Customer Relationship Day Dynamics AX Customer Brief March

Customer Relationship Day Dynamics AX Customer Brief March 2007

Today’s Agenda 9: 00 - 9: 30 - 10: 30 Registration and Arrival AX Product Update New Look/Feel Demonstration 10: 30 - 11: 00 Dynamics AX Business Intelligence Reporting Tools and Analytics Best Practice 11: 00 - 11: 15 - 11: 30 - 12: 00 Customer. Source Preview Break Enterprise Portal Collaboration Extending the EP framework to adapt to your business 12: 00 - 12: 30 Upgrading AX 3 to AX 4: JJFoods A View From The Trenches 12: 30 – 13: 00 – 13: 30 Customer Open Forum Discussion Lunch

Today’s Presenters RICHARD GUGA Product Manager Dynamics AX UK FIONA NOLAN AX Product Technology Specialist TONY CROWHURST Dynamics Business Intelligence Product Manager SHAILAN CHUDASAMA AX Product Technology Specialist MUSTHAQUE AHMED JJFoods IT Director

Introductions • • Name Company What you would like to get out of today And…

What Cartoon Character would you be and why?

Microsoft Dynamics AX | At a Glance Microsoft Dynamics AX Customer Growth CAGR 31% 7200+ 5000+ Microsoft Dynamics AX Business Process Coverage Manufacturing Project Accounting Distribution Enterprise Portal Human Resource Management Financial Management Customer Relationship Management Supply Chain Management Business Analysis 4000+ Jan 2007 • • • Increased from one global research & development center to four in just two years Supports 40 language versions in 36 countries Designed for midsize and enterprise organizations typically from 20 to 1, 000+ users

Microsoft Dynamics AX Customers, Including … Small Businesses Midsize Companies Large Enterprises

What Do Software Analyst Firms Say? Independent Study Ranks Microsoft Dynamics AX Best ROI of 18 Vendors Microsoft Dynamics Tops Mindshare of ERP Buyers ERP Spending Report 2005– 2006 ERP vendors on evaluation lists during the next 12 months 4. 2 Microsoft Dynamics AX 3. 8 Oracle Microsoft Business Solutions 3. 6 SAP (5. 0 = perfect score) Microsoft Dynamics AX: Complete Solution for Midsize Companies, Taking Share from Competitors “Taking a different tack from Oracle, People. Soft, and SAP, MBS is pushing up into the midmarket, leveraging a huge number of small business customers. As MBS extends the manufacturing functionality in its Microsoft Dynamics AX product and develops industry-focused resellers, we expect it to steadily gain market share among midmarket manufacturers. ” — Midmarket ERP Vendor Landscape: Discrete Industries by Bob Locke AMR Research January 2005

