Dynamics Day 2012: Dynamics AX Update and Roadmap


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What did the FP1 release mean for AX? And what is coming next? The R2 release is now weeks away and another major release is on the horizon. Come along to hear about the future of cloud enablement, new implementation strategies and tools, mobile, features and functionality, and industry focuses.

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Dynamics Day 2012: Dynamics AX Update and Roadmap

  1. 1. Dynamics AXUpdate and RoadmapThomas Hald & Doug Daley31 October 2012
  2. 2. Our Agenda The Year That Was Roadmap R2 – What’s Coming? The ERP Projects of Tomorrow
  3. 3. Your presenters Thomas Hald Doug Daley Solution Specialist Solution Specialist  Thomas brings experiences from 15 years in IT related businesses spanning roles in sales,  Intergen Sydney marketing, IT & General management  Innovation Strategy and Solutions  Has a real passion for business excellence and  Reformed AX Customer brings a hands on and can do attitude to business challenges  Thomas has worked with Dynamics AX and Dynamics CRM for the last 3 & 2 versions as user, consultant and architectDynamics AX Update & Roadmap
  4. 4. The Year That Was
  5. 5. Bigger ScopeAX 2012 project teams Control & Tools What can we tell you after a year of experience? Features Complexity Microsoft Market Stack SegmentDynamics AX Update & Roadmap
  6. 6. AX 2012 Release Highlights AX 2012 SQL Server 2012 Rapidstart Data Migration Released Compatibility NZ & AU Framework MAR SEP JAN JUL DEC FEB OCT JUN2011 2012 Information Source AX 2012 R1 Management AX 2012 R2 IDMF for AX 2012 (Feature Pack) Reporter 2012 Security Modelling ToolDynamics AX Update & Roadmap
  7. 7. Information Source informationsource.dynamics.com is a powerful source of knowledge for customers and partners ■ Industry specific and horizontal functionality ■ Application frameworks and lifecycleDynamics AX Update & Roadmap
  8. 8. IDMF AX 2012 Compatibility The Intelligent Data Management Framework ■ Dynamics AX System Health Check ■ Database Performance Monitoring & optimisation recommendations ■ Controlled data archiving and purgingDynamics AX Update & Roadmap
  9. 9. SQL Server 2012 Compatibility Giving AX customers access to exciting new capabilities ■PowerView ■Master Data Services ■Always-OnDynamics AX Update & Roadmap
  10. 10. Feature Pack 1 Even more functionality for AX 2012 ■ A single code base for five key industry focusses ■ Retail ■ Public Sector ■ Manufacturing and Process Industries ■ Professional Services ■ DistributionDynamics AX Update & Roadmap
  11. 11. Management Reporter 2012 Financial Reporting Management Reporter 2012 General Ledger AX SSRS AX Financial Cube Reports Statements Published Financial Reports + Ad hoc Trail Balance & Published > Collaboration Analysis Sub Ledger Financial > Ad hoc charting Reporting Reports > Drill to transaction AX 2012Dynamics AX Update & Roadmap
  12. 12. Management Reporter 2012 Analysis capabilitiesDynamics AX Update & Roadmap
  13. 13. Management Reporter 2012 CollaborationDynamics AX Update & Roadmap
  14. 14. The Data Migration Challenge Normalisation Data Import Excel Tool Add in Made the data Became Supported model more deprecated limited use complex casesDynamics AX Update & Roadmap
  15. 15. AX Data Migration Framework Beta A better solution on the horizon. Visual Mapping Templates Error Handling Multiple Data Loads High PerformanceDynamics AX Update & Roadmap
  16. 16. Roadmap
  17. 17. Roadmap 10,000 feet overview December 2012 Calendar Year 2013 Calendar Year 2014+ Dynamics AX 2012 R2 Features packs: Server and service releases Enhanced BI & Reporting Content enhancements for BI visuals Microsoft online services experience Data Partitions Master data management Next generation user experience with Budget Functions HTML5 Regulatory Compliance Functional Enhancements for focus Innovation for focus industries HR – Employee Lifecycle industries Platform convergence Retail, Distribution & Manufacturing Industry Enhancements Dynamics AX 2012 R2 Dynamics AX ‘7’Dynamics AX Update & Roadmap
