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Chapter 1: Overview

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CHAPTER 1: OVERVIEW

Objectives

The objectives are:

• Understand that Microsoft Dynamics® AX provides a powerful

solution.

• Understand that Microsoft Dynamics AX provides an agile solution.

• Understand that Microsoft Dynamics AX provides a simple solution.

• Understand that Microsoft Dynamics AX provides a unified

solution from Microsoft.

• Understand the industry focus for Microsoft Dynamics AX.

• Understand the broad functionality that is provided in Microsoft

Dynamics AX2012.• Perform the setup steps required to complete the demonstrations in

this training material on the training virtual machine.

Introduction

Microsoft Dynamics AX 2012 is the Microsoft® enterprise resource planning

(ERP) solution for enterprises that empowers your people to anticipate and

embrace change so that your business can thrive.

Microsoft Dynamics AX 2012 is designed for enterprises with 200 to 7,500

users. It helps employees be more productive and increases the value of

information by providing all people in the organization with access to important

business information and processes. Because it includes rich industry and core

ERP capabilities in a single, global solution, Microsoft Dynamics AX 2012

promotes faster time to value. Simple to learn and use, it provides the agility that

you need to expand business opportunities, modify processes, and differentiate

your business. With pervasive interoperability, you can take advantage of

existing investments, lower the total cost of ownership (TCO), and support

innovation in your organization.

Microsoft Dynamics AX supports global organizations by managing multisite

operations through shared master data and business processes, as well as country-

specific capabilities, in a single instance. Rich ERP capabilities also support

human resources, financials, project management, and sales and marketing.

The Microsoft Dynamics RoleTailored user interface includes more than 30 Role

Centers and makes it easier for everyone in key business areas to access and

share ad hoc, self-service business intelligence and reporting.

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Introduction to Microsoft Dynamics® AX 2012

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Powerful

Deliver value faster with powerful foundation technologyin a single solution.

Many Enterprise Resource Management (ERP) systems have never moved beyond managing the administrative dimension of your business, tracking

general ledger, payroll, and HR, while the real operation of the business is

managed elsewhere. Microsoft Dynamics AX 2012 is different, covering both the

administrative and operational requirements.

To do this, Microsoft Dynamics AX 2012 :

• Delivers rich, prebuilt, industry-operational functionality out of the

box.

• Is a truly global solution, designed to scale with your business.

• Provides a RoleTailored user experience.

Pre-built Industry and Operational Capability

Microsoft Dynamics AX provides pre-built industry andoperational capabilities gives you more value faster.

Microsoft Dynamics AX 2012 delivers rich, prebuilt, industry-operational

functionality out of the box, with proven functionality for manufacturing

(process, discrete, and lean), distribution, retail, public sector, and service

industries. By delivering this capability, Microsoft Dynamics AX gives you more

value faster, and establishes a strong platform for independent software vendors

(ISVs) to more efficiently deliver the specialized vertical functionality unique toverticals within those industries.

Stronger base functionality and a broad portfolio of specialized vertical solutions

means a better fit for the needs of your business, more value, and more rapid time

to value. Microsoft Dynamics AX uniquely combines industry-specific

capabilities in one solution and makes them available to all customers, benefiting

organizations that require capabilities for more than one industry.

Global Solution

Microsoft Dynamics AX provides a global solution that grows

easily with your business.

Microsoft Dynamics AX is a global solution, designed to scale with your

business. Simple enough to deploy for a single business unit in a single country,

Microsoft Dynamics AX 2012 supports the unique requirements for business

systems in 36 countries - all from a single-instance deployment of the software.

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Chapter 1: Overview

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Multiple currencies, multiple time zones, multiple languages, and compliance

with multiple banking and reporting standards and legislative codes give you the

global coverage that you require. The layered architecture and installable

language packs provide the flexibility for future growth to other markets,

including options for agile, partner-led localization.

Role Tailored User Interface

Microsoft Dynamics AX provides a RoleTailored user interfacewhich provides instant insight and productivity for your

people.

The RoleTailored user interface spans the Microsoft Dynamics AX rich client

and Enterprise Portal and helps drive productivity and business insight through

its familiar user experience and connection with business processes. Microsoft

Word and Excel®, familiar and powerful tools that workers already know and

use, work bidirectionally with Microsoft Dynamics AX 2012 to enhance worker

productivity. A flexible Help system provides added support when it is needed.

The value of a business system is not only about the ease of entering transactions,

instead it is about turning those transactions into information, or business

intelligence (BI), to help users make faster, better decisions. To do this, business

intelligence must be an embedded part of the application, not a separate tool that

requires users to take additional steps and switch contexts. Rich, embedded BI is

at the core of Microsoft Dynamics AX 2012 with:

• More than 30 Role Centers shipped out of the box, to provide the

right BI for each user's job role.

