Dynamics AX
Update and Roadmap
Thomas Hald & Doug Daley
31 October 2012
Our Agenda
    The Year That Was
    Roadmap
    R2 – What’s Coming?
    The ERP Projects of Tomorrow
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 architect

Dynamics AX Update & Roadmap
The Year That Was
Bigger                  Scope

AX 2012 project
        teams
                               Control &
                                 Tools
 What can we tell you after a year of experience?



       Features                Complexity   Microsoft    Market
                                             Stack      Segment




Dynamics AX Update & Roadmap
AX 2012 Release Highlights

  AX 2012                SQL Server 2012     Rapidstart          Data Migration
  Released                Compatibility       NZ & AU             Framework




                                                MAR
       SEP




                                JAN




                                                                       JUL



                                                                                 DEC
                                       FEB
                  OCT




                                                           JUN
2011                           2012
    Information Source      AX 2012 R1                 Management            AX 2012 R2
     IDMF for AX 2012      (Feature Pack)             Reporter 2012
   Security Modelling Tool




Dynamics AX Update & Roadmap
Information Source                          informationsource.dynamics.com
 is a powerful source of knowledge for customers and partners
 ■ Industry specific and horizontal functionality
 ■ Application frameworks and lifecycle




Dynamics AX Update & Roadmap
IDMF AX 2012 Compatibility
 The Intelligent Data Management Framework
 ■ Dynamics AX System Health Check
 ■ Database Performance Monitoring & optimisation recommendations
 ■ Controlled data archiving and purging




Dynamics AX Update & Roadmap
SQL Server 2012 Compatibility
 Giving AX customers access to exciting new capabilities

 ■PowerView
 ■Master Data Services
 ■Always-On




Dynamics AX Update & Roadmap
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
      ■ Distribution




Dynamics AX Update & Roadmap
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 2012


Dynamics AX Update & Roadmap
Management Reporter 2012
 Analysis capabilities




Dynamics AX Update & Roadmap
Management Reporter 2012
 Collaboration




Dynamics AX Update & Roadmap
The Data Migration Challenge


 Normalisation             Data Import   Excel
                           Tool          Add in

 Made the data             Became        Supported
 model more                deprecated    limited use
 complex                                 cases




Dynamics AX Update & Roadmap
AX Data Migration Framework Beta
 A better solution on the horizon.
                                     Visual Mapping

                                     Templates

                                     Error Handling

                                     Multiple Data Loads

                                     High Performance



Dynamics AX Update & Roadmap
Roadmap
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
AX 2012 R2 – What’s Coming?

...General availability announced for 1   st   of December
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 improvements



Dynamics AX Update & Roadmap
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 cost



Dynamics AX Update & Roadmap
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 Instance



Dynamics AX Update & Roadmap
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 Instance

Dynamics AX Update & Roadmap
Microsoft Dynamics AX 2012 R2 – Improved BI
Enhanced, role tailored BI capabilities
At 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 Layer


Dynamics AX Update & Roadmap
Microsoft Dynamics AX 2012 R2 – Improved BI
Enhanced, 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           Tools

Dynamics AX Update & Roadmap
Microsoft Dynamics AX 2012 R2 – Improved BI
Take 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
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 scenarios
Dynamics AX Update & Roadmap
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 A


Dynamics AX Update & Roadmap
Microsoft Dynamics AX 2012 R2 – Improved
 Bottom up – Revenue Department Revenue Budgeting
                                              Budget




                                             Dep K
                                             $ Rev
                                                       DepB
                                           DepA
                                                       $ Rev
                                Revenue    $ Rev
 Revenue                       CustGroup
CustGroup                          B
    A            DepC
                DepC
              Department C
                   $
                   $
              Consolidated
              Revenue
              Revenue
                Revenue




Dynamics AX Update & Roadmap
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 K




Dynamics AX Update & Roadmap
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 Planning




Dynamics AX Update & Roadmap
The ERP Projects of
Tomorrow
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 required

Dynamics AX Update & Roadmap
We know Microsoft is a Platform




                               ON-PREMISES




Dynamics AX Update & Roadmap
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
      Workload

Dynamics AX Update & Roadmap
Business integration platform




Dynamics AX Update & Roadmap
Business integration platform




Dynamics AX Update & Roadmap
Business integration platform




Dynamics AX Update & Roadmap
Business integration platform




Dynamics AX Update & Roadmap
Do you want to
know more?

