AX2009-DS001 BDMOverview Part1

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Microsoft Dynamics AX 2009

BDM General Overview Part 1

March 2008AX2009-DS001-1Version 1.1

DEMONSTRATION


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Microsoft Dynamics AX 2009 BDM Overview

1.

Demo Overview

I. Introduction

The objective of this script is to give customers and partners a preview of new features and

functionality in Microsoft Dynamics AX 2009 that match the value proposition messages.

The four value propositions message are :

Improve Productivity (Part1)

Manage Growth and Change (Part2)

Compete Globally (Part3)

Simplify Compliancy (Part4)

This script is focused on Improve Productivity.

II.

Audience

This script should be used to present an overview of Microsoft Dynamics AX 2009 to customers.This script is targeted at a BDM audience. Some talking points have been added on technologynotes which you can use if questioned on the underlying technology or needed to share someadditional information.

III.Scenario

The script is based on the new Contoso Electronics company demonstration data. Contoso is aglobal electronics manufacturer and retailer. They manufacture and sell televisions and hometheater systems

This script is focused on an overview or introduction of Microsoft Dynamics AX 2009. There areexamples of scenarios used in the talking points that can be used to describe the usage offeatures.

IV.

Problems this Demo Addresses

This script is targeting the Improve Productivity pillar. It is designed to show how the new userinterface features like role centers, improved client UI, unified communication, self service BIcan be used to help information workers find information to help them make more informedbusiness decisions.

V.

Purpose of Demo (Solutions to pains, benefits, value proposition)

This script is focused at providing an overview of Microsoft Dynamics AX capabilities that canhelp improve user productivity.

Key Pains

Legacy systems difficult to find information quickly.

Data is stored in multiple places and requires multiple screens to perform a single task.

Legacy systems are unable to allow users to extract data easily to make sense of the data.


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Key Benefits

Role Tailored User Interface: Microsoft Dynamics AX 2009 role centers and client user

interface provide a role tailored user experience to improve the navigation experience of

the business application.

Unified Communications: Microsoft Dynamics AX 2009 provides integrations to

technologies like unified communication server combined with features like the globaladdress book simplifies the storage, maintenance and access to data like contact

information.

Self Service BI:Microsoft Dynamics AX 2009 provides integration to technology to allow

users to extract information out of the business application to make informed business

decisions without the need for IT support in writing reports.

Key Competitive Points

Role Tailored User Interface: Microsoft is continuing to invest in research to improve the

user experience in our business applications. Starting with the research that went into the

customer model Microsoft is using this researching to provide role tailored out of the box

user experiences that work the way you work.

Unified Communications: Microsoft in continuing to innovate across a broad range of

technology. Unified communications in an area that we are investing heavily to allow new

forms of collaboration with-in and organization and between trading partners.

Self Service BI:Microsoft have been innovating and investing continuously with Microsoft

SQL Server and Microsoft Office over many years to enhance the tools available at the

desktop for data analysis. We continue these investments with Microsoft Dynamics AX

2009 by providing cubes with pre-defined measures and dimensions that can used out of

the box with application like Microsoft Excel.

Note : Technology Notes provided in each section it is not necessary for you to necessarily

present. They are provided to give you the background in case you are questioned in the courseof presenting. You can also use them to be knowledgeable in a discussion with a technicaldecision maker (TDM).

2.

Demo Preset

Configuration

a.

Make sure that the VPC is up and running, that you have logged on. This script was written to workwith the Internal Sales Training VPC which you can find details about herehttp://sharepoint/sites/demoax/News/Pages/Article1.aspx

b. You will need a few roles for the different parts of these demos view document associated with the

article above for how to use the different options to use multiple role on the VPC.c. All users are in the CONTOSOAX domain and the passwords arepass@word1. So if you are to log on

as Inga then you would use CONTOSOAX\INGA with the password as [email protected]. The script has written to minimize role changes and the role changes are called out in the script

following.

3.

Related Materials

This script is provided with a Microsoft PowerPoint (PPT) Click through.
http://sharepoint/sites/demoax/News/Pages/Article1.aspxhttp://sharepoint/sites/demoax/News/Pages/Article1.aspxhttp://sharepoint/sites/demoax/News/Pages/Article1.aspx


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4.

