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

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.

NICE,FRANCE LEARN | INSPIRE | INNOVATE TECHNICAL CONFERENCE 2011

RAPIDSTART SERVICES MANOJ SWAMINATHANHEIDI MINZNER SESSION CODE : BRK260 PRINCIPAL DEVELOPMENT MANAGERPRINCIPAL PM LEAD MICROSOFT CORPORATION

Today we will show you… RapidStart Services Overview Configuring Dynamics AX using a default configuration Configuring Dynamics AX using a customized configuration Creating additional content to apply to configuration projects The architecture of RapidStart Services

Components in action today

RapidStart Services Overview Configure & Deploy Setup & Parameter Data Master & Reference Data Business Processes Add-on Solutions Modified Processes Vertical extensions Design & Extend

RapidStart Services Architecture Browser access to RapidStart AX Partner/ Customer Master Data Master Data Reference Data Configuration Data Configuration Data Partner Extensions Connector Service

Key Benefits Simon – Solution Architect Configure using common and best practices Leverage templates to deploy consistently Engage with your key stakeholder with ease Drive repeatability and scale Manage conference room pilots with confidence Allison - ERP Key User Collaborate easily with your project team members Design business processes effectively Redeploy business processes across your organizations and sites

When to use the Feature Current implementationsRapidStart Services Benefit/Savings Configuration of primary processes is time consuming (i.e may take a customer approx. 25 days for financial modules.) Default configuration provided allowing for configuration of financial modules is under 10 minutes With modification of configurations deployment times reduced by 50% Requires a solution designer or consultant to be very experienced with the Dynamics AX technical & functional design of each process your are looking to deploy Users familiar with customer’s business processes can use questionnaire to configure the application; the questionnaire would be relevant & focused on the business process you are trying to roll out Difficulty understanding sequence of configuration steps, dependencies and when a configuration is complete Guided sequence of steps to configure the desired business process and provide progress indications through out the experience. Spend time and effort deploying existing business processes to different sites or business lines, also time and effort will be consumed to drive consistency and efficiency Full support for saving and applying previously created configurations in RapidStart Services When Extending capabilities (using add-ons or vertical processes) users run through a multiple challenges both on the technology side and functional side. RapidStart Services supports configuration of partner-developed solutions (& other extension) through its Extensibility Framework. The benefit is reflected in the solution design and understanding of what those extensions bring to the processes

Concepts & Definitions Configuration data means data that must be configured in order for Dynamics AX to be functional and is generally modified to meet specific business needs. Master data is data that is core to the operations of an organization which may include data about the organization’s customers, vendors, services and products. Master data is non-transactional but is required for the majority of business transactions Reference data is data that is global or regional in nature and is not specific to a particular implementation. Examples of Reference Data include currency, language, units, unit conversions, time zone, country/region, and exchange rates. Configuration project – a project created in RapidStart Services for the purposes for configuring Dynamics AX that may include configuration, master, and reference data Service instance – an instance of RapidStart Services that is for a specific organization

E2E Process : Configure Dynamics AX E2E Name : Configure Dynamics AX DEMO 1: Configure Dynamics AX using RapidStart Configure Dynamics AX using default configuration Configure Dynamics AX using customization configuration DEMO 2: Configure Partner developed solution Import metadata Create questions for partner developed solutions Create new project Select project to configure Organization information Load to AX Create questions Create new functional area Create template Publish templates and functional areas New configuration Select project to configure Organization information Load to AX Organization Information Load to AX Answer questions Load to AX

