Technical Workshop Microsoft Dynamics Innovations Johan Olsson

Technical Workshop Microsoft Dynamics Innovations Johan Olsson Microsoft AB

Agenda Module Module Module Module 1 Dynamics Application Platform 2: Look & Feel AX 4.0 3: What’s new in AX 4.0 technical 4 Q and A

Microsoft Dynamics AX 4.0

Microsoft Dynamics AX 4.0 Sales Orders and Purchase Orders Direct delivery Automatic update of packing slip on sales order, when purchase order is packing slip updated for easy follow-up Synchronization of data between purchase orders and sales order Control layer ensures user doesn’t incidentally break business rules Automatic transfers of customer delivery address information to vendor Intercompany Tighter connection of the supply chain Several pricing strategies supported Differentiated control of the picking process start Parameter controlled printer selection Intercompany master scheduling Distribution of notes Flexible setup of update sequences Rule-based control of user activities Automatic settlement of intercompany payments Delivery address on order line Delivery to different addresses on the same order Parameter controlled summary updates of internal and external documents Enhanced delivery date control Ability to distinguish between shipping and receipt dates Capture both requested and confirmed delivery dates Automatic calculation of shipping and receipt dates Patent protected possibility to simulate different shipping and receipt dates based on mode of delivery, warehouse and geography CRM Advanced Outlook integration Improved telemarketing interface Campaign target distribution Advanced management statistics Advanced tools for campaign web broadcast Activity control enabled for more record types Customer and vendor synchronization Quotation CRM workflow Outgoing E-mail storage Price simulation includes wider range of calculations made towards single and multiple quotation lines Service Service agreements Service orders Repair management Replacement history Outlook integration Fixed period subscriptions Irregular period subscription Subscription indexation Subscription accrual Quotations Human Resources Improved support for work with contractors Expanded recruitment project functionality Improved support for absence planning Mass-hire projects Employee responsibility reporting Enhanced ability to move employees within the organization US Payroll Canadian Payroll Project Accounting Actual vs. Budget statistics Statistics viewable everywhere Invoice control 3 new internal project types – investment, cost, time 51 new reports Improvements in estimates, budgets, credit notes Change project group Enhanced project form Improved copy wizard Invoice project and estimate project forms functions Activity, item task, forecast, project stages Improved invoice documents Improved transaction traceability Single or multi-select functions Fixed Assets Ability to manage assets without affecting the General Ledger – used for tAX or reporting asset books Ability to manage assets using a different calendar than the financial calendar Split out the straight depreciation method line into 2 methods Additional reducing balance methods 7 depreciation conventions added that affect the first and last year’s depreciation Additional depreciation allowed in the first year of the asset’s life (Section 179, etc.) Bonus depreciation only for depreciation books Ability to define unlimited bonus records with priority order and used with a proposal process Provides the ability to mass update the depreciation convention for a range of assets Mass update only for depreciation books Updated reports to support depreciation books 3 new reports: Mid Quarter Applicability, Asset Basis, Book Compare Many country specific features have consolidated into core and are available for all users General Ledger Dimension hierarchies Hierarchy designer Dimension data entry Dimension combination validation Dimensions rendering Financial statements Ledger accruals US Sales Tax Accounts Payable / Accounts Receivable Aging buckets reporting Payment proposal Check refund Statements Balance form redesign Server Session management improvements Converted Server Interface (AOCP) to RPC Personalization data moved to database Securing Server API mitigations Data Access Optimistic concurrency control – forms code Optimistic concurrency control – back-end business logic code Table Permission Framework - a Server (AOS) based security framework ODBC server side cursor enhancements Record Identifier enhancements 64-bit records ids Allocated by table regardless of company SQL authentication is integrated security UDB eliminated; session persistence is SQL Db Setup Computer roles based Mask technical complexity for a single computer deployment Reduce the need for specialized knowledge to achieve a basic implementation of product Quicker ramp up to productive usage Unified look and feel Multi-Instance AOS Quick single computer installation for partners/developers only requires pressing “Enter” Security Rich client users and web users have been merged into one user type All enabled users must be valid Active Directory users Active Directory Import Wizard eases provisioning Perimeter Network Configuration Wizard Application Integration Framework New features. Replaces Commerce Gateway Web services Business to Business integration Application to Application integration Enterprise Portal Microsoft SharePoint Web authoring experience Richer content and document management Integrated collaboration Dynamics AX Web part integration into existing SharePoint sites Common search Better personalization Improved security with encryption support Integrated debugging AOT and WSS integration Reporting Secure end user ad-hoc reporting through model driven integration with SQL Server Report Builder Out-of-the-box end user reporting models for application modules Secure production report authoring using the SQL Report Designer Secure database views to enable authoring secure reports using external report writers Report-to-Report and Report-to-Form drill through actions in native X reports Balanced Scorecard Navigation changes Improved design and creation process Improved and realigned terminology and structure Added ability to create new scorecards, objectives, measures, and graphical indicators based on existing setups New performance overview Alerts User-specific configuration of alert Intuitive, easy rules setup Alerts generated by monitoring specific dates Alerts generated by monitoring changes in system Conditions filtering of alerts Flexible delivery and access to alerts Fast access to alert details Alert rule templates Alerts integration with Outlook Remote access capabilities to alerts Performance Improvements Optimistic concurrency enabled application Database primed for replication Extensive re-indexing Exploits new SQL Server functionality Optimal storage of data Thread pooling on Axapta Object Server Upgrade optimized for large databases Help Standardized Help Viewer Standard Help authoring tools Better Help performance Continuous publishing model supports Help updates Leverages future investments in help technology Global parity: base docs in all locales Enhanced Implementation Guide for Partners .NET Business Connector A versatile, general-purpose platform component Uses the Microsoft .NET Framework 2.0 Supports Microsoft Visual Studio 2005 Enables the development of managed applications against Dynamics AX Public managed classes allow you to invoke X business logic and access data Nyheter i applikation, 678 sidor!

