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Microsoft Dynamics AX Technical Conference February 3–5, 2014 Bellevue, WA

Barriers Enablers Operations manager Purchasing manager Purchasing agent Environmental mgr. Production manager Shop supervisor Warehouse manager

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Page 1: Barriers Enablers Operations manager Purchasing manager Purchasing agent Environmental mgr. Production manager Shop supervisor Warehouse manager

Microsoft Dynamics AX Technical ConferenceFebruary 3–5, 2014Bellevue, WA

Page 2: Barriers Enablers Operations manager Purchasing manager Purchasing agent Environmental mgr. Production manager Shop supervisor Warehouse manager

Providing powerful analytic capabilities to your usersMilinda VitharanaPrincipal Program Manager

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IntroductionWe are excited to share Microsoft Dynamics AX 2012 R3 with you…• This presentation contains Microsoft confidential information• Dynamics AX 2012 R3 is pre-release software and subject to change• Microsoft provides no license, express or implied, in this presentation• Please review and respect the disclaimer included in all printed

and electronically distributed materials

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AGENDAProviding powerful analytic capabilities to your usersOur Approach & overview of capabilities

Powerful self-service capabilities enabled with Power BI

Available resources Other improvements

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Our Approach & overview of capabilities

Page 6: Barriers Enablers Operations manager Purchasing manager Purchasing agent Environmental mgr. Production manager Shop supervisor Warehouse manager

Information overload & disconnected data

Too many disparate tools

Hard to get access to

Familiar, intuitive tools

Role based BI

BI is part of the application

Our approach to Business Intelligence

Barriers Enablers

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PUBLIC SECTOR

MANUFACTURING

Role centers for Public Sector & Commercial

Operations manager

Purchasing manager

Purchasing agent

Environmental mgr.

Production manager

Shop supervisor

Warehouse manager

Shipping & receiving

Warehouse worker

Customer service operations manager

EXECUTIVE FINANCE SALES & MARKETING

RETAIL SERVICES SECTOR

CEO

HUMAN RESOURCES

HR manager

Staffing and recruiting manager

Training and development mgr.

CFO

Accountant

Accounting manager

Accounts payables coordinator

Accounts receivables administrator

Budget Manager

Controller

Credit and collections manager

Treasurer

Sales and marketing executive

Account manager

Dedicated sales representative

Marketing manager

Marketing staffer

Order processor

Sales manager

Super sales representative

Customer service representative

IT manager

Merchandising mgr.

Operations mgr.

Store inventory clerk

Store manager

Accountant

Practice manager

Project manager

Project member

TEMPLATES

Role center template

Customer self service

Employee self service

Vendor self service

Microsoft Dynamics AX 2012

Microsoft Dynamics AX 2012 R2

Accounting manager

Accounts receivables administrator

Finance director

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20 Pre-defined SSAS cubes

Microsoft Dynamics AX 2012 +R2 +R3 +Demand planner

Accounts payable

Accounts receivable

Env. sustainabili

ty

Expense mgt.

Generalledger

Production

PurchaseSales and marketing

Sales

Projectaccountin

g

Workflow

Budget control

Budget plan

Inventoryvalue

Retail

Human Resources

Payroll

TAM

Demand forecast

Forecast accuracy

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SQL Server SharePoint Server

Dynamics AX2012 BI solution architecture

AX 2012

SSAS Server

OLAP Cubes

Operational Reports

Business Overview web part

Users

Page 10: Barriers Enablers Operations manager Purchasing manager Purchasing agent Environmental mgr. Production manager Shop supervisor Warehouse manager

SQL Server SharePoint Server

Dynamics AX2012 BI solution architecture

AX 2012

SSAS Server

OLAP Cubes

Operational Reports

Business Overview web part

Users

Self service for Power users

Extend using Microsoft frameworks and tools

Configure and Update using AX tools

Strategies for extending

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Demo

Pre-built solution and approaches to configure and update

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Microsoft Dynamics AX 2012 R3 BI capabilities and tools

