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Johan Olsson Microsoft AB

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. Role-based user experience. Enhanced user experience .

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Johan Olsson Microsoft AB

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  1. Microsoft Dynamics - Innovations Johan Olsson Microsoft AB

  2. IntroductionMicrosoft 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

  3. 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 Simple, model driven development & customization Easy integration& extensibility via web services DemonstrationMicrosoft Dynamics Roadmap Microsoft Dynamics Roadmap

  4. Contextual Business Intelligence Role-Based User Experience • Role-based User Experience • Portals and Collaboration • Contextual Business Intelligence • Web Service-based Composition and Integration WebServices Portals and Collaboration DemonstrationReliability: Microsoft Dynamics Roadmap

  5. Microsoft Application Platform

  6. SQL Server GenerationsHistory of Innovation 1st Generation 2nd Generation 3rd Generation SQL Server 6.0/6.5 SQL Server 7.0 SQL Server 2000 SQL Server 2005 • Differentiation from Sybase SQL Server • Windows integration • First to include Replication • Re-architecture of relational server • Extensive auto resource management • First to include OLAP & ETL • Performance, scalability focus • XML support • First to include Notification • First to include Data Mining & Reporting • High availability • Security • Developer productivity • Native XML • First to include Enterprise ETL & Deep Data Mining Cross-release objectives Reliability & Security Integrated Business Intelligence Lowest TCO Automatic Tuning

  7. Business InsightSQL Server 2005 Business Intelligence Integrate Analyze Report • Data acquisition from source systems and integration • Data transformation and synthesis • Data enrichment, with business logic, hierarchical views • Data discovery via data mining • Data presentation and distribution • Data access for everyone

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

  9. Q and A

  10. What’s new in Microsoft Dynamics AX 4.0 Look & Feel • Menu • Forms • Reports • Security • Integration • Interfaces • Cool Stuff

  11. 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

  12. 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

  13. What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Alerts Global Search (data crawler)

  14. 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

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

  16. 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 • InfoPath / Web-services Wizard • RFID

  17. What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Trust Worhty Computing (TWC) pillars Business Practice • SharePoint, • 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

  18. What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Web interfaces 2 different interfaces for 2 different purposes Web client • Some functionality • All users Windows client • All functionality • Some users

  19. 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

  20. What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Cool Stuff

  21. Q and A

  22. What’s new in Microsoft Dynamics AX 4.0Technical overview • General • Alerts • Development • Installation and Setup • Business intelligence • Enterprise portal framework • Business connector • Application integration framework • Upgrade tool

  23. What’s new in Microsoft Dynamics AX 4.0Demonstration • 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

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

  25. What’s new in Microsoft Dynamics AX 4.0Demonstration • 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

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

  27. What’s new in Microsoft Dynamics AX 4.0Demonstration • 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

  28. Session Management

  29. What’s new in Microsoft Dynamics AX 4.0Demonstration • 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

  30. What’s new in Microsoft Dynamics AX 4.0Demonstration • 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 (B2B / A2A) • Web services (Intranet use) • Extra- / Intranet use need extra security

  31. Integration Technology for the Next Release of Microsoft Dynamics AX

  32. Application Integration Framework (AIF) • New XML based integration framework • Business-to-Business (B2B) collaboration • Application-to-Application (A2A / EAI) integration • Document-oriented interfaces • Extensible X++ framework

  33. 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

  34. Configuring the AIF

  35. Axd<Document> Query <?xml version="1.0" encoding="utf-16"?> <SalesOrder xmlns="http://schemas.microsoft.com/dynamics/"> <DocPurpose>Original</DocPurpose> <SenderId>dmo</SenderId> <SalesTable class="entity"> <CaseTagging>No</CaseTagging> <CovStatus>1</CovStatus> <CurrencyCode>EUR</CurrencyCode> <CustAccount>4020</CustAccount> <SalesLine class="entity"> <Blocked>No</Blocked> <CaseTagging>No</CaseTagging> <Complete>No</Complete> <CurrencyCode>EUR</CurrencyCode> ... <InventDim class="entity"> ... </InventDim> </SalesLine> <DocuRefHeader class="entity"> ... </DocuRefHeader> <DocuRefHeader class="entity"> ... </DocuRefHeader> </SalesTable> </SalesOrder>

  36. Creating a Web Service

  37. 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 • InfoPath • Visual Studio • Other applications and custom clients

  38. What’s new in Microsoft Dynamics AX 4.0Upgrade tool • It has a detailed process oriented documentation • It has a checklist that helps you control the whole upgrade process • It has TWC Implemented • Strong focus on performance • Pre-upgrade of Unicode • Documentation of data upgrade jobs • Build on top of a new module oriented architecture

  39. What’s new in Microsoft Dynamics AX 4.0Upgrade tool: Implementation guide • A detailed process oriented documentation! • Step by step guidance • Before you begin • Code upgrade • Data upgrade • Production upgrade Test environment Production environment Data upgrade Production upgrade Code upgrade

  40. What’s new in Microsoft Dynamics AX 4.0Upgrade tool: Pre Data Upgrade • Working on two db’s • Insert information in current 3.0 data base • PrivateProject_LeftJustified.xpo • PrivateProject_UpgradeColumnList.xpo • Execute the Pre-data upgrade tool

  41. What’s new in Microsoft Dynamics AX 4.0Upgrade 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

  42. What’s new in Microsoft Dynamics AX 4.0Upgrade tool: Synchronization Process • Executing jobs using the standard batch server

  43. 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 3.0 4.0 ... ... ... SPx SP1 SPx SP1 SP4 SP1

  44. What’s new in Microsoft Dynamics AX 4.0How does Microsoft help you? On the CD • Hands on Labs • Demo Scripts • Video’s • Laymans Spec’s

  45. PreparationHow does Microsoft help you? • Technical Demonstration Toolkit • Rapid configuration Toolkit • Microsoft Dynamics AX Sales Prototype https://mbs.microsoft.com/partnersource/sales/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

  46. QualifyHow 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/sales/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/events/webseminars/AX_IndBuilder_LiveMeetings.htm/ On CD • AX Competition PPT • MBS Q1 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

  47. DemonstrationHow does Microsoft help you? • Customer stories http://www.microsoft.com/BusinessSolutions/casestudies_axapta.mspx • Strategy and roadmap https://mbs.microsoft.com/partnersource/resources/strategy/ • GotDotNet 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

  48. Scoping & quotationHow does Microsoft help you? • Microsoft Dynamics Technical Presales Advisory Group (TPAG) https://mbs.microsoft.com/partnersource/communities/consulting/mbsconsultingservices/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

  49. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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