Road to the cloudMicrosoft Dynamics 365 for Operations

Juan RafaelTechnical Architect Dynamics 365

State of the marketCustomer engagement:By 2020, customer experience will overtake price and product as the key brand differentiatorProductivity:40% of a worker’s productive time is lost when switching tasks. This costs the global economy $450B per yearSpeed of business:Organizations embracing digital transformation generate an average of $100M more income each year

73% Major customer experience perception gap1

73%

Growing revenue is the top priority2

36%

Innovation is important to business success3

83%

1. Bain, “Closing the delivery gap,” James Allen, Frederick F. Reichheld, Barney Hamilton & Rob Markey, 2005.

2. Forrester, “Top Technologies For Your BT Agenda,” Kyle McNabb, July 29, 2014.

3. PwC, “Breakthrough innovation and growth,” Rob Shelton & David Percival, September 2013.

Technology trends

Digital transformation

Engage your customers

Transform your products

Optimize your

operations

Empower your employees

MicrosoftDynamics 365

Common application platform: PowerApps, Microsoft Flow, Common Data Model

Microsoft AppSource

Dynamics 365Intelligent business applications in the cloud

Azure IoT Suite

Power BI

Cortana Intelligence Suite

SalesCustomer Service

OperationsField Service

Marketing

Project ServiceAutomation

+

Dynamics 365 for Operations

Effective merchandizin

g

Omni-channel commerce

Faster fulfillment

Intelligent operations

Improved productivity

Timely delivery

Grow business at your pace. Redesign business processes faster. Make smarter decisions quicker.

Increase the speed of doing business

Microsoft Dynamics 365 for OperationsEvolution from Dynamics AX

LIFECYCLE SERVICESProcurement

Extensions

Intelligent user interface

Proven business logic

Continuous life to your system

Business anytime, anywhere

ANY DEVICE MODERN UI POWER BI IN-MEMORYML IOT BIG DATA INTEGRATION PLATFORM

Retail

Supply chain management

ProductionFinance

HR

THE POWER OFMICROSOFT CLOUD

ERP value matrix 2H 2015

Source: Nucleus Research, 2015

USABILITY

FACILITATOR

CORE PROVIDER EXPERT

Microsoft Dynamics NAV

SAP BusinessBy Design

SAP Business One

Sage ERP X3

Microsoft Dynamics GP

Qualiac

FinancialForce ERP

Acumatica

Plex

Aptean ERP

VAIIFS

IQMS EnterpriseIQQAD

Oracle PeopleSoft

Oracle E-Business Suite

Oracle JD Edwards

SAP

Infor Syteline

Infor M3SYSPRO

DeltekNetSuite

Infor LN

Microsoft Dynamics AX

Oracle ERP Cloud

EpicorUNIT4

LEADER

FUNCTIONALITY

Microsoft Dynamics AX solutions on AppSource

• Delivering amazing customer experiences through intelligent operations.

• Global expansion with flexible deployments.

• Seamless commerce and Omni-channel excellence.

• Effective merchandise management.

• Intelligent operations.

What’s new in retail?

What’s new in retail?Retail modern POSSales staff can process sales transactions, customer orders, and perform daily operations and inventory management with mobile devices anywhere in the store.

WorkspacesWorkspaces improves the efficiency and productivity of Workers by allowing them to centrally manage their majority of tasks and actions related to channel deployment and operations.

Self-service deploymentWith only two installation packages, one for MPOS client and other for hardware station component, self-service has reduced the amount of work required at every level to install these client components.

Payment integrationAllows customer to process credit\debit card transactions for Payments. Microsoft Dynamics AX for Retail supports all existing Microsoft Dynamics AX for Retail 2012credit/debit card features and four new enhancements.

Cloud POSWeb-app POS that’s functionally compatible with the MPOS and can be used across platforms and browsers with zero deployment cost.

Monitoring & diagnosticsCloud based monitoring portal replaces need to install SCOM infrastructure and Automatically provisioned monitoring infrastructure for ready to use, out-of-the box monitoring and diagnostics capabilities.

Commerce data exchangeCommerce data exchange that's re-engineered for the cloud platform continues to manage transfer data between Microsoft Dynamics AX and retail channels, such as online stores or brick-and-mortar stores.

Deployment servicesSignificantly reduced deployment effort and complexity for Retail HQ components, Native deployment to Azure public cloud, and Improved self-service installation of in-store components to make configuration easier and more intuitive.

BI & reportingEnables customers to have more business intelligence to predict trends, uncover insights, and operate at continual peak performance.

What’s new in retail?Advanced warehousing in Retail storeThis functionality will let retailers use the advanced warehouse management (WHS) solution in their stores.

Analytics and IntelligenceRetailers now can up-sell and cross-sell with product recommendation powered by Cortana Intelligence Suite (machine learning).

e-Commerce & consumer shopping app New consumer-facing mobile shopping application that leverages the same e-Commerce components used today.

