Customer Relationship Day Dynamics AX Customer Brief March 2007

Today’s Agenda

9:00 - 9:30 Registration and Arrival   9:30 - 10:30 AX Product Update

New Look/Feel Demonstration

10:30 - 11:00 Dynamics AX Business Intelligence Reporting Tools and Analytics Best Practice

11:00 - 11:15 CustomerSource Preview11:15 - 11:30 Break 11:30 - 12:00 Enterprise Portal Collaboration Extending the EP framework to adapt to your

business

12:00 - 12:30 Upgrading AX3 to AX4: JJFoods

A View From The Trenches

12:30 – 13:00 Customer Open Forum Discussion13:00 – 13:30 Lunch  

Today’s Presenters

RICHARD GUGA Product Manager Dynamics AX UK

FIONA NOLAN AX Product Technology Specialist

TONY CROWHURST Dynamics Business Intelligence Product Manager

SHAILAN CHUDASAMAAX Product Technology Specialist

MUSTHAQUE AHMED JJFoods IT Director

Introductions

• Name• Company• What you would like to get out of today• And…

What Cartoon Character would you be and why?

Microsoft Dynamics AX | At a GlanceMicrosoft Dynamics AX

Customer Growth

• Increased from one global research & development center Increased from one global research & development center to four in just two yearsto four in just two years

• Supports 40 language versions in 36 countriesSupports 40 language versions in 36 countries• Designed for midsize and enterprise organizations typically Designed for midsize and enterprise organizations typically

from 20 to 1,000+ usersfrom 20 to 1,000+ users

Microsoft Dynamics AX Business Process Coverage

Manufacturing Project Accounting Distribution

Enterprise Portal Human ResourceManagement

Financial Management

Customer Relationship Management

Supply Chain Management Business Analysis

4000+

5000+7200+

Jan 2007

CAGR31%

Microsoft Dynamics AX Customers, Including …Small BusinessesSmall Businesses Large EnterprisesLarge EnterprisesMidsize CompaniesMidsize Companies

What Do Software Analyst Firms Say?

ERP Spending Report 2005–2006ERP vendors on evaluation lists during the next 12 months

4.2 Microsoft Dynamics AX

3.8 Oracle

3.6 SAP

“Taking a different tack from Oracle, PeopleSoft, and SAP, MBS is pushing up into the midmarket, leveraging a huge number of small business customers. As MBS extends the manufacturing functionality in its Microsoft Dynamics AX product and develops industry-focused resellers, we expect it to steadily gain market share among midmarket manufacturers.”— Midmarket ERP Vendor Landscape: Discrete Industries by Bob Locke   AMR Research   January 2005

Microsoft Business Solutions

Independent Study Ranks Microsoft Dynamics AX Best ROI

of 18 Vendors

(5.0 = perfect score)

Microsoft Dynamics Tops Mindshare of ERP Buyers

Microsoft Dynamics AX: Complete Solution for Midsize Companies, Taking Share from Competitors

Accounts Payable / Accounts ReceivableAging buckets reportingPayment proposalCheck refundStatementsBalance form redesignServerSession management improvements Converted Server Interface (AOCP) to RPC Personalization data moved to database Securing Server API mitigations Data AccessOptimistic concurrency control – forms codeOptimistic concurrency control – back-end business logic codeTable Permission Framework - a Server (AOS) based security framework ODBC server side cursor enhancements Record Identifier enhancements •64-bit records ids •Allocated by table regardless of company SQL authentication is integrated securityUDB eliminated; session persistence is SQL Db Setup Computer roles based Mask technical complexity for a single computer deployment Reduce the need for specialized knowledge to achieve a basic implementation of productQuicker ramp up to productive usage Unified look and feel Multi-Instance AOS Quick single computer installation for partners/developers only requires pressing “Enter” SecurityRich client users and web users have been merged into one user type All enabled users must be valid Active Directory users Active Directory Import Wizard eases provisioning Perimeter Network Configuration Wizard Application Integration FrameworkNew features.  Replaces Commerce Gateway Web services Business to Business integration Application to Application integration Enterprise PortalMicrosoft SharePoint Web authoring experience Richer content and document managementIntegrated collaboration Dynamics AX Web part integration into existing SharePoint sitesCommon searchBetter personalizationImproved security with encryption supportIntegrated debuggingAOT and WSS integrationWeb Farm support for load balancing