Demo- Improve Productivity

This demo is about introducing the Role Tailored experience in Microsoft Dynamics AX 2009. This demoprovides an overview of the major UI concepts, introduced integration to unified communications, andprovides a glimpse of the self services BI tools that are available to users of Microsoft Dynamics AX 2009.

Presenters Discussion Points Click Steps and screen shots

Introduction

Microsoft Dynamics AX 2009 is introducing the Role

center as the primary work surface and entry point for a

user of the business application. Id like to take a few

minutes to introduce you to AX 2009 and provide an

overview of the of how users can be made productive

with

Role Tailored user interface

Unified Communications

Self Service BI.

Introduce Role Centers and Role tailored UIWe have been working hard for many years to build the

customer model.

(http://www.microsoft.com/dynamics/product/familiarto

yourpeople.mspx)

We have used this research to provide 30 out of the box

Role Centers. Each of these role centers are surfacing

the information that is specific to the jobs or the tasks

that they person needs to carry out their work.

Lets have a look at a couple of examples of the role

center and how they can be used to improve user

productivity.

First Charlie the CEO. Charlie is a typical business

executive implementing strategies to help grow the

business be manages.

Typically Charlie has been a role that would use a

business application as they have been too complex and

difficult to use. Charlie would rely on the accounting

team for information. Now he has access to view the

information that is important to him to monitor the

business.

With the introduction of role centers in Microsoft

Dynamics AX 2009 Charlie is able to have visibility

seeing the key business indicators that he is interested

in.

Steps

Login as CHARLIE.

Show Charlies CEO Role Center and the AX 2009Client. There is no need to click on anything in this

stage. This will come in the next step.
http://www.microsoft.com/dynamics/product/familiartoyourpeople.mspxhttp://www.microsoft.com/dynamics/product/familiartoyourpeople.mspxhttp://www.microsoft.com/dynamics/product/familiartoyourpeople.mspxhttp://www.microsoft.com/dynamics/product/familiartoyourpeople.mspxhttp://www.microsoft.com/dynamics/product/familiartoyourpeople.mspxhttp://www.microsoft.com/dynamics/product/familiartoyourpeople.mspx


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Highlight that Charlie is a business executive and wont

be typically using the Microsoft Dynamics AX Client. He

would be more likely to use the Enterprise Portal as it

will be a tool that he could also use while travelling.

The key to the Role Centers is that they same

information is displayed when viewed from the AX Client

of the Enterprise Portal.

Then show the same page in the Enterprise Portal.This is the default role page that will be displayed.The Role Center link is in the favorites list of allusers.

Technology Notes: The AX Client is a 32Bit Windows Application

that is installed on the users desktop or

accessed through a terminal service connection.

The Enterprise Portal is access through a web

browser typically Internet Explorer.

The Enterprise Portal foundation is Microsoft

Windows SharePoint Services (WSS) and

optionally Microsoft SharePoint Portal Server

(MOSS). WSS is the minimal technology neededto run the Enterprise Portal.

Using MOSS provides additional collaboration

capabilities and is needed for some role centers

that use the KPI web part.


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Introduce Role Centers and Role tailored UINow we know Charlie as a CEO is interested in

monitoring key pieces of business information like

profitability but he may also need from time to time to

track other statistics.

With the Role centers surfacing reporting and KPIs data

Charlie has the ability pick and choose what information

he subscribes to. With a few clicks he can change theview of the information he has access to.

While highlighting the Financials KPI web part not that

Charlie has a few indicators. He can easily add and

remove the KPIs.

Using the manage function Charlie remove existing KPIs.

Highlight that the KPIs allow visibility across companies.

This is an important feature for growing complex entities

that need to have visibility across their organizations

legal entities.

Change back to the AX Client.

Highlight the Financial KPIweb part.

Click the Manage KPIslink.

No need to change anything here just click cancel.


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Using the Add link allows Charlie to add one of the many

KPIs that are provided out of the box with Microsoft

Dynamics AX 2009.

With this release we have done the work to provide a

range of OLAP cubes across the functionality we ship. In

traditional business applications this has been complex

as it often involved consulting to build these cube. We

have done the work to provide the cube out of the box

and provide tools to publish the cubes from the business

application.

We will have a look at the use of these cubes latter in

the demonstration. They key point here is that we have

shipped the cube preconfigured with a range of KPIs that

can be used to get visibility into the data in the business

application.

