Microsoft Dynamics Innovations Johan Olsson Microsoft AB Introduction

Microsoft Dynamics - Innovations Johan Olsson Microsoft AB

Introduction Microsoft Dynamics ERP content • • Module 1 Dynamics Application Platform Module 2: Look & Feel AX 4. 0 Module 3: What’s new in AX 4. 0 technical Module 4 Q and A

Demonstration Microsoft Dynamics Roadmap 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

Demonstration Reliability: Microsoft Dynamics Roadmap Role-Based User Experience • • Web Services Contextual Business Intelligence Role-based User Experience Portals and Collaboration Contextual Business Intelligence Web Service-based Composition and Integration Portals and Collaboration

SQL Server Generations History of Innovation 1 st Generation 2 nd Generation SQL Server 6. 0/6. 5 l l l Differentiation from Sybase SQL Server Windows integration First to include Replication Cross-release • objectives • SQL Server 7. 0 l l l Re-architecture of relational server Extensive auto resource management First to include OLAP & ETL 3 rd Generation SQL Server 2000 l l Performance, scalability focus XML support First to include Notification First to include Data Mining & Reporting Reliability & Security • Integrated Business Intelligence • SQL Server 2005 l l l High availability Security Developer productivity Native XML First to include Enterprise ETL & Deep Data Mining Lowest TCO Automatic Tuning

Integrate « Data acquisition from source systems and integration « Data transformation and synthesis Analyze « Data enrichment, with business logic, hierarchical views « Data discovery via data mining Report « Data presentation and distribution « Data access for everyone

Browser Data Sources (SQL, OLE DB, XML/A, ODBC, Oracle, Custom) Custom Application Office XML Web Service Interface Security Services (NT, Passport, Custom) Report Server Report Processing Output Formats (HTML, Excel, PDF, Custom) Data Processing Security Rendering Scheduling & Delivery SQL Server Catalog Delivery Targets (E-mail, Share. Point, Custom)

Q and A

What’s new in Microsoft Dynamics AX 4. 0 Look & Feel – – – – Menu Forms Reports Security Integration Interfaces Cool Stuff

What’s new in Microsoft Dynamics AX 4. 0 Look & Feel: Menu • Navigation Pane – New Menu structure (Microsoft Office Look and Feel) – Structure can be modified • Favorites Pane – instead of user menu’s – Can be modified • Task Pane – Global Search (data crawler) • Online help file – Integration with External help file (. chm) • Microsoft HTML Help 1. 4 SDK • Workspaces

What’s new in Microsoft Dynamics AX 4. 0 Look & Feel: Forms • Sorting • Searching: – Filter by Grid – Filter by Selection – Filter by Field • Format – – Move Hide Rename Add fields • What’s this (. CHM) • Templates • Print wizard

What’s new in Microsoft Dynamics AX 4. 0 Look & Feel: Alerts Global Search (data crawler)

What’s new in Microsoft Dynamics AX 4. 0 Look & Feel: Reporting • Microsoft Dynamics AX Internal Report Generator – – Output options: Print, Fax, E-mail, File. . Print wizard Integrated Security Report hyperlinks • SQL 2005 Reporting Services – Integration – Reports shown trough Report Manager • SQL 2005 Analysis services – OLAP Cubes

Creating and Running Ad-hoc Reports Demo shows how Report Builder is invoked and used with models generated by Microsoft Dynamics AX.

What’s new in Microsoft Dynamics AX 4. 0 Look & Feel: Integration • Office – Copy and Paste to Excel – Document management • Word integration • Excel Integration – CRM • Outlook integration – Visio integration • Technical documentation • • Active Directory integration HRM / Security OLAP (SQL 2005 Analysis Services) SQL 2005 Reporting Services Application Integration Framework – Info. Path / Web-services Wizard • RFID

What’s new in Microsoft Dynamics AX 4. 0 Look & Feel: Trust Worhty Computing (TWC) pillars Business Practice - Share. Point, Reporting services, . CHM files Reliability - Upgradeability Office GUI Dev Guide: Cookbook Version Control Privacy - User group setup Record level Security New Outlook integration Security - Active Directory Integration Mandatory 3 tier AX Code security Batch Server bound framework Database log & Audit trail

What’s new in Microsoft Dynamics AX 4. 0 Look & Feel: Web interfaces 2 different interfaces for 2 different purposes Windows client • All functionality • Some users Web client • Some functionality • All users

What’s new in Microsoft Dynamics AX 4. 0 Look & Feel: Cool Stuff - Be careful with showing: - Balance scorecard Shop floor control registration Tutorial Free Form Tutorial Tetris Snap Ins

