Microsoft Dynamics AX2012 provides a powerful yet simple user experience. It introduces many powerful new innovations while maintaining a focus on simplicity. The application is powerful when it enables users to realize their full potential efficiently. Simplicity is achieved through reducing unnecessary attributes. The new release features a role-tailored navigation, more powerful list pages, simplified detail forms, improved setup forms, and richer interactive reports.

1. Discover Microsoft Dynamics
AX2012 (Functional)
Part I – Steven Hermans (Ad Ultima)

2. ERP
Business
Intelligence
Collaboration
Software

3. Technology Adaptation Program
• AX 2009: CRH
• AX 2012: Theuma

4. Agenda
• Intro AX 2012
• User Experience
• New Organization Model
• Finance
• Distribution

5. Some dates and numbers
Metric AX 5 M1 M2 M3 M4 AX 6
Total
Date Jun 2008 May 2009 Dec 2009 Jun 2010 Jan 2011 1 Aug 2011
Features 400 208 327 462 193 1190
Dev-Weeks 28 8 13 14 6 41
5

6. Microsoft Dynamics AX 2012 Architecture
Reference Data Master Data Application Primitives

7. Deep Functional Coverage Multiple account structures
Main account templates
Shared Chart of Accounts,
Currencies/Exchange Rates and
Application Foundation
Shareable across
Horizontal Components
Calendars
organizations Separation of operations and
Support for categorization accounting through accounting
Reference Data Corporate Performance Management (CPM)
distributions
Calendar Category Consolidation Budgeting Statutory & Financial Reporting
Unit Of Measure Extensible types: Team, Legal
Currency
Language
Entity, Operating Unit: Cost
Locale
Financials
Split billing CRM
Center, Department, Functional General Ledger AccountsProgress billing
Receivable Fixed Assets Pricing & Discounting
Time zone Area, Value Stream Grant management Audit workbench for expenses,
Operating units are Accounts Payable Invoicing & Billing
Project budgeting Commitment Accounting Sales
PO’s, invoices
dimensionable Support for multiple funding Collections
Travel & Expense Credit Environmental Sustainability
Customer Support
Master Data sources dashboard
Workforce management
Cost Accounting & Financial Control
Adjustment enhancements Service
Product definitions can be Streamlined employee on-
Party
shared across organizations. boarding, transitions and off-
PersonSupport for non-inventory/non-
& Organization boarding
Projects GRC
stocked items Enhanced applicant/application
Customer Grants Project Billing
tracking Project Portfolio Analysis Environmental Sustainability
Support for category attributes
Vendor
Constraint based configuration Project Resource Management Tracking of performance goals Project Contracts
Incident management Compliance & Internal
Contact, Employee & Contractor Project Management & Collaboration Controls
Project Accounting & Costing
Products
Item HR Payroll
Service Recruiting Sourcing & Vendor
Workforce Management Performance Management Payroll Accounting
Management
Right Talent Management Time &Requisitions
Attendance Payroll Administration
Configuration Procurement category
Compensation & Incentive Management Payroll Tax
management
Attributes & Catalogs Employee procurement site &
SCM
shopping cart
Region, Site, Location & Address Sales Order Management Supply Chain Planning and
Spend analytics Quality Management
procurement budgetary control
Returns Warehouse Management
Application Primitives
Support for unlimited financial
Tax Calculation SRM
dimensions
Payment
Dimension creation is an end- Sourcing Purchasing Contracts Requisitions
Questionnaire
user experience Purchase Order Management
Two types of financial
Resource Scheduling
dimensions
Business Policies
System-defined/backing entities Inventory
Source Documents & Distributions Batch & Lot Control Item Replenishment Inventory Costing
Inventory Dimensions Inventory Control
Financial Dimensions

8. AX 2012 - USER EXPERIENCE

9. New generation ERP
Powerful Agile Simple
Pervasive interoperability

10. Quickly show how Microsoft has…
introduced many POWERFUL new innovations
while maintaining a focus on SIMPLICITY
Powerful & Simple

11. Powerful

12. What is powerful?
An application is POWERFUL when
it enables its target users to realize
their full potential efficiently.

