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1. Bain, “Closing the delivery gap,” James Allen, Frederick F. Reichheld,
Barney Hamilton & Rob Markey, 2005.
2. Forrester, “Top Technologies For Your BT Agenda,” Kyle McNabb,
July 29, 2014.
3. PwC, “Breakthrough innovation and growth,” Rob Shelton & David
Percival, September 2013.
customers
products operations
employees
Microsoft
Dynamics 365
Common application platform: PowerApps, Microsoft Flow, Common Data Model
Microsoft AppSource
Grow business at your pace. Redesign business processes faster. Make smarter decisions quicker.
Microsoft Dynamics 365 for Operations
Evolution from Dynamics AX
Retail modern POS
Sales staff can process sales transactions, customer
orders, and perform daily operations and inventory
management with mobile devices anywhere in
the store.
Workspaces
Workspaces improves the efficiency and
productivity of Workers by allowing them to
centrally manage their majority of tasks and
actions related to channel deployment
and operations.
Self-service deployment
With only two installation packages, one for
MPOS client and other for hardware station
component, self-service has reduced the amount
of work required at every level to install these
client components.
Payment integration
Allows customer to process creditdebit card
transactions for Payments. Microsoft Dynamics AX
for Retail supports all existing Microsoft Dynamics
AX for Retail 2012credit/debit card features and
four new enhancements.
Cloud POS
Web-app POS that’s functionally compatible with
the MPOS and can be used across platforms and
browsers with zero deployment cost.
Monitoring & diagnostics
Cloud based monitoring portal replaces need to
install SCOM infrastructure and Automatically
provisioned monitoring infrastructure for
ready to use, out-of-the box monitoring and
diagnostics capabilities.
Commerce data exchange
Commerce data exchange that's re-engineered for
the cloud platform continues to manage transfer
data between Microsoft Dynamics AX and retail
channels, such as online stores or brick-and-
mortar stores.
Deployment services
Significantly reduced deployment effort and
complexity for Retail HQ components, Native
deployment to Azure public cloud, and Improved
self-service installation of in-store components to
make configuration easier and more intuitive.
BI & reporting
Enables customers to have more business
intelligence to predict trends, uncover insights,
and operate at continual peak performance.
Advanced warehousing in
Retail store
This functionality will let retailers use the
advanced warehouse management (WHS)
solution in their stores.
Analytics and Intelligence
Retailers now can up-sell and cross-sell with
product recommendation powered by Cortana
Intelligence Suite (machine learning).
e-Commerce & consumer
shopping app
New consumer-facing mobile shopping
application that leverages the same e-Commerce
components used today.
Payments
Continued investments in omni-channel payment
processing through advancements in SDK and
connectors through partners.
Cloud POS
Web-app POS that’s functionally compatible with
the MPOS and can be used across platforms and
browsers with zero deployment cost.
Hybrid cloud - Retail Store
Introducing a hybrid deployment model for retail
stores, which allows retail stores to operate
with/without connectivity to the head office
hosted in the cloud.
Mobility and modern
user experience
POS delivers omni-channel excellence, which
allows retailers to deepen their customer
engagement.
Retail store
Adding the ability to set up and manage sales
representatives in stores. set up commission
structures, and track capabilities.
Workspaces
Workspaces improve the efficiency and
productivity of Workers by allowing them to
centrally manage the majority of their tasks
and actions related to channel deployment
and operations.
Demand forecasting (Microsoft
Excel Integration)
Now you can use Microsoft Excel to update your
demand forecast, helping you to increase
efficiency and productivity by accelerating the
process of updating directly from a spreadsheet.
Warehouse Mobile
Devices Portal
In this version of Microsoft Dynamics AX,
a stand-alone installer can be downloaded
directly through a menu item in Warehouse
management instead of the standard
Dynamics AX setup process.
Production floor
management workspace
Production supervisors can now check
material availability on production orders in a
separate page that is called from the
production floor management workspace.
Demand forecasting (Azure
Machine Learning integration)
Estimate future demand by using the power and
extensibility of a Microsoft Azure Machine
Learning cloud service.
Delivery alternatives page
This new experience can help organizations
that aspire to provide high customer service
while committing to an inventory optimization
strategy could now promise orders reliably
and competitively.
Master planning workspace
The Master planning workspace offers at-a-glance
information about when the last master
planning run was completed, whether it had any
errors, what the urgent planned orders are, and
which planned orders cause delays.
Purchase order preparation
workspace
Use the Purchase order preparation workspace
to gain quick insight into the status of purchase
orders that are being prepared.