Sales Orders and Purchase Orders Direct delivery Automatic update of packing slip on sales order, when purchase order is packing slip updated for easy follow-up Synchronization of data between purchase orders and sales order Control layer ensures user doesn’t incidentally break business rules Automatic transfers of customer delivery address information to vendor Intercompany Tighter connection of the supply chain Several pricing strategies supported Differentiated control of the picking process start Parameter controlled printer selection Intercompany master scheduling Distribution of notes Flexible setup of update sequences Rule-based control of user activities Automatic settlement of intercompany payments Delivery address on order line Delivery to different addresses on the same order Parameter controlled summary updates of internal and external documents Enhanced delivery date control Ability to distinguish between shipping and receipt dates Capture both requested and confirmed delivery dates Automatic calculation of shipping and receipt dates Patent protected possibility to simulate different shipping and receipt dates based on mode of delivery, warehouse and geography CRM Advanced Outlook integration Improved telemarketing interface Campaign target distribution Advanced management statistics Advanced tools for campaign web broadcast Activity control enabled for more record types Customer and vendor synchronization Quotation CRM workflow Outgoing E-mail storage Price simulation includes wider range of calculations made towards single and multiple quotation lines Service agreements Service orders Repair management Replacement history Outlook integration Fixed period subscriptions Irregular period subscription Subscription indexation Subscription accrual Quotations Sales quotations Project quotations Quotation templates Mass creation of quotations Delete quotations Human Resources Improved support for work with contractors Expanded recruitment project functionality Improved support for absence planning Mass-hire projects Employee responsibility reporting Enhanced ability to move employees within the organization US Payroll Canadian Payroll Project Accounting Actual vs. Budget statistics Statistics viewable everywhere Invoice control 3 new internal project types – investment, cost, time 51 new reports Improvements in estimates, budgets, credit notes Change project group Enhanced project form Improved copy wizard Invoice project and estimate project forms functions • Activity, item task, forecast, project stages Improved invoice documents Improved transaction traceability Single or multi-select functions Fixed Assets Ability to manage assets without affecting the General Ledger – used for t. AX or reporting asset books Ability to manage assets using a different calendar than the financial calendar Split out the straight depreciation method line into 2 methods Additional reducing balance methods 7 depreciation conventions added that affect the first and last year’s depreciation Additional depreciation allowed in the first year of the asset’s life (Section 179, etc. ) Bonus depreciation only for depreciation books Ability to define unlimited bonus records with priority order and used with a proposal process Provides the ability to mass update the depreciation convention for a range of assets Mass update only for depreciation books Updated reports to support depreciation books 3 new reports: Mid Quarter Applicability, Asset Basis, Book Compare Many country specific features have consolidated into core and are available for all users General Ledger Dimension hierarchies Hierarchy designer Dimension data entry Dimension combination validation Dimensions rendering Financial statements Ledger accruals US Sales Tax Transaction reversal Audit trail enforcement Exchange adjustment Accounts Payable / Accounts Receivable Aging buckets reporting Payment proposal Check refund Statements Balance form redesign Server Session management improvements Converted Server Interface (AOCP) to RPC Personalization data moved to database Securing Server API mitigations Data Access Optimistic concurrency control – forms code Optimistic concurrency control – back-end business logic code Table Permission Framework - a Server (AOS) based security framework ODBC server side cursor enhancements Record Identifier enhancements • 64 -bit records ids • Allocated by table regardless of company SQL authentication is integrated security UDB eliminated; session persistence is SQL Db Setup Computer roles based Mask technical complexity for a single computer deployment Reduce the need for specialized knowledge to achieve a basic implementation of product Quicker ramp up to productive usage Unified look and feel Multi-Instance AOS Quick single computer installation for partners/developers only requires pressing “Enter” Security Rich client users and web users have been merged into one user type All enabled users must be valid Active Directory users Active Directory Import Wizard eases provisioning Perimeter Network Configuration Wizard Application Integration Framework New features. Replaces Commerce Gateway Web services Business to Business integration Application to Application integration Enterprise Portal Microsoft Share. Point Web authoring experience Richer content and document management Integrated collaboration Dynamics AX Web part integration into existing Share. Point sites Common search Better personalization Improved security with encryption support Integrated debugging AOT and WSS integration Web Farm support for load balancing Reporting Secure end user ad-hoc reporting through model driven integration with SQL Server Report Builder Out-of-the-box end user reporting models for application modules Secure production report authoring using the SQL Report Designer Secure database views to enable authoring secure reports using external report writers Report-to-Report and Report-to-Form drill through actions in native X++ reports Balanced Scorecard Navigation changes Improved design and creation process Improved and realigned terminology and structure Added ability to create new scorecards, objectives, measures, and graphical indicators based on existing setups New performance overview Alerts User-specific configuration of alert Intuitive, easy rules setup Alerts generated by monitoring specific dates Alerts generated by monitoring changes in system Conditions filtering of alerts Flexible delivery and access to alerts Fast access to alert details Alert rule templates Alerts integration with Outlook Remote access capabilities to alerts Performance Improvements Optimistic concurrency enabled application Database primed for replication Extensive re-indexing Exploits new SQL Server functionality Optimal storage of data Thread pooling on Axapta Object Server Upgrade optimized for large databases Help Standardized Help Viewer Standard Help authoring tools Better Help performance Continuous publishing model supports Help updates Leverages future investments in help technology Global parity: base docs in all locales Enhanced Implementation Guide for Partners. NET Business Connector A versatile, general-purpose platform component Uses the Microsoft. NET Framework 2. 0 Supports Microsoft Visual Studio 2005 Enables the development of managed applications against Dynamics™ AX Public managed classes allow you to invoke X++ business logic and access data Can be used to implement and deploy both client and server-based applications When hosted in IIS, provides access to the managed (ASP. NET) http context from X++ CLR interoperability can be invoked to use external managed components from X++ code Supports AX user impersonation