• 11 SQL Analytics Server Cubes that provide data to Role Centers.

• Key performance indicators that are role based and tailored to each process.

• Over 800 out-of-the-box reports, all delivered through SQL® ServerReporting Services.

• Rich interoperability with Microsoft Excel for outputting report and

enabling analysis.

• Interoperability with Microsoft PowerPivot for ad hoc slicing and

dicing.

• InfoParts providing in-context BI fully embedded throughout the

Microsoft Dynamics AX user experience.

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Agile

Increase agility and expand business opportunities whilereducing risk.

Excellence for a business application begins with two primary challenges: howwell does the software model the real-world, and how quickly can I make it fit

my business in a rapidly changing world? If the fidelity between software model

and reality is high, then implementation is straightforward and the software can

provide strong insight, empowering efficient business execution. If it is not, then

implementation is filled with compromises and workarounds and using the

software is filled with challenge and complexity. It is that simple, and it is the

beginning of why Microsoft Dynamics AX 2012 is different.

Unified Natural Model

Microsoft Dynamics AX provides a Unified Natural Model that

lets you plan, see and change your business.

Unified, natural models make modeling simple businesses fast and easy and yet

still provide the richness and flexibility to represent the most complex

organizations.

Fundamental elements of the unified, natural models in Microsoft Dynamics AX

2012 include the following:

• Flexible business organization modeling. This lets you capture the

physical locations of your business, legal entity structure, and

business reporting structure.

• Representation of business workflow, policies, and dollar limit - andthe ability to specialize that policy for different parts of the

organization model by using a graphical workflow editor, without

any coding required.

• Unlimited financial dimensions. This enables categorization and

analysis of transactions across multiple views.

• Date effectivity for data and models at the framework level, with

additional security control on future effective information to enable

before-and-after reporting across organizational changes.

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Flexible Deployment Alternatives

Microsoft Dynamics AX provides flexible deploymentalternatives to support your business today and tomorrow.

System deployment represents another important dimension where businesses

demand agility. Growth, or even consolidation, will change a business's needs.

Evolving technology may change the most effective way to meet those needs.

Microsoft Dynamics AX 2012 enables flexible deployment alternatives that

support your business today and tomorrow.

Microsoft Dynamics is committed to enabling deployment choice - that includes

on-premise deployment and partner private cloud hosting today, and a roadmap

to Microsoft cloud capability in the future - all with a single application solution.

Deployment of a model at a specific moment in time should not lock a customer

into an application that should be the heart of their business for a very long time;

customers can choose Microsoft Dynamics AX 2012 because it is the right

solution for their business.

Model-driven Layered Architecture

Microsoft Dynamics AX provides a model-driven layeredarchitecture that makes company differentiating changes easyto execute.

Microsoft Dynamics AX is designed with a unique layer and model structure that

separates and controls the updates and modifications made in the application.

This structure provides a powerful and flexible architecture for developing

business logic. As more and more of the system is defined through models,

unique requirements can be addressed without writing code.

The key benefit of the layer and model structure is that it lets developers change

and extend the functionality in Microsoft Dynamics AX while maintaining

upgradability to new versions.

Models drive overall system agility by speeding the process of fitting the

software to the business at implementation, and more importantly, enabling rapid

system evolution in the face of changing business conditions and requirements.

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Simple

Drive adoption and lower costs with an easy-to-usesolution.

As business applications evolve, the natural tendency is for complexity toincrease. Instead Microsoft Dynamics AX 2012 is committed to simplicity. It

focuses on simplifying every aspect of the system, including installation,

deployment, implementation, customization, user experience, and upgrades.

Simplicity drives adoption and ensures that customers truly get the benefit of the

system's power and agility.

Familiar User Experience

Microsoft Dynamics AX provides a familiar user experience tomake it simple to learn and intuitive to use.

For end-users, simplicity begins with a familiar interface that makes the

application simple to learn and intuitive to use. A key focus of user interface

design is to allow high-velocity transaction processes like order entry to beentered as quickly and simply as possible.

Common, innovative user interface concepts including visualizations, Microsoft

Office look and common user interface across both the web browser and

Windows rich client user interfaces accelerate the ramp up time of all users.

The bi-directional integration with Microsoft Office 2010 lets users work with

Microsoft Dynamics AX data in familiar applications.

Integrated Collaboration

Microsoft Dynamics AX provides integrated collaboration tomake it simple to connect employees, customers, suppliers,and partners.

