Johan OlssonMicrosoft AB

Microsoft Dynamics - Innovations

IntroductionMicrosoft Dynamics ERP content

• Module 1 Dynamics Application Platform• Module 2: Look & Feel AX 4.0• Module 3: What’s new in AX 4.0 technical• Module 4 Q and A

Enhanced user

experience

Workflow & process-centric

design

“Best of” application

functionality

Simple, model driven development & customization

Role-based user experience

Office server portals and

collaboration

SQL contextual business

intelligence (BI)

Easy integration& extensibility via

web services

DemonstrationMicrosoft Dynamics Roadmap

Portals and Portals and CollaborationCollaboration

Contextual Contextual Business Intelligence Business Intelligence Role-Based Role-Based

User ExperienceUser Experience

WebWebServicesServices

• Role-based User Experience

• Portals and Collaboration

• Contextual Business Intelligence

• Web Service-based Composition and Integration

DemonstrationReliability: Microsoft Dynamics Roadmap

SQL Server GenerationsHistory of Innovation

SQL Server 7.0

SQL Server 2005

SQL Server 2000

• Lowest TCO• Automatic Tuning

• Reliability & Security• Integrated Business Intelligence

High availabilityHigh availability SecuritySecurity Developer Developer

productivityproductivity Native XMLNative XML First to include First to include

Enterprise ETL & Enterprise ETL & Deep Data MiningDeep Data Mining

Performance, Performance, scalability focusscalability focus

XML supportXML support First to include First to include

NotificationNotification First to include First to include

Data Mining & Data Mining & ReportingReporting

Re-architecture of Re-architecture of relational serverrelational server

Extensive auto Extensive auto resource resource managementmanagement

First to include First to include OLAP & ETLOLAP & ETL

Cross-release objectives

SQL Server 6.0/6.5

Differentiation Differentiation from Sybase SQL from Sybase SQL ServerServer

Windows Windows integration integration

First to include First to include ReplicationReplication

1st Generation 2nd Generation 3rd Generation

Data acquisition Data acquisition from source from source systems and systems and integrationintegration

Data Data transformation transformation and synthesisand synthesis

Data enrichment, Data enrichment, with business with business logic, hierarchical logic, hierarchical viewsviews

Data discovery Data discovery via data miningvia data mining

Data Data presentation presentation and distributionand distribution

Data access Data access for everyonefor everyone

IntegrateIntegrate AnalyzeAnalyze ReportReport

SQL Server CatalogSQL Server Catalog

Report ServerReport Server

XML Web Service InterfaceXML Web Service Interface

Report ProcessingReport Processing

Scheduling & DeliveryScheduling & Delivery

Delivery Targets(E-mail, SharePoint,

Custom)

RenderingRendering

Output Formats (HTML, Excel, PDF, Custom)

Data ProcessingData Processing

Data Sources(SQL, OLE DB, XML/A, ODBC, Oracle, Custom)

SecuritySecurity

Security Services(NT, Passport,

Custom)

Office Custom ApplicationBrowser

Q and A

What’s new in Microsoft Dynamics AX 4.0 Look & Feel

– Menu– Forms– Reports– Security– Integration– Interfaces– Cool Stuff

What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Menu

• Navigation Pane– New Menu structure (Microsoft Office

Look and Feel)– Structure can be modified

• Favorites Pane– instead of user menu’s– Can be modified

• Task Pane– Global Search (data crawler)

• Online help file– Integration with External help file

(.chm)• Microsoft HTML Help 1.4 SDK

• Workspaces

What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Forms

• Sorting • Searching:

– Filter by Grid– Filter by Selection– Filter by Field

• Format – Move– Hide– Rename– Add fields

• What’s this (.CHM)• Templates• Print wizard

What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Alerts Global Search (data crawler)

What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Reporting

• Microsoft Dynamics AX Internal Report Generator– Output options: Print, Fax, E-mail, File..– Print wizard– Integrated Security– Report hyperlinks

• SQL 2005 Reporting Services– Integration– Reports shown trough Report Manager

• SQL 2005 Analysis services– OLAP Cubes

Creating and Running Ad-hoc Reports

Demo shows how Report Builder is Demo shows how Report Builder is invoked and used with models invoked and used with models generated by Microsoft Dynamics generated by Microsoft Dynamics AX.AX.

