An introduction to ERP, Microsoft Dynamics, MS Dynamics AX

1. Welcome to a new world with MS Dynamics By Mohamed Aamer Ahmed Badawi Mohamed R. Samy 1

2. About us Mohamed Aamer (Business consultant, would be soccer player, loves tea with milk, sufi shows) Ahmed Badawy (Technical lead ,BAD Awy, loves to tango!) Mohamed R. Samy(Aspiring dervish, avid twitterer, part time potato farmer) 2

4. Agenda contd. Tailored vs. Customizable debate Architect/Business/Developers perspective Dynamics Integration Demo AIF The roadmap for MS Dynamics. 4

5. Introducing the ERP What is an ERP? Definition “Enterprise resource planning (ERP) is an integrated computer-based system used to manage internal and external resources including tangible assets, financial resources, materials, and human resources. It is an application and software architecture whose purpose is to facilitate the flow of information between all business functions inside the boundaries of the organization and manage the connections to outside stakeholders.” Wikipedia. 5

6. Dissecting the definition Tangible Assets Financial Resources Materials Human resources Flow of information Integrated (Architecture + Services + Software) 6

7. Dissecting the definition contd. “Manage the connection to external stakeholders” 7

8. ERP Visualization 8

9. Flow of Information example Business Decision Makers Suppliers Retailer Send Order (AS2) Assign Supplier Process Execution metrics Receive Shipment Notice EDI BRE BAM Messaging Check DC Warehouse Inventory Re-stock Orders Orchestration Receive Requests for Re-stock Goods Received Update DC Warehouse Inventory System Update ERP Store Inventory System BRE (Filter Tags) RFID DC Warehouse ERPSystem Stores BizTalk RFID Source: Introducing Microsoft’s Integration Solution: BizTalk Server 2009Achieving business edge through process agility

10. Architecture constraints of the ERP No batch integration. Integrated database and data definitions. (Services and data contracts in SOA). Same look and feel across entire system. 10

11. Architecture goals of the ERP Centralized data management Facilitate the flow of information between business functions of an organization. Centralization of IT business platform. 11

12. Mfg. Engineering Engineering Design Shop Floor execution Controlling Production Planning The need for an ERP Sales A/R General Ledger A/P Inventory Purchasing 1,000 island solution

13. Evolution of the ERP Business functions in an organization The need for software 13

14. Implication of this picture Business Implications Software implications 14

15. Time frame and key milestones 1950s EOQ Safety Stock BOMP Work Orders 1965 MRP MRPII 1975 More functions become Integrated in the process to add up to complete business solution ERP 1990 ERM / ERPII 2000

16. ERP history MRP MRP2 ERP 16

17. Introducing the Dynamics Suite MS Dynamics AX MS Dynamics CRM MS DynamicsNAV MS Dynamics GP MS Dynamics RMS 17

18. Image presenting the dynamics suite 18

19. 19 Dynamics and SOA An Architect’s perspective on Dynamics integration

20. 20 Devicesand People Portal OBA Desktop Consume Service Consumption Compose Service Composition Expose Service Enablement Data Mainframe TradingPartners LOB

21. Introducing AIF 21

22. Axd<Document> Axd<Document> Axd<Document> AIF – Key Concepts Endpoint WS AIF Adapter DB DocumentClasses Channel Endpoint AIF Services AOS Microsoft Dynamics AX

23. Axd<Document> Axd<Document> Axd<Document> AIF -KeyConcepts Endpoint WS AIF Adapter DB 11010110011 1101 DocumentClasses Channel Endpoint AIF Services XMLDocument AOS Entity Key Microsoft Dynamics AX

24. AIF Demo 24

25. How Does AIF Enable SOA? Readily-available business logic Service contract Service implementation Data types & schemas Tools & Programming model Creating services Exposing services Consuming services Platform Value-add components Various transports Communication infrastructure

26. IntegrationScenarios System Internet Contoso Customer Customer Vendor Vendor System SAP Application BatchFiles Web Services XML Web Services XML Web Services BAPI RosettaNet, EDI, etc.

27. MiddlewareArchitecture Carl (Driver) Vince (Operations Manager) Order/ Truck Mashup Microsoft Dynamics AX Enterprise Portal Order Inventory/Truck Mashup Microsoft Dynamics (Client) Truck GPS Order Shipping Tablet PC/ Portal Shipping RFID ERP Alerts Desktop Order Mashup Word Microsoft Dynamics Snap Consumers BizTalk Server BizTalk Server BizTalk Server BizTalk Server Composite Services Message Transformation Message Security Protocol Adaptation Long Running Business Processes Intelligent Routing Composite Services Message Transformation Message Security Protocol Adaptation Long Running Business Processes Intelligent Routing Communications Infrastructure Service Providers Microsoft Dynamics Search/Other Services Truck Tracking Services Mapping Services Application Integration Framework & Business Connector Order Management Services Inventory Management Services Shipment Services On PremiseServices Cloud Services

28. The business side What managers want. So what the h@#! is a KPI? Why do managers like KPIs? 28

29. Enterprise Portal Demo 29

30. Enterprise Portal

31. A sample business process 31 Approve Purchase Requisition Create andsubmit PR User Adjust PR PurchasingClerk ManuallyApprove PR PurchasingManager No No PR data valid? Auto approvepurchaserequisition? PR Approved WorkflowSystem Yes Yes

32. The development side Layers of an ERP Sys SP VAR USR 32

33. Development tools on top of AX MorphX demo 33

34. Q&A 34

35. Contact us Ahmed Bad Awi () Aamer (@maamer07 , www.mohamedaamer.com/blog) Samy (@msamy, m_raafat_samy@hotmail.com, 0127962967) 35