Microsoft Dynamics AX 2012 brings collaboration directly into the application

making it simpler to connect with other people.

• SharePoint based vendor and customer portals simplify basic supply

chain collaboration. Customers and vendors can access information

from the web portal.

• Sites services support ad hoc, end-to-end business process

integration with partners and customers.

• The Application Integration Framework allows data to be passed

between applications either within an organization or with trading

partners.

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• Unified Communication integration allows users to instantly interact

with other users and minimizes user's distraction from tasks.

• SharePoint Collaboration Sites can be created directly from within

Microsoft Dynamics AX to share information with team members.

Application Life Cycle Management

Microsoft Dynamics AX application life cycle managementmakes it simple to deploy, manage and upgrade.

Microsoft Dynamics AX automates application life cycle management and

provides tools which facilitate deployment, management, and upgrades for

customers, implementers, and ISVs. This results in operations efficiencies.

Pervasive Interoperability

Drive innovation-today and tomorrow-by working with a standard Microsoft

technology platform that simplifies deployment and reduces costs. This gives youthe power to drive your business forward. You can deploy in the way that works

best for you-on- premises, in the cloud (through partners), or by using a hybrid

model - and make incremental changes as needed. With Microsoft Dynamics

AX, you get a business solution from Microsoft that is backed by an ongoing

commitment to research, development, and innovation:

• Maximize your investments, lower TCO, and make additional

productivity gains through Microsoft Dynamics AX 2012

interoperability with Microsoft business productivity solutions and

the application platform, including:

o Microsoft Office

o Microsoft SharePoint®

o Microsoft SQL Server ®

o Microsoft Visual Studio® development system

o Microsoft BizTalk ® Server

o Microsoft Lync™

• Innovate rapidly and move your organization into the future by

taking advantage of:

o Ongoing investments by Microsoft and its partners in the

platform, infrastructure technologies, and applications that

enable your ERP solution to evolve as your organization grows.o Easy access to a broad and talented pool of Visual Studio

developers and solutions that can help IT implement and

maintain your ERP solution to meet your organization's changing

needs.

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Industry Focus

In a single solution, Microsoft Dynamics AX 2012 helps enterprises meet their

business requirements easily with purposely built capabilities for five industries

(Manufacturing, Distribution, Retail, Public Sector, and Services industries).

In addition, the same single solution can support specific business requirements

easily by extending the industry foundation with packaged vertical solutions from

the Microsoft Partner Network, the largest partner ecosystem of global systems

integrators (GSIs), independent software vendors (ISVs), and value-addedresellers (VARs).

Functionality

This lesson provides a high level overview of key functionality in Microsoft

Dynamics AX 2012. For more information about the various modules, pleaserefer to the Appendix.

Financials

The Microsoft Dynamics AX 2012 Financial Management module provides fast,

reliable, and comprehensive accounting, financial reporting, and analysis. It also

provides all the functionality that you need to update accounts efficiently and

comply with reporting requirements.

Basic capabilities of the Financial Management module include the following:

• General Ledger

• Liquidity Management (Bank Management)

• Fund Accounting

• Accounts Receivable

• Accounts Payable

• Fixed Assets

• Expense Management

Supply Chain Management

Supply Chain Management in Microsoft Dynamics AX 2012 helps businesses

manage materials, information, and transactions as they move through the

process from the vendor to the manufacturer, and then to the retailer and to theend customer. The three goals of supply chain management are as follows:

• Reducing inventory

• Lowering costs

• Improving time-to-market

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Basic capabilities of the Supply Chain functionality include the following:

• Inventory control

• Sales order processing

• Purchase order processing

• Warehouse management

• Production

• Material Requirements Planning (MRP)

• Lean Manufacturing

• Product builder (product configurator)

• Quality control

Project and Service

As the demand for faster and better service increases, so does the pressure to

automate processes and balance costs associated with projects and servicerequests. For the growing number of companies that provide services to

customers, either as their core business or in addition to their products, the

challenge is to effectively manage knowledge, opportunities and resources.

Project Accounting provides a strong platform to help companies effectively

administer projects and achieve the results that they want.