What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Integration

• Office – Copy and Paste to Excel– Document management

• Word integration• Excel Integration

– CRM• Outlook integration

– Visio integration• Technical documentation

• Active Directory integration HRM / Security• OLAP (SQL 2005 Analysis Services)• SQL 2005 Reporting Services• Application Integration Framework

– InfoPath / Web-services Wizard• RFID

What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Trust Worhty Computing (TWC) pillars

Business Practice- SharePoint,- Reporting services, - .CHM files

Reliability- Upgradeability- Office GUI- Dev Guide: Cookbook- Version Control

Privacy- User group setup - Record level Security- New Outlook integration

Security- Active Directory Integration- Mandatory 3 tier- AX Code security- Batch Server bound framework- Database log & Audit trail

What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Web interfaces

2 different interfaces for 2 different purposes

Windows client• All functionality• Some users

Web client• Some functionality• All users

What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Cool Stuff

- Be careful with showing:- Balance scorecard- Shop floor control registration- Tutorial Free Form- Tutorial Tetris- Snap Ins

What’s new in Microsoft Dynamics AX 4.0 Look & Feel: Cool Stuff

Q and A

What’s new in Microsoft Dynamics AX 4.0Technical overview

• General• Alerts• Development• Installation and Setup• Business intelligence• Enterprise portal framework• Business connector• Application integration framework

• Upgrade tool

What’s new in Microsoft Dynamics AX 4.0Demonstration

• General– Adjusting Navigation Pane and Favorites– Global Search Setup– External Help files– Trustworthy computing– Unicode– Integration

• Active directory / Windows authentication logon• SQL 2005 Server (SQL Reporting Services,

Analysis Services Unicode support)• Sharepoint Portal Services• RFID Infrastructure

Enterprise Portal

Demo shows how we use WSS with Demo shows how we use WSS with in Microsoft Dynamics AX.in Microsoft Dynamics AX.

What’s new in Microsoft Dynamics AX 4.0Demonstration

• Alerts (Business Activity Monitoring)– Based on Due dates or database changes– Notification by popup or email– With hyperlink to ether the alert or the source

• Development environment– Version Control management system

• Integrated with Visual Source Safe 2005 server• Procedure

– Check out objects and labels– Check in objects and labels

– Reverse engineering (Visio integration)– New debugger (.Net standards)– Common Language Runtime Interoperability (CLR

Interop)• Access to .Net assemblies

CLR Interop and Reverse engineering (Visio integration)

Demo shows how we use CLR Demo shows how we use CLR Interop to execute manages code Interop to execute manages code with in Microsoft Dynamics AX.with in Microsoft Dynamics AX.

What’s new in Microsoft Dynamics AX 4.0Demonstration• Installation and setup

– Removal of 2-tier, Thick client, web deployment– Integration with Active directory– Database improvements

• Index management • Better language support by using Unicode• RECid changes

– Ax 3.0: 4,294,967,296 – Ax 4.0: 18,446,744,073,709,551,615

• Optimistic concurrency– Application File Server

• No copy of application folders Anymore• Instead AOS manages applications

– AOS Improvements• Loadbalancing using NLB• AOS is true windows service• Improved communication between client en server

Session Management

What’s new in Microsoft Dynamics AX 4.0Demonstration

• Business Intelligence– Integration with SQL 2005 Reporting services

• Using a Semantic Data Model (buidl in AOT)– Native Reporting Engine Enhancements

• Print drill down– Primary Links– Secondary Links

– OLAP• Enhanced security

• Enterprise Portal Framework– Fully integrated with Sharepoint services

• Sharepoint Web authoring experience• Better personalisation• Integrated collaboration and content management• Integrated Document Management• Web framework opened up to existing portals

– Based on .Net Business Connector

What’s new in Microsoft Dynamics AX 4.0Demonstration

• Business connector– .NET BC Replacing the Ax 3.0 com-connector– More stable / faster– All applications using the com connector need to be

updated:• COM connecter interface adjustments

• Fit to Windows Authentication

• Application Integration Framework– Documents based integration (B2B / A2A)– Web services (Intranet use)– Extra- / Intranet use need extra security

•Integration Technology for the Next Release of Microsoft Dynamics AX

Application Integration Framework (AIF)• New XML based integration framework

– Business-to-Business (B2B) collaboration– Application-to-Application (A2A / EAI) integration

• Document-oriented interfaces• Extensible X++ framework

Transaction Types

• Adapters (File System, MSMQ, BTS, WS)– Send Documents– Receive and Create Documents– Respond to Read Requests

• Web Service Interface– Request Documents from Axapta– Submit Documents to be created in Axapta

• Note: Update and delete is not supported out-of-the-box in this release

Configuring the AIF

Axd<Document> Query<?xml version="1.0" encoding="utf-16"?><SalesOrder xmlns="http://schemas.microsoft.com/dynamics/"> <DocPurpose>Original</DocPurpose> <SenderId>dmo</SenderId>

<SalesTable class="entity"><CaseTagging>No</CaseTagging><CovStatus>1</CovStatus><CurrencyCode>EUR</CurrencyCode><CustAccount>4020</CustAccount>

<SalesLine class="entity"> <Blocked>No</Blocked> <CaseTagging>No</CaseTagging> <Complete>No</Complete> <CurrencyCode>EUR</CurrencyCode> ...

