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Microsoft Dynamics AX
Update and Roadmap
James Page & Guy Orridge
10 August 2011
Agenda
 General Availability for Dynamics AX 2012
 Themes for Dynamics AX 2012
 Roadmap
 Summary of Investments in Functional Footprint
 Discover the new look for Dynamics AX
 Extending AX – Key Investments in the Application Foundation
     Workflow Framework
     Case Management Framework
     Security Framework
     Reporting & BI
     Office Add-ins
 New licencing approach
General Availability for Dynamics AX 2012




  Microsoft Dynamics AX 2012, made generally available in August 2011, includes specific localisations for the
                                           following countries:

Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Iceland, Ireland, Italy, Malaysia, Mexico,
Netherlands, New Zealand, Norway, Saudi Arabia, Singapore, South Africa, Spain, Sweden, Switzerland, Thailand,
                                        United Kingdom, United States.
Themes for Dynamics AX 2012
Business Trends




            5
Product Strategy
   Investment in industry relevance,
    empowering a rich vertical ecosystem!
   Global: multi-site, -legislation,
    -language & n-site central deployment
   ERP for Everyone - Increase
    productivity of ERP users & reach more
    employees
   Decrease Time-to-Value for ERP
    deployments
   Utilise the power of the Microsoft
    Application Platform


                              Microsoft Confidential
”I think Microsoft has really, really thought about
                             what ERP should be and they've committed
Powerful                     to making that happen.”
                                                                                         — Rif Kiamil
                                                                                   CIO, JJ Food Services

Deliver more value faster with a powerful unified solution:

   Gain value quickly with purpose-built industry and
   operational capabilities in a single solution.


   Scale your organisation quickly with a single global
   solution.


   Gain immediate insight and unlock greater
   productivity with a RoleTailored user experience.
”The solution has practically been rebuilt with modern
                             architecture in mind. It’s been designed to be modified.
Agile                        It’s not an afterthought. It’s in its DNA.”
                                                                                             — Ajit Kotwal
                                                                          AX Architect and PM, AX Intelligence

Increase opportunities and reduce risk with an agile solution

   Unified natural model lets you plan, see, and
   change your business.


   Flexible deployment alternatives support your
   business today and tomorrow.


   Model-driven layered architecture makes
   company-differentiating changes easy.
”Many international companies are using 200, 300, 400
                            applications. Consolidate those to two primary
Simple                      applications, and that’s just enormous savings.”
                                                                                           ― Marcia Dorer
                                                     Business Development Director, Silver Bullet Technologies


Drive adoption and lower costs with an easy-to-use solution.

   Provide access to data and business processes by giving
   people an ERP solution that is simple to use.


   Connect employees, customers, suppliers, and partners easily
   through integrated collaboration capabilities.


   Streamline IT processes by simplifying management of
   your ERP solution at every stage of the life cycle.
Roadmap
Microsoft Dynamics AX 2012 Roadmap
         2011                         6 Additional              2012                                                    2013
• RapidStart Service for
                                      Languages (*):
                                                                                              R2 :        •   11 new localizations (incl.
                                                                                                              Russia, China, Brazil)
  Microsoft Dynamics AX               •   Finnish (fi)
  2012**                              •   Icelandic (is)                                                  •   More HCM
• Connector for Microsoft             •   Norwegian (no)                                                  •   More Business Intelligence
  Dynamics (CRM to AX)                •   Arabic (ar)                                                     •   Support advances in
                                                                                                              Application Platform
                                      •   Swedish (se)
                                      •   Thai (th)


     Aug              Q4                  Q1               Q2                Q3                 Q4               H1


MS Dynamics AX 2012                                    Feature Pack:
 •   Powerfully Simple ERP                             •   Store Management
 •   25 country localizations, 23 languages            •   Point of Sale
 •   New Licensing Model                               •   Merchandizing
 •   Management Reporter for Microsoft
     Dynamics AX 2012**
                                          (*) Language coverage of user assistance differs per language   (**) Available in select countries
Commitment to Long term Innovation
                                                                                                                                      Dynamics AX ‘8’
                                                                                           Dynamics AX ‘7’                             Continued innovation
                                                                                                                                        targeted at mid-
                                             Dynamics AX 2012                                 Continued focus on
                                                                                                                                        market with particular
                                                                                                                                       focus on:
                                                                                              Simplifying                              Simplicity
                                                   Simplifying
       Dynamics AX 2009                      
                                                   Application Lifecycle
                                                                                              Application Lifecycle
                                                                                                                                       Productivity
                                                                                             More Industry
                                                  Enhance Financial                                                                   Dynamics User
                                                   Capabilities                               functionality
         Role Tailored UX                                                                                                              Experience
                                                  Enrich Industry                           More deployment                           Leadership
         Global Enterprise                                                                   flexibility
                                                   Platform
          Capabilities                                                                                                                 Microsoft technology
                                                  Best Practices in                         Azure platform
         Compliancy                               Business Processes                         adoption                                 Time-to-Value
         Self-Service BI                         Software + Services
  MAJOR RELEASES