What’s new in Microsoft Dynamics AX 4. 0 Look & Feel: Cool Stuff

Q and A

What’s new in Microsoft Dynamics AX 4. 0 Technical overview • • General Alerts Development Installation and Setup Business intelligence Enterprise portal framework Business connector Application integration framework • Upgrade tool

What’s new in Microsoft Dynamics AX 4. 0 Demonstration • General – Adjusting Navigation Pane and Favorites – Global Search Setup – External Help files – Trustworthy computing – Unicode – Integration • Active directory / Windows authentication logon • SQL 2005 Server (SQL Reporting Services, Analysis Services Unicode support) • Sharepoint Portal Services • RFID Infrastructure

Enterprise Portal Demo shows how we use WSS with in Microsoft Dynamics AX.

What’s new in Microsoft Dynamics AX 4. 0 Demonstration • Alerts (Business Activity Monitoring) – Based on Due dates or database changes – Notification by popup or email – With hyperlink to ether the alert or the source • Development environment – Version Control management system • Integrated with Visual Source Safe 2005 server • Procedure – Check out objects and labels – Check in objects and labels – Reverse engineering (Visio integration) – New debugger (. Net standards) – Common Language Runtime Interoperability (CLR Interop) • Access to. Net assemblies

CLR Interop and Reverse engineering (Visio integration) Demo shows how we use CLR Interop to execute manages code with in Microsoft Dynamics AX.

What’s new in Microsoft Dynamics AX 4. 0 Demonstration • Installation and setup – Removal of 2 -tier, Thick client, web deployment – Integration with Active directory – Database improvements • Index management • Better language support by using Unicode • RECid changes – Ax 3. 0: 4, 294, 967, 296 – Ax 4. 0: 18, 446, 744, 073, 709, 551, 615 • Optimistic concurrency – Application File Server • No copy of application folders Anymore • Instead AOS manages applications – AOS Improvements • Loadbalancing using NLB • AOS is true windows service • Improved communication between client en server

Session Management

What’s new in Microsoft Dynamics AX 4. 0 Demonstration • Business Intelligence – Integration with SQL 2005 Reporting services • Using a Semantic Data Model (buidl in AOT) – Native Reporting Engine Enhancements • Print drill down – Primary Links – Secondary Links – OLAP • Enhanced security • Enterprise Portal Framework – Fully integrated with Sharepoint services • Sharepoint Web authoring experience • Better personalisation • Integrated collaboration and content management • Integrated Document Management • Web framework opened up to existing portals – Based on. Net Business Connector

What’s new in Microsoft Dynamics AX 4. 0 Demonstration • Business connector –. NET BC Replacing the Ax 3. 0 com-connector – More stable / faster – All applications using the com connector need to be updated: • COM connecter interface adjustments • Fit to Windows Authentication • Application Integration Framework – Documents based integration (B 2 B / A 2 A) – Web services (Intranet use) – Extra- / Intranet use need extra security

• Integration Technology for the Next Release of Microsoft Dynamics AX

Application Integration Framework (AIF) • New XML based integration framework – Business-to-Business (B 2 B) collaboration – Application-to-Application (A 2 A / EAI) integration • Document-oriented interfaces • Extensible X++ framework

Transaction Types • Adapters (File System, MSMQ, BTS, WS) – Send Documents – Receive and Create Documents – Respond to Read Requests • Web Service Interface – Request Documents from Axapta – Submit Documents to be created in Axapta • Note: Update and delete is not supported out-of-the-box in this release

Configuring the AIF

Axd<Document> Query <? xml version="1. 0" encoding="utf-16"? > <Sales. Order xmlns="http: //schemas. microsoft. com/dynamics/"> <Doc. Purpose>Original</Doc. Purpose> <Sender. Id>dmo</Sender. Id> <Sales. Table class="entity"> <Case. Tagging>No</Case. Tagging> <Cov. Status>1</Cov. Status> <Currency. Code>EUR</Currency. Code> <Cust. Account>4020</Cust. Account> <Sales. Line class="entity"> <Blocked>No</Blocked> <Case. Tagging>No</Case. Tagging> <Complete>No</Complete> <Currency. Code>EUR</Currency. Code> . . . <Invent. Dim class="entity">. . . </Invent. Dim> </Sales. Line> <Docu. Ref. Header class="entity">. . . </Docu. Ref. Header> </Sales. Table> </Sales. Order>

