Microsoft Dynamics SLMicrosoft Dynamics SL

AgendaAgenda

Why Dynamics SLWhy Dynamics SL

Microsoft Dynamics SL RoadmapMicrosoft Dynamics SL Roadmap

Review Business Portal 3.0 FeaturesReview Business Portal 3.0 Features

Review & Demonstrate new 6.5 Review & Demonstrate new 6.5 FeaturesFeatures

14,500+14,500+Customers GloballyCustomers Globally

Microsoft Dynamics SL Microsoft Dynamics SL Customers For LifeCustomers For Life

Legacy System

Outgrown, inflexible, not customizable, creates inefficient “islands of data”. No longer meets growth needs

Scalable SolutionsFor Project, Service, and

Distribution Driven Organizations

Professional Edition

Full-featured Business SolutionFlexible Customization, Multi-companyPartners/ISVsMicrosoft Project Integration

3+ Users, no upper limitDB: SQL

Standard Edition

Integrated Business ManagementFlexible Customization Partners/ISVsMicrosoft Project Integration

1-10 UsersDB: SQL Server Standard/ SBS Premium

Modular Process Modular Process ConfigurationConfiguration

Enhanced Enhanced Visual Visual Studio.NET Studio.NET toolstools

Enhanced User Enhanced User Experience Experience

““Best of” Best of” Process LibraryProcess Library

Role based user Role based user experienceexperience

SharePoint SharePoint based portal and based portal and workflowworkflow

SQL based SQL based contextual contextual business business intelligenceintelligence

Web service Web service based based composition & composition & integrationintegration

ConvergeConverged d

Microsoft Microsoft DynamicsDynamics

SuiteSuite

Timeline Timeline

All dates are for the calendar yearAll dates are for the calendar yearContinued releases through at least 2013 Continued releases through at least 2013

Product release dates are subject to changeProduct release dates are subject to change

Microsoft Microsoft Solomon 5.5 Solomon 5.5

EnhancementsEnhancements Q4 2003Q4 2003

Microsoft Solomon 6.0Microsoft Solomon 6.0 Q3 2004Q3 2004

Microsoft Dynamics SL Microsoft Dynamics SL 6.56.5

BP 3.0BP 3.0 Q4 2005Q4 2005

Microsoft Dynamics SL Microsoft Dynamics SL 7.07.0

BP 3.0BP 3.0 H2 2006H2 2006

Microsoft Dynamics SL Microsoft Dynamics SL 8.08.0 20082008

Microsoft Dynamics SL Microsoft Dynamics SL 9.0 9.0 20102010

Wave 1

Wave 2

What’s New in Microsoft What’s New in Microsoft Dynamics SL 6.5Dynamics SL 6.5

Requisitions **New Module**

Item request entry Online approvals Requisition consolidation

Business Portal 3.0 Item Request Entry & Approval Extranet environment Customer/vendor access policies

Bank Reconciliation

**New Module** Import transactions Reconcile statements Easily clear items

Application Enhancements

Automatic Load PO Commitments to Project

3rd Allocation Rate key Application Server Enhanced Microsoft SQL Server 2005

Requisition ModuleRequisition Module FeaturesFeatures

Front-end to Microsoft Dynamics SL Front-end to Microsoft Dynamics SL Purchasing ModulePurchasing ModuleAutomates the Procurement ProcessAutomates the Procurement ProcessUniform RequestsUniform RequestsReduce Data EntryReduce Data EntryOnline Notification, Approval and RejectionOnline Notification, Approval and RejectionProject, Department & Policy ApprovalProject, Department & Policy ApprovalTracking of approval historyTracking of approval historyConsolidation of requestsConsolidation of requestsEncumbrance and Budget validationEncumbrance and Budget validationIntegration with PO, AP, INV, PCIntegration with PO, AP, INV, PC

Bank ReconciliationBank Reconciliation

Streamline the management of yourStreamline the management of yourbank accounts bank accounts

Import Transactions from common bank Import Transactions from common bank formats formats