Sales Orders and Purchase OrdersDirect deliveryAutomatic update of packing slip on sales order, when purchase order is packing slip updated for easy follow-upSynchronization of data between purchase orders and sales orderControl layer ensures user doesn’t incidentally break business rulesAutomatic transfers of customer delivery address information to vendorIntercompanyTighter connection of the supply chainSeveral pricing strategies supportedDifferentiated control of the picking process startParameter controlled printer selectionIntercompany master schedulingDistribution of notesFlexible setup of update sequencesRule-based control of user activitiesAutomatic settlement of intercompany paymentsDelivery address on order lineDelivery to different addresses on the same orderParameter controlled summary updates of internal and external documents Enhanced delivery date controlAbility to distinguish between shipping and receipt datesCapture both requested and confirmed delivery datesAutomatic calculation of shipping and receipt datesPatent protected possibility to simulate different shipping and receipt dates based on mode of delivery, warehouse and geographyCRMAdvanced Outlook integrationImproved telemarketing interfaceCampaign target distributionAdvanced management statisticsAdvanced tools for campaign web broadcastActivity control enabled for more record typesCustomer and vendor synchronizationQuotation CRM workflowOutgoing E-mail storagePrice simulation includes wider range of calculations made towards single and multiple quotation linesServiceService agreements Service orders Repair management Replacement history Outlook integrationFixed period subscriptionsIrregular period subscriptionSubscription indexationSubscription accrualQuotationsSales quotationsProject quotationsQuotation templatesMass creation of quotationsDelete quotations

Human ResourcesImproved support for work with contractors Expanded recruitment project functionality Improved support for absence planning Mass-hire projects Employee responsibility reporting Enhanced ability to move employees within the organization US PayrollCanadian PayrollProject AccountingActual vs. Budget statisticsStatistics viewable everywhereInvoice control3 new internal project types – investment, cost, time51 new reportsImprovements in estimates, budgets, credit notesChange project groupEnhanced project formImproved copy wizardInvoice project and estimate project forms functions

•Activity, item task, forecast, project stagesImproved invoice documentsImproved transaction traceabilitySingle or multi-select functionsFixed AssetsAbility to manage assets without affecting the General Ledger – used for tAX or reporting asset booksAbility to manage assets using a different calendar than the financial calendarSplit out the straight depreciation method line into 2 methodsAdditional reducing balance methods7 depreciation conventions added that affect the first and last year’s depreciationAdditional depreciation allowed in the first year of the asset’s life (Section 179, etc.)Bonus depreciation only for depreciation booksAbility to define unlimited bonus records with priority order and used with a proposal processProvides the ability to mass update the depreciation convention for a range of assetsMass update only for depreciation booksUpdated reports to support depreciation books3 new reports: Mid Quarter Applicability, Asset Basis, Book CompareMany country specific features have consolidated into core and are available for all usersGeneral LedgerDimension hierarchies

Hierarchy designerDimension data entryDimension combination validationDimensions rendering

Financial statementsLedger accrualsUS Sales TaxTransaction reversalAudit trail enforcementExchange adjustment

