1. Setup (Hidden Slide) Audience: EMEA AX partners Content owner: Ellie Wilkinson Time: 75 minutes Session structure –Mogens- State of the business –Jeff and Ellie- New Initiatives –Flemming- Productivity tools demo –Jeff and Ellie- Expanding your practice Three main takeaways –AX is transforming business applications: momentum, energy –AX investment in productivity, increasing partner opportunity –Guidance- Invest in Training and learning the stack; Expand your practice

2. GEN012 – Bet on Microsoft Dynamics AX Mogens Elsberg General Manager, Microsoft Dynamics AX and Microsoft Dynamics NAV Microsoft Corporation

3. EMEA IS LAUNCHING EMEA Convergence ERP National Tradeshow, September 27th Copenhagen, September 5 th - 6th Partner Launch September 26th

4. Thanks to our Partner Launch Champions

6. State of the Business Mogens Elsberg, General Manager, Microsoft Dynamics AX/ NAV

7. Microsoft Dynamics AX is Strong… Customer adds: … And Getting Stronger “The sector that helped create the modern ERP market and made SAP’s software a dominant force is now prepared to make a similar bet on [Microsoft] Dynamics AX….” Josh Greenbaum of Enterprise Applications Consultants, in Managing Automation Microsoft Dynamics AX 4.0 scales to 1000 concurrent users

8. Growth Areas Increasing horizontal functionality China Brazil Japan Russia Greater scalability Partner Vertical Solutions Current and Coming Industry Builders INFONIZER

9. Continued revenue growth worldwide More competitive out of the box, win more close deals Bridging the enterprise with a composite application Expand role-based functionality A platform for development Enabling the next generation applications for verticals, mobility, and collaboration Improved customer satisfaction An upgrade for all existing customers Business Objectives for Microsoft Dynamics AX

10. We Listened: Business Ready Licensing Changes made to the October price list Increase the volume discount on the additional user counts between 51-1000 users: Above 500 users, volume discount is now 45% Module Changes for Microsoft Dynamics AX –Logistics will move into the Business Essentials edition –HRM 1 & 2 and X++ will be available as Additional Components with the Business Essentials edition

11. Areas of Concern Channel capacity and training availability Transitioning to new technologies Increasingly competitive environment Duet, Netweaver and fixed price bids Acquisitions and Fusion Confusion Sell the stack!

12. A few points on flexibility Flexibility Services Oriented Architecture Microsoft stack integration ORACLE AND SAP CLAIM: Has a layered, object oriented architecture that Helps users to customize quickly Preserves upgradeability Helps improve ROI as measured by Nucleus Is.NET enabled Uses SharePoint & SQL Reporting Services Uses Visual Studio development tools Can be deployed via hosting

13. Partners in Local Launches: France Prospect launch at ERP 2006 Conference in Paris Press conference with 17 industry journalists Partner launch at ERP Club event Partner involvement at industry events Six customers already implementing Microsoft Dynamics AX 4.0!

14. Bringing It Together for Partners Jeff McKee, Director Ellie Wilkinson, Group Product Manager Microsoft Dynamics AX

15. Growing Partner Profitability Increased Efficiency Increased Focus By Segment By Vertical Competitive Skills Training Tools Methodology Starting Profit Increased Efficiency Increased Focus More Capacity Starting Profit

16. Migration Toolkit Data ERP + WHAT? Convert legacy ERP customers Toolkit to migrate data HOW? With industry/ platform expert partners Focus on specific geography, industry, and Industry Builder solutions Microsoft supported marketing effort WHEN? October 2006 – Delivered to beta partners January 2007 – On PartnerSource and source adapters available on GotDotNet

17. University for Microsoft Dynamics Three-week tested curriculum: six tracks Microsoft certified trainers (MCTs) with field experience Includes mock implementations to ramp consultants quickly Students take Microsoft certification tests at the end

18. VPCs: What to Expect As part of Demo Showcase from Oct 2007, orderable by Microsoft Gold and Certified partners. Next release with 2007 Microsoft Office system, planned for March 2007. Integration to stack technologies All Microsoft Dynamics AX standard modules with extended modules integrated over time IBIs and ISVs may build differencing disks to distribute add-on VPC images including their solution Convenient Integrated Complete Extensible

19. Partner productivity tools Flemming Louw-Reimer Group Manager Partner Productivity Team DEMO …enable partners to reach their full potential by providing methodologies, tools and documentation to effectively deliver successful Microsoft Dynamics AX implementations. …ensure customer and partner satisfaction by reducing the implementation time and lowering the total cost of ownership by improving the setup, customization and upgrade process…

20. Implementation Model

21. Rapid Configuration Tool Overview Communication Documentation Project Management Configuration Assignments and work reporting Teams and team members Issues, Risks, Change requests Document Library Online Documentation Process/Task documentation Direct link to setup forms Email Notifications History Partner Better knowledge sharing Enable inexperienced consultants Capture experiences, improve for next project Customer Better visibility of customer responsibilities Enable key users to do configuration Easy support request, issue logging Visible project progress