Creating a Web Service

Dynamics AX Web Services • Standards – – WS-I Basic profile 1. 1 compliant XSD version 1. 1 WSDL version 1. 1 SOAP version 1. 1 and 1. 2 • One web service per document class • One method per action • Consumed in – Info. Path – Visual Studio – Other applications and custom clients

What’s new in Microsoft Dynamics AX 4. 0 Upgrade tool 1. It has a detailed process oriented documentation 2. It has a checklist that helps you control the whole upgrade process 3. It has TWC Implemented 4. Strong focus on performance 5. Pre-upgrade of Unicode 6. Documentation of data upgrade jobs 7. Build on top of a new module oriented architecture

What’s new in Microsoft Dynamics AX 4. 0 Upgrade tool: Implementation guide • A detailed process oriented documentation! • Step by step guidance – – Before you begin Code upgrade Data upgrade Production upgrade Test environment Code upgrade Data upgrade Production environment Production upgrade

What’s new in Microsoft Dynamics AX 4. 0 Upgrade tool: Pre Data Upgrade – Working on two db’s – Insert information in current 3. 0 data base • Private. Project_Left. Justified. xpo • Private. Project_Upgrade. Column List. xpo – Execute the Pre-data upgrade tool

What’s new in Microsoft Dynamics AX 4. 0 Upgrade tool: Synchronize – Working on one db – Mark obsolete data to be deleted data – Executing jobs - Delete obsolete data, allow duplicates during synchronize – Change the data base – Executing jobs - Move data

What’s new in Microsoft Dynamics AX 4. 0 Upgrade tool: Synchronization Process • Executing jobs using the standard batch server

Upgrade paths • Major version and Service Pack go through the same upgrade process – Cannot skip a major version – Major versions are 1. 0, 1. 5, 2. 0, 2. 1, 2. 5, 3. 0, 4. 0 – e. g. , no direct upgrade path from 2. 5 to 4. 0 2. 5 SP 1. . . SPx 3. 0 SP 1. . . SP 4 4. 0 SP 1. . . SPx

What’s new in Microsoft Dynamics AX 4. 0 How does Microsoft help you? On the CD – – Hands on Labs Demo Scripts Video’s Laymans Spec’s

Preparation How does Microsoft help you? • Technical Demonstration Toolkit • Rapid configuration Toolkit • Microsoft Dynamics AX Sales Prototype https: //mbs. microsoft. com/partnersource/salestools/demos/axaptasalesprototype. htm/ • Microsoft Dynamics AX Demoservers. com https: //axapta. demoservers. com/? o=null&t=partner/register • On CD – – Microsoft Dynamics AX Sales Prototype Axapta Tools overview PPT Microsoft Dynamics AX_Tools and Collateral Overview doc Telephone Pre Sales Tech Support. pdf

Qualify How does Microsoft help you? • Partnersource/sales & marketing/competitive information. https: //mbs. microsoft. com/partnersource/sales/marketing/competitiveinformation/ • Positioning guides https: //mbs. microsoft. com/partnersource/products/axapta/salestools/positioningguides/ • Solution Finder http: //www. microsoft. com/dynamics/solutionfinder. mspx/ • Partner Channel Builder: http: //partner. microsoft. com/global/40010230/ • Partnersource / solutions / Axapta / industry builder link https: //mbs. microsoft. com/partnersource/newsevents/webseminars/AX_Ind. Builder_Live. Meetings. htm/ On CD – – – – AX Competition PPT MBS Q 1 2006 Win Loss Trend Report HQ ERP Roadshow Microsoft Dynamics AX 4. 0 fact sheets AX Industry Builder Q&A Draft pricelist & supplement for AX 4. 0 Industry Builder Initiative video

Demonstration How does Microsoft help you? • Customer stories http: //www. microsoft. com/Business. Solutions/casestudies_axapta. mspx • Strategy and roadmap https: //mbs. microsoft. com/partnersource/resources/strategy/ • Got. Dot. Net http: //www. gotdotnet. com/default. aspx? lc=1033/ • On CD - Master slide decks 4. 0 - Nucleus ROI - BDM (Business decision maker) - Microsoft Dynamics AX Snap Ins

Scoping & quotation How does Microsoft help you? • Microsoft Dynamics Technical Presales Advisory Group (TPAG) https: //mbs. microsoft. com/partnersource/communities/consulting/mbsconsult ingservices/tpag. htm? printpage=false/ • Microsoft Consulting Services (MCS) https: //mbs. microsoft. com/partnersource/documents/partnernewsitems/mbs_ consulting_announce_0702. htm? printpage=false/ • On DVD – – Hardware sizing guide for less then 100 users Hardware sizing guide for less then 250 users Price list Fact sheets