Reconciliation integrates with Accounts Reconciliation integrates with Accounts Payable, Accounts Receivable, Payroll, and Payable, Accounts Receivable, Payroll, and thetheGeneral LedgerGeneral Ledger

Once set up, Bank Reconciliation requires Once set up, Bank Reconciliation requires only three steps every monthonly three steps every month Import transactions from the current period, Import transactions from the current period, Record items as clearedRecord items as cleared Close the current periodClose the current period

Business Portal 3.0 Key BenefitsBusiness Portal 3.0 Key BenefitsDeploy Business Portal in common extranet Deploy Business Portal in common extranet topologies to extend access to remote employeestopologies to extend access to remote employeesBuild secure customer-facing pages (customers Build secure customer-facing pages (customers only see their data)only see their data)Present an alternate home page for external Present an alternate home page for external users, allowing separate news/announcements for users, allowing separate news/announcements for employees and customersemployees and customersQuicker implementation and initial customization Quicker implementation and initial customization of security settingsof security settingsWeb Requisition and approvalWeb Requisition and approvalIncreased usability of admin pages. Add a District Increased usability of admin pages. Add a District Sales Manager role:Sales Manager role:

Select Sales Manager role and click Copy RoleSelect Sales Manager role and click Copy RoleEnter new nameEnter new nameTweak user associationsTweak user associationsTweak data permission associationsTweak data permission associations

Administrative Administrative EnhancementsEnhancements

Copy a role – Ability to create a new role Copy a role – Ability to create a new role by copying a “normal” portal role (not by copying a “normal” portal role (not advanced roles or the admin/user roles)advanced roles or the admin/user roles) Copies the users, data permissions, and Copies the users, data permissions, and

internal/external settinginternal/external setting

Reverse lookup of queries – Ability to view Reverse lookup of queries – Ability to view all queries that use a selected data all queries that use a selected data permissionpermission Export queries to ExcelExport queries to Excel

UX refresh – Tabular views of the User, UX refresh – Tabular views of the User, Role, Data Permission pagesRole, Data Permission pages

BIO™ for Microsoft DynamicsBIO™ for Microsoft Dynamics™™ SLSLHere is a sample Here is a sample of a report card of a report card for a particular for a particular employee – a employee – a billable billable consultant.consultant.

With this, With this, companies can companies can measure and measure and improve improve divisions, divisions, groups, groups, managers, managers, employees, etc.employees, etc.

Employee Time by budget

Employee Time by project

Employee Time by client

Employee Time by

% of week dayannual tasksand budget

Microsoft Dynamics SL 7Microsoft Dynamics SL 7Role-Based User Experience

Portal and Collaboration

Contextual Business Intelligence

VB 2005 based ApplicationVB 2005 based Application

.Net Interoperability.Net Interoperability

Web Services API through BPWeb Services API through BP

Native Web Services API for Native Web Services API for CommonCommonIntegration Scenarios (in Integration Scenarios (in evaluation)evaluation)

New Roles Based New Roles Based interface in Business interface in Business PortalPortal

Microsoft Outlook Microsoft Outlook Based Based User Interface User Interface

Features to Empower Features to Empower Project ManagersProject Managers

Embed SRS Reports to Embed SRS Reports to ROIROI

Continues Support for Continues Support for Crystal ReportsCrystal Reports

Integration with Integration with Microsoft SQL Server Microsoft SQL Server Analysis ServicesAnalysis Services

Built on Windows Built on Windows SharePoint ServerSharePoint Server

Enabling Collaborative Enabling Collaborative Processes like project, Processes like project, task, and budget task, and budget maintenancemaintenance

Document integration Document integration between SharePoint docs between SharePoint docs and Microsoft Dynamics and Microsoft Dynamics SL records (in evaluation)SL records (in evaluation)

Web Services based Composition & Integration.

People – At All Levels – People – At All Levels – Drive Business SuccessDrive Business Success

Amplify their impact and you create greater

success