Ny Benchmark AX 4.0 Scenario Orderflöde , Registrera orderrader, plocka, packa och fakturera Inköp, Registrera inköpsorder, mottagning, registrera faktura Volym 177 GB Databas 1000 Samtidiga användare 55,000 Rader / Timme (45000 / 10000)

What’s new in Microsoft Dynamics AX 4.0 General – Adjusting Navigation Pane and Favorites – Global Search Setup – External Help files – Trustworthy computing – Unicode – Integration Active directory / Windows authentication logon SQL 2005 Server (SQL Reporting Services, Analysis Services Unicode support) Sharepoint Portal Services RFID Infrastructure

What’s new in Microsoft Dynamics AX 4.0 Alerts (Business Activity Monitoring) – Based on Due dates or database changes – Notification by popup or email – With hyperlink to ether the alert or the source Development environment – Version Control management system Integrated with Visual Source Safe 2005 server Procedure – Check out objects and labels – Check in objects and labels – Reverse engineering (Visio integration) – New debugger (.Net standards) – Common Language Runtime Interoperability (CLR Interop) Access to .Net assemblies

What’s new in Microsoft Dynamics AX 4.0 Installation and setup – Removal of 2-tier, Thick client, web deployment – Integration with Active directory – Database improvements Index management Better language support by using Unicode RECid changes – Ax 3.0: 4,294,967,296 – Ax 4.0: 18,446,744,073,709,551,615 Optimistic concurrency – Application File Server No copy of application folders Anymore Instead AOS manages applications – AOS Improvements Loadbalancing using NLB AOS is true windows service Improved communication between client en server

What’s new in Microsoft Dynamics AX 4.0 Business Intelligence – Integration with SQL 2005 Reporting services Using a Semantic Data Model (buidl in AOT) – Native Reporting Engine Enhancements Print drill down – Primary Links – Secondary Links – OLAP Enhanced security Enterprise Portal Framework – Fully integrated with Sharepoint services Sharepoint Web authoring experience Better personalisation Integrated collaboration and content management Integrated Document Management Web framework opened up to existing portals – Based on .Net Business Connector

What’s new in Microsoft Dynamics AX 4.0 Business connector – .NET BC Replacing the Ax 3.0 com-connector – More stable / faster – All applications using the com connector need to be updated: COM connecter interface adjustments Fit to Windows Authentication Application Integration Framework – Documents based integration (B2B / A2A) – Web services (Intranet use) – Extra- / Intranet use need extra security

Microsoft Dynamics AX Look & Feel

Microsoft Dynamics AX - Technology Server Client Communication

Changes from 3.0 Computer roles based Unified look and feel No need to figure out which .exe to run from where Integrated database tools New Add or Remove Programs entries Multi-Instance AOS Subsequent component installs draws from previous installs No need to remember where you installed what Quick single computer installation for partners/developers only requires pressing “Enter” No Service Manager—now use Windows Services MMC snapin AOS, EP and Reporting services must be installed on win2k3 The client continues to run on XP VPC image with all components installed will be on AX CD

AOS Improvements Load balancing changed to NLB Session management Session info moved to DB Manage user and business connector sessions across all AOS machines Manage all AOS sessions Network performance improvements Optimizing meta-data roundtrips - Table and Class Loading Compression between client and AOS

AOS Improvements Converted Server Interface (AOCP) to RPC Communication channels between client-serverdatabase will be secured using SSPI and RPC Securing Server API Mitigations 2 and 2.5 tier no longer supported Personalization data is stored in Database

