anyone who maintains and uses customer, vendor, worker, contact, addresses… i need a system that...
TRANSCRIPT
Understanding the Global Address Book in Microsoft Dynamics® AX 2012
Tom PattonSenior Program ManagerMicrosoft Corporation
CSAX45
Day in the Life of…
Anyone who maintains and uses customer, vendor, worker, contact, addresses… I need a system that supports our mixed business model of both business-to-
business (B2B) and business-to-consumer (B2C) I need to identify all of the relationships a person or organization has to
another, including our own
I need to create records faster with limited amount of data I have to keep address and contact information synchronized because of
redundant data I don’t want to re-enter existing address information when entering
transactions
System Implementer I need to get customers implemented faster I need a system that supports both B2B and B2C business models without
customization
System Administrator I need to secure employee private information I need to secure parties on different business policies I need to reduce the amount of redundant data
Master Data
Relationships
Subsidiary
Board Members
Employee
Employee Spouse
Customer
Customer and
Vendor
Vendor
Employees Can Be Customers and Vendors
Expense Reports
Contacts and Employment Changes
Contacts and Employment Changes
Components in Action Today
Location & Address
Public SectorServices SectorManufacturing Distribution Retail
Financials SCM Inventory Projects
CPM & GRC CRM HCM: HR & Payroll SRM
Horizontal Applications
Reference Data
Application Foundation
Master Data Application Primitives
Clients
Framework
Servers Tools
Technology Stack
Industry Sector Applications
Source Documents
Sales Order Management
Sourcing
Workforce Management
Sales & Service
Authorization
Party, Customer, Vendor, Worker
Demo 1–Party Roles, Addresses, and Transactions
Add addresse
s
Create customer
Create sales order
Repository of people and organizations and their relationships to each other whether they are internal or external to the enterprise.
Conceptual Model: Global Address BookPa
rty
Organization
Part
y R
ole
s
Person
Customer
Prospect Competitor
Worker Applicant
Vendor
User Contact
Loca
tion
Location
is a type of
Conta
ct
Info
rmati
on
Post
al
Addre
ss
Tran
sact
ion
s
Sales order
Quotation
Invoice
Request for Quote
Moreentities
is a
plays a role of
can have one or more
can have
has
relates to
Address Bookcan belong to one or more
Purchase Order
Party
A collection of party records
Person or organization,
internal or external to the
enterprise
A physical or electronic place
Party can play one or more
roles in one or more legal
entities
Party Roles, Addresses, and Transactions
DEMO
Demo Recap
Persona Results and Benefits
Sales representative Reduced data entry time No data redundancy Fewer data entry errors and duplication
by using existing data
With Microsoft Dynamics® AX 2012
Demo 2- Relationships and 360º ViewPa
rty
Part
y R
ole
s
OrganizationPerson
Customer
Prospect Competitor
Worker Applicant
Vendor
User Contact
Loca
tion
Location
is a type of
Conta
ct
Info
rmati
on
Post
al
Addre
ss
Tran
sact
ion
s
Sales order
Quotation
Invoice
Request for Quote
Moreentities
is a
plays a role of
can have one or more
can have
has
relates to
Address Bookcan belong to one or more
Purchase Order
Party
Relationships and 360º View
DEMO
Demo Recap
Persona Results and Benefits
Accounts Payable Clerk
No data redundancy
Purchasing Manager Data gathering is faster with one place to view the roles a party has with our organization
With Microsoft Dynamics AX 2012
Demo 3- Security PoliciesPa
rty
Part
y R
ole
s
OrganizationPerson
Customer
Prospect Competitor
Worker Applicant
Vendor
User Contact
Loca
tion
Location
is a type of
Conta
ct
Info
rmati
on
Post
al
Addre
ss
Transa
ctio
ns
Sales order
Quotation
Invoice
Request for Quote
Moreentities
is a
plays a role of
can have one or more
can have
has
relates to
Address Bookcan belong to one or more
Purchase Order
Party
Security Policies
DEMO
Demo Recap
Persona Results and Benefits
System Administrator Secured party and related information
Sales Representative Secured data access
With Microsoft Dynamics AX 2012
Global Address Book In Microsoft Dynamics AX 2012
Provides a flexible data model that supports B2B and B2C reducing customizations
Provides options to secure parties
Reduces the complexity and database size of implementation by eliminating redundant data storage
Provides a holistic view of a person or organization across the enterprise allowing data gathering and analysis faster
360
Delivers services to create party roles from external sources
Implement faster by defining address reference data once
Next StepsKey Actions, Resources, and Convergence-Related Sessions/Activities
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© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to
be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
