extending the reach of your microsoft dynamics ax application with the next-gen tools

DEVtalk nv

Kenny PeetermansBusiness Intelligence Consultant

Extending the reach of your Microsoft Dynamics AX application with the next-gen tools

Jeroen DoensTechnical Consultant Microsoft Dynamics AX

Agenda• Introduction to Microsoft Dynamics

AX• Extending the reach of Microsoft

Dynamics AX with Microsoft Office add-ins

• Extending the reach of Microsoft Dynamics AX with your mobile device

• Extending the reach of Microsoft Dynamics AX with Microsoft BI

• Q & A

Introduction to Microsoft Dynamics AX

Session contents• What is ERP?• Microsoft Dynamics ERP Solutions• Microsoft Dynamics AX 2012• Capabilities• Solution overview

Human Capital Management

Customer Relationship Management

What is ERP?

Software solutionthat addresses enterprise needs taking the process view of an organization to meet the organization goals

Integratesall the departments and functions across a company into a single computer system that can serve all those different departments’ particular needs Production

Project Management & Accounting

Supply Chain Management

Financial Management

Financial Management

Microsoft Dynamics ERP solutionsSmall and midsize businesses

Enterprise organizationsEnterprise organizations

Small and midsize businesses

Navision - Customizable, specialized ERP for the mid-market

Great Plains - Full feature, “out-of-the-box” ERP (primarily the US market)

Solomon - World class project accounting and feature rich distribution ERP for the mid-market

AX - Tailorable, enterprise ERP

What is Microsoft Dynamics AX 2012Powerful

Agile

Simple

• Microsoft Dynamics AX 2012 is designed for enterprises with 200 to 7,500 users.

• It includes rich industry and core ERP capabilities in a single, global solution.

• Supports global organizations by managing multisite operations through shared master data and business processes, as well as country specific capabilities, in a single instance.

• Ad hoc reports and streamlined workflows with a Microsoft Dynamics Role Tailored user interface

What is Microsoft Dynamics AX 2012Powerful

Agile

Simple

• Expand business opportunities, modify processes, and differentiate your business with comprehensive ERP software that provides unprecedented agility.

• Natural modeling to continuously plan, visualize, and change your processes

• Flexible deployment options that can change as you grow

• Agile technology that makes it easy to change and differentiate your business

What is Microsoft Dynamics AX 2012Powerful

Agile

Simple

• Drive user involvement and innovation with a business management solution that is simple to use, deploy, and manage - and deliver easy access to data and processes.

• Empower employees to innovate with quick access to information and business processes

• Integrated, self-service collaboration capabilities for employees, customers, suppliers, and partners

• Application life-cycle management to streamline IT processes from initial deployment through continuing change

What is Microsoft Dynamics AX 2012Powerful

Agile

Simple

Microsft Dynamics AX 2012Capabilities

Microsoft Dynamics AX 2012Solution overview

Microsoft Technology Stack

Application Foundation

Master Data Reference Data Global Engines

Framework

Server Tools Client

Horizontal Capabilities

Procurement SCM Inventory Projects

Financials GRC HCM: HR & Payroll Sales and Marketing

Industry-specific Capabilities

Manufacturing Distribution Retail Services Sector Public Sector

Microsoft Dynamics AX 2012

Servers & Tools:• Workflow incl. graphical workflow editor, work item queues• Services (Sites, payment and commerce)• AIF • Role-based security and segregation of duties• Pluggable user authentication• New programmability concepts (models)• Visual Studio Tools for Microsoft Dynamics AX 2012• Simplified installation experience

Clients:• Enhanced Role Tailored user interface (UI) including new Role

Centers• Microsoft Office add-ins – bi-directional integration (Word and

Excel)• Enterprise Portal based on SharePoint 2010 technology • Country-context support• New help system

Framework

Server Tools Client

Session summary• Microsoft Dynamics ERP solutions• Simple, powerful and agile• Total business solution

Extending the reach of Microsoft Dynamics AX with Microsoft Office add-ins

Session contents• Architecture• Ad hoc report• Update from Excel• Use Word template

ArchitectureService-based integration

Metadata

Queries

Business Documents

Budget Service

Asset Service

. . .

DemoAd hoc report

Ad hoc report

• Create simple ad hoc report

• Always up-to-date

• Use Excel features

Text/Pic

DemoUpdate budget datafrom Excel

Update from Excel

• Use data sources

• Build Excel spreadsheet

• Create matrix• Update AX from

ExcelText/Pic

DemoNew customer letter

Document in Word

• Create custom template in Word

• Upload to the SharePoint document library

• Use the template in AX

• View attached document library

Text/Pic

Session summary• Office becomes the user interface• Ad hoc report• Microsoft Office add-ins

bi-directional integration (Word and Excel)• Enterprise Portal based on SharePoint 2010

technology

Extending the reach of Microsoft Dynamics AX with your mobile device

Travel & expense management

DemoTravel & expense management

Dynamics AX 2012 Employee Self Expense Management.wmv.mp4

Session summary• Mobile devices as user interface• Easy to use self-service capabilities• Payment card integration (Visa, MasterCard,…)• Enterprise Portal based on SharePoint 2010

technology

Extending the reach of Microsoft Dynamics AX with Microsoft BI

The Microsoft BI stack• SQL Server• Integration Services, Analysis Services, Reporting

Services, ...• Office• PowerPivot for Excel, ...

• SharePoint• PowerPivot for SharePoint, PerformancePoint, ...

What’s new in SQL Server 2012• Data Quality Services• Analysis Services Tabular Mode (BISM)• Power View• ColumnStore Index• ...

• SharePoint integrated analysis tool for end-users

Power View

• Central storage and management of PowerPivot workbooks

PowerPivot for SharePoint

• F ree ly d i s tribu te d Ex c e l a dd -in

• Ga th er da ta fro m nu m ero us s o urc e s

• Bu ild da ta m o de l by c rea tin g re la tion s h ips

• In M e m ory da ta an a l y s is (V ertiPa q)

PowerPivot for Excel

• WCF• Expose

data from AX to other applicat ions

• Enforces AX security

ODATA Query Service

• Business logic

• Security

• ...

Application Object Server

• SQL Server

Microsoft Dynamics AX database

Self-service BI for Dynamics AX

DemoSelf-service BI for Dynamics AX

Session summary• Comprehensive Microsoft BI product stack• New features in SQL Server 2012• Next-gen tools fully integrated with Microsoft

Dynamics AX

DEVtalk nv

Kenny PeetermansBusiness Intelligence Consultant

Extending the reach of your Microsoft Dynamics AX application with the next-gen tools

Jeroen DoensTechnical Consultant Microsoft Dynamics AX

Q&A

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.