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Microsoft Dynamics AX 2012 Capabilities

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    MicrosoftDynamicsAX2012

    ProductOverview

    MicrosoftCorporation

    June2012

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    MicrosoftDynamicsAX2012 ProductOverview 2

    MicrosoftDynamicsAX2012

     

    Product Overview

    TableofContents 

    Overview ....................................................................................................................................................... 3

    Industry-Specific Capabilities ............................................................................................................... 5

    Manufacturing .................................................................................................................................... 5

    Retail ....................................................................................................................................................... 5

    Distribution .......................................................................................................................................... 5

    Services Industries ............................................................................................................................. 5

    Public Sector ........................................................................................................................................ 5

    Industry and Core ERP Capabilities .................................................................................................... 6

    Financial Management .................................................................................................................... 6Human Capital Management ........................................................................................................ 8

    Production ............................................................................................................................................ 9

    Supply Chain Management ........................................................................................................ 11

    Procurement and Sourcing ......................................................................................................... 12

    Retail .................................................................................................................................................... 14

    Project Management and Accounting.................................................................................... 15

    Sales and Marketing (CRM) ........................................................................................................ 17

    Service Management .................................................................................................................... 18

    Business Intelligence and Reporting ............................................................................................. 19

    Application Foundation ....................................................................................................................... 20

    Reference Data ................................................................................................................................ 20Master Data ...................................................................................................................................... 20

    Global Engines ................................................................................................................................. 21

    Technology Framework ....................................................................................................................... 22

    Clients ................................................................................................................................................. 22

    Servers ................................................................................................................................................ 23

    Tools .................................................................................................................................................... 24

    Microsoft Productivity and Application Platform Interoperability ...................................... 25

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    MicrosoftDynamicsAX2012 ProductOverview 3

    MicrosoftDynamicsAX2012

    HowtoUseThisDocument 

    Thisproductoverviewisintendedto

    conveyahigh-levelunderstandingofthe

    structure,keymodules,features,and

    benefitsofMicrosoftDynamicsAX2012

    toreadersthatarenotfamiliarwiththe

    product.Ithighlightsthevaluedelivered

    toourkeyindustrysectorsincluding

    manufacturing,distribution,services,and

    PublicSector.Itthendetailsthe

    horizontalapplicationsolutions

    includingfinancials,humanresources,

    supplychainmanagement,andothers.

    Finally,thesolutiondescribesthe

    applicationfoundation,system

    framework,andinteroperabilitywiththe

    Microsoftproductivitysuiteand

    applicationplatform. 

    MicrosoftDynamics®AX2012istheMicrosoftenterprise

    resourceplanning(ERP)solutionforenterprisesthatempowersyourpeopletoanticipateandembracechange

    soyourbusinesscanthrive.Ithelpsemployeesbemore

    productiveandincreasesthevalueofinformationby

    providingallpeopleintheorganizationwithaccessto

    criticalbusinessinformationandprocesses.Becauseit

    includesrichindustryandcoreERPcapabilitiesinasingle,

    globalsolution,MicrosoftDynamicsAX2012promotesfast

    time-to-value.Simpletolearnanduse,itprovidesthe

    agilityyouneedtoexpandbusinessopportunities,modify

    processes,anddifferentiateyourbusiness.Withpervasive

    interoperability,youcantakeadvantageofexisting

    investments,lowerthetotalcostofownership(TCO),and

    supportinnovationinyourorganization.

    TheMicrosoftDynamicsRoleTailoreduserinterfaceincludesmorethan30RoleCentersandmakesiteasyforeveryoneinkeybusinessareasto

    accessandshareself-servicebusinessintelligence(BI)andreporting.

    OrganizationscanlicenseMicrosoftDynamicsAX2012throughasimple

    modelbasedonusertypesthathelpsanorganizationbuylicenses

    basedontheexactneedsoftheirindividualuserswithoptionstogrow

    easilyasneeded.

     

    Figure1:MicrosoftDynamicsAX2012productoverview.

    Product Overview

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    MicrosoftDynamicsAX2012 ProductOverview 4

    MicrosoftDynamicsAX2012

    Overview 

    Inasinglesolution,MicrosoftDynamicsAX2012helpsenterprisesmeettheir

    businessrequirementseasilywithpurposelybuiltcapabilitiesforfive

    industries(Manufacturing,Distribution,Retail,PublicSector,andServices).In

    addition,thecoreERPcapabilitiessupportalluserswithfinancial

    management,humancapitalmanagement,supplychainmanagement,sales

    andmarketing,andmore.Figure2showsahigh-leveloverviewofMicrosoft

    DynamicsAX2012capabilities.

    Thesamesinglesolutioncansupportspecificbusinessrequirementseasily

    byextendingtheindustryfoundationwithpackagedverticalsolutions

    fromtheMicrosoft®PartnerNetwork,alargepartnerecosystemofglobal

    systemsintegrators(GSIs),independentsoftwarevendors(ISVs),andvalue-addedresellers(VARs).MicrosoftDynamicsAXsupportsglobalorganizationsbymanagingmultisiteoperationsthroughsharedreferencedata,master

    data,globalengines,andbusinessprocesses,aswellascountry-specificcapabilities,inasingleinstance.Development

    toolssuchasMicrosoftVisualStudio®allowforeasycustomizationtofitspecificorganizationrequirements.

    Figure2:MicrosoftDynamicsAX2012functionaldomains.

    Product Overview

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    MicrosoftDynamicsAX2012 ProductOverview 5

    MicrosoftDynamicsAX2012

    Industry-Specific Capabilities

    Manufacturing

    Takeadvantageofasingle,unifiedsolutionthatincludes

    theabilitytorundiscrete,process,andlean

    manufacturingallatonce.Usepowerfulhorizontal

    applicationssuchasproductionandsupplychain

    managementtomodernizeandgrowyour

    manufacturingbusiness.Keybusinessprocesses

    supportingmanufacturingindustriesinclude:

      Discretemanufacturing

      Processmanufacturing

     

    Leanmanufacturing

      Multisiteplanningandmanufacturing

      Shopfloormanagement

    Retail

    Today’sretaillandscapeoffersunprecedented

    opportunityevenasitpresentsnewchallenges.

    Economicpressures,increasingchoiceinproductsand

    shoppingformats,andunparalleledaccessto

    informationarefuelingtoday’sempoweredshoppers,

    whoexpectmorefromtheirretailexperiences.Dynamic

    retailersdriveretailacrosschannels,locallyorglobally,

    withasinglesolutionforstoreoperationsandback-

    officeERP,includingthefollowingcapabilities:

      Point-of-sale

      Multichannelmanagement

      Storeoperations

      Merchandising

    Distribution

    Supportrapidlychangingconditionsinabusinesswith

    globalcomplexity.MicrosoftDynamicsAX2012offers

    keycapabilitiessuchassupplychainmanagementand

    multisitetoallowyoutoscaleyourbusinessquickly.

    Distribution-specificcapabilitiesinclude:

      Warehousemanagement

      Supplychainplanning

      Salesordermanagement

      Productinformationmanagement

     

    Procurementandsourcing

    ServicesIndustries

    Balancingclientrelationships,global

    resources,servicedelivery,and

    financialresultsiscriticalfor

    companiesintheservicesindustry.

