Download - Which release of Microsoft Dynamics AX is currently in use within your organization? Microsoft Dynamics AX 2012 Microsoft Dynamics AX 2009 Microsoft.

March 18-21, 2013New Orleans

#conv13

Streamlining business processes & enhancing productivity in Microsoft Dynamics® AX 2012 Zvika Rimalt, Pattie Wurm, and Karl Tolgu

IDAX02

This session is presented by the Microsoft Dynamics AX User Group

• Zvika Rimalt• Pattie Wurm• Karl Tolgu

Facilitators

Interactive discussion - Format

InteractivePlease ask your questionsPlease share your thoughts and experience

DiscussionMay close a topic and suggest further offline discussionMay introduce new topics

Which release of Microsoft Dynamics AX is currently in use within your organization?

• Microsoft Dynamics AX 2012• Microsoft Dynamics AX 2009• Microsoft Dynamics AX 4.0 (or earlier)

In which release of Microsoft Dynamics AX is your organization using workflow?

• Microsoft Dynamics AX 2012• Microsoft Dynamics AX 2009• Using a third-party workflow system

On average, how many end users in your organization interact with workflow?

• Less than 50• Between 50 and 200• Over 200

How are end users in your organization primarily interacting with workflow?

• Microsoft Dynamics AX client• Enterprise Portal• Other?

Poll

In which modules is your organization using workflow?

Accounts Payable (AP)

(10)

Accounts Receivable

(AR) (8)

Budgeting (4)

Cash and Bank Management

(1)

Fixed Assets (FA) (2)

General Ledger (GL)

(4)

Human Resources > Time and Attendance

(2)

Organization Administrati

on (3)

Procurement and Sourcing

(16)

• Zvika Rimalt, Business Analyst• Company: Teekay Shipping• Product: Microsoft Dynamics AX 2009• Go-live: June 2012• Modules: • GL, AP, AR, FA, Bank, Time and Expense, Project Accounting

Workflow implementation example

Workflows implementation exampleWorkflow Why? How?

Create/modify vendor Internal control (SOX) Custom built (enterprise portal)

Create/modify vendor bank Internal control (SOX) Custom built (client)

Create/modify customer Internal control (SOX) Custom built (enterprise portal)

Create/modify employee Expedite maintenance Custom built

Approve AP invoice Service center and distributed organization

Use out of the box (OOTB), deploy to enterprise portal, minor customization

Expense report Distributed organization, automation

Use OOTB, minor customizations

Approve project budget Business process automation Use OOTB

Approve project budget revision

Business process automation Use OOTB

Project invoice proposal Business process automation Use OOTB

Authoring workflows

End-user experience

Developing new workflows

Setting up and administering workflow

Topic discussion areas

Authoring workflows

• Key concepts• Workflow editing experience• Workflow list page• Workflow type selection• Graphical workflow editor (Microsoft Dynamics AX 2012 onwards)• Toolbox, canvas• Property/condition editing

• Workflow versioning and activation• Migration from staging to production environments• Export/import

• Discussion of experiences/feedback

Authoring workflows

End-user experience

• Key concepts• Notifications/toast/email• Work items • My Work Items, Queues, Work List

• Workflow actions (submit, approve, delegate, etc.)• Workflow history • “When is my expense report going to be approved?”

• Automatic delegation


End-user experience

• Key concepts• Workflow setup and configuration• Workflow runtime (.NET WF)• Troubleshooting/debugging• Upgrading



• Key concepts• Workflow metadata • Workflow development wizards (Microsoft Dynamics AX 2012 onwards)

• Workflow providers• Application state management• Workflow-enabling Microsoft Dynamics AX forms



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