<InventDim class="entity"> ... </InventDim>

</SalesLine>

<DocuRefHeader class="entity"> ... </DocuRefHeader><DocuRefHeader class="entity"> ... </DocuRefHeader>

</SalesTable></SalesOrder>

Creating a Web Service

Dynamics AX Web Services• Standards

– WS-I Basic profile 1.1 compliant– XSD version 1.1– WSDL version 1.1– SOAP version 1.1 and 1.2

• One web service per document class• One method per action• Consumed in

– InfoPath– Visual Studio– Other applications and custom clients

What’s new in Microsoft Dynamics AX 4.0Upgrade tool

1. It has a detailed process oriented documentation

2. It has a checklist that helps you control the whole upgrade process

3. It has TWC Implemented4. Strong focus on performance5. Pre-upgrade of Unicode6. Documentation of data upgrade jobs7. Build on top of a new module oriented

architecture

What’s new in Microsoft Dynamics AX 4.0Upgrade tool: Implementation guide

• A detailed process oriented documentation!

• Step by step guidance– Before you begin– Code upgrade– Data upgrade– Production upgrade

Code upgrade

Production

upgradeData

upgrade

Production environment

Test environment

What’s new in Microsoft Dynamics AX 4.0Upgrade tool: Pre Data Upgrade

– Working on two db’s

– Insert information in current 3.0 data base• PrivateProject_LeftJustified.

xpo• PrivateProject_UpgradeColu

mnList.xpo

– Execute the Pre-data upgrade tool

What’s new in Microsoft Dynamics AX 4.0Upgrade tool: Synchronize

– Working on one db

– Mark obsolete data to be deleted data

– Executing jobs - Delete obsolete data, allow duplicates during synchronize

– Change the data base– Executing jobs - Move

data

What’s new in Microsoft Dynamics AX 4.0Upgrade tool: Synchronization Process

• Executing jobs using the standard batch server

Upgrade paths• Major version and Service Pack go through the

same upgrade process– Cannot skip a major version– Major versions are 1.0, 1.5, 2.0, 2.1, 2.5, 3.0, 4.0– e.g., no direct upgrade path from 2.5 to 4.0

2.5 4.03.0SP1 SPx... SP1 ... SP4 SP1 ... SPx

What’s new in Microsoft Dynamics AX 4.0How does Microsoft help you?

On the CD– Hands on Labs– Demo Scripts– Video’s– Laymans Spec’s

PreparationHow does Microsoft help you?

• Technical Demonstration Toolkit• Rapid configuration Toolkit

• Microsoft Dynamics AX Sales Prototypehttps://mbs.microsoft.com/partnersource/sales/salestools/demos/axaptasalesprototype.htm/

• Microsoft Dynamics AX Demoservers.comhttps://axapta.demoservers.com/?o=null&t=partner/register

• On CD– Microsoft Dynamics AX Sales Prototype– Axapta Tools overview PPT– Microsoft Dynamics AX_Tools and Collateral Overview doc– Telephone Pre Sales Tech Support.pdf

QualifyHow does Microsoft help you?

• Partnersource/sales & marketing/competitive information.https://mbs.microsoft.com/partnersource/sales/marketing/competitiveinformation/

• Positioning guideshttps://mbs.microsoft.com/partnersource/products/axapta/sales/salestools/positioningguides/

• Solution Finderhttp://www.microsoft.com/dynamics/solutionfinder.mspx/

• Partner Channel Builder: http://partner.microsoft.com/global/40010230/

• Partnersource / solutions / Axapta / industry builder linkhttps://mbs.microsoft.com/partnersource/newsevents/events/webseminars/AX_IndBuilder_LiveMeetings.htm/

On CD– AX Competition PPT– MBS Q1 2006 Win Loss Trend Report– HQ ERP Roadshow– Microsoft Dynamics AX 4.0 fact sheets– AX Industry Builder Q&A– Draft pricelist & supplement for AX 4.0– Industry Builder Initiative video

DemonstrationHow does Microsoft help you?

• Customer storieshttp://www.microsoft.com/BusinessSolutions/casestudies_axapta.mspx

• Strategy and roadmaphttps://mbs.microsoft.com/partnersource/resources/strategy/

• GotDotNet http://www.gotdotnet.com/default.aspx?lc=1033/

• On CD- Master slide decks 4.0- Nucleus ROI- BDM (Business decision maker)- Microsoft Dynamics AX Snap Ins

Scoping & quotation How does Microsoft help you?

• Microsoft Dynamics Technical Presales Advisory Group (TPAG)

https://mbs.microsoft.com/partnersource/communities/consulting/mbsconsultingservices/tpag.htm?printpage=false/

• Microsoft Consulting Services (MCS)https://mbs.microsoft.com/partnersource/documents/partnernewsitems/mbs_consulting_announce_0702.htm?printpage=false/

• On DVD– Hardware sizing guide for less then 100 users– Hardware sizing guide for less then 250 users– Price list– Fact sheets

© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.