This represents Microsoft’s current view of its product direction and should not be interpreted as a commitment on the part of Microsoft. Until Microsoft releases
any version of this software in a particular country, product availability, features and dates are subject to change without notice.
Summary of Investments in Functional
             Footprint
Extensive new feature list
Discover the new look for Dynamics AX
What Microsoft did in this release?
 Role-tailored navigation
 More powerful list pages
 Extensive enterprise portal changes
 Simplified detail forms
 Improved setup forms
 Strong interactive reports
Role Tailored Navigation




  Manufacturing Execution and
Client User Experience
 Role Centers
 Area Pages
 List Pages
 Master Details
 Transaction Details
 Setup forms
     Simple List
     Simple List & Details
     Table of contents
 Dialogs/QuickPaths
 Reports
Enterprise Portal User Experience
 Role Centers
 List Pages
 Detail Forms
Your new AX form
Extending Dynamics AX – Key Investments in
        the Application Foundation
Key Investments in the Application Foundation
 Workflow Framework
 Case Management Framework
 Security Framework
 Business Intelligence and Reporting
Extended the workflow foundation
Graphical Workflow Editor
Key Investments in the Application Foundation
 Workflow Framework
 Case Management Framework
 Security Framework
 Business Intelligence and Reporting
Conceptual Model

                   Sales order           Purchase order              Vendor invoice              Service order

                  Interest note          Expense report                  Lead                    Opportunity

                                          Can be associated to
                                                                             Can have
                                                                                                 Attachments
                                    References
              Knowledge articles
                                                                                      Utilises

                                                            Case                                 Case process
     Service level agreements                                                                              Uses
                                    Subject to
                                                                                      Uses
                                                                                                   Activities

                                       Can be associated to


                            Party                Customer             Vendor                 Prospect
Your entity
                                     Worker                   Item              Project
Key Investments in the Application Foundation
 Workflow Framework
 Case Management Framework
 Security Framework
 Business Intelligence and Reporting
Role-based Security
                                   Group of duties
Concepts                          for a job function



             Group of related
            privileges required
            for a job function


                                                     Group of entry
                                                  points with associated
                                                       access levels



Group of base
 objects and
  required
 permissions
Key Investments in the Application Foundation
 Workflow Framework
 Case Management Framework
 Security Framework
 Business Intelligence and Reporting
The BI options in Dynamics AX 2012
  Enhanced ad-hoc query and reporting tools
     Dynamics AX 2012 add-in for Microsoft Office enables creating documents with live AX data
     Improved productivity via filtering, ordering and sorting within List pages
     Discover data quickly with search integration in list pages and forms
  Excel, Word and SharePoint are first class output targets
  Capability to integrate AX data with other applications via OData
     Create mash-up applications with data easily
  Migrated production and auto report frameworks to SQL Server
  Reporting Services
     Provide capabilities & features not available within MorphX Reports (ex. advanced charting)
     Dynamics AX customers, partners get the benefit of future investments by SSRS
  Enhancements to OLAP framework and Analysis Cubes
     Easily deploy, configure or customize cubes using a Wizard driven UI
     Reuse concepts such as Views, Calendars, Dimensions in building cubes
     Simplified Analysis Cube schemas enable extending via SQL BI tools
OUT-OF-THE-BOX REPORTS
                       AX 2009         AX 2012 (RTM)
                                 35
                                                            150

     1210
                                 150   710
                                           X++ REPORTS

                                           SSRS PRODUCTION REPORTS

                                           SSRS ROLE CENTER REPORTS



(c) Microsoft Corporation 2010
8/17/2011                                          32
New licencing approach
Microsoft Dynamics AX 2012
Packaging and Licensing
Overview


            Microsoft - Partner Confidential Information | 35
Microsoft Dynamics AX 2012 User CALs map to Employee roles