REPORTING

Self service reporting

Statutory and financial reports

Charting and infographics

Operational reports

Microsoft Excel and Power BI

Management Reporter

Microsoft Dynamics AX 2012 R2 chart controls

Microsoft SQL Server Reporting Services Reports (SSRS)

ANALYSIS

Key performance indicators

Scorecards

Ad-hoc summarization and exploration

Role Center/ Business overview web part

PerformancePoint Services in Microsoft SharePoint Server

Business Analyzer for Microsoft Dynamics

Data visualization with Power View

QUERY

PRE DEFINED QUERY• Operational queries• Lists of operational/financial data• Print lists of operational/financial

data

• Cues• List pages• Auto report

Microsoft Excel add-in for Microsoft Dynamics AX 2012

AD-HOC QUERY• Query operational/financial data

CATEGORY CAPABILITY TOOL or OPTION

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Visualize data in forms

Financial Statements

High volume printing

Reporting options

Self service reporting

Microsoft Dynamics AX 2012 R2chart controls

SSRS Operational Reporting

Management Reporter

Microsoft Excel with Power BI

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In-built insights for connected heavy users

Insights to go for AX mobile users

Insights for casual connected users

Business Intelligence deployment options

Role Centersin Windows client

Role Centers in web client

Dynamics Business Analyzer

Insights to go for Power BI users

Power BI Mobile app

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BI system requirements

SQL Server 2012

Enterprise edition

Enterprise edition

SQL Server 2012

BI edition

Enterprise edition

SQL Server 2012

Enterprise edition

Standard edition

SQL Server 2012

Standard edition

Data mash-up with Excel PowerPivot PerformancePoint Services in Microsoft SharePoint Server

SharePoint® Server

SQL Server 2008 R2

Standard edition

Standard edition

Ad-hoc analysis with Power View

Process cubes on a replicated DB

Role Center/Business overview web part Microsoft Dynamics AX 2012 R2 chart controls SSRS reports

SharePoint Server

Standard edition

SharePoint Server

SharePoint Server

SharePoint Server

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Powerful self-service capabilities enabled with Power BI

Page 17: Barriers Enablers Operations manager Purchasing manager Purchasing agent Environmental mgr. Production manager Shop supervisor Warehouse manager

SQL Server SharePoint Server

Dynamics AX2012 BI solution architecture

AX 2012

SSAS Server

OLAP Cubes

Operational Reports

Business Overview web part

Users

Self service

Extend using Microsoft frameworks and tools

Configure and Update using AX tools

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Approaches to integrate external dataSelf-service & Data mash-ups

Integrate into AX

SSAS based integration Data warehouse

Scenario Self service or Departmental

Most data in AX, Need consolidated

BI

Few systems, Simple Integration

needs

Many systems, large data volumes,

Complex Integration needs

Who can build them Power user AX developer BI developer BI developer

Tools to use Excel Leverage pre-built content & AX tools

Localized mods using SQL BI tools

SQL BI tools such as SSIS, SSAS

Costs to implement Low Low ~ Med Low ~ Med High

Time to implement Min ~ Hrs Days Days Months

Expertise needed Low Med Med High

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Microsoft Power BI for Office 365Self-service BI with the familiarity of Office and the power of the cloud

Collaborate in Office 3651 in 4 enterprise customers on Office 365

Insights in Excel1 Billion Office Users

Analyze Visualize Share Find

Q&A

MobileDiscover

Scalable | Manageable | Trusted

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Microsoft Power BI for Office 365Collaborate in Office 365

Insights in Excel

Analyze

Visualize

Share

Find

Q&A

Mobile

Discover Search, access, and transform public and internal data sources with Power Query

Share data views and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites

Easy data modeling and lightning fast in-memory analytics with Power Pivot

Bold new interactive data visualizations with Power View and Power Map

Ask questions and get immediate answers with natural language query

Mobile access through HTML5 and touch optimized apps for Windows 8, RT and iOS tablets