22. Continued Investments Q4 2006 * Product release dates and content subject to change Release dates and enhancement and support details will vary by geography Partner productivity roadmap Timeline in calendar year timeframes - as of November 2006 * January 2007 March 2007 March 2007 New VPC image based on Microsoft Dynamics AX SP1 Benchmark Toolkit for Microsoft Dynamics AX New release of Rapid Configuration Tool (RCT) Fixes and TrustWorthy Computing Installer updates and support delivery in layer Load ‘n Go Data Task Recorder Improved User Guides Enterprise Portal access for partners to RCT User interface / Check- list enhancements Code upgrade Improvements Microsoft Dynamics Implementation Methodology New release of Demo Showcase including Microsoft Dynamics AX SP1 2007 Microsoft Office system Microsoft Vista Microsoft Dynamics AX 4.1 New 4.1 demo data Q4 2007 February 2007 Release of Migration Toolkit

23. Expanding Your Business Jeff McKee, Director Ellie Wilkinson, Group Product Manager Microsoft Dynamics AX

24. Cycnsis Peter Upman CEO Cycnsis AB PARTNER “Because it’s all about transition, from one (or many solutions) into the future of Microsoft platform, products and services. Bundled into a transparent and integrated solid business framework and solution” “Create confidence, make it easy, take away the fear, add business value”

25. Dimensions to Expand Your Business Expand the ERP Solution Sell CRM Expand Vertically INFONIZER

26. Five Solution Areas to Deliver More Value Team Division Enterprise Extranet Internet Individual Collaboration Business Intelligence Internet XML Web Services Customer Vendor Sys tem Si eb el RosettaNet, EDI, etc. Customer Web Services XMLXMLXMLXML Contoso SAPSAP Integration Mobile Solutions.Net

27. Over 100% Growth in FY06 Over 50,000 Seat Adds in Q4 Partner Revenue Up 150%+ Partner Revenue Up 150%+ Explosive Enterprise Growth Explosive Enterprise Growth 5X Increase in Press Coverage 5X Increase in Press Coverage Tremendous Stack Pull-Thru & Value Add $$$ “The Next Billion Dollar Business For Microsoft” And Have You Considered Microsoft Dynamics CRM? Consider Microsoft Dynamics CRM with Microsoft Dynamics AX in these scenarios: 1.Large sales force 2.Mobile work force 3.Call center 4.Knowledge-based services 5.Leads management

28. Distributing an Industry Builder Solution A supported, proven way to expand in a vertical Competitive: SAP or Oracle in most evaluations Average Selling Price multiple times greater than for Microsoft Dynamics AX alone High win rate for Industry Builder Solutions

29. Industry Builder Solution Availability Field Services for Microsoft Dynamics AX USA, Canada, Belgium, Sweden and South AfricaNov. 2005 Industrial Equipment Manufacturing for Microsoft Dynamics AX USA, Canada, Belgium, Denmark, Netherlands, Germany, Italy, CIS, Sweden, United Kingdom, Australia and New Zealand Nov. 2005 Process Industries for Microsoft Dynamics AX USA, Canada, Germany, Italy, Norway, United Kingdom, China, South East Asia, Mexico, Columbia, Australia, New Zealand, China, North Africa and MEA Nov. 2005 Professional Services for Microsoft Dynamics AX USA, Canada, Belgium, United Kingdom, Iceland, Denmark, MEA, Netherlands, South Africa, Australia, North Africa and New Zealand Nov. 2005 Retail Chain Manager for Microsoft Dynamics AX USA, Canada, Denmark, Norway, United Kingdom and Sweden Dec. 2006 Supply Chain Execution for Microsoft Dynamics AX USA, Canada, Belgium, Denmark, Netherlands, France, Germany, Sweden, Spain, United Kingdom, Australia and New Zealand Nov 2006 Apparel and Textile for Microsoft Dynamics AX Announced with release2007 Automotive Supplier for Microsoft Dynamics AX Announced with release2007 Consumer Driven Planning for Microsoft Dynamics AX Announced with release2007 Dealer Management System for Microsoft Dynamics AX Announced with release2007 Energy Financial Management for Microsoft Dynamics AX Announced with release 2007

30. Continued Investments 2006 * Product release dates and content subject to change Release dates and enhancement and support details will vary by geography Microsoft Dynamics AX Product release timeline in calendar year timeframes - as November August 2006 * 2007 2008/2009 Microsoft Dynamics AX 4.0 SharePoint Server Role-Based User Experience SQL Server 2005 Report Builder Contextual BI Web Services.NET Interoperability MSO Functionality Microsoft Dynamics AX 4.1 Financial, SCM, CRM, HRM enhancements Microsoft Dynamics CRM Integration Multi-Site Enhancements Workflow foundation Data archiving capability Office 2007 Integration Arabic language & Bi-directional capability Lean Manufacturing Microsoft Dynamics AX 5.0 Financial, SCM, CRM, HRM enhancements New Platform Advances Additional Industries Supported Enhanced User Experience Functional Enhancements Microsoft Dynamics AX 5.x 2009+

31. Call to Action At EMEA Convergence Visit the Industry Builders in the Microsoft Pavilion Join the Customer General session, Breakout Sessions and Customer Panel Focus on productivity and growth Watch for University for Microsoft Dynamics training near you Learn the Microsoft stack technologies, especially SQL and SharePoint Use the partner productivity tools

32. We’re really on a roll!

34. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.