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.