demo

Default Configuration with RapidStart Services 14 Organization Administration  Setup  Global Address Book Parameters Organization Administration  Setup  Address Setup  Address Format Organization Administration  Setup  Address Setup  Country/Region Organization Administration  Setup  Address Setup  State/Province Organization Administration  Setup  Address Setup  County Organization Administration  Setup  Address Setup  City Organization Administration  Setup  Address Setup  Zip/Postal Codes Organization Administration  Setup  Organization  Legal Entities Organization Administration  Number Sequences  System configuration Organization Administration  Number Sequences  Number Sequences General Ledger  Setup  Currency  Currencies General Ledger  General Ledger Parameters General Ledger  Chart of accounts  Chart of accounts General Ledger  Chart of accounts  Configure account structures General Ledger  Setup  Fiscal Calendar General Ledger  Setup  Currency  Exchange Rate Types General Ledger  Setup  Ledger General Ledger  Common forms  Main Account General ledger  Setup  Main account templates General ledger  Setup  Main account categories General Ledger  Setup Parameters General Ledger  Setup  Tax Sales tax codes General Ledger  Setup  Tax Sales tax groups General Ledger  Setup  Sales Tax  Tax authorities General Ledger  Setup  Sales Tax  Item tax groups General Ledger  Setup  Sales Tax  Tax periods General Ledger  Setup  Sales Tax  Posting profile General Ledger  Setup  Journal descriptions General Ledger  Setup  Sales Tax  Journal names Fixed assets  Setup  Parameters Fixed assets  Setup  Value models Fixed assets  Setup  Asset groups Fixed assets  Setup  Depreciation profiles Fixed assets  Setup  Acquisition methods Fixed assets  Setup  Posting profiles Fixed assets  Setup  Major types Fixed assets  Setup  Asset conditions Fixed assets  Setup  Depreciation books Fixed assets  Setup  Reason codes Fixed assets  Setup  Depreciation books Fixed assets  Setup  Property types Bank  Setup  Bank trans groups Bank  Setup  Bank trans type Bank  Setup  Parameters Bank  Setup  Reason codes Bank  Setup  Purpose Accounts Receivable  Setup  Accounts Receivable Parameters Accounts Receivable  Setup  Customers  Customer groups Accounts Receivable  Setup --> Customer Posting Profiles Accounts Receivable  Setup  Payment  Terms of Payment Accounts Receivable  Setup  Payment  Payment days Accounts Receivable  Setup  Payment  cash discounts Accounts Receivable  Setup  Payment  Payment schedules Accounts Receivable  Setup  Collections  Aging periods Accounts Receivable  Setup  Collections  Order sequence Accounts Receivable  Setup  Collections  Interest codes Accounts Payable  Setup  parameters Accounts Payable  Setup  Vendor groups Accounts Payable  Setup  vendor posting profile Accounts Payable  Setup  Vendor reason codes Accounts Payable  Setup  Payment  Terms of Payment Accounts payable  Setup  Payment  Payment days Accounts Payable  Setup  Payment  cash discounts Accounts Payable  Setup  Payment  Payment schedules …

Demo 1 – Configure Dynamics AX using RapidStart Services PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Simon Unclear sequence of steps to configure AX Configuration steps and importing configuration data are disconnected/ separate Time to implement Training of staff Interview style questionnaire Structured step by step interview wizard is provided AX 2012 can be configured using the default configuration by a partner or customer in a short time Business analyst without deep Dynamics AX knowledge will be guided through an end-to- end configuration process which utilizes business intelligence to ask relevant questions Presales support

demo

Demo 2 – Configure Partner Developed Solution using RapidStart Services PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Simon ISV’s build and maintain configurations of their custom solutions in addition to extending the Dynamics AX configuration Extensibility framework RapidStart Services can be extended to include customized solutions and Dynamics AX configurations into one seamless experience

The architecture of RapidStart Services

Top 10 Tips from the Session 1)Install the connector in the same server as you have installed the AOS 2)You have to install one connector per AOS instance and it is not one connector instance per server 3)The user account that you specify for the connector should also be an admin in the AX 4)Use the Dynamics Online Partner Portal/Customer Portals to provision the users and add new service instance, once your account is provisioned, you can directly navigate to RapidStart Services from 5)Only completed configuration projects can be loaded into Dynamics AX )Microsoft shipped content cannot be modified, if you would require to modify or extend the content, you can do so by copying the templates, functional areas as appropriate.

Top 10 Tips from the Session 7) Copying templates and functional areas across tenants requires at least view-only access

What we showed you today… How to reduce implementation times using RapidStart Services to configure Dynamics AX How to load a default configuration for vanilla implementations; significantly reducing the time to value How to use RapidStart Services to configure Partner developed solutions How to extend the content delivered in RapidStart Services to other application areas

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

Q&A

© 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.