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March 18-21, 2013New Orleans
#conv13
Microsoft Dynamics® AX in service industries: Transcending product boundaries to deliver more business valueGary BonusoProject ManagerHayward Baker
CSAX49
Brian WelckerGroup Program ManagerMicrosoft
Sean GalliherIndustry ArchitectMicrosoft
• Customer integration experiences• Keller Foundations• GroundWorks• Integration Investments and Results
• Emerging product integration areas• Microsoft Dynamics CRM Integration• Microsoft Project® Integration• Microsoft SharePoint® Online Integration• Microsoft SQL Server™ Business Intelligence Integration
Agenda
Geotechnical Construction
North America
850 Salaried1,500Field
50 Offices5 Companies
Top US Excavation & Foundation Rankings;ENR (Oct 2012):
#1#9 Three Subsidiaries
#11
30+YearsExperience
Live Jan 1st 2012
EMS
Job Cost
Equipment Cost
Budget
Recaps
CASEWIRED
ABRA (HR)
Equipnet
Inventory
Job Mgr
Where were we headed?AddedExternal Systems
MoreInterfaceComplexity
FrequentDuplicateData Entry
Materials
Purchase Orders
Inventory
Parts & Supplies
People
Payroll
Human Resources
Expense Processing
Financials
General Ledger
Job Costs
Accounts Receivable
Accounts Payable
Financial Reporting
Equipment
Equipment Accounting
Location Reporting
Preventive Maint.
Cost Analysis
Utilization Reporting
Projects
Job Cost Mgmt.
Billing
Recap Revenue
Change Orders
Cost Forecasting
Fixed Assets Accounting
Marketing/ CRM
What we did instead: GroundWorksHayward Baker’s “Business Operating System”
iRECAP
Where we’re going next
Microsoft Dynamics CRM
Microsoft Dynamics AX for Job Sites
Microsoft Outlook
Microsoft SharePoint ECM with(Un)Structured Content Search
Opportunity LifecycleProject
Lifecycle
Emerging product integration areas
Extending the project lifecycle
Microsoft Dynamics CRM
Opportunity Management
Effectively manage the project sales process
Microsoft Project Professional
Project Planning
Quickly and easily create project plans
Microsoft SharePoint Online
Project Collaboration
View and collaborate around tasks and documents
Microsoft SQL Server Power View
Practice Management
Get a dynamic view of practice performance
Microsoft Dynamics CRM integrationPradeep GanapathyRaj
• Manage opportunities in Dynamics CRM and initiate project quotations for planning and budgeting in Dynamics AX
• Quotation details (pricing, schedule) from Dynamics AX automatically synchronizes with Dynamics CRM
• Publishing project execution status from Dynamics AX provides visibility to account managers using Dynamics CRM
Microsoft Dynamics CRM integration
Microsoft Project integrationBrian Welcker
• Use Microsoft Project as a front end to create and edit project plans for Microsoft Dynamics AX Service Industries solutions
• Accelerate project planning and execution by leveraging Microsoft Project client operational strengths
• Streamline the process of defining financial controls in Dynamics AX using operational information already defined in Microsoft Project
Microsoft Project integration
SharePoint Online integrationBrian Welcker
• Project team site in Office 365 enables document collaboration in Dynamics AX and Dynamics CRM
• Easy collaboration with project team members and project stakeholders through integration with Microsoft Project Online for Office 365
SharePoint Online integration
SQL Server Business Intelligence IntegrationSean Galliher
• Integrating Dynamics AX 2012 R2 with Power View provides an interactive data exploration, visualization, and presentation experience
• Quickly build engaging ad-hoc reports with a rich set of dynamic filtering capabilities
• Simple to use and fully integrated with Dynamics AX 2012 R2, Excel 2013, and SharePoint 2013
SQL Server BI Integration
Q&A
• Customers can extend Microsoft Dynamics AX 2012 today with Microsoft and partner products to deliver more business value
• Additional out-of-the-box integrations for Dynamics AX 2012 R2 are coming soon
Recap
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© 2013 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.
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