Scalable | Manageable | Trusted

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Dynamics AX 2012 R3+ Power BI for Office 365

Insights in Excel

Analyze

Visualize

Discover

Search, access, and transform public and internal data sources with Power Query

Easy data modeling and lightning fast in-memory analytics with Power Pivot

Bold new interactive data visualizations with Power View and Power Map

Collaborate in Office 365Share

Find

Q&A

Mobile

Share data views and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites

Ask questions and get immediate answers with natural language query

Mobile access through HTML5 and touch optimized apps for Windows 8, RT and iOS tablets

Scalable | Manageable | Trusted

Dynamics Data

Export

Author

Feeds Securely expose Business data feeds to end users with OData

Refreshable Export of Data in Forms and Reports to Excel

Dynamics AX add-ins for Office enables authoring reports and documents in Excel

Embed in Dynamics

Context

Launch

Visible Save frequently used analysis into Role center - home page in Dynamics ClientSeamlessly pass user’s business context into embedded reports and see relevant dataLaunch Power View from a Dynamics list page to visualize trends behind data

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Demo

Using Power BI capabilities …

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Windows On-prem

Windows Azure

Power BI integration architecture of Dynamics AX2012 R3

Dynamics AX2012 R3 (on-prem.)

Power Pivot

Power Query

Power view Office 365 + Power BI

Data Catalo

g

DMG

Power Q&A

Power view

Excel

BI Sites

Provision

Discover

OData feeds(AuthN via Windows integrated Auth)

Pin

Save

PowerBI app for Mobile devices

Dynamics AX clientExcel

Scheduled refresh

Pin

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Other improvements in R3

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Other improvements in R3 Maintain customized Analysis projects in AOTImport partition specific customized projects into AOTDeploy will apply the correct partition

Label improvements Label changes preserved thru update scenarioFriendlier labels for Financial Dimensions

Power view integration improvementsSeveral fixes to improve stability and performance

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Available Resources

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Demoware & LearningwareDemo environmentsBI components incl. cubes and Power view are installed and configured in Demo environmentsBI demo script that showcases Power view and Role centers (updated)Power BI integration demo script (same demo previewed in BRK)

White paper“BI tools and options in Microsoft Dynamics AX2012 R2” provides an overview of concepts and tools

MSDN – coming soon…Power view integration step by step guides incl. pointers to configurationPower BI integration topicsUpdated reference guides on new cubes and KPIs

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Related sessionsBRK433 Business Intelligence techniques for understanding project data …E2E demos that showcases using Power BI with Dynamics AX2012 R3

BRK429 Create compelling designs – advanced reporting solutions …Building advanced Operational reporting solutions with Visual Studio tools for Dynamics AX2012 R3

Ask the experts sessionMeet R&D team members from BI, Mgt. Reporter and Excel add-in teams

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THANK YOU for attending! Your feedback is extremely important, please complete an evaluation using one of the following options:

• On the fly from the mobile event app• Communications Kiosks located in the Evergreen Foyer, Grand

Ballroom Foyer and Regency Foyer

• Via the Dynamics AX Technical Conference website: www.microsoft.com/dynamics/axtechconference

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DisclaimerThis presentation contains Microsoft Confidential Information. Microsoft may use any suggestions, comments, or other feedback that you provide for any purpose without obligation. This presentation is provided for informational and training purposes only. It represents Microsoft’s view as of the presentation date. Microsoft cannot guarantee the accuracy of any information after the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted as a commitment on Microsoft’s part. This presentation is provided “as-is”.

Microsoft Dynamics AX 2012 R3 is pre-release software under development. All dates, features, and descriptions specified are preliminary, are based on current expectations, and are subject to change at any time without notice.

Sample code included in this presentation is made available AS IS.  THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF ANY SAMPLE CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE (EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE) TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.

© 2014 Microsoft Corporation. All rights reserved.

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© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows 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.