Microsoft - Partner Confidential Information | 36
Session Summary
 Theme and Roadmap
 Looked into the Investments in Functional Footprint
 Stepped through the new look for Dynamics AX 2012
 Looked into the Investments in the Application Foundation
 New licencing approach
 Session wrap up
And finally
Our “Optimising Supply Chain Processes through
Mobility Solutions” session will give you the opportunity to
enter sales orders from your smartphone
 Phone must have wi-fi and a browser
 If you want to try this, you must see Julian Brown during
  lunch break to get your phone connected to our local wi-fi
  network
 Number of spots is limited
 Julian will be located in the Experts Lounge next to the
  Dynamics AX stand
Questions
Thank you
Dynamics Day '11 - Dynamics AX Update and Roadmap

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Dynamics Day '11 - Dynamics AX Update and Roadmap

  • 1. Microsoft Dynamics AX Update and Roadmap James Page & Guy Orridge 10 August 2011
  • 2. Agenda  General Availability for Dynamics AX 2012  Themes for Dynamics AX 2012  Roadmap  Summary of Investments in Functional Footprint  Discover the new look for Dynamics AX  Extending AX – Key Investments in the Application Foundation  Workflow Framework  Case Management Framework  Security Framework  Reporting & BI  Office Add-ins  New licencing approach
  • 3. General Availability for Dynamics AX 2012 Microsoft Dynamics AX 2012, made generally available in August 2011, includes specific localisations for the following countries: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Iceland, Ireland, Italy, Malaysia, Mexico, Netherlands, New Zealand, Norway, Saudi Arabia, Singapore, South Africa, Spain, Sweden, Switzerland, Thailand, United Kingdom, United States.
  • 6. Product Strategy  Investment in industry relevance, empowering a rich vertical ecosystem!  Global: multi-site, -legislation, -language & n-site central deployment  ERP for Everyone - Increase productivity of ERP users & reach more employees  Decrease Time-to-Value for ERP deployments  Utilise the power of the Microsoft Application Platform Microsoft Confidential
  • 7. ”I think Microsoft has really, really thought about what ERP should be and they've committed Powerful to making that happen.” — Rif Kiamil CIO, JJ Food Services Deliver more value faster with a powerful unified solution: Gain value quickly with purpose-built industry and operational capabilities in a single solution. Scale your organisation quickly with a single global solution. Gain immediate insight and unlock greater productivity with a RoleTailored user experience.
  • 8. ”The solution has practically been rebuilt with modern architecture in mind. It’s been designed to be modified. Agile It’s not an afterthought. It’s in its DNA.” — Ajit Kotwal AX Architect and PM, AX Intelligence Increase opportunities and reduce risk with an agile solution Unified natural model lets you plan, see, and change your business. Flexible deployment alternatives support your business today and tomorrow. Model-driven layered architecture makes company-differentiating changes easy.
  • 9. ”Many international companies are using 200, 300, 400 applications. Consolidate those to two primary Simple applications, and that’s just enormous savings.” ― Marcia Dorer Business Development Director, Silver Bullet Technologies Drive adoption and lower costs with an easy-to-use solution. Provide access to data and business processes by giving people an ERP solution that is simple to use. Connect employees, customers, suppliers, and partners easily through integrated collaboration capabilities. Streamline IT processes by simplifying management of your ERP solution at every stage of the life cycle.
  • 11. Microsoft Dynamics AX 2012 Roadmap 2011 6 Additional 2012 2013 • RapidStart Service for Languages (*): R2 : • 11 new localizations (incl. Russia, China, Brazil) Microsoft Dynamics AX • Finnish (fi) 2012** • Icelandic (is) • More HCM • Connector for Microsoft • Norwegian (no) • More Business Intelligence Dynamics (CRM to AX) • Arabic (ar) • Support advances in Application Platform • Swedish (se) • Thai (th) Aug Q4 Q1 Q2 Q3 Q4 H1 MS Dynamics AX 2012 Feature Pack: • Powerfully Simple ERP • Store Management • 25 country localizations, 23 languages • Point of Sale • New Licensing Model • Merchandizing • Management Reporter for Microsoft Dynamics AX 2012** (*) Language coverage of user assistance differs per language (**) Available in select countries
