Transcript Microsoft Dynamics AX Overview

Microsoft Dynamics - Innovations
Johan Olsson
Microsoft AB
Introduction
Microsoft Dynamics ERP content
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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
Demonstration
Microsoft Dynamics Roadmap
Role-based user
experience
Enhanced
user
experience
Office server portals
and collaboration
Workflow &
process-centric
design
SQL contextual
business intelligence
(BI)
“Best of” application
functionality
Easy integration
& extensibility via web
services
Simple, model driven
development &
customization
Demonstration
Reliability: Microsoft Dynamics Roadmap
Role-Based
User Experience
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Web
Services
Contextual
Business Intelligence
Role-based User
Experience
Portals and
Collaboration
Contextual Business
Intelligence
Web Service-based
Composition and
Integration
Portals and
Collaboration
SQL Server Generations
History of Innovation
1st Generation
2nd Generation
SQL Server
6.0/6.5
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SQL Server
7.0
Differentiation
from Sybase SQL
Server
Windows
integration
First to include
Replication
Cross-release
objectives
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Re-architecture of
relational server
Extensive auto
resource
management
First to include
OLAP & ETL
3rd Generation
SQL Server
2000
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Performance,
scalability focus
XML support
First to include
Notification
First to include
Data Mining &
Reporting
Reliability & Security
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Integrated Business Intelligence •
SQL Server
2005
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High availability
Security
Developer
productivity
Native XML
First to include
Enterprise ETL &
Deep Data Mining
Lowest TCO
Automatic Tuning
Integrate
Analyze
 Data acquisition from
source systems and
integration
 Data enrichment,
with business logic,
hierarchical views
 Data transformation
and synthesis
 Data discovery via
data mining
Report
 Data presentation
and distribution
 Data access
for everyone
Browser
Data Sources
(SQL, OLE DB, XML/A,
ODBC, Oracle, Custom)
Custom Application
Office
XML Web Service Interface
Security Services
(NT, Passport,
Custom)
Report Server
Report Processing
Output Formats
(HTML, Excel, PDF, Custom)
Data Processing
Security
Rendering
Scheduling & Delivery
SQL Server Catalog
Delivery Targets
(E-mail, SharePoint,
Custom)
Q and A
What’s new in Microsoft Dynamics AX 4.0
Look & Feel
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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
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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
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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
invoked and used with models
generated by Microsoft Dynamics AX.
What’s new in Microsoft Dynamics AX 4.0
Look & Feel: Integration
• Office
– Copy and Paste to Excel
– Document management
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Word integration
Excel Integration
– CRM
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Outlook integration
– Visio integration
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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
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SharePoint,
Reporting services,
.CHM files
Reliability
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Upgradeability
Office GUI
Dev Guide: Cookbook
Version Control
Privacy
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User group setup
Record level Security
New Outlook integration
Security
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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:
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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 4.0
Technical overview
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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 4.0
Demonstration
• 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 in
Microsoft Dynamics AX.
What’s new in Microsoft Dynamics AX 4.0
Demonstration
• 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 Interop
to execute manages code with in
Microsoft Dynamics AX.
What’s new in Microsoft Dynamics AX 4.0
Demonstration
• 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 4.0
Demonstration
• 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 4.0
Demonstration
• 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
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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 4.0
Upgrade 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 Implemented
4. Strong focus on performance
5. Pre-upgrade of Unicode
6. Documentation of data upgrade jobs
7. Build on top of a new module oriented architecture
What’s new in Microsoft Dynamics AX 4.0
Upgrade tool: Implementation guide
• A detailed process oriented
documentation!
• Step by step guidance
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Before you begin
Code upgrade
Data upgrade
Production upgrade
Test
environment
Code
upgrade
Data
upgrade
Production
environment
Production
upgrade
What’s new in Microsoft Dynamics AX 4.0
Upgrade tool: Pre Data Upgrade
– Working on two db’s
– Insert information in
current 3.0 data base
• PrivateProject_LeftJustified.xpo
• PrivateProject_UpgradeColumn
List.xpo
– Execute the Pre-data
upgrade tool
What’s new in Microsoft Dynamics AX 4.0
Upgrade 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 4.0
Upgrade 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
SP1
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SPx
3.0
SP1
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SP4
4.0
SP1
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SPx
What’s new in Microsoft Dynamics AX 4.0
How does Microsoft help you?
On the CD
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Hands on Labs
Demo Scripts
Video’s
Laymans Spec’s
Preparation
How does Microsoft help you?
• Technical Demonstration Toolkit
• Rapid configuration Toolkit
• Microsoft Dynamics AX Sales Prototype
https://mbs.microsoft.com/partnersource/sales/salestools/demos/axaptasalesprototype.htm/
• Microsoft Dynamics AX Demoservers.com
https://axapta.demoservers.com/?o=null&t=partner/register
• On CD
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Microsoft Dynamics AX Sales Prototype
Axapta Tools overview PPT
Microsoft Dynamics AX_Tools and Collateral Overview doc
Telephone Pre Sales Tech Support.pdf
Qualify
How does Microsoft help you?
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Partnersource/sales & marketing/competitive information.
https://mbs.microsoft.com/partnersource/sales/marketing/competitiveinformation/
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Positioning guides
https://mbs.microsoft.com/partnersource/products/axapta/sales/salestools/positioningguides/
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Solution Finder
http://www.microsoft.com/dynamics/solutionfinder.mspx/
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Partner Channel Builder:
http://partner.microsoft.com/global/40010230/
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Partnersource / solutions / Axapta / industry builder link
https://mbs.microsoft.com/partnersource/newsevents/events/webseminars/AX_IndBuilder_LiveMeetings.htm/
On CD
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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
Demonstration
How does Microsoft help you?
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Customer stories
http://www.microsoft.com/BusinessSolutions/casestudies_axapta.mspx
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Strategy and roadmap
https://mbs.microsoft.com/partnersource/resources/strategy/
• GotDotNet http://www.gotdotnet.com/default.aspx?lc=1033/
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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/mbsconsult
ingservices/tpag.htm?printpage=false/
• Microsoft Consulting Services (MCS)
https://mbs.microsoft.com/partnersource/documents/partnernewsitems/mbs_
consulting_announce_0702.htm?printpage=false/
• On DVD
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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.