Payments Continued investments in omni-channel payment processing through advancements in SDK and connectors through partners.

Cloud POSWeb-app POS that’s functionally compatible with the MPOS and can be used across platforms and browsers with zero deployment cost.

Hybrid cloud - Retail Store Introducing a hybrid deployment model for retail stores, which allows retail stores to operate with/without connectivity to the head office hosted in the cloud.

Mobility and modern user experience POS delivers omni-channel excellence, which allows retailers to deepen their customer engagement.

Retail store Adding the ability to set up and manage sales representatives in stores. set up commission structures, and track capabilities.

Fall release

• Intelligent operations.• Accelerate product

introductions.• Agile shop floor execution.• Intelligent order fulfillment.

What’s new inmanufacturing/SCM?

What’s new in manufacturing/SCM?WorkspacesWorkspaces improve the efficiency and productivity of Workers by allowing them to centrally manage the majority of their tasks and actions related to channel deployment and operations.

Demand forecasting (Microsoft Excel Integration)Now you can use Microsoft Excel to update your demand forecast, helping you to increase efficiency and productivity by accelerating the process of updating directly from a spreadsheet.

Warehouse MobileDevices PortalIn this version of Microsoft Dynamics AX, a stand-alone installer can be downloaded directly through a menu item in Warehouse management instead of the standard Dynamics AX setup process.

Production floormanagement workspaceProduction supervisors can now check material availability on production orders in aseparate page that is called from the production floor management workspace.

Demand forecasting (Azure Machine Learning integration)Estimate future demand by using the power and extensibility of a Microsoft Azure Machine Learning cloud service.

Delivery alternatives pageThis new experience can help organizations that aspire to provide high customer service

while committing to an inventory optimization strategy could now promise orders reliably and competitively.

Master planning workspaceThe Master planning workspace offers at-a-glance information about when the last masterplanning run was completed, whether it had any errors, what the urgent planned orders are, and which planned orders cause delays.

Purchase order preparation workspaceUse the Purchase order preparation workspace to gain quick insight into the status of purchase orders that are being prepared.

What’s new in manufacturing/SCM?Fall release

Additional warehouse support in manufacturing Use the handheld device to register empty kanban through scan of the kanban card and Register material consumption of un-reserved batches.

Cost accounting Cost accounting supports managerial reporting and analysis with a modern productivity touch through Workspace, Excel, and Power BI.

Vendor collaboration Inviting vendors to collaborate directly in Dynamics 365 for Operations improves the vendor’s visibility of purchase orders.

Warehouse enhancements for high volume distribution centersAdditions to the packing station functionality include the ability to: Create work after packing; Create a release policy for packed containers; group containers.

Warehouse operation enhancements Support for container types in inbound processing.Reverse ship confirmation is enabled for all source documents. Support for receipt and put away of pallets containing mixed items.

• Drive performance.• Insights into operations.• Anticipate business needs.• Optimize productivity.

What’s new in finance?

What’s new in finance?Account structuresenhancementsMany customers have requested the ability to export account structures to Excel for easierfiltering. In this new release, Microsoft has made enhancements to this feature and you cannow select an account structure and export it to Excel.

WorkspacesWorkspaces improves the efficiency and productivity of Workers by allowing them to centrally manage their majority of tasks and actions related to channel deployment and operations.

Content pack for Power BIBy creating greater integration betweenDynamics AX and Power BI, organizations can deploy a Power BI financial performancedashboard containing Dynamics AX financial data with just a few clicks.

Chart of accounts pageenhancementsFactBoxes have been added to the Chart of accounts page for easier access to importantinformation when a chart of accounts is defined and assigned.

General journal processing workspaceThe workspace provides the ability to enter, post,and approve journal entries in addition to commonly used inquiries such as trial balance.

Monitoring & diagnosticsCloud based monitoring portal replaces need to install SCOM infrastructure and automatically provisioned monitoring infrastructure for ready to use, out-of-the box monitoring and diagnostics capabilities.

Budget plans and forecasts enhancementsDue to the new enhancements you can now have the flexibility to create and edit budgetplans by using both Excel and the Dynamics AX client.

Ledger budgets and forecasts workspaceThis new workspace combines all budget maintenance and monitoring task in one place that is easy for budget managers or accounting managers to use.

What’s new in finance? Accounts payable Enter vendor invoices manually or receive them electronically through a service. After invoices are recorded, you can review and approve them.

Accounts receivable You can create customer invoices that are based on sales orders or packing slips.

Budgeting You can create budget register entries for the original budget, budget transfers, and budget revisions.

Cash and bank management

Visibility into your bank balances and transactions is available in several ways, including charts, reports, and inquiries. Bank management workspace is available.

