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Dynamics AX
Roadmap and Update
Dynamics AX

James Page, Practice Principal
Douglas Daley, Dynamics AX Product Manager
Your presenters

Doug Daley


James Page

Dynamics AX Product Manager

Practice Principal

A passionate technologist who
specialises in translating our client‟s
visions into technological reality



Doug brings experience from some
of the largest AX implementations
globally



Product leadership within Intergen‟s
Dynamics Practice – an AX
evangelist

Dynamics AX Roadmap and Update



Dynamics Practice Principal



Over 15 years experience with
Dynamics ERP



Responsible for process,
methodology and strategy



Involved in over 50
implementations across multiple
industry segments

| 2
Product Roadmap
Microsoft Dynamics AX Roadmap
Release Schedule (Calendar Year)
Microsoft
Dynamics
AX 2012 R2

Microsoft
Dynamics
(major
release)
“Rainier”

Microsoft
Dynamics
AX 2012 R3

Lifecycle
Services

Q4

Q1

CY2012

Dynamics AX Roadmap and Update

Q2
CY2013

Q3

Q4

Q1

Q2

Q3

CY2014

Q4

Q1

Q2
CY2015

| 4
Dynamics AX “Rainier”
Components that will effect you


Cloud Based Solutions



Platform independence - Browser enabled clients (HTML 5 based Web Client so more faster and richer
experience)



More investments on Visual Studio (Development Environment will be VS) Programming language will still be
X++ but everything will be .net compiled



Best in class lifecycle management

Dynamics AX Roadmap and Update

| 5
Dynamics AX 2012 R3
Overview of enhancements

Industry
Workloads

Core
Workloads

Application
Framework

Dynamics AX Roadmap and Update

Retail enhancements
Mobile POS client
Deployment & Management
Pricing & Promotions

Distribution enhancements
Warehouse Management
Transportation Management
Demand Planning

Public Sector and Service
Industry enhancements
E-Procurement

Financials enhancements
Budget Planning

Procurement enhancements
Solicitation Management
Bid Evaluation
Vendor Portal

SCM enhancements
Advanced Warehouse Ops
Rate, Route & Load Planning
Freight Reconciliation

Client enhancements
Mobile POS client
Mobile Companion Apps
RF Warehousing Client

Server enhancements
oData Retail Server
System Center Integration

Framework enhancements
Mobile integration

| 6
Dynamics AX 2012 R3
Mobile Companion Applications
 Windows 8 Tablet


Expense capture and reconciliation



Timesheet entry



Approvals

 Phone (Post R3)


Expense capture



Timesheet entry

Dynamics AX Roadmap and Update

| 7
Product Demonstration
1. Mobile Companion Applications

Dynamics AX Roadmap and Update

| 8
WAX & TRAX
WAX and TRAX
Advanced distribution capabilities
 Native AX WMS and TMS solutions
 Acquired for release in core AX 2012 R3
 Enabling complex warehouse and distribution operations
 Pedigree: 3 best of breed WMS solutions

Dynamics AX Roadmap and Update

| 10
Integrated End to End Workflow
„Wave‟
Process

Outbound
Optimisation

Pick and Pack

Weigh

Manifesting

Close Load

Close
Shipment

Shipping
Documentation

Rate Shopping
Order Consolidation
Load Planning

Dynamics AX Roadmap and Update

| 11
License plate
controlled docks

Advanced
inventory control.

Stocking limits

Mixed SKU and LOT
control

Real-time cycle counting, in
location quarantine and rules
based directed put-away for
improved inventory control.

In location quarantine

Dimension and
capacity management
Inbound,
outbound and
internal processes

Workflow
optimisation.
Configurable workflows to enable
streamlining of inbound, outbound
and internal warehousing activities.
Inbuilt RF warehousing for
workflow execution.

Define by item,
customer, vendor
Constraints

Route planning.
Multi segment, multi modal, multi
stop route planning, with rate
shopping capability to maximise
return on freight costs.

Intermodal
Routing

Routing
Guide

Least Cost
Carrier
Best Way

Pre-assigned
Route

Transit Times

Delivery Dates
Item / Carrier

Item / Mode
Carrier / Customer

Mode / Customer
Manual
Routing

Carrier / Hub
Zone / Hub
Drag and Drop

Appointment
scheduling.
Inbound and outbound dock
appointment scheduling.