Reporting Secure end user ad-hoc reporting through model driven integration with SQL Server Report Builder Out-of-the-box end user reporting models for application modules Secure production report authoring using the SQL Report Designer Secure database views to enable authoring secure reports using external report writers Report-to-Report and Report-to-Form drill through actions in native X++ reports Balanced ScorecardNavigation changes Improved design and creation process Improved and realigned terminology and structure Added ability to create new scorecards, objectives, measures, and graphical indicators based on existing setups New performance overview AlertsUser-specific configuration of alertIntuitive, easy rules setupAlerts generated by monitoring specific datesAlerts generated by monitoring changes in systemConditions filtering of alertsFlexible delivery and access to alertsFast access to alert detailsAlert rule templatesAlerts integration with OutlookRemote access capabilities to alertsPerformance ImprovementsOptimistic concurrency enabled applicationDatabase primed for replicationExtensive re-indexing Exploits new SQL Server functionalityOptimal storage of dataThread pooling on Axapta Object ServerUpgrade optimized for large databasesHelpStandardized Help ViewerStandard Help authoring tools Better Help performanceContinuous publishing model supports Help updatesLeverages future investments in help technologyGlobal parity: base docs in all localesEnhanced Implementation Guide for Partners.NET Business ConnectorA versatile, general-purpose platform componentUses the Microsoft .NET Framework 2.0Supports Microsoft Visual Studio 2005Enables the development of managed applications against Dynamics™ AXPublic managed classes allow you to invoke X++ business logic and access dataCan be used to implement and deploy both client and server-based applicationsWhen hosted in IIS, provides access to the managed (ASP.NET) http context from X++CLR interoperability can be invoked to use external managed components from X++ codeSupports AX user impersonationUsed by Enterprise Portal and AIF

Web Service-based Web Service-based Composition & Composition & IntegrationIntegration

Role-Based Role-Based User ExperienceUser Experience

Portal and Portal and CollaborationCollaboration

Contextual Contextual Business Intelligence Business Intelligence

20062006

Microsoft

Dynamics AX 4.0

Scalable & Global

(2H2006)

AX 4.0 SP1

(Q4 2006)

Microsoft

Dynamics AX 5.0

Application Functionality

(1H 2008)

Microsoft

Dynamics AX 6.0

.NET Technology

Platform

AX 4.0 SP2

(Summer 2007)

AX Extensions

(4Q2007)

>CRM Integration

>Lean Manufacturing

20072007 20082008

Service packs

and

Extensions

20102010

Microsoft Dynamics AX RoadmapProduct release timeline in calendar year timeframes - as February 2007 *

* Product release dates and content subject to change

Release dates and enhancement and support details will vary by geography

Service packs

and

Extensions

Deep R&D InvestmentsWinning strategy for customers

TransformationalAssurance

AX GP NAV SL CRM

CRM

Commitment through at least 2013

Lifecycle support extended to 5 years

Upgrade roadmap to Microsoft Dynamics

Enhanced user

experience

Workflow & process-centric

design

“Best of” application

functionality

Simple, model driven development & customization

Role-based user experience

Office server portals and

collaboration

SQL contextual business

intelligence (BI)

Easy integration& extensibility via

web services

BACK

BACK

Key AX Product UpdatesMicrosoft Dynamics Client for Microsoft Office and

Sharepoint Server• We’ve announced the Microsoft Dynamics Client for Microsoft Office

and SharePoint Server which includes 12 self-service applications as well as an enterprise licence for MOSS.  This is great news for our mid-market customers as it gives them access to the Office Forms Server and Excel Services which are two features found in the Enterprise MOSS SKU which allow rich BI and employee self-service solutions to be rapidly built.  This new package has been priced to facilitate companywide deployment.  This appears to be a set of supported tools which will supersede Microsoft Dynamcis Snap.

• Pricing:

USD 195 per user - Microsoft Dynamics Client for Microsoft Office and Windows® SharePoint Services

USD 395 per user - Microsoft Dynamics Client for Microsoft Office and SharePoint Server

Availability – MAY 2007

AX4 SP1 Application Documentation HOTFIX

Microsoft Dynamics AX 4.0 SP1 Application Documentation HotfixWe are pleased to announce the release of over 1,000 new help files for Microsoft Dynamics AX 4.0 SP1. This content completes

all application help topics displayed in the table of contents as well as for all forms reached through the navigation pane. This update contains:• 355 new online help topics• 596 new form help topics• 152 new developer topicsWe now deliver a list of changed and updated topics with every refresh of our Microsoft Dynamics AX help files online. The list of

changes and updates in the Microsoft Dynamics AX 4.0 SP1 documentation (since Dec. 2006) is available here. • Available Online or As A Hotfix• You can find the complete Microsoft Dynamics AX 4.0 SP1 help on the Web in the MSDN Library. In addition, you can

download a patch containing the complete, up-to-date 4.0 SP1 documentation from either PartnerSource or CustomerSource. 

