Microsoft Dynamics AX is a business management solution that includes financial management, supply chain management, customer relationship management and other functionality. It offers advantages over other ERPs like an easy to use interface and flexibility to customize. Studies have shown Dynamics AX customers achieved positive ROI within 2 years and were more profitable than SAP customers. The document then provides details on various Dynamics AX modules like financial management, supply chain management and their key features.

1. Introduction to Microsoft Dynamics AX

2. A complete CRM suite including sales force automation, marketing and service management Small business financial management Retail management and point of sale Integrated contact management, accounting and online services packaged with Microsoft Office Broad business management suites including financial management, supply chain management and customer relationship management functionality

3. Microsoft Dynamics AX competitive advantage over other ERPs

4. Familiar and easy to use Microsoft Office look & feel Easily adopted by users Reduced training time Low Adoption Rates Users focus more on technology rather than business goals. Vertical Industry focus Standard Core modules Flexible to your business Ease of customization Faster and cheaper implementations Scalable with your business Rigid to your business High cost of customization Time taking implementations Expansion needs more cost Microsoft Dynamics AX Other ERPs

5. 1 st Year v/s 5 years

6. Nucleus Study (3rd Party neutral source) 75% of Dynamics AX Customers ACHIEVED A POSITIVE ROI WITHIN 2 YEARS !!

7. Microsoft Dynamics AX adapts to your business rather than forcing you to fit to the software. Leaders & Innovators Adaptive Business Process Microsoft Dynamics AX! Competitiveness Less or equal to Industry Average Laggards “ Industry Standard” Process SAP, Oracle, etc. Lack of Defined Process Poor or No Systems ” An analysis of nearly 100 public companies listed on SAP’s Web site finds these SAP users are 20 percent less profitable than their peers. Despite SAP advertising claims to the contrary, factual analysis of ROE data shows the best-run businesses don’t run SAP.” — Nucleus Research Note, March 2006 SAP Customers are 20% Less Profitable than their Peers

8. Structured Unstructured

9. Structured Unstructured

10. Microsoft Dynamics AX General Features

11. Increase process flexibility Enable compliance enforcement THE INTEGRATED WORKFLOW ADVANTAGE Invoice Interpretation Clear Expectations Invoice Approval Invoice Closing Incoming Invoice Data Entry Clerk Requester Purchasing Invoice Approval Finance

12. Navigation Pane New Menu structure (Microsoft Office Look and Feel) Structure can be modified Online help file Integration with External help file (.chm) Microsoft HTML Help 1.4 SDK LOOK & FEEL: MENU

13. Sorting Searching: Filter by Grid Filter by Selection Filter by Field Format Move Hide Rename Add fields ADVANCED SORTING AND FILTER OPTIONS

14. New inventory (storage) dimension GLOBAL FUNCTIONALITY Company Dynamics AX company account Legal entity One set of books Site Geographic location Confined within company BOMs / routes Cost Warehouse Must be within site Unique within company Holds inventory

15. Application Security Create the new user groups. Add the concerned users in the created groups. Allow them the access to the modules of the application.

16. Record Level Security The application user can impose the record level security on a particular user or user group which may confine it to a particular module, account or vendor or customer group.

17. Audit Trail Multiple user activity log. Complete user log of specific user, period, year and date wise. The user can as well trace the origin of transactions.

18. Microsoft Dynamics AX Financial Management

19. Financial Management Creation and duplication of company General Ledger Bank Management Receivable & Payables Fixed Assets Financial Reporting

20. Creation and duplication of company The user can duplicate the company from its chart of accounts to its transactions to another number of companies as required. The user can create as many companies as it needs. Moreover, the user can duplicate an existing company (from its chart of accounts to its transactions) to another number of companies.

21. General Ledger - Configuration In number sequence the user can allocate numbers of their own desire to journals, vouchers , accounts and modules. In the Ledger parameters the user can define rules for vouchers, accounts ,fiscal year closing and transaction reversals.

22. General Ledger - Configuration Flexible Setup of Accounting Periods In the Period Setup, the user can create the fiscal years as much required and even divide periods within the fiscal year. Moreover, on closing the fiscal year the user can recalculate the period balances. The user can also has the option to stop any fiscal year temporarily and to start work in next fiscal year without closing the previous.

23. General Ledger - Configuration Financial Dimensions can group transactions together by assigning dimensions to each transactions. A dimensions can represent, cost center, region, customer type or any category by which you want to classify your transactions. Use dimensions to analyze the transactions.

24. Multicurrency Configure Foreign Exchange Gain/Loss Accounts for each currency Define multiple currencies Define multiple exchange rates with their dates

25. Chart of Accounts. Multi level chart of accounts System accounts Setup the Account type and the ledger account category Locked in Journal functionality Restriction of posting to a particular account Specify an account’s nature as debit or credit which whenever is selected in journal lines will highlight the debit or credit side column.

26. Budgeting The user can create different types of budgets to predict your company's financial needs for a specific budgets period. Use the Budget model form to create the budgets models and sub models to define the structure of your ledger budgets. The user can as well create the revision budget.

27. Budgeting The user can view the comparison among the budget and actual activity done.

28. Journals The user can create various types of journals as per requirement and as well setup the voucher settings which is to be used in the concerned journals. Moreover, the user can attach the approval or workflow settings with the journals as well.

