extending the reach of your microsoft dynamics ax application with the next-gen tools
DESCRIPTION
Extending the reach of the business application to more users in the organization leads to better data management and better access to information. After a short intro on Microsoft Dynamics AX you will learn about the new MS Office Add-ins for Microsoft Dynamics AX and discover the mobile capabilities for end users within the travel and expense module.Learn how to create state-of-the-art, self-service BI solutions for Dynamics AX 2012 using SQL Server 2012 PowerPivot for SharePoint, BISM and Power View.TRANSCRIPT
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.