This document summarizes Microsoft Dynamics AX 2012 enterprise resource planning (ERP) software. It is designed for large organizations with 200-7,500 users and includes industry-specific and core ERP capabilities. It supports multinational companies through shared master data and processes across a single instance. The software provides flexible deployment, agile technology, easy access to data and processes, and integrated collaboration tools. It also includes capabilities for procurement, supply chain management, inventory, projects, financials, governance, risk and compliance, human capital management, sales, and marketing.
6. Small and midsize businesses
Navision - Customizable, specialized ERP
for the mid-market
Great Plains - Full feature, “out-of-the-box”
Small and
ERP (primarily the US market)
midsize
Solomon - World class project accounting businesses
and feature rich distribution ERP for the
mid-market
Enterprise organizations
AX - Tailorable, enterprise ERP Enterprise
organizations
7.
8. • Microsoft Dynamics AX 2012 is designed for enterprises with
200 to 7,500 users.
• It includes rich industry and core ERP capabilities in a single,
global solution.
• Supports global organizations by managing multisite
operations through shared master data and business
processes, as well as country specific capabilities, in a single
instance.
• Ad hoc reports and streamlined workflows with a Microsoft
Dynamics Role Tailored user interface
9. • Expand business opportunities, modify processes, and
differentiate your business with comprehensive ERP software
that provides unprecedented agility.
• Natural modeling to continuously plan, visualize, and change
your processes
• Flexible deployment options that can change as you grow
• Agile technology that makes it easy to change and
differentiate your business
10. • Drive user involvement and innovation with a business
management solution that is simple to use, deploy, and
manage - and deliver easy access to data and processes.
• Empower employees to innovate with quick access to
information and business processes
• Integrated, self-service collaboration capabilities for
employees, customers, suppliers, and partners
• Application life-cycle management to streamline IT processes
from initial deployment through continuing change
12. Solution overview
Industry-specific Capabilities
Manufacturing Distribution Retail Services Sector Public Sector
Horizontal Capabilities
Procurement SCM Inventory Projects
Financials GRC HCM: HR & Payroll Sales and Marketing
Application Foundation
Master Data Reference Data Global Engines
Framework
Server Tools Client
Microsoft Technology Stack
13. Framework
Server Tools Client
Servers & Tools:
• Workflow incl. graphical workflow editor, work item queues
• Services (Sites, payment and commerce)
• AIF
• Role-based security and segregation of duties
• Pluggable user authentication
• New programmability concepts (models)
• Visual Studio Tools for Microsoft Dynamics AX 2012
• Simplified installation experience
Clients:
• Enhanced Role Tailored user interface (UI) including new Role Centers
• Microsoft Office add-ins – bi-directional integration (Word and Excel)
• Enterprise Portal based on SharePoint 2010 technology
• Country-context support
• New help system
31. •SharePoint integrated analysis tool for end-users
Power View
•Central storage and management of PowerPivot workbooks
PowerPivot for SharePoint
•Freely distributed Excel add-in
•Gather data from numerous sources
PowerPivot for Excel •Build datamodel by creating relationships
•InMemory data analysis (VertiPaq)
•WCF
•Expose data from AX to other applications
ODATA Query Service •Enforces AX security
•Business logic
Application •Security
•...
Object Server
•SQL Server
Microsoft
Dynamics AX
database
DescriptionIn het volgende voorbeeld gaan we een sales director hebben die maandelijks moet rapporteren aan de board of directors. Eén van de rapporten die hij daarboor gebruikt is een lijst van de opportuniteiten AxSales and Marketing > Common > Opportunities > All opportunitiesExport to ExcelExcelFilter toepassen op de status (status active)Veld toevoegen (estimated revenue)Integratie met Excel (Formule =F2*D2/100 + celopmaak $ + conditional formatting data bars)
DescriptionIn de volgede demo moet de IT department een tool aanleveren om de budgetten te beheren. Aangezien alle afdelingen over excel beschikken wordt excel als herkenbare client gebruikt. De wijzigingen vanuit excel worden in Ax doorgevoerd.AxShow Connection to AxShow CEU/Budgeting/Common/Budget register entries draftsExcelAdd Datasource: Budget serviceAdd fields Enterynumer / Default date / Budget model / Budget codeAdd fields Entery number / Date / Line number / Currency / LedgerDim.MainAccount / Comment / Transaction currency amountFilter comment !””status draftEdit linesPublishShow modification in AxGroup in ExcelCreate matrix Original voor budgetCreate matrix Adjustments voor Adjustment coderename Tab 1 to Detailrename Tab 2 to OverviewAdd matrix Original / Addjustmenton Tab OverviewAddComment on TabOverviewEdit the adjustment on taboverviewShow new values on the Tab DetailShow update in Ax
DescriptionIn de volgende demo maken we een brief om nieuwe klanten te verwelkomenWordOpen TechDays_NewCustBlanco.dotCreateconnection in WordAdd datasource Accounts Receivable CustReplace bookmarks in wordShow Developer modeSave the documentEPGo to the portalUpload document to document libraryAxGo to CEU/Organizationadministration/Setup/Document TypesShow template VBActivate new templateGo to CEU/Accounts receivable/Common/Customers/AllcustomersGenerate templateToon document automatisch toegevoegd via documentbeheer
AxSales and Marketing > Common > Opportunities > All opportunitiesExport to ExcelExcelFilter toepassen op de status (status active)Veld toevoegen (estimated revenue)Integratie met Excel (Formule =F2*D2/100 + celopmaak $ + conditional formatting data bars)
Kenny Peetermans:SQL Server and BI consultant with a focus on the integration with Dynamics AX.Jeroen getting data in AX and editing itKenny getting that data out and analyzing it
Data often resides all over the companyExcel sheetsCustom appsDynamics AXBI:Gathering data from multiple sources transform it1 unified view on your datadecision makers have a single version of the truth
Dynamics AX clientAOTQueriesTECH_CustomersTECH_CustomerTransactionsOrganization AdministrationSetup Document Management Document Data SourcesExcelPowerPivot WindowShow data source possibilitiesFrom Data Feedshttp://localhost:8101/dynamicsax/services/odataqueryservicePulls data into workbook memoryCreate PK for CustomerCreate FK for CustomerTransactionCreate relationship FK to PKPull in DateTable Excel file (use first row as column header !!)Rename Date sheetFormat datesCreate relationship in Diagram View from transdate to dateCreate PivotChart on existing worksheetExcelsheetToo many fields availablePowerPivot WindowHide recid, PK and FKExcelsheetRefreshRename sheet to CustomersDrag AccountNum, CustGroupSlicer DataareaidRename second sheet to SalesCreate PivotTable with custgroup, customername and amountmstHide other sheets and remove filtersFile Save & Send Save to SharePoint PowerPivot Gallery CustomerSalesWhile saving, open Internet ExplorerSharePointhttp://devtalkPowerPivot GalleryOpen CustomerSales Slice and Refresh Analysis Services for loadingClose CustomerSalesShow buttons and mention ability to automate refreshCreate Power View reportPower ViewAdd title Customer Sales ReportDrag Customername and amountmstResize and sortDrag AmountmstChoose scatterX invoiceY amountmstSize accountnumColor CustGroupPlayAxis MonthNameDrag amountmst and countryregionidChoose column