  18. 18. AX 2012 R2 – What’s Coming?...General availability announced for 1 st of December
  19. 19. Microsoft Dynamics AX 2012 R2 will bring continued improvements across ■ Retail & Distribution: New multi- and cross- channel capability – Retail Omni Channel. Industry ■ Service Industries: Enhanced intercompany scheduling of project resources. Operational ■ Manufacturing: New features for batch sequencing and potency management and improved product traceability. ■ New budget formulation capability – Improved budgeting Horizontal ■ Regulatory compliance across 11 additional countries. Operational ■ Improved employee lifecycle management – HR improvements Administrative ■ Improved support for a single global instance - Data partitions Core ■ Enhanced, role tailored BI capabilities – BI improvementsDynamics AX Update & Roadmap
  20. 20. Microsoft Dynamics AX 2012 R2 – Data Partitions Improved support for a single global instance ■ Background - Microsoft Dynamics AX 2012 brought increased efficiency ■ But! … the flipside is … through: ■ Sharing data across companies means ■ Sharing data across companies ■ Central management processing ■ Product, Locations, Party, etc. ■ Sharing services across companies ■ Sharing services across companies ■ Shared services is not always possible ■ Procurement, Centralised payments, ■ Separate instances has been required ■ Increased TCO and management costDynamics AX Update & Roadmap
  21. 21. Microsoft Dynamics AX 2012 R1 – Current State Improved support for a single global instance ■ This is AX 2012 Retail Distrib. Holding Property Customers New Zealand Customers Customers Customers Vendors Vendors Vendors Vendors Sales Orders Sales Orders Sales Orders Sales Orders Shared Application Data Parties, Products, Locations Shared System Data Database Settings, AIF, Batch Jobs Metadata & Application Code Dynamics AX 2012 InstanceDynamics AX Update & Roadmap
  22. 22. Microsoft Dynamics AX 2012 R2 – Data Partitions Improved support for a single global instance ■ Clientside config determines partition log Retail Distrib. Holding Property on. Customers Customers Customers Customers Vendors Vendors Vendors Vendors ■ Users can have access to multiple partitions Sales Orders Sales Orders Sales Orders Sales Orders ■ Users can have different roles in each partition Shared Application Shared Shared Data App Data App Data ■ AX partitions ≠ SQL partitions Parties, Products, Parties, Products, Parties, Products, Locations Locations Locations ■ Automated upgrade path for previous Partition Ops Partition H1 Partition PM versions Shared System Data ■ But also: Database Settings, AIF, Batch Jobs ■ Limited intercompany trade between partitions Metadata & Application Code ■ Upgrade for AX 2012 R1 is single partition initially Dynamics AX 2012 R2 InstanceDynamics AX Update & Roadmap
  23. 23. Microsoft Dynamics AX 2012 R2 – Improved BIEnhanced, role tailored BI capabilitiesAt a glance: Microsoft Dynamics AX 2012 db Data Layer■ 33 updated Role Centers■ 15 updated cubes AOS Cubes■ 4 additional cubes Query Metadata Odata Service Service Service■ SQL Power view integration Integration Layer Services XMLA/MDX■ High speed charting AX 2012 EP Client AX 2012 Client External■ KPI focus in Role Centers Role Role Clients■ OData provider Centers Centers improvements Presentation LayerDynamics AX Update & Roadmap