Role-Based User Experience Web Service-based Composition & Integration Contextual Business Intelligence Portal and Collaboration

Microsoft Dynamics AX Roadmap Product release timeline in calendar year timeframes - as February 2007 * Microsoft Dynamics AX 4. 0 Scalable & Global Microsoft Dynamics AX 6. 0 Dynamics AX 5. 0 Application Functionality. NET Technology (1 H 2008) Platform (2 H 2006) 2006 AX 4. 0 SP 1 (Q 4 2006) 2007 AX 4. 0 SP 2 (Summer 2007) 2010 2008 Service packs and Extensions AX Extensions (4 Q 2007) >CRM Integration >Lean Manufacturing * Product release dates and content subject to change Release dates and enhancement and support details will vary by geography Service packs and Extensions

Deep R&D Investments Winning strategy for customers Commitment through at least 2013 AX NAV SL GP Lifecycle support extended to 5 years Upgrade roadmap to Microsoft Dynamics Transformational Assurance CRM

Role-based user experience Enhanced user experience Office server portals and collaboration Workflow & process-centric design SQL contextual business intelligence (BI) “Best of” application functionality Easy integration & extensibility via web services Simple, model driven development & customization

BACK

Key AX Product Updates Microsoft Dynamics Client for Microsoft Office and Sharepoint Server • • We’ve announced the Microsoft Dynamics Client for Microsoft Office and Share. Point Server which includes 12 self-service applications as well as an enterprise licence for MOSS. This is great news for our mid-market customers as it gives them access to the Office Forms Server and Excel Services which are two features found in the Enterprise MOSS SKU which allow rich BI and employee self-service solutions to be rapidly built. This new package has been priced to facilitate companywide deployment. This appears to be a set of supported tools which will supersede Microsoft Dynamcis Snap. Pricing: USD 195 per user - Microsoft Dynamics Client for Microsoft Office and Windows® Share. Point Services USD 395 per user - Microsoft Dynamics Client for Microsoft Office and Share. Point Server Availability – MAY 2007

AX 4 SP 1 Application Documentation HOTFIX Microsoft Dynamics AX 4. 0 SP 1 Application Documentation Hotfix We are pleased to announce the release of over 1, 000 new help files for Microsoft Dynamics AX 4. 0 SP 1. This content completes all application help topics displayed in the table of contents as well as for all forms reached through the navigation pane. This update contains: • 355 new online help topics • 596 new form help topics • 152 new developer topics We now deliver a list of changed and updated topics with every refresh of our Microsoft Dynamics AX help files online. The list of changes and updates in the Microsoft Dynamics AX 4. 0 SP 1 documentation (since Dec. 2006) is available here. • Available Online or As A Hotfix • You can find the complete Microsoft Dynamics AX 4. 0 SP 1 help on the Web in the MSDN Library. In addition, you can download a patch containing the complete, up-todate 4. 0 SP 1 documentation from either Partner. Source or Customer. Source.