29. Bank Management Create various bank groups for different branches having same identity Can change the cheques format Option to maintain the system generated cheque printing as the format given by the banks

30. Bank Management Monitoring deposits, payments, and bank balances Bank Reconciliation facilitates the user to match bank statements with the ledger accounts of the banks that is(are) maintained in the system

31. Account Receivables Develop various customer groups Develop flexible terms of payment and cash discounts Develop flexible payment schedules Payment proposal feature with flexible payment method Free text invoicing (non-stock invoicing) for payment of services

32. Accounts Payable Develop various vendor groups Develop flexible terms of payment and cash discounts Develop flexible payment schedules Payment proposal feature with flexible payment method Invoice registering and approval process

33. Manages the full life cycle from acquisition, depreciation to disposition. Maintains asset status information. Improves control over fixed assets to drive accuracy and timeliness in your accounting results. Fixed Assets

34. Supports five depreciation methods (straight line, declining balance, factor, manual percentage and consumption) Manage the Tax Books and Financial Books separately for depreciation Fixed Assets

35. Financial Reporting The user can create the trial balance for month, quarter, semi annual and annual periods as required both in the detail or summary.

36. Financial Reporting The user can create the income statement for month, quarter, semi annual and annual periods as required and to any level of accounts . The income statement can also be created with respect to ledger accounts and dimensions as well.

37. The user can create the balance sheet for month, quarter, semi annual and annual periods as required and to any level of accounts. The balance sheet can also be created with respect to ledger accounts and dimensions as well Financial Reporting

38. Benefits of Financial Management It provides an inexpensive, fast, and efficient way to register financial transactions originating from accounts payable, accounts receivable, and the general ledger. Use dimensions to analyze your company’s financial data from different perspectives and transform raw data into actionable knowledge. It enables you to make cash flow forecasts, so you can easily anticipate cash requirements and liquidity. Moreover , it assists the users in preparing the accurate financial statements.

39. Microsoft Dynamics AX Supply Chain Management

40. Supply Chain Management Purchase Management Sales Management Trade Agreements Quality and Quarantine Management Item Dimensions Storage Dimensions BOM Management Serial and Batch number control Production Scheduling and Routing Ledger Integration and Cost Tracking

41. Keep track of back orders, and manage returned items. Provision for Requests for quotations (RFQs), vendor comparison, and integrated purchasing. Purchase Requisitions with the Microsoft Dynamics AX Client or Enterprise Portal in Microsoft Dynamics AX, and define a purchase requisition workflow to control the purchase requisition Process. Purchase Management

42. Sales Management Easily create sales orders with quick entry of order lines, blanket orders, and enhanced delivery date control. Automatically check credit limits, customer account information, and inventory levels to provide customers with real-time information. Use flexible and comprehensive price calculations for improved price accuracy and customer service

43. Sales Management Support for enhanced delivery date control ensuring the correct calculation of the ship date based on the customers requested receipt date Quick entry of order lines Support for drop shipments

44. Set up price, discount, multi-line discounts and total discount on customers, vendors, and items as well as groups of these customers, vendors and items Full flexibility to maintain prices and discounts on item and inventory dimensions Trade Agreements

45. Set up prices and discounts in all currencies Automatically calculate total discounts on orders Trade Agreements Enhance business relationships with detailed trade agreements that include customer-, vendor-, or item-specific pricing and discounts

46. Improve business processes for quality assurance, quality control, and lot traceability Specify quarantine requirements at the item level Set aside items in quarantine using quarantine orders, either manually or automatically when receiving items Quality and Quarantine Management

47. Look up quarantine inventory at any stage in the quality control process Automatically send and lock quarantine items pending inspection to the quarantine warehouse Quality and Quarantine Management

48. Characterize single item by using up to three item dimensions: configuration, size and color Rename the size and color dimensions to suit your purpose Maintain valid combinations of item dimensions - can be allocated manually or automatically Item Dimensions

49. Item Dimensions Specify the number of item dimensions used per group of items Set up specific prices and discounts per item dimension combination

50. Describe storage by using warehouse, pallets and locations Track items using the serial and batch number dimension Storage Dimensions

51. Bill Of Materials (BOM) Management Copy a standard bill of material (BOM) to a production order and modify it as needed. Support negative quantities and control each item within BOM lines. Define the nature of the BOM line by the line type item, such as sub-production, phantom, sub-contract, or normal item.

52. Graphical BOM Designer Multi-level BOMs Approval routing Formulas for calculation of variable or constant consumption Supports phantom BOMs Allowances for scrap can be made in the consumption calculation Where used feature BOM explosion for materials planning and pricing calculation on all BOM levels Distinctive Features Of BOM

53. Stamp a single item or a group of items with a unique number for tracking Serial and batch number control

54. Production Scheduling Production scheduling can be done forward or backward with different dates as starting points based on lead time of raw material.

55. Production Routing Can allocate more than one route attached to a particular item Approval procedure of routes Default route Routes controlled by date and/or quantity range

56. LEDGER INTEGRATION Online update of WIP (items in process and work centers in process) in the general ledger when posting transactions or cost updating the production. COST TRACKING Detailed tracking of cost related to resources and through put. Include work center costs in production cost estimation. Ability to use automatic work center consumption when starting or finishing productions. Ledger Integration & Cost Tracking

57. Make flexible and comprehensive price calculations for increased accuracy and customer service Add miscellaneous charges to item costs and sales/ purchase prices Automatically substitute unavailable items with alternate items Create sales quotations and promote to sales orders without re-entry of information Perform real-time conversion of currency on open orders Send notifications of partial deliveries and remainders on sales order documents Benefits of Supply Chain Management

58. A flexible BOM designer simplifies the creation and tracking of BOMs. You can also reduce logistics costs by optimizing purchasing processes and management of your inventory and warehouse. Support direct delivery and specify acceptance parameters for over- or under-delivery Trade Agreements helps the user to increase the speed of order entry and helps ensure correct pricing in sales and purchasing transactions Benefits of Supply Chain Management