Additional warehouse support in
manufacturing
Use the handheld device to register empty kanban
through scan of the kanban card and Register
material consumption of un-reserved batches.
Cost accounting
Cost accounting supports managerial reporting and
analysis with a modern productivity touch through
Workspace, Excel, and Power BI.
Vendor collaboration
Inviting vendors to collaborate directly in Dynamics
365 for Operations improves the vendor’s visibility
of purchase orders.
Warehouse enhancements for
high volume distribution centers
Additions to the packing station functionality
include the ability to: Create work after packing;
Create a release policy for packed containers;
group containers.
Warehouse operation
enhancements
Support for container types in inbound processing.
Reverse ship confirmation is enabled for all source
documents. Support for receipt and put away of
pallets containing mixed items.
Account structures
enhancements
Many customers have requested the ability to
export account structures to Excel for easier
filtering. In this new release, Microsoft has made
enhancements to this feature and you can
now select an account structure and export it
to Excel.
Workspaces
Workspaces improves the efficiency and
productivity of Workers by allowing them to
centrally manage their majority of tasks and
actions related to channel deployment
and operations.
Content pack for Power BI
By creating greater integration between
Dynamics AX and Power BI, organizations can
deploy a Power BI financial performance
dashboard containing Dynamics AX financial data
with just a few clicks.
Chart of accounts page
enhancements
FactBoxes have been added to the Chart of
accounts page for easier access to important
information when a chart of accounts is defined
and assigned.
General journal processing
workspace
The workspace provides the ability to enter, post,
and approve journal entries in addition to
commonly used inquiries such as trial balance.
Monitoring & diagnostics
Cloud based monitoring portal replaces need
to install SCOM infrastructure and automatically
provisioned monitoring infrastructure for
ready to use, out-of-the box monitoring and
diagnostics capabilities.
Budget plans and forecasts
enhancements
Due to the new enhancements you can now have
the flexibility to create and edit budget
plans by using both Excel and the
Dynamics AX client.
Ledger budgets and forecasts
workspace
This new workspace combines all budget
maintenance and monitoring task in one place
that is easy for budget managers or accounting
managers to use.
Accounts payable
Enter vendor invoices manually or receive them
electronically through a service. After invoices are
recorded, you can review and approve them.
Accounts receivable
You can create customer invoices that are based
on sales orders or packing slips.
Budgeting
You can create budget register entries
for the original budget, budget transfers, and
budget revisions.
Cash and bank management
Visibility into your bank balances and transactions
is available in several ways, including charts,
reports, and inquiries. Bank management
workspace is available.
Credit and collections
support for key processes such as managing
credit, delinquencies, disputes and write-offs.
Credit and collections workspace has
been added.
Expense management
Policy rules to configure and meet the expense
reimbursement policies of your organization.
Financial reporting
Reports formatting, filter out financial dimensions,
print read-only, view translated financial data and
Excel integration for more efficient data analysis.
Fixed assets
Fixed assets can be configured to track multiple
valuations, for different purposes such as
corporate and tax reporting. Fixed asset
management workspace has been added.
General ledger
You can allocate, or distribute, monetary
amounts to one or more accounts or account
and dimension combinations based on
allocation rules.
Visual Studio integration
Use Microsoft Visual Studio to develop your
solutions. In preparation to the release of the
new version of Dynamics AX, they’ve made the
change to enable standard interoperability
with other .NET languages and projects.
Workspaces
Workspaces improves the efficiency and
productivity of Workers by allowing them to
centrally manage their majority of tasks and actions
related to channel deployment and operations.
Manage Cloud
deployment services
The cloud deployment services provide the several
new benefits such as reduced deployment efforts
and complexity.
Microsoft Office integration
Microsoft is bringing new capabilities to increase
the integration with Microsoft office that will let you
create productivity solutions for your end users to
maximize their time.
Anytime, anywhere access
A new redesigned UI standards-based web client
that provides full set of functionality is introduced
in this release.
Monitoring & diagnostics
Monitoring and diagnostics for Retail components
is now available through the Operational Insights
dashboard in LCS.
New tools for performance
evaluation and tuning
The software development kit (SDK) lets you test
and validate all critical business processes for
performance in a single and, if applicable, multi-user
test run.
Task guides
This is the first time that you have been able to
exercise the Help system for Microsoft Dynamics
AX. You can try some of the existing task guides
and create your own.
Topology automation
Deploy the Developer topology with Developer and
Build VM. Auto-configure Build VM to discover,
build modules from Visual Studio Online VSO, and
run tests.