Appointment
Soft Reservation

Consolidation
Inbound and
Outbound View
Load planning.
Load planning and management
based on load capacity..
Freight
reconciliation.
Simplify freight invoice processing
with automated matching and
payment.
Apportion freight to invoices and
bill to customers, accrue or
expense.
Accelerating
Implementation
Don‟t re-invent the wheel
Key Principles of the Solution
Adopt
standard
processes
and best
practice

Dynamics AX Roadmap and Update

Repeat
across other
organisation
s

Focus on
what’s
important

Keep it
simple

| 19
Pieces of the solution puzzle
inSure Accelerator Finance Framework
Microsoft
Lifecycle
Services

Intergen inSure
Accelerator

Task Recorder Plus
Microsoft
Rapid
Start
Dynamics AX Roadmap and Update

| 20
inSure Accelerator – Business Processes
Core business processes across functional streams
Finance
• General ledger mgmt.
• Financial budgeting
• Bank & cash mgmt.
• Vendor and payables
mgmt.
• Customer & receivables
mgmt.
• Fixed asset mgmt.
• Tax mgmt. & remittance

Dynamics AX Roadmap and Update

Trade & Logistics

Retail and POS

• Product information mgmt.
• Inventory and warehouse
mgmt.
• Sales order processing
• Purchase order processing
• Sales/purchase prices and
discounts mgmt.
• Inventory supply planning

• Stores mgmt.
• Merchandising
• Inventory mgmt. (HQ & instore)
• Customer mgmt.
• In-store sales processing
• In-store bank & cash mgmt.
• In-store customer services
• In-store workforce mgmt.

| 21
inSure
Accelerator

inSure
Standard

inSure Standard and Accelerator Projects
Analysis

Design

Full Analysis
Blank Sheet
Approach

Full design spec
100% Specific
to client

Analysis
Best Practice
Framework

Dynamics AX Roadmap and Update

Design
80% Predesign, focus
on the important
20%

Develop
Std functions
and inSure
Rapid Start
Config

Develop
Customer
specific
development
Custom config

Deploy
Standard data
migration &
config load tools

Deploy

Operate

Custom data
migration
scripts and load
tools

Client specific
support
frameworks

Operate
Standard
simplified
supportable
environments
| 22
Product Demonstration
1. Configuring Methods of Payments using Rapid Start Services
2. Recording Business Processes in Task Recorder Plus
3. The Lifecycle Services for Microsoft Dynamics Workspace

Dynamics AX Roadmap and Update

| 23
What Next?
Get More out of your AX Solution
 Mobile Scenarios
 Add Dynamics CRM
 Enhance the Role Based Experience
 Upgrading

 Add ISV extensions

Dynamics AX Roadmap and Update

| 25
Any questions?
Thank you
Email:

james.page@intergen.co.nz

Mobile:

+64 21 241 9563

Twitter:

@daxpage

LinkedIn: james-page
Email:

doug.daley@intergen.com.au

Mobile:

+61 438 894 036

Twitter:

@dougdaley

LinkedIn: douglas-daley
Dynamics Day 2013 AX 2012 Product Update and Roadmap

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Dynamics Day 2013 AX 2012 Product Update and Roadmap

