1. Visit our Focus Rooms Evaluation of Implementation Proposals by Dynamics AX R&D Solution Architecture & Industry Experts Gain further insights on Dynamics AX Industry Solution Offerings Resolution Guidance on Solution Roadblocks Networking Focus Topic Highlight Business Intelligence Tuesday 2.15pm – 5.45pm Risso 6C Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

2. DISCLAIMER ©2011 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. Other names and brands may be claimed as the property of others. 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. All pre-release product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions 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 THIS 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. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

3. NICE,FRANCE LEARN | INSPIRE | INNOVATE TECHNICAL CONFERENCE 2011

4. MODELING YOUR ORGANIZATION AMIT KULKARNIPARTH PANDYA SESSION CODE : BRK229 MICROSOFT DYNAMICS AX R&D MICROSOFT CORPORATION

5. History of Organizational Charts

6. Organization Structures Are Complex

7. Today we will show you… New organizational concepts in Microsoft Dynamics AX 2012 How to use these concepts to effectively model businesses Integration of organizational concepts throughout the application How system implementers can extend the organization model to fit their needs

8. Components in action today

9. Pains and challenges Charlie – President Thinks about the business from operating and managerial standpoint Wants to structure organizations to align with business strategy Needs to implement policies by organization structure Sara – CFO Needs a view of the organization based on statutory entities Wants to separate statutory or legal structure from operating structure Implements financial controls on legal entities Susan – Order Processor Has limited understanding of the company’s operating and statutory structure Needs to enter transactions in an intuitive way with minimal training Simon – System Implementer / Consultant Needs to configure application to represent organizational concepts Needs to extend for industry-specific organization concepts

10. In today’s presentation… ArchitectureModelsIntegrationHow To Summary

11. Architecture – Conceptual Model * * * *

12. Concepts and Definitions Registered or legislated legal structure Granted the authority to enter into legal contracts Required to prepare statements that report on its performance Owns assets and responsible for its liabilities Legal Entity Divides the control of economic resources and operational processes among people Responsible internally for its performance Operating Unit

13. Background for today’s demos 1.FM, Inc – Global rental car company 2.Operations across four countries – US, Canada, France, and Germany 3.Organized in two business units – Small and Medium Region Unit, Large Region Unit 4.Hierarchy contains branches and rental locations 5.Users (Rental Clerk, Branch Manager) are assigned to branches and rental locations Fleet Management Business Scenario

14. Scenarios for today’s demo

15. FM, IncEuropeFrance North France CDGNantes South France NiceMarseilleGermany North America Canada United States Demo 1: Create and manage your organization Statutory Hierarchy for FM, Inc Branch Location Legal Entity

16. FM, Inc Small and Medium Region Unit South FranceNiceMarseille Large Region Unit North FranceCDGNantes Demo 1: Create and manage your organization Operating Hierarchy for FM, Inc Legal Entity Business Unit Branch Location

17. demo Create and Manage Your Organization

18. Large Region Unit East Canada TorontoMontreal West Canada VancouverCalgary Demo 2: Restructure your organization – Before

19. Large Region Unit Canadian Region East Canada TorontoMontreal West Canada VancouverCalgary Demo 2: Restructure your organization – After New region under business unit

20. demo Restructure Your Organization

21. Demo 3: Management control of your organization MeasureControl Business Policies Process Improvements Data Security Financial Dimensions

22. demo Management Control of Your Organization

23. Demo 4: Seamless integration for rental transactions 1 1Rental Location * *

24. demo

25. Application Scenario Integration for purchase requisitions * 1 Buying Legal Entity Receiving Operating Unit * 1 * 1

26. Configuring the Organization Model Configuration TaskNavigation Create legal entitiesOrganization administration > Setup > Organization > Legal entities Create operating unitsOrganization administration > Setup > Organization > Operating units Create hierarchiesOrganization administration > Setup > Organization > Organization hierarchies Assign purposes to hierarchies Organization administration > Setup > Organization > Organization hierarchy purposes Assign users to organizations System administration > Setup > Security > Assign users to roles > Add organizations Create dimensions using organizations General ledger > Setup > Financial dimensions > Financial dimensions

27. Extending the Organization Model Framework Development TaskType Create new custom operating unit typeModel Define data model to include types of organizations as foreign keys and update queries Model and Code Create organizations as backing entities for financial dimensionsModel Create extensible data security policiesModel Create business policy type using business policy frameworkModel and Code (Optional) Build user experienceModel and Code

28. Top 10 Tips from the Session Configuration instead of customization – Implement your organization structure using modeling tools instead of code customization Use the organization model to represent internal organization – External hierarchies cannot be modeled Model multiple hierarchies if your implementation has complex profit & loss internal reporting needs Don’t create a hierarchy for every purpose – Reuse hierarchies for multiple purposes as appropriate Create departments to model intersection between your legal entities and business units – Departments as dimensions will allow rollup to legal entities (statutory reporting) as well as business unit (performance reporting) Create balanced hierarchies where each level contains the same type of operating unit – Create dummy departments if needed for balance Do cost allocation of shared service departments such as HR, IT, or Legal if you want to account P&L with business units or legal entities Hierarchies are date effective – Model and validate hierarchies in test environment before publishing Sites and Warehouses are not modeled as organization units by default – Create departments for them as appropriate for the business Apply appropriate defaults to dimensions based on organization units on transactions

29. What we showed you today… Configuration instead of customization Model organizations without writing code Multiple hierarchies support complex organizations Use organization model for implementing Data Security Business Policies Reporting Rollup Flexible and powerful Easy to configure based on organization needs Extend organization model to address industry-specific concepts

30. Related sessions CHK206: Organizational Model Q&A BRK230: Building efficiency in your business with the use of Dynamics AX Global Address Book BRK228: Managing Financials with Microsoft Dynamics BRK223: A Developer’s Guide to Role-based Security (RBS) and eXtensible Data Security (XDS) ILL201: Organizational Model Setup

31. Q&A

32. Visit our Focus Rooms Evaluation of Implementation Proposals by Dynamics AX R&D Solution Architecture & Industry Experts Gain further insights on Dynamics AX Industry Solution Offerings Resolution Guidance on Solution Roadblocks Networking Focus Topic Highlight Business Intelligence Tuesday 2.15pm – 5.45pm Risso 6C Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

33. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows 7 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.