The key benefit is that these are provided out of the boxand users like Charlie can simply select and subscribe to

the ones that they need to monitor.

Click Add KPIs.

From the Cubelist drop down and select one of theCubes. For example the General Ledger Cube.

Highlight the range of KPIs that are available by

dropping the list down.


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If you have time in your demo to wait for the rolecenter to refresh select one otherwise as this is anoverview just click Cancel.

Point out in the top right hand corner there is a

personalization feature. Make a note that it is there so

users can change what web parts they have available if

needed.

Technology Notes: The BI infrastructure is provided by Microsoft

SQL server components. The Cubes are run and

managed on SQL Analysis Services.

The reports that are displayed in the Role Center

are displayed using SQL Reporting Services.

Role Tailored Experience for the Task workerSo we have just given a brief overview of the role center

experience with a high level user like an executive. But

we know that the users who benefit the most from the

productivity enhancements in the application are the

user who live in the application.

Take for example Inga the purchasing manager. Inga is

a business person having to deal with managing status

of orders moving through the system and reporting and

analyzing the status of information.

Ingas role center as another example of one of the 30role centers that will be shipped out of the box provides

Inga insight into the status of the purchasing process.

Switch between the AX Client Role Center and the

Enterprise portal to again highlight that it is the same

information.

Change Roles.

Log on or start the Internet Explorer and the AClient as Inga. Open the role enter for both th

client and the Enterprise Portal


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Switch back to the client role center for the reof this part of the demo.

You can see on Ingas role center that she has some

additional visual indicators of the status of information

that she can work with. To task workers we want the

business application to help the find and response to

information and not have to spend time digging and

finding information. The business application show help

them by proactively providing indicators and status

information so they dont have to spend time just

checking information.

Show the Unified worklist


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We are providing web parts like the Unified work list that

consolidate alerts, workflow events, and activities from

different parts of the application like CRM or project. The

unified work list allows a user like Inga to better manage

the items that have to be dealt with.

The Cues provide a KPI if you like of the documents in

the business application. The Cue is a visual indicator tothe status of these documents. Point out that Inga can

quickly see status information in the Cue. This allows her

to decide if she needs to take action. For example

Delayed Purchase. You can see that there is a status

information like a warning message. This gives Inga a

visual indicator that she has to deal with an issue.

These Cues have a useful function Inga can drill into

them and view the document associated with the Cue.

Once her she can view the information in the associated

documents.

Show the Cues list.

Click on the Delayed PurchasedCue. This wdrill into the Delayed Purchased list page.

Navigation of the business application

Pause for a moment to think about what we have done.

Simply viewing information and deciding if I need to deal

with it then being able to quickly go to that information

allows workers like Inga to be productive.

We know that these types of users have to work with a

lot of information about of the business application. InMicrosoft Dynamics AX 2009 we are making it much

easier for them to use familiar concepts to navigate the

business application.

For example we know that we have new generations of

users that are working with business applications and we

also know that you also sometimes have temporary or

part time staff that need to work with the business

Collapse the Navigation Pane by clicking the


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application. It is typically expensive to train these users.

So we are providing navigation features that will be

familiar to users who have used a web browser.

For example Backwards and Forwards buttons. These

might sound simple but it now allows the user to move

allow the business application like you down browsing

web pages.

to to the Role Center.

Click on the Forwards button to go back to thelist page.

Users also have the ability to see the history of where

they have been to select page they have already visited. Click on the History button to show the drop

down of the history of where you have been.

Additionally we know that menu systems are hard to

learn. So we are introducing a new way to navigate the

functions with an address bar or bread crumb bar.

I can use this to navigate to a specific company or to a

specific part of the application. For example if I wanted

to find purchase orders. I can navigate using the bread

crumb bar.

Click the drop down for Company.

Click the drown down for the system area andselect Accounts Payable


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This will take you to the Account Payable Area

page. Click Purhcase Orders.

Im now looking at a list page. List pages are a new

concept we are introducing into the business application

to allow you find and filter information quickly. Now with

the Action Pane we are providing a context aware

functions system similar to the ribbon concept

introduced in Microsoft Office 2007.

The functions that are available in the list are laid out in

a flow similar to the logical process flow for example see

across the top Purchase, Receive, Invoice etc.