  • 12. Commitment to Long term Innovation Dynamics AX ‘8’ Dynamics AX ‘7’  Continued innovation targeted at mid- Dynamics AX 2012 Continued focus on market with particular  focus on: Simplifying  Simplicity Simplifying Dynamics AX 2009  Application Lifecycle Application Lifecycle  Productivity  More Industry  Enhance Financial  Dynamics User Capabilities functionality  Role Tailored UX Experience  Enrich Industry  More deployment Leadership  Global Enterprise flexibility Platform Capabilities  Microsoft technology  Best Practices in  Azure platform  Compliancy Business Processes adoption  Time-to-Value  Self-Service BI  Software + Services MAJOR RELEASES This represents Microsoft’s current view of its product direction and should not be interpreted as a commitment on the part of Microsoft. Until Microsoft releases any version of this software in a particular country, product availability, features and dates are subject to change without notice.
  • 13. Summary of Investments in Functional Footprint
  • 15. Discover the new look for Dynamics AX
  • 16. What Microsoft did in this release?  Role-tailored navigation  More powerful list pages  Extensive enterprise portal changes  Simplified detail forms  Improved setup forms  Strong interactive reports
  • 17. Role Tailored Navigation Manufacturing Execution and
  • 18. Client User Experience  Role Centers  Area Pages  List Pages  Master Details  Transaction Details  Setup forms  Simple List  Simple List & Details  Table of contents  Dialogs/QuickPaths  Reports
  • 19. Enterprise Portal User Experience  Role Centers  List Pages  Detail Forms
  • 20. Your new AX form
  • 21. Extending Dynamics AX – Key Investments in the Application Foundation
  • 22. Key Investments in the Application Foundation  Workflow Framework  Case Management Framework  Security Framework  Business Intelligence and Reporting
  • 23. Extended the workflow foundation
  • 25. Key Investments in the Application Foundation  Workflow Framework  Case Management Framework  Security Framework  Business Intelligence and Reporting
  • 26. Conceptual Model Sales order Purchase order Vendor invoice Service order Interest note Expense report Lead Opportunity Can be associated to Can have Attachments References Knowledge articles Utilises Case Case process Service level agreements Uses Subject to Uses Activities Can be associated to Party Customer Vendor Prospect Your entity Worker Item Project
  • 27.
  • 28. Key Investments in the Application Foundation  Workflow Framework  Case Management Framework  Security Framework  Business Intelligence and Reporting
  • 29. Role-based Security Group of duties Concepts for a job function Group of related privileges required for a job function Group of entry points with associated access levels Group of base objects and required permissions
  • 30. Key Investments in the Application Foundation  Workflow Framework  Case Management Framework  Security Framework  Business Intelligence and Reporting
  • 31. The BI options in Dynamics AX 2012  Enhanced ad-hoc query and reporting tools  Dynamics AX 2012 add-in for Microsoft Office enables creating documents with live AX data  Improved productivity via filtering, ordering and sorting within List pages  Discover data quickly with search integration in list pages and forms  Excel, Word and SharePoint are first class output targets  Capability to integrate AX data with other applications via OData  Create mash-up applications with data easily  Migrated production and auto report frameworks to SQL Server Reporting Services  Provide capabilities & features not available within MorphX Reports (ex. advanced charting)  Dynamics AX customers, partners get the benefit of future investments by SSRS  Enhancements to OLAP framework and Analysis Cubes  Easily deploy, configure or customize cubes using a Wizard driven UI  Reuse concepts such as Views, Calendars, Dimensions in building cubes  Simplified Analysis Cube schemas enable extending via SQL BI tools
  • 32. OUT-OF-THE-BOX REPORTS AX 2009 AX 2012 (RTM) 35 150 1210 150 710 X++ REPORTS SSRS PRODUCTION REPORTS SSRS ROLE CENTER REPORTS (c) Microsoft Corporation 2010 8/17/2011 32
  • 33.
  • 35. Microsoft Dynamics AX 2012 Packaging and Licensing Overview Microsoft - Partner Confidential Information | 35
  • 36. Microsoft Dynamics AX 2012 User CALs map to Employee roles Microsoft - Partner Confidential Information | 36
  • 37. Session Summary  Theme and Roadmap  Looked into the Investments in Functional Footprint  Stepped through the new look for Dynamics AX 2012  Looked into the Investments in the Application Foundation  New licencing approach  Session wrap up
  • 38. And finally Our “Optimising Supply Chain Processes through Mobility Solutions” session will give you the opportunity to enter sales orders from your smartphone  Phone must have wi-fi and a browser  If you want to try this, you must see Julian Brown during lunch break to get your phone connected to our local wi-fi network  Number of spots is limited  Julian will be located in the Experts Lounge next to the Dynamics AX stand