  24. 24. Microsoft Dynamics AX 2012 R2 – Improved BIEnhanced, role tailored BI capabilities Odata Service enhanced AOS Cubes New cubes for: Retail, Inventory Query MetadataS Odata Valuation, Budget planning & Service ervice Service Budget control Integration Layer Services XMLA/MDX Data Mash- High-speed Chart Cues & List Ad Hoc Controls pages Reports ups ASP.Net AX Client SQL RB3 Power Pivot Production & Data Analysis Analytical Financial Reports Statements Mgt. SQL Power View SSRS Reporter Enhanced New Tools ToolsDynamics AX Update & Roadmap
  25. 25. Microsoft Dynamics AX 2012 R2 – Improved BITake aways… ■ R2 brings heavily improved capability on the front end, self service BI capability ■ Through Role Centers ■ Through KPI focus ■ Webparts for PowerView integration into Rolecenters ■ High-Speed Charting ■ Microsoft extends the breadth of the in-built BI solution with R2 … Intergen can help build wider and deeper capability & functionality  Come along to Tim Moles session later today for an deeper dive into Dynamics BI.Dynamics AX Update & Roadmap
  26. 26. Microsoft Dynamics AX 2012 R2 – Improved New budget formulation capability Budgeting ■ Previous versions have focused on budget control and budget control processing. ■ With Microsoft Dynamics AX R2 budget planning is introduced ■ Orchestrated via workflows in multiple organisation hierarchies ■ Expenses or Revenue ■ Quantities & Amounts ■ Top-down or bottom-up processes ■ Multiple scenariosDynamics AX Update & Roadmap
  27. 27. Microsoft Dynamics AX 2012 R2 – Improved Concepts Budgeting Cost Budget Cost Project B budget Project A Department C DepC Consolidated DepC Cost Cost Budget RevdCo Executive st DepA Revd DepB DepA Cost Cost DepA DepB Cost Dep K DepB Cost DepD Revd Dep K Cost DepC Cost Dep… Dep… Department Budget Plan DepK Department Budget Plan Scenario B Scenario ADynamics AX Update & Roadmap
  28. 28. Microsoft Dynamics AX 2012 R2 – Improved Bottom up – Revenue Department Revenue Budgeting Budget Dep K $ Rev DepB DepA $ Rev Revenue $ Rev Revenue CustGroupCustGroup B A DepC DepC Department C $ $ Consolidated Revenue Revenue RevenueDynamics AX Update & Roadmap
  29. 29. Microsoft Dynamics AX 2012 R2 – Improved Closer to a full budget solution… Budgeting Total Budget Budget Entry Cost Revenue Department A Department B Department A Department B Budget Control Department K Department KDynamics AX Update & Roadmap
  30. 30. Microsoft Dynamics AX 2012 R2 – Much more Other areas in highlights ■ Retail ■ POS Extensibility ■ Multichannel retail ■ HR enhancements ■ Catalog Management and enrichment ■ Requisitions in Master PlanningDynamics AX Update & Roadmap
  31. 31. The ERP Projects ofTomorrow
  32. 32. ERP is becoming the cornerstone of whole of business transformation ■ Today’s businesses are increasingly agile and driven by the need to: ■ Reduce costs ■ Meet new customer expectations ■ Increase productivity ■ Manage governance, risk and compliance ■ Innovate and grow ■ To achieve these goals: ■ Technology has to be a workloads platform for adoption as requiredDynamics AX Update & Roadmap
  33. 33. We know Microsoft is a Platform ON-PREMISESDynamics AX Update & Roadmap
  34. 34. ERP = Workloads Industry Retail Store Retail HQ Manufacturing Distribution Operational Workload HCM Budget SRM Customer Formulation Care Horizontal Operational Project Expenses Sales Force Marketing Workload Automation Automation Administrative Finance HR Core WorkloadDynamics AX Update & Roadmap
  35. 35. Business integration platformDynamics AX Update & Roadmap
  36. 36. Business integration platformDynamics AX Update & Roadmap
  37. 37. Business integration platformDynamics AX Update & Roadmap
  38. 38. Business integration platformDynamics AX Update & Roadmap
  39. 39. Do you want toknow more?Find us in theExperience LoungeOr attend thesesessions…
  40. 40. 11:30 Role Centers w/Doug and Mark2:00 Extending your current AX w/Doug & Tony4:00 BI: ERP Data w/Tim4:45 Stepping outside the Box w/Don
  41. 41. Any questions?
  42. 42. Thank youthomas.hald@intergen.co.nzdouglas.daley@intergen.co.nz