Also the functions that are available are aware of the

context the user has selected for example the receive

functions are only available on an open order.

Purchase Orders list page is displayed

Hightlight the Action Pane


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Click the Receive tab

While keeping the receive tab displayed. Chan

to a purhcase order that is a different status fexample move from a record that is an Open

orderto an order that is Received.

We also know that busy users need to find data quickly.

For example Inga gets a call from Earth Televisions to

say that shipments are delayed. She can find all the

orders from Earth with the simple filtering capabilities.

Highlight that we have done the work to provide the

most common fields to filter on that would be typical for

the role using this list. For example you can quickly pick

Vendor name, purchase order etc. However you can

search on any field in the system.

We also know that you many not what to look at all the

details of the data. You just want a quick glance that

what that order is. So we are providing a preview pane

that saves time by note having to drill into the details of

the order if you dont have to.

Show the filter box

Type Earth in the Filter

Drop down the filter list to show the available

fields

Click the go button to filter

Show the filtered list.


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Hover over the preview pane

Now we know that business people like Inga needs to

deal with the information quickly once they have found

it. For example if Inga has delayed shipments from a

Vendor this is going to have flow on effects in the

business and she needs to notify people.

Inga can quickly open the document from here and see

the details.

For example this order may have come through the new

purchase requisitioning functionality and see the vendor

is delayed she should notify the requisitioner.

Microsoft Dynamics AX 2009 now has integration to

Office Communicator. This allows Inga to see presence

information to see if the requisitioner is online.

Select Order 000054 or 55. Right Click on it a

select Purchase Order

This will open the orde form. Depending on if

you have done this demo already the formmight be in Advacned or Simple Mode. On the


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buttons on the right if you see Advanced click

that to change it to say Simple. If it says Simpalready no need to do this step.

This will display more details on the order.

Click on the Setuptab

This is a fundamental productivity tool as Inga doesnt

need to go an look up a phone number or email she can

collaborate directly from the document. This saves her

precious time.

With the communications integration you can collaborate

also with trading partners like customers and suppliers.

Show the option for collaboration InstanteMessage, E-Mail or Call.

Close the Purchase Order form when you have

finsihed

Technology Notes: This presence information is available in the AX

Client.

This is also specifically linked to Office

Communicator as the IM client.

The ability to make a phone call is dependant

the communications infrastructure that the

customer has for example Office Communicator


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This will display the globa address list page

This will display a list of the contact details. Pointout the Public and the Communicator Sign-inaddress.

With the collaboration offered with Unifiedcommunications and the integration provided withthe Global address book users link Inga are able tocollaborate more easily and more simply.

The global address book helps the organizationmanage compliance related issues on contactingexternal parties.

Click on a contact from the list like Aaron Con

and open the contact form. You can do this bydouble clicking on the form.

Technology Notes: The Global address book leverages the virtual

companiesconcept in AX to be able to related

contact details between companies.

Self Service BI.We know that users like Inga not only have tocollaborate and deal with exceptions they alsoneed to product their own reports or provide datato other people in the organization.

In Microsoft Dynamics AX 2009 we providemultiple way for people to make sense of the data.For example each list page we are allows users tosimply export this data to Microsoft Excel.

This allows people to get data into Excel andmanipulate it with little training and no need forsupport from IT to write custom reports.

You the address bar or the backwardsnavigation button to move back to the Purcha

Orders list.


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Remove the filter if the records are still filtere

Click on the Generaltab.

Click on the Export to Excelbutton

Explain that the data is now in Excel and you canuse standard excel features to format and presentthis data.

For example let me show you how to quicklyconvert this to a chart using pivot tablefunctionality.

This will dump the list data into Excel


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This integration opens it up for more people inyour organization to mange data and make somesense of the data your are capturing in the systemand help lead to more informed decisions.

Click the Insert tab.

Click the button to Insert a Pivot Table

Select the default option for wher the pivot isplaced. Click Ok.


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From the Choose fields to add list. Draft Statuinto the Row Labels. And drag Purchase Orderinto the Values.

This will present the data in the pivot


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Select the data

Select the PivotChart button from the ribb

pane. Then selet the 3D Pie chart. You mahave to scroll in the list of chart to find the

pie.

Click ok to accept this.