General
Dynamics AX has been rebranded to Dynamics 365
for Operations..
Servicing environments
Servicing environments includes all aspects of
deployment and use of Dynamics 365
for Operations.
Web client
Enhancements to the Web UI and API deprecation.
Mobile
You can now design mobile experiences to enable
your users to stay productive while on the move.
Country/region localizations
& languages
Additional 18 country localizations., Arabic
language support, User documentation in
24 languages.
Dynamics Translation Service
They’ve upgraded the ERP Translation Solution
to be an LCS hosted service.
Localization configurations
The software development kit (SDK) lets you test
and validate all critical business processes for
performance in a single and, if applicable, multi-user
test run.
$190 (1)
Microsoft Dynamics 365 On-premises
$92 (2)
Included
Included
Not included
Included
Included
Included (2)
Not included
Not included
Not included
License price (enterprise user)
i.e., how much a user pays for rights to access the solution
Disaster recovery
i.e., hardware, software, networking
Sandbox environment
Servicing production environment
i.e., provisioning, updates, pro-active monitoring
Additional usage rights software
i.e., embedded Power BI
High-availability infrastructure
i.e., hardware, software, networking, energy, housing
$21,486 (1)
Functionality, Services and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics AX
New end user experience
Reduce customizations (up to 40%) due
to added functionality. (e.g. WMS, TSM, Retail)
Code* and Data migration tools n/a
Reduce HW upgrade costs investments
Predictable and repeatable implementations
across your organization
Platform elasticity
HA/DR
Mobile-ready and access anywhere
Integration with productivity tools
Note: This table provides only a graphical representation.
For detailed functionality please refer to the product guide
* Code update only available for AX2012 deployments
MOST LEAST
Functionality, Services and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics AX
Point of Sale, assisted sales, and centralized
store management
Cloud POS and Retail IT workspace
Omni-channel management
Order management, processing and payment
Merchandizing and catalog management
Rebates, Royalties, and trade allowance management
eProcurement and vendor self-service portal
Supplier relationship management
Direct and indirect procurement
Note: This table provides only a graphical representation.
For detailed functionality please refer to the product guide
MOST LEAST
Functionality, Services and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics AX
Inventory management and demand forecasting
Multisite advanced warehouse management
Order promising
Distribution planning
Transportation management
Product Change Management
Master data management
Note: This table provides only a graphical representation.
For detailed functionality please refer to the product guide
MOST LEAST
1era Gira Online Speaker MSDynamics 365 For Operations

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1era Gira Online Speaker MSDynamics 365 For Operations

  • 1.
  • 2.
  • 3. 73%73% 36% 83% 1. Bain, “Closing the delivery gap,” James Allen, Frederick F. Reichheld, Barney Hamilton & Rob Markey, 2005. 2. Forrester, “Top Technologies For Your BT Agenda,” Kyle McNabb, July 29, 2014. 3. PwC, “Breakthrough innovation and growth,” Rob Shelton & David Percival, September 2013.
  • 4.
  • 6. Microsoft Dynamics 365 Common application platform: PowerApps, Microsoft Flow, Common Data Model Microsoft AppSource
  • 7. Grow business at your pace. Redesign business processes faster. Make smarter decisions quicker.
  • 8.
  • 9. Microsoft Dynamics 365 for Operations Evolution from Dynamics AX
  • 10.
  • 11.
  • 12.
  • 13. Retail modern POS Sales staff can process sales transactions, customer orders, and perform daily operations and inventory management with mobile devices anywhere in the store. Workspaces Workspaces improves the efficiency and productivity of Workers by allowing them to centrally manage their majority of tasks and actions related to channel deployment and operations. Self-service deployment With only two installation packages, one for MPOS client and other for hardware station component, self-service has reduced the amount of work required at every level to install these client components. Payment integration Allows customer to process creditdebit card transactions for Payments. Microsoft Dynamics AX for Retail supports all existing Microsoft Dynamics AX for Retail 2012credit/debit card features and four new enhancements. Cloud POS Web-app POS that’s functionally compatible with the MPOS and can be used across platforms and browsers with zero deployment cost. Monitoring & diagnostics Cloud based monitoring portal replaces need to install SCOM infrastructure and Automatically provisioned monitoring infrastructure for ready to use, out-of-the box monitoring and diagnostics capabilities. Commerce data exchange Commerce data exchange that's re-engineered for the cloud platform continues to manage transfer data between Microsoft Dynamics AX and retail channels, such as online stores or brick-and- mortar stores. Deployment services Significantly reduced deployment effort and complexity for Retail HQ components, Native deployment to Azure public cloud, and Improved self-service installation of in-store components to make configuration easier and more intuitive. BI & reporting Enables customers to have more business intelligence to predict trends, uncover insights, and operate at continual peak performance.