    Keycapabilitiesinclude:

      Projectmanagement

    andaccounting

      Projectbudgetingand

    costcontrol

      Employeeself-service

      Clientrelationshipmanagement

    PublicSector

    Governmentsneedtomodernizetheirworkplacesby

    replacingoldtechnology,increasingproductivity,

    operatingtransparently,meetingcompliance

    requirements,andmaintainingfiscalaccountability.

    MicrosoftDynamicsAX2012offersPublicSector

    organizationskeycapabilitiesincludingclient

    (constituent)relationshipmanagementandfinancialmanagement.SpecificPublicSectorcapabilitiesinclude:

      GrantsmanagementandmultiyearCIPproject

    accountingcapabilities

      Budgetarycontrol

      Fund-basedaccounting

      Encumbranceandpre-encumbranceaccounting

    Product Overview: Industry-Specific Capabilities

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    MicrosoftDynamicsAX2012 ProductOverview 6

    MicrosoftDynamicsAX2012 

    IndustryandCoreERPCapabilities

    FinancialManagement

    Provideafastandefficientwaytoregisterfinancialtransactions,

    managerelationshipsbetweensubsidiariesandtheparent

    organization,andmanageinternalcostaccounting.Gainfinancial

    insight,helpcontrolexpenditures,andsupporttheenforcement

    ofaccountingpoliciesandrules.

    Figure3:Easilycreateorganizationhierarchiesbasedonthefinancialdimension

    departmentstoviewandreportonyourbusinessfromdifferentperspectives.

    Module Description

    RoleCenters Accountant,accountingmanager,accountspayablecoordinator,accountsreceivable

    administrator,bookkeeper,chiefexecutiveofficer(CEO),chieffinancialofficer(CFO),

    controller,treasurer,budgetmanager,environmentalmanager,creditand

    collectionsmanager.

    Generalledger Financialaccountingrecordmanagementwithabilitytoconfiguremultipleand

    recurringjournals,allocationofcostandincome,andsupportcreationofclosing

    transactions,includingpreparationofpreclosingdocumentsandclosingbooks.Gain

    insightusingunlimitedfinancialdimensionsandadvancedaccountstructuresand

    rules.Bankmanagement Maintainthelegalentity’sbankaccountsandfinancialinstrumentsthatare

    associatedwiththosebankaccounts.Monitordeposits,payments,drafts,andbank

    balanceswithsupportforelectronicpayments.Managelettersofguaranteeand

    checks.

    Accountspayable Matchandpayinvoices,allocatecharges,payexpenses,commissions,andsalaries,

    andtrackpurchaseorderprepayments.Offervendorsaccesstorelevantinformation

    throughthevendorportal.

    Accountsreceivable Trackinvoices,terms,anddiscounts.Processcustomerprepayments.Receiveand

    entercustomerpayments.Monitorcreditchecksandmanagecollectionswith

    integrationtocasemanagementtocentralizeandmonitorallactivitiespercase.

    Fixedassets Managethefullaccountinglifecycleofassetsfromacquisitiontodepreciation,and

    transfer/disposition.

    Costaccounting Track,record,andanalyzecostsassociatedwithproductsoractivitiesincluding

    normal,absorption,andstandardcostingmethods.

     

    Product Overview: Industry and Core ERP Capabilities

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    MicrosoftDynamicsAX2012 ProductOverview 7

    MicrosoftDynamicsAX2012 

    Intercompanyaccounting

    andsharedservicessupport

    Booktransactionsacrosssubsidiariesandtheparentcompany.Consolidatefinancial

    records.Supportsharedservicesinorganizationswithmultiplelegalentitiesbyusing

    centralizedprocessingofcustomerandvendorpayments.

    Country-specificcapabilities Supportsmultiplecurrencies,aswellascountry-specificcapabilitiestohelp

    organizationsmeetlocalandregionalfinancialregulations(suchasvalue-addedtax

    (VAT)requirements)andmarketrequirements(suchaselectronicbanking).

    Budgetarycontrol Manageyourorganization’sbudgetincludingflexibleconfigurationoptions,instant

    calculationofavailablebudgetfunds,poolingofbudgets,andbudgetworkflowsfor

    reviewandapproval.

    Complianceand

    internalcontrols

    Helpensurecompliancewithlaws,regulations,policies,andbusinessrules.Manage

    theimplementationandexecutionofinternalcontrolswiththeComplianceCenter.

    Definecorporatepoliciesforexpenses,invoices,andpurchaseordersandautomate

    theauditingprocesswiththeAuditWorkbench.Useelectronicsignaturestoidentify

    andregisterthepersonchangingand/orapprovingchanges.Thetoolsetis

    supplementedwithadatabaselogthatenablesadministratorstoseewhenarecord

    wascreatedorlastchanged,andwhochangedit.Ensuresegregationofdutieswith

    role-basedsecurity.Determinetheorganization’senvironmentalfootprintusingthe

    EnvironmentalManagerRoleCenter.

    Financialreporting Financialstatementsenableacustomreportingstructureandmappingofledger

    accountsordimensionstothereportingstructures.Financialreports,tocomplywith

    legalrequirementsandinternationalaccountingstandards,includebalancesheet,

    incomestatement,andcashflowstatement.Financialstatementsarecompatible

    withExtensibleBusinessReportingLanguage(XBRL).

    Inaddition,gaininsightintotheorganization’sfinancialsusingtransactionalreports

    (retrievedatafromthetransactionprocessingdatabase),analyticalreports(retrieve

    datafromMicrosoftSQLServer®AnalysisServicescubes),andkeyperformance

    indicators(KPIs).Examplesofpredefinedcubesforthefinancialdomainareaccounts

    payable,accountsreceivable,environmentalsustainability,andgeneralledger.

    Createboardroom-qualityreportswithoutITassistance,consolidateacrossboth

    MicrosoftDynamicsERPandothergeneralledgers,andtakeadvantageofsecure

    reportdistributionandstoragethroughthecentralizedReportLibraryusing

    ManagementReporter.*

    *RequiresManagementReporter.

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    MicrosoftDynamicsAX2012 ProductOverview 8

    MicrosoftDynamicsAX2012 

    HumanCapitalManagement

    Takeadvantageofacomprehensiveframeworkofhumanresourcemanagementcapabilitiesincludingstoringandmanaging

    employeerecords,employeerecruitmentandtraining,and

    organizationmanagement.

    Figure4:Skill-gapanalysisperson – job.

    Module Description

    RoleCenters Humanresourcemanager,trainingmanager.

    Organizationadministration Administerorganizationalstructures,includingformalandinformalhierarchiesand

    positionmanagement.

    Recruitmentand

    selectionmanagement

    Administerrecruitmentprocessesincludingcampaigns,screening,developments,

    andcandidatecorrespondence.SitesServices*extendtherecruitmentprocesswitha

    cloud-basedservicefacilitatingthejobpostingprocesstoandapplicationof

    externalcandidates.

    Developmentand

    performanceadministration

    Manageemployeedevelopmentandperformanceincludingdevelopmentplans,

    skill-gapanalysistools,andperiodiccareerdiscussions.

