Microsoft Dynamics Snap Michael McClary ISV Developer Evangelist Microsoft Corporation.

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Microsoft Dynamics Microsoft Dynamics SnapSnap

Michael McClaryISV Developer EvangelistMicrosoft Corporation

AgendaAgendaThe Challenge

Microsoft Dynamics Snap

Current Available Snap-ins

Snap Configuration

VSTO Customisation

Recent Developments

The Information ChallengeThe Information Challenge

ERP – CRM – HR – DWERP – CRM – HR – DWERP – CRM – HR – DWERP – CRM – HR – DW

un-structuredun-structuredun-structuredun-structured semi-structuredsemi-structuredsemi-structuredsemi-structured structuredstructuredstructuredstructured

The Business ChallengeThe Business Challenge

Lack of integration between productivity tools and LOB Systems makes it difficult for organisations to effectively connect People, Information and Business Processes

Information Workers can not easily access the information they require to do their job

The result - low productivity, high costs, low customer satisfaction etc

Office System IntegrationOffice System Integration

Integrate familiar front-end productivity tools with LOB systems – Axapta, Navision, Great Plains, etc

Give Information Workers the information they want in the context and format they need in order to make fast, sound business decisions

Modular Process Configuration

Enhanced Visual Studio.NET tools

Enhanced User Experience

“Best of” Process Library

Role based user experience

Portals and Collaboration

SQL based contextual business intelligence

Web service based composition & integration

ConvergeConvergedd

SuiteSuite

Microsoft Dynamics Microsoft Dynamics RoadmapRoadmap

Microsoft Dynamics SnapMicrosoft Dynamics Snap

What is Microsoft Dynamics Snap?

Addins for Microsoft Office users to work with Microsoft Dynamics AX and CRM

Snap-ins released:

Timesheet management (Dynamics AX)

Vacation management (Dynamics AX)

Business Data Look-up (Dynamics AX and CRM)

Gives Microsoft Office 2003 users access to data and business processes from within a familiar environment

Microsoft Dynamics Microsoft Dynamics SnapSnapFamiliar

Convenient

Controlled

Accurate

Productive

Integrated

Extensible

Downloadable

source

Value PropositionValue PropositionFor Partners

Partners can easily enhance or customize the shipped solutions, or use them as examples to build new composite application for their customers

For CustomersIncreased ProductivityInteract with business data and collaborate in a familiar and easy way – using Microsoft OfficeLess ERP training requiredReduced errors due to context switchingFlexible solution with Shared Source code

Snap-ins AvailableSnap-ins Available

Business Data Lookup Snap-in (Microsoft Word & Microsoft Excel)

Business Users can use Task Pane to search and browse Microsoft Dynamics AX Data & copy to Microsoft Word and Microsoft Excel

Attach Microsoft Office documents to Microsoft Dynamics AX records

Business Data Look-UpBusiness Data Look-Up

Timesheet Management Snap-in (Microsoft Outlook)

Links Microsoft Dynamics AX time entries with Outlook appointments and meetings

Automated synchronization of linked appointments or meetings.

Useful for Microsoft Dynamics AX customers in service industries or where there is a need to track time across multiple projects

Timesheet ManagementTimesheet Management

Vacation Scheduler Snap-in (Microsoft Outlook)

Generate a request from Outlook and e-mail approver, approved request updates Microsoft Dynamics AX Time & Attendance Module

Vacation ManagementVacation Management

Existing Snap-insExisting Snap-ins

XML ConfigurationXML ConfigurationModify the Business Data Lookup Behaviour

<?xml version="1.0" encoding="utf-8"?><Configuration> <SystemConfiguration> </SystemConfiguration > <EntityConfiguration> <Entity Name = "Customer" Table = "CustTable" TableId = "77" MainEntity ="Yes"> <Groups> <Group DisplayName ="General" AxName="AutoReport"> </Group> <Group DisplayName ="Description" AxName="Description"> </Group> <Group DisplayName ="Invoice" AxName="Invoice"></Group> <Group DisplayName ="Address" AxName="AddressDisplay"></Group> </Groups>

Modifying Modifying ConfigurationConfiguration

Snap-ins Snap-ins ArchitectureArchitectureComponents (Binaries) in the

Application

Microsoft.OfficeAx.OutlookAddin.dll

Microsoft.OfficeAx.AxSharedAddin.dll

Microsoft.OfficeAx.Excel.dll

Microsoft.OfficeAx.Word.dll

VSTO IntegrationVSTO Integration

Recent DevelopmentsRecent Developments

Dynamics AX 4.0

Report Packs for SSRS

SharePoint Web Parts

Business Scorecard Manager

Templates

Microsoft Dynamics AX 4 Integration

FormsForms ReportReportss

ClassesClasses

TablesTables

Any Program Written in Microsoft Windows

Programming Language

Composite Application

Web Web

WebService

Manufacturing ProjectAccounting Distribution

EnterprisePortal

Human ResourceManagement

FinancialManagement

Customer Relationship Management

Supply Chain Management

BusinessAnalysis

licati

SharePoint Web PartsSharePoint Web Parts

RFP Management

Absence and Vacation Schedule

Expense Reporting

Business Scorecard Business Scorecard Manager TemplatesManager Templates

BSM and AxaptaBSM and Axapta

BSM and Great PlainsBSM and Great Plains

Receivables ScorecardReceivables Scorecard

Regional Sales ScorecardRegional Sales Scorecard

Sales Scorecard with Sales Scorecard with MapPointMapPoint

Payable Management Payable Management ScorecardScorecard

BSM and CRMBSM and CRM

Lead Count

Looking ForwardLooking ForwardMore snap-ins (planning)

Vendor Management Proposal Lifecycle Management Customer, Case, and Financial Analysis Customer 360 Degree View Expense Report Management Campaign Management Report Subscription Smart Search

2007 Office System

LinksLinks

Dynamics Snap Sandboxhttp://codegallery.gotdotnet.com/dynamicssnaps

Microsoft Dynamics Community

http://www.microsoft.com/dynamics/community/default.mspx

Dynamics Snap Team Blog

http://blogs.msdn.com/dynamicssnap

Call to ActionCall to Action

Office as a Developer Platform

Dynamics Snap Sandbox

Opportunities for Integration

Microsoft Dynamics Snap Michael McClary ISV Developer Evangelist Microsoft Corporation.

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