  • 14. Advanced warehousing in Retail store This functionality will let retailers use the advanced warehouse management (WHS) solution in their stores. Analytics and Intelligence Retailers now can up-sell and cross-sell with product recommendation powered by Cortana Intelligence Suite (machine learning). e-Commerce & consumer shopping app New consumer-facing mobile shopping application that leverages the same e-Commerce components used today. Payments Continued investments in omni-channel payment processing through advancements in SDK and connectors through partners. Cloud POS Web-app POS that’s functionally compatible with the MPOS and can be used across platforms and browsers with zero deployment cost. Hybrid cloud - Retail Store Introducing a hybrid deployment model for retail stores, which allows retail stores to operate with/without connectivity to the head office hosted in the cloud. Mobility and modern user experience POS delivers omni-channel excellence, which allows retailers to deepen their customer engagement. Retail store Adding the ability to set up and manage sales representatives in stores. set up commission structures, and track capabilities.
  • 15.
  • 16. Workspaces Workspaces improve the efficiency and productivity of Workers by allowing them to centrally manage the majority of their tasks and actions related to channel deployment and operations. Demand forecasting (Microsoft Excel Integration) Now you can use Microsoft Excel to update your demand forecast, helping you to increase efficiency and productivity by accelerating the process of updating directly from a spreadsheet. Warehouse Mobile Devices Portal In this version of Microsoft Dynamics AX, a stand-alone installer can be downloaded directly through a menu item in Warehouse management instead of the standard Dynamics AX setup process. Production floor management workspace Production supervisors can now check material availability on production orders in a separate page that is called from the production floor management workspace. Demand forecasting (Azure Machine Learning integration) Estimate future demand by using the power and extensibility of a Microsoft Azure Machine Learning cloud service. Delivery alternatives page This new experience can help organizations that aspire to provide high customer service while committing to an inventory optimization strategy could now promise orders reliably and competitively. Master planning workspace The Master planning workspace offers at-a-glance information about when the last master planning run was completed, whether it had any errors, what the urgent planned orders are, and which planned orders cause delays. Purchase order preparation workspace Use the Purchase order preparation workspace to gain quick insight into the status of purchase orders that are being prepared.
  • 17. Additional warehouse support in manufacturing Use the handheld device to register empty kanban through scan of the kanban card and Register material consumption of un-reserved batches. Cost accounting Cost accounting supports managerial reporting and analysis with a modern productivity touch through Workspace, Excel, and Power BI. Vendor collaboration Inviting vendors to collaborate directly in Dynamics 365 for Operations improves the vendor’s visibility of purchase orders. Warehouse enhancements for high volume distribution centers Additions to the packing station functionality include the ability to: Create work after packing; Create a release policy for packed containers; group containers. Warehouse operation enhancements Support for container types in inbound processing. Reverse ship confirmation is enabled for all source documents. Support for receipt and put away of pallets containing mixed items.
  • 18.
  • 19. Account structures enhancements Many customers have requested the ability to export account structures to Excel for easier filtering. In this new release, Microsoft has made enhancements to this feature and you can now select an account structure and export it to Excel. Workspaces Workspaces improves the efficiency and productivity of Workers by allowing them to centrally manage their majority of tasks and actions related to channel deployment and operations. Content pack for Power BI By creating greater integration between Dynamics AX and Power BI, organizations can deploy a Power BI financial performance dashboard containing Dynamics AX financial data with just a few clicks. Chart of accounts page enhancements FactBoxes have been added to the Chart of accounts page for easier access to important information when a chart of accounts is defined and assigned. General journal processing workspace The workspace provides the ability to enter, post, and approve journal entries in addition to commonly used inquiries such as trial balance. Monitoring & diagnostics Cloud based monitoring portal replaces need to install SCOM infrastructure and automatically provisioned monitoring infrastructure for ready to use, out-of-the box monitoring and diagnostics capabilities. Budget plans and forecasts enhancements Due to the new enhancements you can now have the flexibility to create and edit budget plans by using both Excel and the Dynamics AX client. Ledger budgets and forecasts workspace This new workspace combines all budget maintenance and monitoring task in one place that is easy for budget managers or accounting managers to use.