Find us in the
Experience Lounge

Or attend these
sessions…
11:30   Role Centers
        w/Doug and Mark

2:00    Extending your current AX
        w/Doug & Tony

4:00    BI: ERP Data
        w/Tim


4:45    Stepping outside the Box
        w/Don
Any questions?
Thank you
thomas.hald@intergen.co.nz
douglas.daley@intergen.co.nz
Dynamics Day 2012: Dynamics AX Update and Roadmap

Dynamics Day 2012: Dynamics AX Update and Roadmap

  • 1.
    Dynamics AX Update andRoadmap Thomas Hald & Doug Daley 31 October 2012
  • 2.
    Our Agenda The Year That Was Roadmap R2 – What’s Coming? The ERP Projects of Tomorrow
  • 3.
    Your presenters ThomasHald 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 architect Dynamics AX Update & Roadmap
  • 4.
  • 5.
    Bigger Scope AX 2012 project teams Control & Tools What can we tell you after a year of experience? Features Complexity Microsoft Market Stack Segment Dynamics AX Update & Roadmap
  • 6.
    AX 2012 ReleaseHighlights AX 2012 SQL Server 2012 Rapidstart Data Migration Released Compatibility NZ & AU Framework MAR SEP JAN JUL DEC FEB OCT JUN 2011 2012 Information Source AX 2012 R1 Management AX 2012 R2 IDMF for AX 2012 (Feature Pack) Reporter 2012 Security Modelling Tool Dynamics AX Update & Roadmap
  • 7.
    Information Source informationsource.dynamics.com is a powerful source of knowledge for customers and partners ■ Industry specific and horizontal functionality ■ Application frameworks and lifecycle Dynamics AX Update & Roadmap
  • 8.
    IDMF AX 2012Compatibility The Intelligent Data Management Framework ■ Dynamics AX System Health Check ■ Database Performance Monitoring & optimisation recommendations ■ Controlled data archiving and purging Dynamics AX Update & Roadmap
  • 9.
    SQL Server 2012Compatibility Giving AX customers access to exciting new capabilities ■PowerView ■Master Data Services ■Always-On Dynamics AX Update & Roadmap
  • 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 ■ Distribution Dynamics AX Update & Roadmap
  • 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 2012 Dynamics AX Update & Roadmap
  • 12.
    Management Reporter 2012 Analysis capabilities Dynamics AX Update & Roadmap
  • 13.
    Management Reporter 2012 Collaboration Dynamics AX Update & Roadmap
  • 14.
    The Data MigrationChallenge Normalisation Data Import Excel Tool Add in Made the data Became Supported model more deprecated limited use complex cases Dynamics AX Update & Roadmap
  • 15.
    AX Data MigrationFramework Beta A better solution on the horizon. Visual Mapping Templates Error Handling Multiple Data Loads High Performance Dynamics AX Update & Roadmap
  • 16.
  • 17.
    Roadmap 10,000 feetoverview 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.
    AX 2012 R2– What’s Coming? ...General availability announced for 1 st of December
  • 19.
    Microsoft Dynamics AX2012 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 improvements Dynamics AX Update & Roadmap
  • 20.
    Microsoft Dynamics AX2012 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 cost Dynamics AX Update & Roadmap
  • 21.
    Microsoft Dynamics AX2012 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 Instance Dynamics AX Update & Roadmap
  • 22.
    Microsoft Dynamics AX2012 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 Instance Dynamics AX Update & Roadmap
  • 23.
    Microsoft Dynamics AX2012 R2 – Improved BI Enhanced, role tailored BI capabilities At 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 Layer Dynamics AX Update & Roadmap
  • 24.
    Microsoft Dynamics AX2012 R2 – Improved BI Enhanced, 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 Tools Dynamics AX Update & Roadmap
  • 25.
    Microsoft Dynamics AX2012 R2 – Improved BI Take 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.
    Microsoft Dynamics AX2012 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 scenarios Dynamics AX Update & Roadmap
  • 27.
    Microsoft Dynamics AX2012 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 A Dynamics AX Update & Roadmap
  • 28.
    Microsoft Dynamics AX2012 R2 – Improved Bottom up – Revenue Department Revenue Budgeting Budget Dep K $ Rev DepB DepA $ Rev Revenue $ Rev Revenue CustGroup CustGroup B A DepC DepC Department C $ $ Consolidated Revenue Revenue Revenue Dynamics AX Update & Roadmap
  • 29.
    Microsoft Dynamics AX2012 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 K Dynamics AX Update & Roadmap
  • 30.
    Microsoft Dynamics AX2012 R2 – Much more Other areas in highlights ■ Retail ■ POS Extensibility ■ Multichannel retail ■ HR enhancements ■ Catalog Management and enrichment ■ Requisitions in Master Planning Dynamics AX Update & Roadmap
  • 31.
    The ERP Projectsof Tomorrow
  • 32.
    ERP is becomingthe 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 required Dynamics AX Update & Roadmap
  • 33.
    We know Microsoftis a Platform ON-PREMISES Dynamics AX Update & Roadmap
  • 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 Workload Dynamics AX Update & Roadmap
  • 35.
  • 36.
  • 37.
  • 38.
  • 39.
    Do you wantto know more? Find us in the Experience Lounge Or attend these sessions…
  • 40.
    11:30 Role Centers w/Doug and Mark 2:00 Extending your current AX w/Doug & Tony 4:00 BI: ERP Data w/Tim 4:45 Stepping outside the Box w/Don
  • 41.
  • 42.