    Skillmapping Analyzeskills(gaps)basedonjobprofilesandsearchforskills(includingfilteringand

    weightingofskills).

    Training Setup,deliver,andanalyzetrainingcourses.

    Employeeself-serviceportal Managepersonalinformation,entertimesheets,orderproducts,doexpenses,and

    morewiththissingleportal.

    Travelandexpense Manageexpenseswithintegratedworkflow.Submitatravelrequisitionincluding

    projectedcostoftravelforapproval.Defineexpensepoliciesandautomatethe

    reimbursementoftravelexpenses.Gaininsightintoexpensebehaviorwiththe

    expensemanagementcube.

    Benefitsadministration Defineorganizationalbenefitplans,enrollworkersinbenefits,assigndependentcoverage,anddesignatebeneficiaries.

    Absencemanagement Establish,communicate,andmonitorabsencepolicies.

    Timeandattendance Trackprofile-based,clock-in/clock-outregistrationsforworkersandgeneratepay

    informationtopayrollsystem.

    Compensationmanagement Manageemployeecompensation.

    *CheckavailabilitywithyourMicrosoftDynamicspartnerorlocalMicrosoftoffice.

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    MicrosoftDynamicsAX2012 ProductOverview 9

    MicrosoftDynamicsAX2012 

    Production

    Minimizeleadtimes,fulfillcustomerdemand,andmanageyourresourcestogetgreatefficiencyfromyourdiscrete,process,and

    leanmanufacturingoperations.Usereal-timedatatotrack

    productionprogress,getmoreaccuratedeliverydates,and

    reducecosts.Executemultipleproductionstrategies,including

    configure-to-order,assemble-to-order,make-to-stock,and

    make-to-order.Usebothpushandpullproductioncontrol

    mechanisms.

    Figure5:Userinterfacessuchasthekanbanschedulingboardfeatureanintuitive

    visualizationtohelpyoustayontopofproductionjobstatus.

     

    Module Description

    RoleCenters Operationsmanager,productionmanager.

    Materialand

    capacityplanning

    Optimizeproductionandmaterialsplanning,forecasting,andscheduling.

    Simultaneouslyschedulematerialsandcapacity.Calculateavailable-to-promise

    (ATP)andcapable-to-promise(CTP)deliveries.Planandexecuteroutingand

    operations.Usefiniteorinfiniteplanning.

    Productionscheduling

    andsequencing

    Usefiniteorinfinitescheduling,forwardandbackwardfromvariousdates.Quickly

    (re)schedulejobsandsimulatealternativesbydraggingGanttchartitems.Resolve

    schedulingoverloadsbyreassigningoperationstoalternateworkcenters.Optimize

    schedulingacrosstheorganizationwithaunifiedresourcemodelandscheduling

    engine.Improvemachineutilizationbycombiningsimilarproductswhileletting

    customersrequestmultiplequalityspecificationsperproduct.

    Resourcemanagement Scheduleandtrackmaterial,shop,andmanpowerresources.Planresourcesbased

    onproductionactivitiesandcapabilitiesofresources.Typesofresourcescanbetool,

    machine,vendor,location,andhumanresource.Resourceallocationprinciples

    includeresourcerequirementtypes:resource(group),type,capability,skill,course,

    certificate,andtitle.

    Subcontracting Managevariouswaysofpartneringwithsubcontractorsincludingoutsourcingof

    routeoperations,vendor-supplieditems,anditemprovisioningtosubcontractors.Linksubcontractorpurchaseorder(PO)toproductionorder.

    Productionbillofmaterials

    (BOM)

    CreateabillofmaterialsforproductionincludingphantomsusingagraphicalBOM

    designer.Modifyandtrackindividuallineitems.Managemultilevelformulasor

    recipes,coproducts,andbyproducts.UseversioncontroltoreleasetherightBOM,

    andelectronicsignaturestotrackchanges.

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    MicrosoftDynamicsAX2012 ProductOverview 10

    MicrosoftDynamicsAX2012 

    Productconfiguration Configurecustomproductswithauniquebillofmaterialsandroutingbyusing

    theproductconfigurator.Theproductconfigurationmodelsarebasedon

    constraints,andcanbeusedfromsalesorder,salesquotation,purchaseorder,andproductionorder.

    Routing Managerouting:Plansimple,sequential,andcomplexnetworks;usesimultaneous

    routesinthesamenetwork.Userough-cutcapacityanddetailedscheduling

    capabilities.Organizetheshopfloorintologicalproductionunitsatindividualsites.

    Productionorders Create,schedule,view,track,split,rollback,orcategorizeproductionordersto

    maximizeefficiency.Createproductionordersfromsalesorders.Followproduction

    throughcreation,estimation,schedule,release,started,finished,andcosted.Use

    scraponBOM,resource,androute.

    Shopfloorcontrol Manageandtrackshopflooroperations.Registerproductsandresourcesanditems

    foroperationsandjobsincludingatouch-enableddataentry.

    Inventorydimensionsfor

    processmanufacturing

    Definemultipleinventorydimensions,includingdualunitsofmeasure,catch-weight

    calculations,packagingcodes,variationstothemainitem,andlots.

    Leanmanufacturing Modelmanufacturingandlogisticsprocessesasproductionflows.Usekanbansand

    kanbanboardstosignaldemandrequirements.

    Productioncosting Understandworkinprogress(WIP)andactualcostthroughproductiontrackingand

    reporting.Trackdetailedresourceandthroughputcosts,includingworkcentercosts.

    Reportproductionvariancestostandardcosts.

    Productionreporting GaininsightwithpredefinedKPIsintheSQLServeranalysisdatacubefor

    production.

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    MicrosoftDynamicsAX2012 ProductOverview 11

    MicrosoftDynamicsAX2012 

    SupplyChainManagement

    Connectssalesandpurchasingprocesseswithlogistics,production,andwarehousemanagementtoprovidevisibilityandmanagement

    throughoutthesupplychain.Managedistributedorganizationswith

    intercompanyandmultisitecapabilities.

     

    Figure6:Supplyscheduling.

     

    Module Description

    RoleCenters Purchasingagent,purchasingmanager,shippingandreceiving,orderprocessor.

    Inventorymanagement Trackitemsbyinventorydimensionsincludingsite,warehouse,pallet,location,batch,and

    serialnumber.Takeadvantageofmultipleinventorycontrolsystemsandinventory

    valuationmethodsincludingfirstin/firstout(FIFO),lastin/firstout(LIFO),standardcost,

    moving,andweightedaverage.Reduceinventorycostsandeliminatewastebyusingthe

    ABC-analysisandbypullinginventoryinoptimalsequenceusing“best-before”

    managementandfirstexpired/firstout(FEFO)orfirstin/firstout(FIFO)pickingguidance.

    Multisitewarehouse

    management

    Managestoragelocationsandmaterialhandlingwithinwarehouses.Applyadvanced

    inboundalgorithmsusingmultiplewarehousezonesandreplenishmentstrategies.

    Optimizepickingwithachoiceofpickingmethods.Trackinventoryonhandper

    warehouse.

    Shippingcarrierinterface Automaticallytransferinformationreceivedfromshippingcarriers(Fedex,UPS,andKewill),

    includingfreightchargesandtrackingnumbers,toMicrosoftDynamicsAX.