Dynamics AX 4.0 Setup Provide a consistent, simple method of installing Axapta 4.0 for customers and partners. Mask technical complexity for a single computer deployment Reduce the need for specialized knowledge to achieve a basic implementation of Axapta Quicker ramp up to productive usage

3rd party applications Trading partners Trading partners MSMQ, Web Service Adapters Documents (orders, etc). Windows Active Directory Domain Mainframe Legacy Applications Web Service Clients BizTalk Server 2006 Windows Server 2003 Or Windows 2000 Server AX Business connector process XML Web Services Application Integration Server (AIF) Internet Information Services AX Enterprise Portal authenticated users (customers, suppliers, employees) AX clients Outlook integration Excel/SQL Server Reporting Services integration 3rd party applications AX Business connector process AX Business connector process Web Services Enterprise Portal Application Object Servers Internet Information Services Windows SharePoint Services Windows Server 2003 AX Reporting server SQL Server 2005 Reporting Services AX Enterprise Portal anonymous users (new customers) AX Application file server Database SQL Server 2000/2005 AX RFID server AX Analysis server RFID Readers Print Servers Exchange AX Batch Servers SQL Server Analysis Services

Microsoft Dynamics AX – Enterprise Portal

Investeringar på serversidan

Kundvärde SharePoint Portal Server Användningsområde Organisera företagets många siter Aggregera företagsinformationFördelar Individanpassa Värdet av informationsutbudet information ökar Integrera med affärssystem Människor och Funktionalitet information kopplas Profilera och hantera alla samman siter Informationen blir Min site skräddarsydd för Användarprofilering riktad Heltäckande kommunikation sökfunktionalitet Organiserat efter ämne

Architecture AX Web Parts WSS Web Parts ISV Web Parts IIS AOS .NET Business Connector AX DB EP Web Frame work SharePoint DBs Web Services External Systems

Web Framework Overarching goal has been to retain the current rich web framework Web Building blocks created in AOT ( Web Forms , Report , Web Report, Weblet, Web Menu Items . etc) Navigation and Content logically separated Navigation -Web Menu Items URL Action Content – Web Content / Web Let DISPLAY (Web Form) OUTPUT (Report/Web Report) Page Authoring using SharePoint Page Designer tools and imported into AOT Seamless development environment integration

User Management Windows Integrated Authentication User Relations for granting web access to User Ax User Groups / Security Key permission for Object level permissions Business Connector Proxy for securing content for External Users using Security Key Extranet AD accounts for Customers & Vendors ( Basic over SSL Authentication) Anonymous Access for internet facing public web site

Topology Two EP Site Definitions Full Fledged Enterprise Portal for intranet / extranet Public / Anonymous site for internet Business Connector Proxy Account Intranet Windows Integrated Authentication Extranet Standard Perimeter Network Traditional Perimeter Network Basic Auth / SSL

Investeringar på serversidan

Kundvärde Windows SharePoint Services Användarna kan Samarbeta kring dokument Dela information Hantera virtuella team Dokument Kalender Kollegors närvaro Fördelar Enkelt att använda Större individuell Team delaktighet Diskussioner Enkäter Bättre Funktionalitet sammanhållning Versionshantering, Check-in/ Uppgifter Kontakter Bättre Check-Out informationsspridnin Delade kalendrar, g diskussioner Integrerat med Office 2003

Kundvärde SharePoint Portal Server Användningsområde Organisera företagets många siter Aggregera företagsinformationFördelar Individanpassa Värdet av informationsutbudet information ökar Integrera med affärssystem Människor och Funktionalitet information kopplas Profilera och hantera alla samman siter Informationen blir Min site skräddarsydd för Användarprofilering riktad Heltäckande kommunikation sökfunktionalitet Organiserat efter ämne

Enterprise Portal Demo shows how we use WSS with in Microsoft Dynamics AX.

Microsoft Dynamics AX 4.0 – Enterprise Portal 2 different interfaces for 2 different purposes Windows client All functionality Web client Some functionality All users

Microsoft Dynamics AX - Integration Technology

Application Integration Framework (AIF) New XML based integration framework – Business-to-Business (B2B) collaboration – Application-to-Application (A2A / EAI) integration Document-oriented interfaces Extensible X framework

Transaction Types Adapters (File System, MSMQ, BTS, WS) – Send Documents – Receive and Create Documents – Respond to Read Requests Web Service Interface – Request Documents from Axapta – Submit Documents to be created in Axapta Note: Update and delete is not supported out-of-the-box in this release

Axd Document Query ?xml version "1.0" encoding "utf-16"? SalesOrder xmlns "http://schemas.microsoft.com/dynamics/" DocPurpose Original /DocPurpose SenderId dmo /SenderId SalesTable class "entity" CaseTagging No /CaseTagging CovStatus 1 /CovStatus CurrencyCode EUR /CurrencyCode CustAccount 4020 /CustAccount SalesLine class "entity" Blocked No /Blocked CaseTagging No /CaseTagging Complete No /Complete CurrencyCode EUR /CurrencyCode . InventDim class "entity" . /InventDim /SalesLine DocuRefHeader class "entity" . /DocuRefHeader DocuRefHeader class "entity" . /DocuRefHeader /SalesTable /SalesOrder