13. Simple

14. What is simplicity?
SIMPLICITY is the reduction or elimination
of an attribute of a design that users
consider unessential.

15. Powerful & Simple

16. What’s the remedy?
• Role-tailored Navigation
• More powerful List Pages
• Simplified Detail forms
• Improved Setup forms
• Richer interactive Reports

17. Sales Clerk - Navigation

18. NEW ORGANIZATION MODEL

19. Pains and Challenges

20. What is it?
• Framework to model your organization
– Using types of organizations such as legal entities and operating
units
– Using organizations and multiple hierarchies for various purposes
– Using date effectivity for restructuring scenarios
– Using custom operating unit types
• Integration with application frameworks
– Global address book
– Financial dimensions
– Extensible data security
– Business policies

21. Architecture – Conceptual Model

22. Demo 2:
Setup
– Organizations have been created
– Application configured for financial dimensions, business policies,
data security policies
Persona Pain Points and Features Covered Results and
Challenges Benefits
Sara No unification of Using organizations Useful for measuring
organization concepts as financial financial performance
Charlie
in the application dimensions
Vince
Simon Difficult to do data security Using organizations Authorized
using organizations for data security access to data
policies
Vince Difficult to define business Using organizations Cost control,
policies for organizations for business policies fraud detection
Sara

23. AX 2012 - FINANCIALS

24. Managing Financials with AX 2012

25. Demo 3:
• Create a dimension based on a user-defined custom list
• Create a dimension based on a system-defined/backing entity
Persona Pain Points and Features Covered Results and
Challenges Benefits
Phyllis There are a limited Financial Dimension Unlimited number
number of ways to Framework of dimensions can
analyze financial data be created
It is complex and time Creation of dimensions is
consuming to add new an end user experience
dimensions Create new dimensions in
as little as 3 clicks
Phyllis Dual maintenance of dimension Entity backed dimensions Simplified setup and
values for data that already maintenance since a
exists in AX dimension can be created
based on entities in AX

26. SCM IN AX 2012

27. Manufacturing and SCM Investments
• Central Purchasing Service • MPS/MRP
• Direct & Indirect purchases Plan - Scheduling engine
• Supplier Relationship Mgt. - Capability based
• Procurement Catalog - Mixed mode (MRP & Lean)
• Financial splitting (Distributions) - Discrete & Process
• Budgetary Control • Enterprise planning (Cross LE)
• PO Change Management • Supply visibility
• Purchase Agreement © Supply Chain Council 2010 - Supply Schedule
• Delivery Schedule - Intercompany Overview
• Trade Agreement
• P2P Corrections Make
Source Deliver
Return
• Operations Resource Model
Enable • MES & T&A (aka SFC)
• Lean Manufacturing
• Process Manufacturing
• Shared/Enterprise Product
• Non stocked item
• Inventory refactoring
• Costing enhancements • Process Logistics
- Lean Accounting • Product Configurator
Metrics
- Indirect cost allocation • Sales Agreement
- Inventory Closing (WAC) • Delivery Schedule
- Financial Dimensions • Return non stocked item • Trade Agreement
• QMS Enhancements • Return corrections • O2C Corrections
• Goods in transit reporting • Return serialized/traceable items
• Simplified return option (no WMS)

28. Unified Planning and Scheduling
of Materials and Production
Operations
Push or
Resource
Pull
Model
Discrete or Scheduling
Process Unified Engine
Master
Planning

29. Planning And Visibility Across The Supply
Chain with a Flexible Supply Policy
Planning scope and supply visibility
Build versus buy
flexibility for products Buy
Supply
and material Policy
Work Order
via supply policy Make
Kanban

30. Demo 4: Intercompany Planning and
Supply Visibility
• Intercompany supply policies
• Intercompany master planning
• Intercompany supply visibility
Persona Pain Points and Features Covered Results and
Challenges Benefits
Eduardo Supply and demand visibility Multi-level Very easy to get supply and
across companies pegging demand overview
Eduardo Master planning across Intercompany Products can be supplied
companies planning based on individual
company needs

31. Thanks to
• Diamond Sponsors
• Gold Sponsors