    Qualitymanagement

     

    Improvebusinessprocessesforqualityassurance,qualitycontrol,andlottraceability.Manage

    thetestprocess.Setasideitemsinquarantineusingquarantineorders.

    Productmanagementof

    goodsandservices

    Centralizemanagementofproductsandservicesacrosstheorganizationincluding

    BOMandprocessformulas(seeProductInformationManagement).

    Returnsmanagement Managethereturnorderprocess.Controlwhocanreturnitems,andwhichitemscanbe

    returned.Categorizereturnsaccordingtoreasoncodeormethodofdisposition.

    Masterplanningincluding

    orderpromising

    Forecastdeliverydatesusingoperationsorbottleneckscheduling.Calculateavailable-to-

    promise(ATP)andcapable-to-promise(CTP).Planacrossmultiplesites.

    Forecasting Enterandeditsalesandpurchaseforecasts.Usespecifickeystoallocateforecastto

    individualitemsandtimeperiods.

    Intercompany Automatetradebetweensubsidiariesordistributioncenters.Salesandpurchase

    orderscanbegeneratedmanuallyorautomaticallyacrossyoursubsidiaries.

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    MicrosoftDynamicsAX2012 ProductOverview 12

    MicrosoftDynamicsAX2012 

    ProcurementandSourcing

    Facilitatedirectandindirectprocurementofgoodsandservices,andestablishacentralizedbuyercapabilityacrossyourorganizationto

    supportprocurementpoliciesandprocesses.

    Figure7:Catalog-basedprocurement.

    Module Description

    RoleCenters Purchasingagent,purchasingmanager,employee,shippingandreceiving,orderprocessor.

    Directprocurement Managetheentirelifecycleofprocurementfromplannedpurchaseorderto

    confirmingandchangingapurchaseorder.Thiscyclealsoincludesreturnedorders.

    Thismodulealsosupportsdirectdeliveries,pro-formapurchaseorders,andlanded-

    costchargestopurchaseorderssuchasfreight,insurance,andunrecoverabletaxes.

    Tradeagreements(vendor) Managepriceandmultifaceteddiscountpoliciesinallcurrencies.Thepricerevision

    processcanbegovernedbyworkflowstoensurecompliancewithinternalpolicies.

    Thegenericcurrencyagreementallowspricestobesetupinasinglecurrencyand

    automaticallyconvertedtothevendor’scurrency.

    Agreements Manageagreementsbasedonmonetaryorvolumecommitments.Organizationsare

    abletosetupagreementswithspecifictermsandconditionsandmonitorthestatus.

    Requestforquotations

    (RFQ)

    ManagetheRFQprocessincludingvendorreply,comparison,andselection.

    Repliescanbeenteredbythevendorinthevendorportal.TakeadvantageofSites

    Services*toextendtheprocurementprocesswithacloud-basedservicefacilitating

    theRFQprocess.

    Vendormanagement Vendormanagementincludesvendorsearch,vendormaintenance,andsupportfor

    requestingandapprovinganewvendorviatheEnterprisePortalsupportedby

    workflow.TakeadvantageofSitesServices*toextendthevendoronboarding

    processwithacloud-basedservicefacilitatingthedialogwithnewvendors.

    Vendorself-serviceportal Enablevendorstoupdateprofiledata,uploadcatalogcontent,andreviewinvoices

    andpayments.Vendorscanreceivenotificationsfromtheorganization,respondto

    RFQs,andviewvendorperformance.

     

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    MicrosoftDynamicsAX2012 ProductOverview 13

    MicrosoftDynamicsAX2012 

    Indirectprocurement(catalogandnon-catalog)

    Managepurchaserequisitionsofindirectgoodsandservicesusingacatalog-basedornon-catalog-basedprocurementprocess.Theprocurementprocessissupported

    byanapprovalworkflowusingtheorganizationalhierarchy.

    AMicrosoftSharePoint®–basedcatalogcaneasilybecreatedfromproductsdefined

    inproductinformationmanagement.Thecatalogalsosupportspunch-out

    capabilitiestoexternalvendorsites.Sophisticatedbudgetcheckisincluded.

    Categorymanagement Providescategorymanagerstheabilitytodefinedifferentcategoryhierarchiesthat

    areindependentof,butstillrelatedto,commoditycodesorcatalog/itemhierarchies

    inordertoeasilymanagetheoverallspendingbasedoncategories.

    Purchasingpoliciesand

    signinglimits

    Enforcepurchasingpolicieswithacollectionofpurchasingpolicyrulesthatcontrol

    theprocurementprocess.Acentralizedprocurementdeskdefinespolicyrulestosupportglobalpoliciesandprocesses,andappliesthemtopurchaserequisitionsand

    purchaseordersbasedonthelegalbuyingentityandoperatingunit.For

    procurementandsourcingtherearesixpolicyrules:catalog,catalogaccess,

    category,purchaserequisitionRFQ,purchaserequisitioncontrol,andpurchaseorder

    creationanddemandconsolidation.Inadditiontopolicyrules,MicrosoftDynamics

    AX2012providesexpenditurereviewersandsigninglimits.

    Procurementreporting Gaininsightintotheorganization’sprocurementperformanceusingtransactional

    reports,analyticalreports(suchasvendorandprocurementspendanalysis,top100

    vendors,vendorperformance),andKPIs.Apredefineddatacubeforpurchasingis

    included.

    Procurementworkflows Procurementoperationscanbedrivenandgovernedbyworkflows.Withtheflexible

    andvisualworkflowengine,procurementmanagersareabletosetupworkflowsthat

    maketheprocurementcyclemoreefficientandenforcepurchasingpolicy

    compliance.

    *CheckavailabilitywithyourMicrosoftDynamicspartnerorlocalMicrosoftoffice.

     

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    MicrosoftDynamicsAX2012 ProductOverview 14

    MicrosoftDynamicsAX2012 

    Retail

    ExtendERPwithmultichannelmanagement,storeoperations,andmerchandising.MicrosoftDynamicsAX2012offers

    integratedcapabilitiestorunyourretailoperationswithasingle

    platform.

     

    Figure8:AflexibleRoleTailoredinterface,suchasthispoint-of-sale(POS)screen,

    canhelpemployeesworkproductivelyandprovidefastercustomerservice.

    Module Description

    Pointofsale(POS) POScomponentsarenativelyintegratedintoMicrosoftDynamicsAX2012withfault

    tolerancetocapturetransactionswhenstoreconnectivityislost.ThePOSuser

    interface(UI)iseasilycustomizablebyrolewitha“drag-and-drop”designer.POS

    capabilitiesincludeon-account,globalvoucher,returnsmanagement,infocodes,

    returns/voids/markdowns,inventoryreceipt/lookup/counts,real-timecustomerrecord

    andloyaltyprogramupdates,blindclose,andfloatingtill.

    Centralizedstoremanagement

    CentralizedPOSterminalmanagementincludesvisualandfunctionalprofiles,user

    interfacelayouts,andemployeepermissions.Consistentstore/ERPdatamodeland

    businessrulesfacilitateaccurate,timelydata.Datareplicationhelpsensurecritical

    updatesacrosstheorganizationincludinginventoryandfinancialupdates,salesorder

    payments,giftcardusage,andupdatestoloyaltyprograms.Maintainstaffinformationatstore,regional,andgloballevels.