Then use some formatting options likechanging the design and changing the cha

layout to put % details


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You will then have a simple formatted cha

Advanced AnalyticsWe are providing simple integrations like theexport to Excel to allow user to have self service BItools. We are also providing the users the ability toinquire on the cube or OLAP data for moresophisticated analysis.

Again we know that our users have Microsoft Officeand that they are familiar with Excel so you canuse this OLAP data directly in Excel.

In Microsoft Dynamics AX 2009 we are providingout of the box cubes. Typically creating these is acomplex and costly task. We have put the effortinto providing the most common dimension andmeasure for you to report on.

We are providing this with a range of out of thebox cube that covers the core modules in theapplication. Users of the business application canconnect to these based on the security access theyhave.

Let me show you how you can easily analyze thedata from Microsoft Dynamics AX and do a quickanalysis of accounts payable data. This will showyou how you can ask questions of the data.

Note : There is no need to explain all of the dataanalysis capability in Excel this is just todemonstrate that the cubes are out of the box andthey can be used to make the analysis process

Open a new Excel worksheet.

Click the Data tab in Excel. Click on the ExistinConnections button.

This will display the existing connections there

a connection setup to Dynamics AX. Select thand Click Open.

Select Accounts Payable Cube and Click Ok.


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available to more users of the business application.

Technology Notes: The cubes are published from Microsoft

Dynamics AX 2009 to SQL Analysis Server.

The data is process in SQL Analysis Server so it

take the data from the business application and

puts it in another store. This means that the

data in the cubes is only current at the last

process time.

There are performance benefits for doing this asthe users are not reporting directly on the

transactional data.

Select Ok to Import the Data with the defaults

Using the Pivot Table Field List drag and dr

the following fields into the list

Company accounts -> Report Filter

Master Outstanding Amount -> Values Date Year Quarter -> Column Labels

Vendor Grousp -> Row Labels

This will give you a basic view of open payablefor a range of vendor groups across quarters.


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Next using the Company filter select just

company 1.

This will present the data in a small table

5.Conclusion

In conclusion this demonstration has taken you through three major capabilities to help improve userproductivity.

Role Tailored user interfacewas showing in the context of two different roles the CEO and a

Purchasing manager. Using the role centers ability to surface the information that is relevant the

usersrole within the organization the business application provide better visibility. Also with new

concept in navigation it allows the user to use familiar concepts like a web browser to navigate the

business application.

Unified Communicationsallows workers to collaborate in the context of the transaction they are

working on in the business application minimizing the work and effort to find contact information.

Combine this with the global address book allows new tools for managing contact data and compliance

while allowing new ways to collaborate within the organization or with trading partners.

Self Service BI. Allows users to use functions like Export to Excel and the cube data within Microsoft

Excel to analyze data and make more informed decisions. These tools have traditional been complex

to deploy. Now users have these tools available at their finger tips to avoid having to call on IT to

write reports.


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The information contained in this document represents the current view of Microsoft Corporation on the issuesdiscussed as of the date of publication. Because Microsoft must respond to changing market conditions, this documentshould not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of

any information presented after the date of publication.

This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, ORSTATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.

Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright,no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any formor by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without theexpress written permission of Microsoft Corporation.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights coveringsubject matter in this document. Except as expressly provided in any written license agreement from Microsoft, thefurnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectualproperty.

2007 Microsoft Corporation. All rights reserved.

Microsoft, the Microsoft Dynamics Logo, 2007 Microsoft Office system, Microsoft Dynamics AX, Microsoft Office InfoPathBizTalk, Dexterity, FRx, Microsoft Dynamics, SharePoint, Visual Basic, Visual C++, Visual SourceSafe, Visual Studio,Windows, and Windows Server are either registered trademarks or trademarks of Microsoft Corporation, FRx SoftwareCorporation, or Microsoft Business Solutions ApS in the United States and/or other countries. Microsoft BusinessSolutions ApS and FRx Software Corporation are subsidiaries of Microsoft Corporation.

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and yourpeople to make business decisions with greater confidence. Microsoft Dynamics works like and with familiarMicrosoft software, automating and streamlining financial, customer relationship and supply chain processes in away that helps you drive business success.

U.S. and Canada Toll Free 1-888-477-7989

Worldwide +1-701-281-6500

www.microsoft.com/dynamics
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