Credit and collections support for key processes such as managing credit, delinquencies, disputes and write-offs. Credit and collections workspace has been added.

Expense management Policy rules to configure and meet the expense reimbursement policies of your organization.

Financial reporting Reports formatting, filter out financial dimensions, print read-only, view translated financial data and Excel integration for more efficient data analysis.

Fixed assets Fixed assets can be configured to track multiple valuations, for different purposes such as corporate and tax reporting. Fixed asset management workspace has been added.

General ledger You can allocate, or distribute, monetary amounts to one or more accounts or account and dimension combinations based on allocation rules.

Fall release

• Drive performance.• Grow at your own pace.• Transform your business faster.• Make smarter decisions quicker.

What’s new in IT?

What’s new in cloud platform?Visual Studio integrationUse Microsoft Visual Studio to develop your solutions. In preparation to the release of thenew version of Dynamics AX, they’ve made the change to enable standard interoperabilitywith other .NET languages and projects.

WorkspacesWorkspaces improves the efficiency and productivity of Workers by allowing them to centrally manage their majority of tasks and actions related to channel deployment and operations.

Manage Cloud deployment servicesThe cloud deployment services provide the several new benefits such as reduced deployment efforts and complexity.

Microsoft Office integrationMicrosoft is bringing new capabilities to increase the integration with Microsoft office that will let you create productivity solutions for your end users to maximize their time.

Anytime, anywhere accessA new redesigned UI standards-based web client that provides full set of functionality is introduced in this release.

Monitoring & diagnosticsMonitoring and diagnostics for Retail components is now available through the Operational Insights dashboard in LCS.

New tools for performance evaluation and tuningThe software development kit (SDK) lets you test and validate all critical business processes for performance in a single and, if applicable, multi-user test run.

Task guidesThis is the first time that you have been able to exercise the Help system for Microsoft Dynamics AX. You can try some of the existing task guides and create your own.

Topology automationDeploy the Developer topology with Developer and Build VM. Auto-configure Build VM to discover, build modules from Visual Studio Online VSO, and run tests.

Fall release

What’s new in cloud platform?GeneralDynamics AX has been rebranded to Dynamics 365 for Operations..

Servicing environments Servicing environments includes all aspects of deployment and use of Dynamics 365 for Operations.

Web client Enhancements to the Web UI and API deprecation.

Mobile You can now design mobile experiences to enable your users to stay productive while on the move.

Country/region localizations & languages Additional 18 country localizations., Arabic language support, User documentation in 24 languages.

Dynamics Translation Service They’ve upgraded the ERP Translation Solution to be an LCS hosted service.

Localization configurations The software development kit (SDK) lets you test and validate all critical business processes for performance in a single and, if applicable, multi-user test run.

Fall release

Reasons to migrate

$190 (1)

Microsoft Dynamics 365

(1) Enterprise user subscription. VL (EA—A) price list without discounts and/or promotions. Shown per user per month in USD. (2) Price per user license per month, for EAs Level A.(3) Price for disaster recovery solution per year based on 5-year lifetime

On-premises

$92 (2)

Included

Included

Not included

Example

Included

Included

Included (2)

Not included

Not included

Not included

License price (enterprise user)i.e., how much a user pays for rights to access the solution

Disaster recoveryi.e., hardware, software, networking

Sandbox environmentServicing production environmenti.e., provisioning, updates, pro-active monitoring

Additional usage rights softwarei.e., embedded Power BI

High-availability infrastructure i.e., hardware, software, networking, energy, housing

$21,486 (1)

First: cost savings conversation

Why customers should care?Functionality, Services and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics AX

New end user experience

Reduce customizations (up to 40%) due to added functionality. (e.g. WMS, TSM, Retail)

Code* and Data migration tools n/a

Reduce HW upgrade costs investments

Predictable and repeatable implementations across your organization

Platform elasticity

HA/DR

Mobile-ready and access anywhere

Integration with productivity toolsNote: This table provides only a graphical representation. For detailed functionality please refer to the product guide* Code update only available for AX2012 deployments

MOST LEAST

Functionality, Services and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics AX

Point of Sale, assisted sales, and centralized store management

Cloud POS and Retail IT workspace

Omni-channel management

Order management, processing and payment

Merchandizing and catalog management

Rebates, Royalties, and trade allowance management

eProcurement and vendor self-service portal

Supplier relationship management

Direct and indirect procurement

Industry functionality

Note: This table provides only a graphical representation. For detailed functionality please refer to the product guide

MOST LEAST

Functionality, Services and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics AXInventory management and demand forecasting

Multisite advanced warehouse management

Order promising

Distribution planning

Transportation management

Product Change Management

Master data management

Industry functionality

Note: This table provides only a graphical representation. For detailed functionality please refer to the product guide

MOST LEAST

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