    Multichannelmanagement

    Retailchannelintegrationwithonlinemarketplacesandstorescreatesnew

    opportunitiesforsales,customerinteraction,andfeedback.Integrateassortmentand

    categorymanagementacrossthechannels.Improvecustomerconveniencewithcross-

    channelscenariossuchas“buyonline/pickupinstore.”

    Merchandising Usecategorymanagementtocentrallymanageyourassortmentincludingcreation,

    scheduling,tracking,andusingn-leveldeepitemhierarchiesandcategory

    management.Optimizeforprofitabilitywithmultifaceteddiscounts,coupons,mix-

    and-match,andbuy-one-get-onescenarios.

    Ordermanagement Createordersandquotationswithoutleavingthecustomer’ssideusingPOS -basedordersupportcapabilities.Accept,fulfill,andtrackstandardandspecialorderswitha360-

    degreebusinessview.Manageandapplyrequiredtaxschemas.Performpriceand

    inventorychecksandmanageinventoryreservations.

    Hardwareandpaymentcompliance

    Supportretailindustrystandards,includingobjectlinkingandembedding(OLE)pointof

    sale(OPOS),tomaximizePOShardwareandperipheralchoice.Manageperipheral

    componentinterconnect(PCI)datasecuritystandardscomplianceandongoingsupport.

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    MicrosoftDynamicsAX2012 ProductOverview 15

    MicrosoftDynamicsAX2012 

    ProjectManagementandAccounting  

    Helpprojectmanagersgainincreasedschedule,resource,andfinancialcontrolovershort-termandlong-terminternaland

    externalprojects.Thesecapabilitiesareintegratedwithother

    MicrosoftDynamicsAXdomainsincludinggeneralledger,

    sales,procurement,andproduction.

     

    Figure9:ProjectManagerRoleCenter.

     

    Module Description

    RoleCenters Projectmanager,projectteammember.

    Projectmanagement Plan,create,manage,control,andcompleteprojectsforyourorganization

    includingtimeandmaterials,fixedprice,andinternalprojectslikeinvestment,cost,

    andtimeprojects.Createaprojecthierarchycomprisingmultiplesubprojects.Easily

    planprojects,largeorsmall,bymatchingworkrequirementswithavailable

    resources.Workbreakdownstructure(seebelow)templatesmakeiteasytoquickly

    plancommontypesofprojects.Taskrequirements(skills,education,experience)

    helpfindtherightresourceforthejob.

    Workbreakdownstructures Createyourownhierarchicalworkbreakdownstructureformoredetailedcontrol.

    Addspecificinformationtotheseactivitiesincludingschedule,requirements,

    estimatedcostandrevenue,andworkerattributes.

    Projectresourceand

    schedulemanagement

    Scheduletasksandallocateresources.Trackschedules,manpowerusage,and

    cost-to-complete.

    Projecttimeandexpense Captureprojecttimeandexpensequicklyandaccurately.Entertimesheetsthrough

    projecttimemanagementorEnterprisePortal.Time-entryissupportedbyan

    approvalprocess.Chargetravel-relatedexpensesagainstspecificprojectswith

    expensemanagement.Fullintegrationwithexpensemanagementenablesexpenses

    tobedistributedtoasingleprojectoracrossmultipleprojects.

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    MicrosoftDynamicsAX2012 

    Module Description

    Projectaccounting

    andinvoicing

    Enteranditemizeprojectcosts,employeehours,materialsused,andfeesincurred.

    Streamlinebillingofprojectsbycreatingandeditinginvoiceproposalsforhours,

    expenses,items,salesorders,fees,subscriptions,advanceanddeductionpayments,

    ormilestones.Splitbillingenablessharedprojectcostsbetweenmultiplecustomers

    orinternalorganizations.Retentiontermscanbespecifiedoncustomerinvoicesand

    vendorpayments.Approvalworkflowensuresaccurateprojectinvoicesbeforethey

    aresenttothecustomer.Schedulepaymentstoprojectvendorswhenyoureceive

    paymentsfromcustomers(paywhenpaid).Retainpartofpaymenttoavendor.

    Fundinglimitsenforcecontractualcapsonprojectcosts.

    Projectquotations Workbreakdowntemplatesenableyoutoquicklybuildaccurateprojectquotations.

    Andprojectquotationprofitabilityhelpsyouselecttherightopportunitiestopursue.

    Gainprojectvisibilitywithquotationapprovalworkflows.

    Grantmanagement Manageprojectandgrantfundingbyassociatingmultiplefundingsourceswitha

    projectorgrant,optionallylinkinganytransactiontoaspecificfundingsource,

    prioritizingfundingsources,andrestrictingfundingsourcestoexclusiveactivitiesor

    classesofexpenditures.

    Revenuerecognitionand

    work-in-progress(WIP)

    Recognizeactualcoststoavoidpotentialcostoverruns.Postandaccruerevenuefor

    fixedpricebasedoncompletionpercentageorcompletedcontract.Accruerevenue

    orcapitalizecostsfortime-and-materialprojectstorecognizegrossmargin.Handle

    WIPforinvestmentprojectsduringtheprojectbeforefinaleliminationoftheWIP

    valuetoafixedassetuponcompletion.

    Projectbudgetingandcostcontrol Manageprojectswithforecast(hour,expense,item,fee,on-account)andbudgets.Projectbudgetsareworkflow-enabledforapprovaloforiginalbudgetsandrevisions.

    Maintainprojectcostcontrolbysummarizingactualcost,committedcost,and

    remainingbudgettodiscovertotalexpectedcost,andcomparewiththeoriginal

    budget.Measureutilizationratesbycomparingactualhourstobudgetedhours.

    Comparethestatusofinvoicedandchargeabletransactionsofaprojectorcontract

    withtheprojectquotation.

    Interoperabilitywith

    MicrosoftProject

    Projectscanbeintegratedwiththeschedulingandresourcemanagement

    capabilitiesofMicrosoftProjectServer2010tostreamlineprojectmanagementfor

    anysizeofproject.TakeadvantageofbidirectionalinteroperabilitywithMicrosoft

    Projectforprojects,activities,tasks,andresourceallocation.

    Reporting GaininsightinprojectmanagementperformancewithpredefinedKPIsintheproject

    accountingcube.Accessstandardreportsincludingreportsforprofitandloss,

    consumedcosts,payrollallocation,invoiceon-account,actualversusbudgetedcosts,

    andcashflow.Projectcontrolgivesyouareal-timesnapshotofprojectperformance.

    Utilizationcontrolgivesyouareal-timesnapshotofprojectperformance.

     

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    MicrosoftDynamicsAX2012 ProductOverview 17

    MicrosoftDynamicsAX2012 

    SalesandMarketing(CRM)

    SalesandmarketinginMicrosoftDynamicsAX2012deliverspowerful,integratedcustomer,sales,andmarketing

    managementcapabilitiesthatcanhelpyourpeoplebuildandstrengthencustomerrelationshipsandincreasesales.