  • 20. Accounts payable Enter vendor invoices manually or receive them electronically through a service. After invoices are recorded, you can review and approve them. Accounts receivable You can create customer invoices that are based on sales orders or packing slips. Budgeting You can create budget register entries for the original budget, budget transfers, and budget revisions. Cash and bank management Visibility into your bank balances and transactions is available in several ways, including charts, reports, and inquiries. Bank management workspace is available. Credit and collections support for key processes such as managing credit, delinquencies, disputes and write-offs. Credit and collections workspace has been added. Expense management Policy rules to configure and meet the expense reimbursement policies of your organization. Financial reporting Reports formatting, filter out financial dimensions, print read-only, view translated financial data and Excel integration for more efficient data analysis. Fixed assets Fixed assets can be configured to track multiple valuations, for different purposes such as corporate and tax reporting. Fixed asset management workspace has been added. General ledger You can allocate, or distribute, monetary amounts to one or more accounts or account and dimension combinations based on allocation rules.
  • 21.
  • 22. Visual Studio integration Use Microsoft Visual Studio to develop your solutions. In preparation to the release of the new version of Dynamics AX, they’ve made the change to enable standard interoperability with other .NET languages and projects. Workspaces Workspaces improves the efficiency and productivity of Workers by allowing them to centrally manage their majority of tasks and actions related to channel deployment and operations. Manage Cloud deployment services The cloud deployment services provide the several new benefits such as reduced deployment efforts and complexity. Microsoft Office integration Microsoft is bringing new capabilities to increase the integration with Microsoft office that will let you create productivity solutions for your end users to maximize their time. Anytime, anywhere access A new redesigned UI standards-based web client that provides full set of functionality is introduced in this release. Monitoring & diagnostics Monitoring and diagnostics for Retail components is now available through the Operational Insights dashboard in LCS. New tools for performance evaluation and tuning The software development kit (SDK) lets you test and validate all critical business processes for performance in a single and, if applicable, multi-user test run. Task guides This is the first time that you have been able to exercise the Help system for Microsoft Dynamics AX. You can try some of the existing task guides and create your own. Topology automation Deploy the Developer topology with Developer and Build VM. Auto-configure Build VM to discover, build modules from Visual Studio Online VSO, and run tests.
  • 23. General Dynamics AX has been rebranded to Dynamics 365 for Operations.. Servicing environments Servicing environments includes all aspects of deployment and use of Dynamics 365 for Operations. Web client Enhancements to the Web UI and API deprecation. Mobile You can now design mobile experiences to enable your users to stay productive while on the move. Country/region localizations & languages Additional 18 country localizations., Arabic language support, User documentation in 24 languages. Dynamics Translation Service They’ve upgraded the ERP Translation Solution to be an LCS hosted service. Localization configurations The software development kit (SDK) lets you test and validate all critical business processes for performance in a single and, if applicable, multi-user test run.
  • 24.
  • 25. $190 (1) Microsoft Dynamics 365 On-premises $92 (2) Included Included Not included Included Included Included (2) Not included Not included Not included License price (enterprise user) i.e., how much a user pays for rights to access the solution Disaster recovery i.e., hardware, software, networking Sandbox environment Servicing production environment i.e., provisioning, updates, pro-active monitoring Additional usage rights software i.e., embedded Power BI High-availability infrastructure i.e., hardware, software, networking, energy, housing $21,486 (1)
  • 26. Functionality, Services and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics AX New end user experience Reduce customizations (up to 40%) due to added functionality. (e.g. WMS, TSM, Retail) Code* and Data migration tools n/a Reduce HW upgrade costs investments Predictable and repeatable implementations across your organization Platform elasticity HA/DR Mobile-ready and access anywhere Integration with productivity tools Note: This table provides only a graphical representation. For detailed functionality please refer to the product guide * Code update only available for AX2012 deployments MOST LEAST
  • 27. Functionality, Services and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics AX Point of Sale, assisted sales, and centralized store management Cloud POS and Retail IT workspace Omni-channel management Order management, processing and payment Merchandizing and catalog management Rebates, Royalties, and trade allowance management eProcurement and vendor self-service portal Supplier relationship management Direct and indirect procurement Note: This table provides only a graphical representation. For detailed functionality please refer to the product guide MOST LEAST
  • 28. Functionality, Services and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics AX Inventory management and demand forecasting Multisite advanced warehouse management Order promising Distribution planning Transportation management Product Change Management Master data management Note: This table provides only a graphical representation. For detailed functionality please refer to the product guide MOST LEAST