  • 1. Dynamics AX Roadmap and Update Dynamics AX James Page, Practice Principal Douglas Daley, Dynamics AX Product Manager
  • 2. Your presenters Doug Daley  James Page Dynamics AX Product Manager Practice Principal A passionate technologist who specialises in translating our client‟s visions into technological reality  Doug brings experience from some of the largest AX implementations globally  Product leadership within Intergen‟s Dynamics Practice – an AX evangelist Dynamics AX Roadmap and Update  Dynamics Practice Principal  Over 15 years experience with Dynamics ERP  Responsible for process, methodology and strategy  Involved in over 50 implementations across multiple industry segments | 2
  • 4. Microsoft Dynamics AX Roadmap Release Schedule (Calendar Year) Microsoft Dynamics AX 2012 R2 Microsoft Dynamics (major release) “Rainier” Microsoft Dynamics AX 2012 R3 Lifecycle Services Q4 Q1 CY2012 Dynamics AX Roadmap and Update Q2 CY2013 Q3 Q4 Q1 Q2 Q3 CY2014 Q4 Q1 Q2 CY2015 | 4
  • 5. Dynamics AX “Rainier” Components that will effect you  Cloud Based Solutions  Platform independence - Browser enabled clients (HTML 5 based Web Client so more faster and richer experience)  More investments on Visual Studio (Development Environment will be VS) Programming language will still be X++ but everything will be .net compiled  Best in class lifecycle management Dynamics AX Roadmap and Update | 5
  • 6. Dynamics AX 2012 R3 Overview of enhancements Industry Workloads Core Workloads Application Framework Dynamics AX Roadmap and Update Retail enhancements Mobile POS client Deployment & Management Pricing & Promotions Distribution enhancements Warehouse Management Transportation Management Demand Planning Public Sector and Service Industry enhancements E-Procurement Financials enhancements Budget Planning Procurement enhancements Solicitation Management Bid Evaluation Vendor Portal SCM enhancements Advanced Warehouse Ops Rate, Route & Load Planning Freight Reconciliation Client enhancements Mobile POS client Mobile Companion Apps RF Warehousing Client Server enhancements oData Retail Server System Center Integration Framework enhancements Mobile integration | 6
  • 7. Dynamics AX 2012 R3 Mobile Companion Applications  Windows 8 Tablet  Expense capture and reconciliation  Timesheet entry  Approvals  Phone (Post R3)  Expense capture  Timesheet entry Dynamics AX Roadmap and Update | 7
  • 8. Product Demonstration 1. Mobile Companion Applications Dynamics AX Roadmap and Update | 8
  • 10. WAX and TRAX Advanced distribution capabilities  Native AX WMS and TMS solutions  Acquired for release in core AX 2012 R3  Enabling complex warehouse and distribution operations  Pedigree: 3 best of breed WMS solutions Dynamics AX Roadmap and Update | 10
  • 11. Integrated End to End Workflow „Wave‟ Process Outbound Optimisation Pick and Pack Weigh Manifesting Close Load Close Shipment Shipping Documentation Rate Shopping Order Consolidation Load Planning Dynamics AX Roadmap and Update | 11
  • 12. License plate controlled docks Advanced inventory control. Stocking limits Mixed SKU and LOT control Real-time cycle counting, in location quarantine and rules based directed put-away for improved inventory control. In location quarantine Dimension and capacity management
  • 13. Inbound, outbound and internal processes Workflow optimisation. Configurable workflows to enable streamlining of inbound, outbound and internal warehousing activities. Inbuilt RF warehousing for workflow execution. Define by item, customer, vendor
  • 14. Constraints Route planning. Multi segment, multi modal, multi stop route planning, with rate shopping capability to maximise return on freight costs. Intermodal Routing Routing Guide Least Cost Carrier Best Way Pre-assigned Route Transit Times Delivery Dates Item / Carrier Item / Mode Carrier / Customer Mode / Customer Manual Routing Carrier / Hub Zone / Hub
  • 15. Drag and Drop Appointment scheduling. Inbound and outbound dock appointment scheduling. Appointment Soft Reservation Consolidation Inbound and Outbound View
  • 16. Load planning. Load planning and management based on load capacity..
  • 17. Freight reconciliation. Simplify freight invoice processing with automated matching and payment. Apportion freight to invoices and bill to customers, accrue or expense.
  • 19. Don‟t re-invent the wheel Key Principles of the Solution Adopt standard processes and best practice Dynamics AX Roadmap and Update Repeat across other organisation s Focus on what’s important Keep it simple | 19
  • 20. Pieces of the solution puzzle inSure Accelerator Finance Framework Microsoft Lifecycle Services Intergen inSure Accelerator Task Recorder Plus Microsoft Rapid Start Dynamics AX Roadmap and Update | 20
  • 21. inSure Accelerator – Business Processes Core business processes across functional streams Finance • General ledger mgmt. • Financial budgeting • Bank & cash mgmt. • Vendor and payables mgmt. • Customer & receivables mgmt. • Fixed asset mgmt. • Tax mgmt. & remittance Dynamics AX Roadmap and Update Trade & Logistics Retail and POS • Product information mgmt. • Inventory and warehouse mgmt. • Sales order processing • Purchase order processing • Sales/purchase prices and discounts mgmt. • Inventory supply planning • Stores mgmt. • Merchandising • Inventory mgmt. (HQ & instore) • Customer mgmt. • In-store sales processing • In-store bank & cash mgmt. • In-store customer services • In-store workforce mgmt. | 21
  • 22. inSure Accelerator inSure Standard inSure Standard and Accelerator Projects Analysis Design Full Analysis Blank Sheet Approach Full design spec 100% Specific to client Analysis Best Practice Framework Dynamics AX Roadmap and Update Design 80% Predesign, focus on the important 20% Develop Std functions and inSure Rapid Start Config Develop Customer specific development Custom config Deploy Standard data migration & config load tools Deploy Operate Custom data migration scripts and load tools Client specific support frameworks Operate Standard simplified supportable environments | 22
  • 23. Product Demonstration 1. Configuring Methods of Payments using Rapid Start Services 2. Recording Business Processes in Task Recorder Plus 3. The Lifecycle Services for Microsoft Dynamics Workspace Dynamics AX Roadmap and Update | 23
  • 25. Get More out of your AX Solution  Mobile Scenarios  Add Dynamics CRM  Enhance the Role Based Experience  Upgrading  Add ISV extensions Dynamics AX Roadmap and Update | 25
  • 27. Thank you Email: james.page@intergen.co.nz Mobile: +64 21 241 9563 Twitter: @daxpage LinkedIn: james-page Email: doug.daley@intergen.com.au Mobile: +61 438 894 036 Twitter: @dougdaley LinkedIn: douglas-daley