Key AX Product Updates continued

Inside Microsoft Dynamics AX 4.0Drill deep inside the application frameworks and the development environment - Use MorphX designers and development tools- Work with the X++ programming language - Build managed solutions that enable enterprise application integration- Customize tables, classes, forms, and reportsDevelop and customize role-based, Web-enabled application portals - Implement applications that concurrently support multiple users, languages, and locations - Query application metadata using reflection APIs- Design and implement application logic that optimizes database performance

Dynamics AX Product Whitepapers

New Benchmark white paper

1000 users at 55,000 sales lines per hourSeptember 2006

http://www.microsoft.com/dynamics/ax/product/hpbenchmark.mspx

Dynamics AX Product Whitepapers

Reporting and Business Intelligence

http://www.microsoft.com/dynamics/ax/product/businessintelligencewp.mspx

A roadmap for managing business performance with Microsoft Dynamics AX

Sept. 2006

Dynamics AX Product Whitepapers

http://www.microsoft.com/dynamics/AX/product/featuresupdate.mspx

Feature Update white paper

New name for updated Layman’s SpecIncludes specs for Microsoft Dynamics AX 4.0 SP1October 2006

Dynamics AX Product Whitepapers

”At a Glance” white paper

Compiled fact sheets, arranged according to BRLNovember 2006

http://www.microsoft.com/dynamics/ax/product/40ataglance.mspx

Customer Resources

• Partner Organization• CustomerSource at MS.comhttps://mbs.microsoft.com/customersource/productsservices/

productoverview_axapta.htm

• Dynamics AX Community on MS.comhttp://www.microsoft.com/dynamics/ax/community.mspx

• BLOGShttp://blogs.msdn.com/satyanadella/http://blogs.msdn.com/dynamicssnap/

Dynamics AX Community

http://www.microsoft.com/dynamics/ax/community.mspx

Blogs

http://blogs.msdn.com/ukax/default.aspx

AX4 Look and Feel Demonstration

Presented by:

Fiona NolanPartner Technology Specialist

Dynamics AX Business Intelligence

Reporting Tools and Analytics Best Practices

Presented by:

Tony CrowhurstMicrosoft Dynamics

Business Intelligence Product Manager

COFFEE BREAK

15 Minutes

Please enjoy coffee and biscuits just outside

Enterprise Portal Collaboration

Extending the Enterprise Portal framework

to adapt to your business

Presented by:

Shailan ChudasamaPartner Technology Specialist

Upgrading AX3 to AX4: Customer Testimonial

Mushtaque AhmedBusiness Operations ManagerJJ Food Service Limited

Agenda

• Company overview• Why upgrade?• Action plan• Are we any wiser?

“JJ Food Service operates within the catering sector supplying frozen, chilled and ambient foods along with a full range of catering disposables and cleaning materials - in essence a one stop shop”

Yesterday, Today & Tomorrow

24 Hour Relay Race

Why upgrade?

• Phase 2 project work• Single logon & role-based user interface• Improved 3rd party integration with .NET Business Connector• Out of the box integration with SQL Reporting Services• Database issues• Support advantage

Action plan

• Microsoft’s TAP program:PartnerCustomer

• Application conversion:Mainly to tackle bespoke applications

• Data conversion:New tables and fields

Are we any wiser?

• Partner’s commitment• Dedicated hardware platform • Users testing/training?• External entities• Go-live simulations

CustomerSource – our gateway to customers

Watch for your letter in the mail inviting to register and sign up for CUSTOMERSOURCE

•Account Info•News•Product Info•Training•Downloads•Support

© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.