Key AX Product Updates continued Inside Microsoft Dynamics AX 4. 0 Drill deep inside the application frameworks and the development environment - Use Morph. X designers and development tools - Work with the X++ programming language - Build managed solutions that enable enterprise application integration - Customize tables, classes, forms, and reports Develop and customize role-based, Web-enabled application portals - Implement applications that concurrently support multiple users, languages, and locations - Query application metadata using reflection APIs - Design and implement application logic that optimizes database performance

Dynamics AX Product Whitepapers New Benchmark white paper 1000 users at 55, 000 sales lines per hour September 2006 http: //www. microsoft. com/dynamics/ax/product/hpbenchmark. mspx

Dynamics AX Product Whitepapers Reporting and Business Intelligence A roadmap for managing business performance with Microsoft Dynamics AX Sept. 2006 http: //www. microsoft. com/dynamics/ax/product/businessintelligencewp. mspx

Dynamics AX Product Whitepapers Feature Update white paper New name for updated Layman’s Spec Includes specs for Microsoft Dynamics AX 4. 0 SP 1 October 2006 http: //www. microsoft. com/dynamics/AX/product/featuresupdate. mspx

Dynamics AX Product Whitepapers ”At a Glance” white paper Compiled fact sheets, arranged according to BRL November 2006 http: //www. microsoft. com/dynamics/ax/product/40 ataglance. mspx

Customer Resources • Partner Organization • Customer. Source at MS. com https: //mbs. microsoft. com/customersource/productsservices/productoverv iew_axapta. htm • Dynamics AX Community on MS. com http: //www. microsoft. com/dynamics/ax/community. mspx • BLOGS http: //blogs. msdn. com/satyanadella/ http: //blogs. msdn. com/dynamicssnap/

Dynamics AX Community http: //www. microsoft. com/dynamics/ax/community. mspx

Blogs http: //blogs. msdn. com/ukax/default. aspx

AX 4 Look and Feel Demonstration Presented by: Fiona Nolan Partner Technology Specialist

Dynamics AX Business Intelligence Reporting Tools and Analytics Best Practices Presented by: Tony Crowhurst Microsoft Dynamics Business Intelligence Product Manager

COFFEE BREAK 15 Minutes Please enjoy coffee and biscuits just outside

Enterprise Portal Collaboration Extending the Enterprise Portal framework to adapt to your business Presented by: Shailan Chudasama Partner Technology Specialist

Upgrading AX 3 to AX 4: Customer Testimonial Mushtaque Ahmed Business Operations Manager JJ Food Service Limited

Agenda • • Company overview Why upgrade? Action plan Are we any wiser?

“JJ Food Service operates within the catering sector supplying frozen, chilled and ambient foods along with a full range of catering disposables and cleaning materials - in essence a one stop shop”

Yesterday, Today & Tomorrow

24 Hour Relay Race • Call Centre handling inbound and outbound calls and focusing on targeted sales, Monday to Sunday • Warehouse replenishment • Same resources for inbound & outbound deliveries Order Taking Route Building Supply Chain / Deliveries Picking. Loading • Orders are spread among the fleet of temperature controlled vehicles, taking distance, weight, opening hours etc. into consideration • Goods are picked from the warehouse and loaded into trucks in “First In Last Out” sequence

Why upgrade? • Phase 2 project work • Single logon & role-based user interface • Improved 3 rd party integration with. NET Business Connector • Out of the box integration with SQL Reporting Services • Database issues • Support advantage

Action plan • Microsoft’s TAP program: Partner Customer • Application conversion: Mainly to tackle bespoke applications • Data conversion: New tables and fields

Are we any wiser? • • • Partner’s commitment Dedicated hardware platform Users testing/training? External entities Go-live simulations

Customer. Source – our gateway to customers • Account Info • News • Product Info • Training • Downloads • Support Watch for your letter in the mail inviting to register and sign up for CUSTOMERSOURCE