     

    Module Description

    RoleCenters Marketingexecutive,salesmanager,supersalesrep,dedicatedsalesrep,account

    manager,marketingmanager,andmarketingstaffer.

    Salesforceautomation Forecastandplansales.

    Tradeagreements

    (customer)

    Managepriceandmultifaceteddiscountpoliciesinallcurrencies.Thepricerevision

    processcanbegovernedbyworkflowstoensurecompliancewithinternalpolicies.

    Thegenericcurrencyagreementallowspricestobesetupinasinglecurrencyand

    automaticallyconvertedtothecustomer’scurrency.

    Salesagreement Manageagreementsbasedonmonetaryorvolumecommitments.Organizationsare

    abletosetupagreementswithspecifictermsandconditionsandmonitorthestatus.

    Marketingautomation Develop,conduct,followupon,andanalyzemarketingcampaignsforanydefined

    groupofcustomersandprospects.

    Leadandopportunity

    management

    Manageleadsandopportunitiesincludingtheabilitytocreate,review,update,and

    manageinformationaboutleads.Associateemployees,responsibilities,and

    campaigndatawithstoredinformation.

    Salesmanagement Set,monitor,andmanagesalesperformanceofsalespersonnel,salesunits,and

    salescompanies.

    Connectorfor

    MicrosoftDynamicsCRM

    SharesalesinformationbetweenMicrosoftDynamicsAXandMicrosoftDynamics

    CRMbothonlineandon-premises.

    Casemanagement

    (includingSitesServices)

    Efficientlyopen,assign,resolve,andfollowuponcustomerissuesfromasingleform.

    SitesServices*extendthecasemanagementprocesswithacloud-basedservice,

    facilitatingthedialogwithcustomers.

    CommerceServices* Extendsalesreachtoincludemultipleonlinechannelssuchasyourownonlinestore

    frontandonlinemarketplacessuchaseBay.

    Salesandmarketing

    reporting

    GaininsightinsalesandmarketingperformancewithpredefinedKPIsinthesales

    andcustomerrelationshipmanagement(CRM)cubes.

    *CheckavailabilitywithyourMicrosoftDynamicspartnerorlocalMicrosoftoffice.

    Product Overview: Industry and Core ERP Capabilities 

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    MicrosoftDynamicsAX2012 ProductOverview 18

    MicrosoftDynamicsAX2012 

    ServiceManagement

    Plan,track,andanalyzeserviceoperationstomaximizeefficiency,gainacompleteoverviewofcostsandrevenue,

    andimproveserviceprofitability.

     

    Figure10:RoleTailoreduserinterfaceprovides

     peoplewithcontextualinformation.

     

    Module Description

    RoleCenters Customerservicemanager.

    Serviceagreements Tailoragreementstoawiderangeofcustomerrequirements,serviceprices,and

    paymentarrangements.Workwithflexibletemplatesandquickly

    createdetailed,multilevelagreements,anddefinetasksandfrequencyfor

    servicecalls.

    Serviceordersandcontracts Aserviceorderrepresentsavisitofaservicetechniciantoacustomersite.

    Setupordersmanuallyorautomaticallyatperiodicintervals.Recordservicetime,

    expenses,anditems.RapidlycreateserviceordersovertheInternetwithEnterprise

    PortalinMicrosoftDynamicsAX.

    Servicecallsand

    dispatching

    CreateservicetasksandappointmentswithintheMicrosoftOutlook®messagingand

    collaborationclient.

    Repairmanagement Registerrepairtasks,trackdiagnosis,andrecordresolution.Identifyfaultyproducts.

    Servicesubscriptions Createandprocessservicesubscriptionsforfixed-priceserviceoveraperiodoftime.

    Accommodaterevenuebasedonfixedorirregularperiodsandmultipleprice

    arrangements.

    Performancereporting Analyzeexpensesandprofitandlossassociatedwiththeserviceengagement.

    Customerfeedback

    management

    Usecasemanagementandquestionnairestoimproveyourcustomer

    servicedelivery.

     

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    MicrosoftDynamicsAX2012 ProductOverview 19

    MicrosoftDynamicsAX2012 

    BusinessIntelligenceandReporting

    Analyzethefactorsthataffectyourbottomlinewith

    flexibleandcustomizableanalysistools.Sharethe

    informationthroughouttheorganizationwhere

    appropriatetomakeeffectivechangesandimprovements.

    ThebusinessintelligencesolutioninMicrosoftDynamics

    AX2012usestheMicrosoftBusinessIntelligencesolutions.

    Figure11:EasilyexportdatafromMicrosoftDynamicsAXinto

    MicrosoftExcel®.

     

    Module Description

    MicrosoftSQLServer

    ReportingServices

    Giveemployeesinstantaccesstoinformationwithbuilt-inreportsusingMicrosoftSQL

    ServerReportingServices.AutomaticallygeneratecustomreportswithMicrosoftSQL

    ServerReportBuilder,anadhocquerytool.Accessawidevarietyofstandardreports

    (morethan800)includinganalyticalreports.

    MicrosoftSQLServer

    AnalysisServer

    Driveactionableinsightstopeopleacrosstheenterpriseusingeasy-to-useonline

    analyticalprocessing(OLAP)anddata-miningcapabilities.MicrosoftDynamicsAX

    2012providespreconfigureddatacubesforkeybusinessareas.Employeescaneasily

    accessthedatafromKPIsintheirRoleCenterordirectlyfromMicrosoftExcel.

    ManagementReporter* Createboardroom-qualityreportswithoutITassistance,consolidateacrossboth

    MicrosoftDynamicsERPandothergeneralledgers,andtakeadvantageofsecure

    reportdistributionandstoragethroughthecentralizedReportLibrary.

    *RequiresManagementReporter.

    Product Overview: Business Intelligence and Reporting

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    MicrosoftDynamicsAX2012 ProductOverview 20

    MicrosoftDynamicsAX2012 

    ApplicationFoundation

    ReferenceData

    Sharekeyreferencedataacrossmultiplelegalentities.

     

    Module Description

    Language PeopleandorganizationshavetheoptionofpresentingtheMicrosoftDynamicsAX

    userinterface,onlinehelp,forms,reports,andmenusinanyoftheavailable

    languages.Languagescanalsobeusedinprintedreports,invoices,purchaseand

    salesorders,andotherbusinessdocuments,andbyremoteusersintheEnterprise

    Portalinterface.

    Findanoverviewoftheavailablelanguageshere.

    Timezone Supportmultipletimezones,whichcanbesetatuserlevel.

    Currency Efficientlyhandlefinancialtransactionsinmultiplecurrencies,includingsupportof

    variouscurrencycalculations,andexchangerateretrieval.Inadditionyoucanusea

    basecurrencyandasecondaryreportingcurrency.Shareexchangeratesacross

    multiplelegalentities.

    Other Takeadvantageofotherreferencedatasuchasunitofmeasure,category,and

    (fiscal)calendar.

    MasterData

    Sharekeymasterdataacrossmultiplelegalentities. 

    Module Description

    Organizationmodel Modelyourorganizationalstructurestoaccuratelyreflectyourorganization.Setup

    multipleorganizationalhierarchiestoviewandreportonyourbusinessfrom

    differentperspectives.Youcandefinethefollowingtypesofinternalorganizations:

    legalentities,operatingunits,andteams.Viewandedittheorganizationalhierarchy

    usingagraphicalrepresentation.