Basic capabilities of the project and service functionality include the following:

• Project accounting

• Professional services automation

• Service management

• Service subscriptions

CRM

Customer Relationship Management (CRM) may mean many things to many

people. CRM is actually a plethora of concepts, ideas, and strategies offered by a

large array of CRM specialists. The essence of CRM usually includes the

following three disciplines:

• Know your customer

• Act on what you know

• Learn about what you know

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Therefore, the main objective of Customer Relationship Management is to keep

and grow customers. Microsoft Dynamics AX 2012 can offer many new features

in the CRM module that enable a clearer view of a company's sales processes and

helps companies to do the following:

• Better manage and conduct their sales processes

• Better document processes and procedures for future use

Basic capabilities of CRM functionality include the following:

• Sales force automation

• Sales management and reporting

• Marketing campaigns

• Telemarketing

Human Capital Management

An agile human resource management system can help companies quickly

develop their organization to meet the challenges of a fluctuating business

environment. Microsoft Dynamics AX 20212 Human Resource Management

module helps companies:

• Gather and structure employee information

• Encourage employee development

• Streamline employee performance

• Offer competitive on-cycle and off-cycle compensation

• Reward long-term and short-term employee performance

• Promote talent retention and motivation

• Maintain an overview of the organization

• Create the appropriate internal environment to drive business

forward

Basic capabilities of human capital management functionality include the

following:

• Organization and employee information

• Recruitment

• Employee development• Training course management

• Absence management

• Compensation modeling

• Payroll

• Benefits

• Questionnaire

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Virtual Machine Setup Instructions

This section describes additional setup steps required to complete the

demonstrations in this training course with the virtual machine provided for

training purposes.

Please make sure these are completed before the performing the demonstrations

associated with these steps.

Demonstration: Step 1- Alert Batch Job

This step required for Chapter 2 - Demonstration: Create an Alert Rule.

This creates a batch job to process alert rules and deliver alerts to users.

1. Go to System Administration > Periodic > Alerts > Change based

alerts.

2. Click the Recurrence button.3. Select No end date.

4. Change Count: from 10 to 1.

5. Click OK .

6. Click the Alerts button.

7. Clear Ended.

8. Click OK .

9. Click OK .

10. Click Close.

Demonstration: Step 2- Workflow Approval SecurityAccess

Step required for Chapter 2 - Demonstration: Submit a workflow and Chapter 2 -

Demonstration: Approve a workflow.

This gives Phyllis security access to approve a purchase requisition workflow.

1. Go to System administration > Common > Users > Users.

2. Double-click the record with user name Phyllis Harris.

3. Click the Assign roles button.

4. Select System administrator.

5. Click OK .

6. Click Close.

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Demonstration: Step 3- Workflow Processing

Step required for Chapter 2 - Demonstration: Submit a workflow and Chapter 2 -

Demonstration: Approve a workflow.

This creates a batch job to process workflow.

1. Go to System Administration > Setup > Workflow > Workflow

infrastructure configuration.

2. Click Next.

3. Click Next.

4. Click Next.

5. Change Repeat job after the specified number of minutes: from

30 to 1.

6. Click Next.

7. Click Finish.

Demonstration: Step 4- SharePoint Access

Required for Chapter 5 - Demonstration: Associate a User with an Employee

Record.

This gives access to Enterprise Portal for all users setup on the virtual machine.

1. Open Internet Explorer.

2. Click Site Actions and select Site Permissions.

3. Click Grant Permissions.

4. Type Administrators in the Users/Groups: text box.

5. Click the Check names button.

6. Select the Full Control check box.

7. Click OK .

8. Close Internet Explorer.

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Summary

This tutorial introduces Microsoft Dynamics AX Enterprise Resource Planning

(ERP) system. The various modules of Microsoft Dynamics AX are described,

including the interrelations between the modules and their key features and

benefits.

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Test Your Knowledge

Test your knowledge with the following questions.

1. Match each theme with the correct description:

_____ 1.

Powerful

_____ 2.

Simple

_____ 3. Agile

a. Plan, see and change your business with agility.

b. Drive adoption and lower costs with an easy-to-use

solution.

c. Increase agility and expand business opportunities

while reducing risk.

2. Which of these products interoperates with Microsoft Dynamics AX. (Select

all that apply)

( ) Microsoft SharePoint

( ) Microsoft Visual Studio development system

( ) Microsoft Office

( ) Microsoft SQL Server

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Quick Interaction: Lessons Learned

Take a moment and write down three key points you have learned from this

chapter

1.

2.

3.

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Solutions

Test Your Knowledge

1. Match each theme with the correct description:

a 1.

Powerful

c 2.

Simple

b 3. Agile

a. Plan, see and change your business with agility.

b. Drive adoption and lower costs with an easy-to-use

solution.

c. Increase agility and expand business opportunities

while reducing risk.

2. Which of these products interoperates with Microsoft Dynamics AX. (Select

all that apply)

(√) Microsoft SharePoint

(√

) Microsoft Visual Studio development system(√) Microsoft Office

(√) Microsoft SQL Server

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