ·V�ÀUHZDOO�XVLQJ�WKH�0LFURVRIW�$]XUH�6HUYLFH�%XV�

• Secure communication using Microsoft Active Directory Federation 6HUYLFHV�DV�LGHQWLW\�SURYLGHU�

• 'HYHORS�PRGHUQ�DSSV�IRU�VSHFLÀF�EXVLQHVV�VFHQDULRV�XVLQJ�JXLGDQFH��6'.���FRPSRQHQWV�DQG�WHFKQRORJ\�SURYLGHG�E\�0LFURVRIW�

• Distribute Microsoft’s apps to enterprise users through the Windows Store and custom-built apps through your enterprise’s private market SODFH�XVLQJ�:LQGRZV�,QWXQH�

* Modern POS will be available after General Availability of Microsoft Dynamics AX 2012 R3

Multiple screens in Modern POS

Multiple screens in Modern POS

Windows 8 Applications Across Devices

Modern Apps & Mobility

16

• Improve people productivity with a modern UI that works across desktop, ODSWRS��DQG�WDEOHW�EDVHG�RQ�:LQGRZV���

• View the list of expense reports or XQUHFRQFLOHG�H[SHQVHV�

• &UHDWH��YLHZ��DQG�VXEPLW�H[SHQVH�UHSRUWV�• Add/edit expenses and receipts to H[SHQVH�UHSRUWV�

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• Reach out to your coworkers directly from the app by using Microsoft /\QF�RU�HPDLO�WR�FODULI\�DSSURYDO�LWHPV�

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• Improve people productivity with a modern UI that works across desktop, laptop, and tablet based on :LQGRZV���

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Microsoft Dynamics AX 2012 Timesheets

Entering timesheets in the Microsoft Dynamics AX 2012 Time and Expense mobile phone app

Start screen in Microsoft Dynamics AX 2012 Approvals modern app

Windows 8 Applications Across Devices

Modern Apps & Mobility

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Microsoft Dynamics AX Shop Floor3URYLGH�VKRS�ÁRRU�ZRUNHUV�ZLWK�DQ�overview of the production jobs that need DWWHQWLRQ��4XLFNO\�SHUIRUP�GDLO\�SURGXFWLRQ�tasks such starting jobs, reporting jobs DV�ÀQLVKHG��DQG�UHJLVWHULQJ�EUHDNV�DQG�DEVHQFH�

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Mobile Phone Applications

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• View 13 months of paystub history and direct deposit amounts for HDFK�SD\VWXE��7LPH�RII�DFFUXDO�EDODQFHV�DUH�DYDLODEOH�ZLWK�HDFK�SD\VWXE�LQFOXGLQJ��DFFUXHG��XVHG�DQG�UHPDLQLQJ�EDODQFHV�

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Microsoft Dynamics AX Time and Expense

Lifecycle Services

19

Business Process Modeler Provide dynamic business process documentation of your implementation by using the Business process modeler to create, view, and modify business-process KLHUDUFKLHV�DQG�ÁRZFKDUWV� Business process modeler helps you do D�JDS�ÀW�DQDO\VLV�EHWZHHQ�\RXU�EXVLQHVV�processes and Microsoft Dynamics AX using a cross-industry processes taxonomy from American Productivity & Quality Center (APQC)�

Task Recorder helps you easily capture business processes, generate documentation and automatically create EXVLQHVV�SURFHVV�ÁRZ�FKDUWV�LQ�/&6�

• &UHDWH��YLHZ�DQG�PRGLI\�EXVLQHVV�SURFHVV�KLHUDUFKLHV�DQG�ÁRZFKDUWV�IRU�0LFURVRIW�'\QDPLFV�$;������5��DQG�KLJKHU��9LHZ�DQG�DFWLYDWH�SUHYLRXV�YHUVLRQV�RI�EXVLQHVV�SURFHVVHV�

• 'HVFULEH�\RXU�VSHFLÀF�EXVLQHVV�SURFHVVHV�XVLQJ�WKH�ÁRZFKDUWV�• 3HUIRUP�JDS�ÀW�DQDO\VLV�EHWZHHQ�WKH�EXVLQHVV�QHHGV�DQG�WKH�GHIDXOW�SURFHVV�LQ�0LFURVRIW�'\QDPLFV�$;�

• ([SRUW�WKH�RXWSXW�RI�WKH�JDS�ÀW�DQDO\VLV�GLUHFWO\�WR�0LFURVRIW�9LVXDO�Studio Team Foundation Server on-line to help developers track and PDQDJH�WKH�ÀW�JDS�UHTXLUHPHQWV�ZRUNORDGV�

• Task Recorder lets you quickly generate Microsoft Word documents, 0LFURVRIW�9LVLR�ÁRZFKDUWV�DQG�customized videos to better enable user adoption, on-boarding WUDLQLQJ��

• 9LHZ�VSHFLÀF�PHWD�GDWD�RU�FOLFN�WKURXJK�WR�WKH�VSHFLÀF�0LFURVRIW�Dynamics AX screen directly from the process symbol in the ÁRZFKDUW�

• Design, develop, and operate your application with the following services available: Business process modeler, License sizing estimator, Usage SURÀOHU��+DUGZDUH�VL]LQJ��&XVWRPL]DWLRQ�DQDO\VLV��8SJUDGH�DQDO\VLV��6\VWHP�GLDJQRVWLFV��,VVXH�VHDUFK��DQG�&ORXG�SRZHUHG�VXSSRUW��1HZ�updates, expanded functionality and new services are continuously being GHYHORSHG�DQG�GHSOR\HG�

• Facilitate easy and fast communication and information sharing across the team using the customer-managed, security-enhanced collaboration ZRUNVSDFH�

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• Manage your project with a SURMHFW�VSHFLÀF�GDVKERDUG�WR�highlight the project’s current status to more easily identify, understand and address any SUREOHPV�DQG�LVVXHV�

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Microsoft Dynamics Lifecycle Services (LCS)

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License Sizing EstimatorLicense sizing estimator helps you estimate WKH�FRQÀJXUDWLRQ�RI�WKH�GLIIHUHQW�W\SHV�RI�Client Access Licenses that an organization ZLOO�QHHG��7KLV�VHUYLFHV�VXSSRUWV�0LFURVRIW�Dynamics AX 2012 R2 and higher license VL]LQJ�

Customization AnalysisCustomization analysis offers Microsoft Dynamics AX 2012 customers an automated tool that validates the FXVWRPHU·V�PRGHO�ÀOHV�DJDLQVW�0LFURVRIW�'\QDPLFV�$;�EHVW�SUDFWLFH�UXOHV�

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Upgrade AnalysisUpgrade analysis helps users plan their upgrade to Microsoft Dynamics AX 2012 IURP�SUHYLRXV�YHUVLRQV�

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• Model the effect of duty-level customization of roles on your license UHTXLUHPHQWV�

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• Uses a cloud-based rules engine to analyze code and identify potential EHVW�SUDFWLFH��SHUIRUPDQFH�DQG�XSJUDGHDELOLW\�LVVXHV�

• Generates actionable reports in Microsoft Excel and HTML that can be imported into MorphX IDE as actionable to-dos for developers to speed FXVWRPL]DWLRQ�GHYHORSPHQW�

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• Rapid Data Collector (RDC) tool automatically collects metadata about \RXU�HQYLURQPHQW�WR�DLG�WKH�DQDO\VLV�

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• Model user and batch loads to gain a better understanding of the current or projected loads of your Microsoft Dynamics AX 2012 LPSOHPHQWDWLRQ�

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System DiagnosticsSystem diagnostic service helps IT administrators monitor and understand the health of one or more Microsoft Dynamics $;�HQYLURQPHQWV�

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Issue SearchSystem diagnostic service helps IT Issue search is a search engine that you can use WR�TXLFNO\�VHDUFK�IRU�.%�DUWLFOHV��KRWÀ[HV��À[HV�LQ�SURJUHVV��DQG�ZRUNDURXQGV�IRU�reported issues in Microsoft Dynamics AX �����LPSOHPHQWDWLRQV��

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• Monitor and understand the health of one or more Microsoft Dynamics $;������HQYLURQPHQWV�

• Set and track rules run against data collected across your Microsoft Dynamics AX 2012 environment and view the results in a simple, easy to QDYLJDWH�JUDSKLFDO�GDVKERDUG�ZLWK�TXLFN�DFFHVV�WR�RXWVWDQGLQJ�LVVXHV�

• Generate reports to provide monitoring and actionable corrective action summaries to help you be proactive in the management of your LPSOHPHQWDWLRQV�

• 6HDUFK�HQJLQH�WKDW�VHDUFKHV�DFURVV�.%�DUWLFOHV��KRWÀ[HV��À[HV�LQ�SURJUHVV��and workarounds to help you resolve issues in your Microsoft Dynamics $;������HQYLURQPHQW�

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Cloud-Powered SupportCustomer driven, cloud powered support SURFHVV�WR�SUHYHQW�DQG�UHVROYH�LQFLGHQWV�

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• Share VM between the user and Microsoft until the issue has been UHVROYHG�

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Microsoft Azure Deployment Portal for Microsoft Dynamics AX 2012 R3

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Utilize the power of Elastic IT to scale up or scale down your infrastructure to meet the QHHGV�RI�\RXU�EXVLQHVV�

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Keep your Microsoft Dynamics AX 2012 implementations current using the new XSGDWH�H[SHULHQFH�

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Connect Microsoft’s or custom-built modern apps easily and securely from RXWVLGH�WKH�RUJDQL]DWLRQ·V�ÀUHZDOO�ZLWK�0LFURVRIW�'\QDPLFV�$;��7KH�IUDPHZRUN�uses the cloud and Microsoft Dynamics AX’s web services framework for communication between the modern apps on the mobile devices and Microsoft '\QDPLFV�$;�

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Drive innovation—today and tomorrow—by working with a standard Microsoft WHFKQRORJ\�SODWIRUP�WKDW�VLPSOLÀHV�deployment and lowers costs, giving you WKH�SRZHU�WR�GULYH�\RXU�EXVLQHVV�IRUZDUG��You can deploy in the way that works best for you—on-premises, in the cloud (through partners), or using a hybrid model—and make incremental changes as QHHGHG��:LWK�0LFURVRIW�'\QDPLFV�$;��\RX�get a business solution from Microsoft that is backed by an ongoing commitment to UHVHDUFK��GHYHORSPHQW��DQG�LQQRYDWLRQ�

Maximize your investments, lower TCO, and make additional productivity gains through Microsoft Dynamics AX 2012 interoperability with Microsoft business productivity solutions and the application platform, including the support for recently released Microsoft products:• 0LFURVRIW�:LQGRZV������• Microsoft Windows Server 2012 R2• Microsoft SQL Server 2014, Microsoft Internet Explorer 11• Microsoft Azure (Infrastructure as a Service)**

For a full overview please see the systems requirements document �DYDLODEOH�0D\����������

Pervasive Interoperability