Dynamics AX Web Services Standards – – – – WS-I Basic profile 1.1 compliant XSD version 1.1 WSDL version 1.1 SOAP version 1.1 and 1.2 One web service per document class One method per action Consumed in – InfoPath – Visual Studio – Other applications and custom clients

Microsoft Dynamics AX – Application Integration Framework

New application development options utilizing the – .NET Business Connector – CLR Interop features

Architectural Overview New application development options Windows Client NEW CLR Interop Application Object Server COM Business Connector NEW .NET Business Connector COM Interop NEW NEW CLR Interop AX Database CLR Interop

.NET Business Connector What is it? A platform component that enables integration with AX Provides an X runtime environment – – – X interpreter Access to AOT Client/server code execution “Headless client” Single/multi-user mode

Architectural Overview AX Database C RP AOS Interpreter BC D O

.NET Business Connector Microsoft.Dynamics.BusinessConnectorNet.dll Built with .NET Framework 2.0 Provides .NET to X type mapping – No need to use the COM bridge in Visual Studio Incorporates stability and reliability fixes Public managed classes provided (SDK) for application development Managed exceptions

.NET Business Connector Security Authentication – – – Support for Windows authentication AX user impersonation support Methods Logon(), LogonAs() Authorization – System tables are secured using the table permissions framework

.NET Business Connector

CLR Interop What is it? Feature providing interoperability (from X ) with CLR components enabled on both client and server Provide extensions to the X language – – – – Native support of CLR simple types Application scope include CLR instances Enable callout to CLR objects Support of .NET Exceptions

Demo shows how we use CLR Interop to execute manages code with in Microsoft Dynamics AX.

.NET Business Connector DMZ Intranet Sharepoint Database Internet Client IIS ASP.NET Windows Sharepoint Services Enterprise Portal .NET Business Connector ISA Server AOS Firewall Trust Relationship Domain Controller 1 Domain Controller 2 Axapta Database

Microsoft Dynamics AX – AD Integration

Active Directory Integration Rich client users and web users have been merged into one user type All enabled AX users must be valid AD users AD Import Wizard eases provisioning External users are identified through location in AD

Active Directory integration

Reporting and Business Intelligence

Microsoft Business Intelligence Vision and Strategy Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions Complete and integrated BI offering Widespread delivery of intelligence through Microsoft Office Enterprise grade and

Key BI Components

Integrated Innovation Standard with Dynamics Microsoft Dynamics Delivered Reporting with Microsoft AX 4.0 AX 3.0 AX 4.0 Business Intelligence Investments Design and Build Reports Production Reports using Objected Oriented views leveraging native using native (X ) Report Report Writer Writer a model driven with SQL and SQL integration Report Designer Report Builder End user reporting perspectives enabled for Application modules Use Reports Design and Build Ad-hoc Reports using SQL Report Builder

The BI Enablement How the SQL Server Platform BI enables Partner Solutions Microsoft Visual Studio Microsoft Dynamics AX AX SQL Server Business Intelligence Platform Reporti ngServic es Excel Database BSM ProClari ty The BI-Enabled Solution SQLPartner Server Analysis Services Cubes Drill through Repor Repo Data Marts

Browse r Data Sources (SQL, OLE DB, XML/A, ODBC, Oracle, Custom) Dynamics AX Office XML Web Service Interface Security Services (NT, Passport, Custom) Report Server Report Processing Output Formats (HTML, Excel, PDF, Custom) Data Processing Security Rendering Scheduling & Delivery SQL Server Catalog Delivery Targets (E-mail, SharePoint, Custom)

Reporting Services 2005 Integration with AS, SSIS, management tools Developer enhancements Improved report interactivity – Multi select – Interactive sorting – Client side printing SharePoint webparts – Report browser – Report viewer Rich end-user reporting – Report Builder

Configuration Architecture Dynamics AX DB Reporting Services DB Dynamics AX Object Server SQL Server 2005 Reporting Services & IIS 6.0 Domain Dynamics AX Client

Dynamics AX Configuration Forms Reporting Servers form Model Generation Options form Report Builder Startup Options form Update Models form

Perspectives Perspectives is a new node in the AOT whose parent is Data Dictionary and which contains zero or more child Perspective nodes A Perspective node contains table references – added via drag drop A Perspective is a “view” into one or more tables.

Creating and Running Ad-hoc Reports Demo shows how Report Builder is invoked and used with models generated by Microsoft Dynamics AX.

Questions and Answers

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