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Microsoft Dynamics AX 2012 training
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Agenda Topics
Microsoft Dynamics AX 2012 Powerfully Simple
Microsoft Dynamics AX Solution Overview
What’s new in Microsoft Dynamics® AX 2012:




Microsoft Technology Stack Interoperability
Investments in the Framework
Investments in the Application Foundation
Key investments:
 Horizontal Capabilities
 Industry Capabilities

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Powerful
Agile
Pervasive interoperability
Simple
Microsoft Dynamics AX2012
Solution Overview
Industry-specific Capabilities
Manufacturing
Distribution
Services Sector
Retail*
Public Sector
Horizontal Capabilities
Procurement
SCM
Inventory
Projects
Financials
GRC
HCM: HR & Payroll
Sales and Marketing
Application Foundation
Master Data
Reference Data
Global Engines
Framework
Server
Tools
Microsoft Technology Stack
* Planned to be released in Q1 CY2012
Client
Microsoft Technology Stack
Microsoft Platform Interoperability:
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Microsoft Office
Visual Studio 2010
SharePoint 2010 (Insight, Workspaces, Search)
Project Server 2010
Business Intelligence and Reporting:
• 11 cube schemas for Finance, Supply Chain, Services and Workflow
domains that provide aggregated data
• Secure access to production data
• 35 pre-build role centers targeted towards different personas
• ~ 150 Analytic Reports
• Collaborate, and share using Microsoft SharePoint technologies
• Microsoft Excel based report templates
• SSRS production reporting engine
Microsoft Confidential
Key Investments to the Framework
Server
Tools
Client
Servers & Tools:
• Workflow enhancements incl. graphical workflow editor, Work item
queues
• Services (Sites, Payment, and Commerce)
• AIF enhancements (90 documents, non-XML file format)
• Role-based security and segregation of duties
• Pluggable User authentication
• New programmability Concepts (models)
• Upgrade framework enhancements
• Integrated Development Environment (IDE)
• Visual Studio Tools for Microsoft Dynamics AX 2012
• Simplified Installation experience
• New Help System
User Interface Enhancements – List Page
Top
Navigation
Action
Pane
Quick
Filter
Multiselection
Links
Quick
Launch
Preview
Pane
Advanced
Filter
Fact
Boxes
Purchasing Agent - Navigation
Demo
Productivity and Familiarity by Design
User productivity enhancements
1. Enhancements in navigation
• Simple navigation
2. Enhanced visualization
•
Workflow editor
3. Finding content using Enterprise Search
4. http://www.msdynamicsgptraining.com/
Key Investments to the Application Foundation
Master Data
Reference Data
Master Data
• Organization Model
• Global Address Book
• Product Information Management
Reference Data
• Time zone enhancements
• Unit of measure
• Catalog
• Category
Global Engines
• Policy Management
• Questionnaire
• Support for unlimited financial dimensions
• Preview sub-leger journal entries prior to journalizing
Global Engines
Key Investments in Horizontal Capabilities
Financials
GRC
Financials
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Financial data across legal entities
Improved Chart of Accounts
Budget Control
Separation of Operations and Accounting
Accounting distributions
Collections
Vendor Portal
3-way match
GRC
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•
•
Audit Workbench (audit rules and policies)
Enhanced Compliance Center
Environmental Sustainability Dashboard
HCM/HRM
• Employee Self Service
• Streamlined HR process
• Site Services enable external applicants
to apply for job postings
HCM & Payroll*
Key Investments in Horizontal Capabilities
Sales and Marketing
Procurement
SCM
Sales and Marketing:
• Case Management
• Dynamics CRM connector
Procurement
• Change Management
• Purchase requisitions
• Procurement categories
• Decentralized product receipt
• Vendor Catalogues
• Centralized procurement desk
SCM & Inventory:
• Sales and purchase agreements
• Trade agreement improvements
• Report value of goods in transit
• Intercompany planning
• Delivery schedules
• Decouple order management from Inventory Control
Inventory
Key Investments in Horizontal Capabilities
Projects
Travel and Expense
4
Projects
• Improvements to timesheets
• Manage and maintain project in EP
• Budget control for projects
• Project Server interoperability
Travel and Expense Management
• UI improvements
• Maintain and manage receipts
• Improved credit card import and dispute handling
• Company travel policies that
span multiple companies
• Improved expense management
workflow
• Cross company expense reports
• Travel Requisition
Demo: Employee Procurement
Req
Employee

Req
Manager
PO
Procurement Manager
Demo
Employee Procurement
Employee Procurement
5. Employee Self Service – Purchase Requisition
• To better manage and control cost
6. Category based & External vendor catalogue
• Employees are able to procure services and items that are not
stocked in inventory
• Organizations do not need to maintain items in inventory
7. Distribution of amounts to different financial dimensions
• Account for the cost correctly
8. Approval of the Purchase requisition
• Make sure that approval processes and policies are followed with
out manual overhead
9. Purchasing Queue
• Manage the workload across the team
10. Workflow
• Graphical UI helps set up complex and automated workflows
Key Investments in Industry-specific Capabilities
Manufacturing
Distribution
Retail*
Services Sector
Manufacturing:
• Constraint-based product configurator
• Lean Manufacturing
• Mixed-mode capabilities
(process and discrete manufacturing)
• Operations Resource Model (resource scheduling)
• Touch-enabled job registration on the Shop Floor
• 24*7 Master Planning
Distribution:
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•
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•
Intercompany supply and demand visibility
Intercompany demand visible upstream supply chain
Sales order process enhancements (fast order entry)
Mass price changes, smart rounding rules based on currency
and amount, translation of prices in multiple currencies based
on reference price list
Public Sector
Key Investments in Industry-specific Capabilities
Manufacturing
Distribution
Retail*
Services Sector
Public Sector
• Expanded/Flexible Chart of Accounts
• Budgetary Control and Commitment Accounting
• Distributions and Sub ledger
• Customer Billing and Collections
• Vendor and
Employee Self Service Portals
• Projects & Grants Management
• New Role center
Public Sector
Powerfully Simple
Enhanced Industry functionality
Manufacturing
Distribution
Retail
Public Sector
Services Sector
Pervasive interoperability
Solution investments + Related ecosystems =
Improved productivity and lower IT costs
1,000+ new features and enhancements
Powerful
Agile
Pervasive interoperability
Simple
Q&A