    Globaladdressbook Shareinformationonallorganizationsandpeople—internalandexternal—thatthe

    organizationisengagedwiththroughacommonrepository.Theinformationinthe

    globaladdressbookisabstractedintheformofaparty.Rolesassociatedwithapartyincludecustomers,prospects,vendors,employees,competitors,contacts,

    andworkers.

    Productinformation

    management

    Centralizemanagementofproductsandservices(non-stockitems)acrossthe

    organization,includingbillsofmaterials(discretemanufacturing),formulas(process

    manufacturing),andvariantandconfigurableproducts.Describeitemsusingupto

    fouritemdimensions:configuration,size,style,andcolor.Managethereleaseof

    productsandservicestoindividuallegalentities.

    Product Overview: Application Foundation

    http://download.microsoft.com/download/0/B/4/0B4D5CC4-98FB-4D48-BCE5-9D8FE3D76611/MBS_AX_AvailabilityGuide_US.pdfhttp://download.microsoft.com/download/0/B/4/0B4D5CC4-98FB-4D48-BCE5-9D8FE3D76611/MBS_AX_AvailabilityGuide_US.pdfhttp://download.microsoft.com/download/0/B/4/0B4D5CC4-98FB-4D48-BCE5-9D8FE3D76611/MBS_AX_AvailabilityGuide_US.pdfhttp://download.microsoft.com/download/0/B/4/0B4D5CC4-98FB-4D48-BCE5-9D8FE3D76611/MBS_AX_AvailabilityGuide_US.pdf

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    MicrosoftDynamicsAX2012 ProductOverview 21

    MicrosoftDynamicsAX2012 

    GlobalEngines

    UsecoreERPcapabilities,suchastaxcalculationorresourcescheduling,acrosstheorganizationspanningmultiplelegalentitiesand/oroperationalunits.

     

    Module Description

    Taxcalculation Defineflexible,multidimensionaltaxsetuptocomplywiththevarioustax

    regulationsinmultiplecountries.Usetaxcodes,taxgroups,anditemtaxgroupsto

    configuretaxes.Theemphasisofthetaxmoduleisonsalestaxes,butitcouldalso

    beusedtoconfigureotherdutiesandtaxes,includingcountry-specifictaxreporting,

    packagingduties,EUreversechargetax,andUnitedStatesusetax.

    Resourcescheduling Planresourcesbasedonproductionactivitiesandcapabilitiesofresources.Typesof

    resourcescanbetool,machine,vendor,location,andhumanresource.Questionnaires Design,schedule,andusequestionnairesthatcanbeusedacrossfunctionaldomains

    andlegalentities.Thecapabilitiesalsoincludethecommunicationcapabilitieswith

    targetaudienceswithinandoutsidetheorganization.Questionnairescanbe

    publishedontheweb.

    Documentmanagement Attachdocumentstorecordsthroughouttheapplicationusingthedocument

    managementsystem.Ithandlesseveraltypesofdocuments,includingletters,

    worksheets,andsimplenotes.

    Businesspolicies Definepolicyrulesinfunctionalmodulestohelpguidetheflowofbusiness.

    Thepolicyframeworkcanbeusedtodefinepoliciesincludingsigninglimits,expense

    reports,purchaserequisitions,auditcontrolofdocuments,andpaymentofvendorinvoices.

    Inventorydimensions Inventoryandtrackingdimensions:Trackphysicalandfinancialtransactions

    usinginventorydimensionsincludingsite,warehouse,location,pallet,batch,and

    serialnumber.

    Financialdimensions Getinsightintoyourbusinessbytaggingtransactionsusingunlimitedfinancial

    dimensions.DimensionsareusedacrossthevariousmodulesinMicrosoftDynamics

    AX,andcanbeusedfortrackingprofit,costcenters,departments,valuestreams,

    productlines,oranyotherreportingunits.Theabilitytoupdatethegeneralledger

    onlineprovidesfastandaccuratefinancialreporting.

    Product Overview: A lication Foundation

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    MicrosoftDynamicsAX2012 ProductOverview 22

    MicrosoftDynamicsAX2012 

    TechnologyFramework

    Clients

    AclientprovidesaninterfacetoMicrosoftDynamicsAX

    dataandfunctionality.Anexternalapplicationisintegrated

    withMicrosoftDynamicsAXtoprogrammaticallyintegrate

    functionalityorexchangedata.TheWindows®clientfor

    MicrosoftDynamicsAXisanative32-bitprogramthat

    providesarichuserinterface.Supportedwebbrowsers

    provideaccesstoMicrosoftDynamicsAXfunctionalityand

    datathroughtheEnterprisePortal.And,external

    applicationsinteractwithMicrosoftDynamicsAXvia

    servicesandApplicationIntegrationFramework(AIF).

    Figure12:Employeeself-serviceportal.

     

    Module Description

    Windowsclient PowerusersaccessERPdatathroughtheRoleTailoredWindowsclient.Morethan30

    RoleCentersprovidetheseuserswitharole-specific“homepage”tomanagetheir

    dailytasksmoreeffectively.TheRoleTailoreduserinterfacealsoincludespreviews,

    fasttabs,andfactboxestoincreaseproductivity.

    Internalandexternalportal PortalsuseSharePointtechnologyasafoundation.TheRoleTailoreduserinterface

    extendstotheSharePointclient.Asubsetoffunctionalityisaccessiblethroughthis

    client.Inaddition,MicrosoftDynamicsAX2012includespredefinedportalssuchas

    employeeself-service,vendor,andcustomerportals.

    MicrosoftOfficeadd-ins Officeadd-insofferinformationworkersaccesstoERPdatafromproductivitytools

    theyuseeveryday.Officeadd-insprovideabidirectionalinteroperabilitywithExcel

    spreadsheetsoftware,andaone-wayintegrationwithMicrosoftWord.

    Helpsystem Providehelpdocumentationinvariousformatstoendusers.Easilyextendthehelp

    systemwithcustomer-specificdocumentationusingtemplatesandthehelp

    infrastructure.

     

    Product Overview: Technolo Framework

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    MicrosoftDynamicsAX2012 ProductOverview 23

    MicrosoftDynamicsAX2012 

    Servers 

    Module Description

    Databaseserver MicrosoftDynamicsAX2012issupportedontheSQLServerdatabase.

    Seesystemrequirementsforspecificversions.

    Servicesandapplication

    integration

    MicrosoftDynamicsAX2012includesanapplicationintegrationframework(AIF)for

    application-to-applicationintegrations.TheAIFisthewebservicesframeworkand

    usesacomponentintheMicrosoft.NETFrameworkcalledWindowsCommunication

    Foundation(WCF).WCFprovidesafoundationfordealingwithadapters(suchasthe

    MicrosoftBizTalk®Serveradapter)andnetworkprotocolsforcommunication.

    MicrosoftDynamicsAXalsoprovidesarangeofpreconfiguredservices.

