microsoft dynamics snap michael mcclary isv developer evangelist microsoft corporation
TRANSCRIPT
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Microsoft Dynamics Microsoft Dynamics SnapSnap
Michael McClaryISV Developer EvangelistMicrosoft Corporation
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AgendaAgendaThe Challenge
Microsoft Dynamics Snap
Current Available Snap-ins
Snap Configuration
VSTO Customisation
Recent Developments
Q&A
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The Information ChallengeThe Information Challenge
ERP – CRM – HR – DWERP – CRM – HR – DWERP – CRM – HR – DWERP – CRM – HR – DW
un-structuredun-structuredun-structuredun-structured semi-structuredsemi-structuredsemi-structuredsemi-structured structuredstructuredstructuredstructured
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The Business ChallengeThe Business Challenge
Lack of integration between productivity tools and LOB Systems makes it difficult for organisations to effectively connect People, Information and Business Processes
Information Workers can not easily access the information they require to do their job
The result - low productivity, high costs, low customer satisfaction etc
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Office System IntegrationOffice System Integration
Integrate familiar front-end productivity tools with LOB systems – Axapta, Navision, Great Plains, etc
Give Information Workers the information they want in the context and format they need in order to make fast, sound business decisions
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Modular Process Configuration
Enhanced Visual Studio.NET tools
Enhanced User Experience
“Best of” Process Library
Role based user experience
Portals and Collaboration
SQL based contextual business intelligence
Web service based composition & integration
ConvergeConvergedd
SuiteSuite
&&
Microsoft Dynamics Microsoft Dynamics RoadmapRoadmap
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Microsoft Dynamics SnapMicrosoft Dynamics Snap
What is Microsoft Dynamics Snap?
Addins for Microsoft Office users to work with Microsoft Dynamics AX and CRM
Snap-ins released:
Timesheet management (Dynamics AX)
Vacation management (Dynamics AX)
Business Data Look-up (Dynamics AX and CRM)
Gives Microsoft Office 2003 users access to data and business processes from within a familiar environment
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Microsoft Dynamics Microsoft Dynamics SnapSnapFamiliar
Convenient
Controlled
Accurate
Easy
Productive
Integrated
Extensible
Downloadable
source
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Value PropositionValue PropositionFor Partners
Partners can easily enhance or customize the shipped solutions, or use them as examples to build new composite application for their customers
For CustomersIncreased ProductivityInteract with business data and collaborate in a familiar and easy way – using Microsoft OfficeLess ERP training requiredReduced errors due to context switchingFlexible solution with Shared Source code
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Snap-ins AvailableSnap-ins Available
Business Data Lookup Snap-in (Microsoft Word & Microsoft Excel)
Business Users can use Task Pane to search and browse Microsoft Dynamics AX Data & copy to Microsoft Word and Microsoft Excel
Attach Microsoft Office documents to Microsoft Dynamics AX records
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Business Data Look-UpBusiness Data Look-Up
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Snap-ins AvailableSnap-ins Available
Timesheet Management Snap-in (Microsoft Outlook)
Links Microsoft Dynamics AX time entries with Outlook appointments and meetings
Automated synchronization of linked appointments or meetings.
Useful for Microsoft Dynamics AX customers in service industries or where there is a need to track time across multiple projects
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Timesheet ManagementTimesheet Management
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Snap-ins AvailableSnap-ins Available
Vacation Scheduler Snap-in (Microsoft Outlook)
Generate a request from Outlook and e-mail approver, approved request updates Microsoft Dynamics AX Time & Attendance Module
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Vacation ManagementVacation Management
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Existing Snap-insExisting Snap-ins
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XML ConfigurationXML ConfigurationModify the Business Data Lookup Behaviour
<?xml version="1.0" encoding="utf-8"?><Configuration> <SystemConfiguration> </SystemConfiguration > <EntityConfiguration> <Entity Name = "Customer" Table = "CustTable" TableId = "77" MainEntity ="Yes"> <Groups> <Group DisplayName ="General" AxName="AutoReport"> </Group> <Group DisplayName ="Description" AxName="Description"> </Group> <Group DisplayName ="Invoice" AxName="Invoice"></Group> <Group DisplayName ="Address" AxName="AddressDisplay"></Group> </Groups>
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Modifying Modifying ConfigurationConfiguration
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Snap-ins Snap-ins ArchitectureArchitectureComponents (Binaries) in the
Application
Microsoft.OfficeAx.OutlookAddin.dll
Microsoft.OfficeAx.AxSharedAddin.dll
Microsoft.OfficeAx.Excel.dll
Microsoft.OfficeAx.Word.dll
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VSTO IntegrationVSTO Integration
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Recent DevelopmentsRecent Developments
Dynamics AX 4.0
Report Packs for SSRS
SharePoint Web Parts
Business Scorecard Manager
Templates
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Microsoft Dynamics AX 4 Integration
FormsForms ReportReportss
Bu
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Inte
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User
Inte
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ClassesClasses
TablesTables
Any Program Written in Microsoft Windows
Programming Language
Composite Application
Web Web
WebService
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Manufacturing ProjectAccounting Distribution
EnterprisePortal
Human ResourceManagement
FinancialManagement
Customer Relationship Management
Supply Chain Management
BusinessAnalysis
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SharePoint Web PartsSharePoint Web Parts
RFP Management
Absence and Vacation Schedule
Expense Reporting
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Business Scorecard Business Scorecard Manager TemplatesManager Templates
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BSM and AxaptaBSM and Axapta
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BSM and Great PlainsBSM and Great Plains
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Receivables ScorecardReceivables Scorecard
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Regional Sales ScorecardRegional Sales Scorecard
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Regional Sales ScorecardRegional Sales Scorecard
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Sales Scorecard with Sales Scorecard with MapPointMapPoint
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Payable Management Payable Management ScorecardScorecard
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BSM and CRMBSM and CRM
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Lead Count
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Looking ForwardLooking ForwardMore snap-ins (planning)
Vendor Management Proposal Lifecycle Management Customer, Case, and Financial Analysis Customer 360 Degree View Expense Report Management Campaign Management Report Subscription Smart Search
2007 Office System
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LinksLinks
Dynamics Snap Sandboxhttp://codegallery.gotdotnet.com/dynamicssnaps
Microsoft Dynamics Community
http://www.microsoft.com/dynamics/community/default.mspx
Dynamics Snap Team Blog
http://blogs.msdn.com/dynamicssnap
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Call to ActionCall to Action
Office as a Developer Platform
Dynamics Snap Sandbox
Opportunities for Integration
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© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.