    Cloud-basedservices Sites Services*: Buildmicrositesthatextendbusinessprocessestothecloudand

    integrateeasilywiththeon-premisesERP.Seefunctionaldomaindescriptionsforthe

    predefinedscenarios:caserequest,humanresourcesrecruitment,requestfor

    quotation,andunsolicitedvendorregistration.

    Payment Services*:Acceptcreditcardanddebitcardpaymentson-premisesand

    onlinewithourPCILevel1CertifiedServicesupportingauthorization,voids,and

    refunds.

    Commerce Services*:Extendsalesreachtoincludemultipleonlinechannelssuchas

    yourownonlinestorefrontandonlinemarketplacessuchaseBay.

    Connect Services:Provideemployeeseasyaccesstotraining,support,peer

    networking,andmuchmoredirectlyfromwithinMicrosoftDynamicsAX.

    Role-basedsecurity Role-basedsecuritymanagesaccesstodataandfunctionality.Inrole-basedsecurity,

    usersareassignedto(predefined)rolesbasedontheirresponsibilitiesinthe

    organizationandtheirparticipationinbusinessprocesses.Rulesallowforautomatic

    roleassignment.UserscanbeauthenticatedwithActiveDirectory®directoryservice

    orothermethods.Datasecuritypoliciesintheextensibledatasecurityframework

    allowformanagingaccesstosubsetsofdata,suchasasubsetofsalesordersor

    vendors.

    Other Takeadvantageofotherservicessuchasbatch,language,anddataaccessservices.

    *CheckavailabilitywithyourMicrosoftDynamicspartnerorlocalMicrosoftoffice.

    Product Overview: Technology Framework

    http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094

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    MicrosoftDynamicsAX2012 ProductOverview 24

    MicrosoftDynamicsAX2012 

    Tools 

    Module Description

    Install,configure,

    andupgrade

    Acomprehensivesetoftoolsthroughouttheapplicationlifecyclesimplify

    installation,configuration,andupgradeeffortsincludingthefollowingtools:

      MicrosoftDynamicsRapidStartServices,*whichimprovestimetovaluethrough

    easyconfigurationanddeploymentbasedonquestionnaires.

      Tomaintainthedatabasesize,theDataManagementFrameworkprovidesthe

    purgeandarchivefunctions.

      Advancedchecklistforinstallationandupgrades.Codeanddataupgradetools.

    MicrosoftDynamicsInformationSourceprovidesresourcestoanalyze,design,

    configure,andcustomizetheERPsolution.

    Softwarechangemanagement TheMicrosoftDynamicsAXintegrateddevelopmentenvironment(IDE)canintegratewithvariousversioncontrolsystems(VCS)includingMorphX®VCS

    softwareorVisualStudioTeamFoundationServer.

    Systemsanddata

    management

    AdministratorshavetoolstomanagetheapplicationwithWindowsPowerShell™

    commandlineinterfaceandtheAXutil.Monitoringtheapplicationserverand

    underlyingWindows,database,andapplicationservercomponentsisprovided

    throughMicrosoftSystemCenter.

    Workflowandbusiness

    processmanagement

    Improveandautomatebusinessprocesseswithworkflowextending.NETWorkflow

    Foundation.Workflowprovidessupportofthefourstepsofthebusiness

    improvementcycle:design,implementation,run,andanalyze.Theworkflowsystem

    includesagraphicalworkfloweditorandisdeliveredwithapproximately60

    workflowtypesacrosstheapplication.Workflowscanbeanalyzedusingthe

    predefinedworkflowanalyticalcubeandassociatedreports.

    Integrateddevelopment

    environment(IDE)

    DeveloperscanaccessthedevelopertoolsthroughtheMorphXIDEintheMicrosoft

    DynamicsAXclientorthroughVisualStudioToolsinVisualStudio.MorphXincludes

    toolsfordesigning,editing,compiling,anddebuggingcode.

    Programming

    languageX++

    X++istheobject-orientedprogramminglanguagethatisusedintheMorphX

    developmentenvironment.X++hasMicrosoftVisualC#®–likesyntax,and

    incorporatesSQLServerdatamanipulationstatements.

    Enterprisesearch EnterprisesearchinMicrosoftDynamicsAX2012enablesuserstosearchthrough

    data,metadata,anddocumentsthatareattachedtorecordsbyusingeitherthe

    MicrosoftDynamicsAXclientorEnterprisePortal.InteroperabilitywithSharePoint

    BusinessDataConnectivityServicesisprovidedtouseenterprisesearch.Seesystem

    requirementsforspecificsoftwarecomponentsneeded.

    Processdocumentation TheTaskRecorderhelpsrecordtasksintheapplication.Adocument,includingstep-

    by-stepinstructionsandrelevantscreenshots,isautomaticallygenerated.Document

    formatchoicesareMicrosoftPowerPoint®presentation,Worddocument,or

    MicrosoftVisio®file.

    *CheckavailabilitywithyourMicrosoftDynamicspartnerorlocalMicrosoftoffice.

    Product Overview: Technology Framework

    http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094

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    MicrosoftDynamicsAX2012 ProductOverview 25

    MicrosoftDynamicsAX2012 

    MicrosoftProductivityandApplicationPlatformInteroperability

    Driveinnovation—todayandtomorrow—byworkingwithastandardMicrosofttechnologyplatformthatsimplifiesdeploymentandlowerscosts,givingyouthepowertodriveyourbusinessforward.Youcandeployin

    thewaythatworksbestforyou—on-premises,inthecloud(throughpartners),orusingahybridmodel—and

    makeincrementalchangesasneeded.WithMicrosoftDynamicsAX,yougetabusinesssolutionfromMicrosoft

    thatisbackedbyanongoingcommitmenttoresearch,development,andinnovation.CombineMicrosoft

    DynamicsAXwithotherMicrosoftproductsandtechnologies.

     

    ProductSuite Microsoftproduct

    BusinessProductivitySolutions MicrosoftOutlook

    MicrosoftExcel

    MicrosoftWord

    MicrosoftProjectServer

    MicrosoftLync®

    MicrosoftSharePoint

    ApplicationPlatform MicrosoftSQLServer

    MicrosoftBizTalkServer

    MicrosoftSystemCenter

    ITInfrastructure Windows

    WindowsServer®

    DeveloperTools MicrosoftVisualStudio

    Microsoft.NET

    WindowsCommunicationFoundation

    WindowsWorkflowFoundation

    FullsystemrequirementsforMicrosoftDynamicsAX2012areavailableonMicrosoft.com.

    Product Overview: Microsoft Productivity and Application Platform Interoperability

    http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094http://www.microsoft.com/download/en/details.aspx?id=11094

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    Takethenextsteptowardbecomingadynamicbusiness—theMicrosoftDynamics

    visionfororganizationsthatcancontinuouslyevolvetofaceeconomic,operational,and

    organizationalchallenges.MicrosoftDynamicsAX2012canhelpyourorganizationbecomemoreagile,soyoucanadaptquicklytochange,expandintonewmarkets,anddevelop

    innovativeproductsandservices.

    Talktoyourpartneraboutthebusinessbenefits

    MicrosoftDynamicsAX2012couldoffer.

    FORMOREINFORMATIONABOUT

    MicrosoftDynamicsAX2012,visit:

    www.microsoft.com/dynamics/ax 


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