Microsoft Dynamics SL

Agenda Why Dynamics SL Microsoft Dynamics SL Roadmap Review Business Portal 3.0 Features Review & Demonstrate new 6.5 Features

14,500+ Customers Globally Microsoft Dynamics SL Customers For Life Legacy System Outgrown, inflexible, not customizable, creates inefficient “islands of data”. No longer meets growth needs Scalable Solutions For Project, Service, and Distribution Driven Organizations Professional Edition Full-featured Business Solution Flexible Customization, Multi-company Partners/ISVs Microsoft Project Integration 3+ Users, no upper limit DB: SQL Standard Edition Integrated Business Management Flexible Customization Partners/ISVs Microsoft Project Integration 1-10 Users DB: SQL Server Standard/ SBS Premium

Modular Process Configuration Enhanced Visual Studio.NET tools Enhanced User Experience “Best of” Process Library Role based user experience SharePoint based portal and workflow SQL based contextual business intelligence Web service based composition & integration Converged Microsoft Dynamics Suite

Timeline All dates are for the calendar year Continued releases through at least 2013 Product release dates are subject to change Microsoft Solomon 5.5 Enhancements Q Microsoft Solomon 6.0 Q Microsoft Dynamics SL 6.5 BP 3.0 Q Microsoft Dynamics SL 7.0 BP 3.0 H Microsoft Dynamics SL Microsoft Dynamics SL Wave 1 Wave 2

What’s New in Microsoft Dynamics SL 6.5 Requisitions **New Module** Item request entry Online approvals Requisition consolidation Business Portal 3.0 Item Request Entry & Approval Extranet environment Customer/vendor access policies Bank Reconciliation **New Module** Import transactions Reconcile statements Easily clear items Application Enhancements Automatic Load PO Commitments to Project 3rd Allocation Rate key Application Server Enhanced Microsoft SQL Server 2005

Requisition Module Features Front-end to Microsoft Dynamics SL Purchasing Module Automates the Procurement Process Uniform Requests Reduce Data Entry Online Notification, Approval and Rejection Project, Department & Policy Approval Tracking of approval history Consolidation of requests Encumbrance and Budget validation Integration with PO, AP, INV, PC

Bank Reconciliation Streamline the management of your bank accounts Import Transactions from common bank formats Reconciliation integrates with Accounts Payable, Accounts Receivable, Payroll, and the General Ledger Once set up, Bank Reconciliation requires only three steps every month  Import transactions from the current period,  Record items as cleared  Close the current period

Business Portal 3.0 Key Benefits Deploy Business Portal in common extranet topologies to extend access to remote employees Build secure customer-facing pages (customers only see their data) Present an alternate home page for external users, allowing separate news/announcements for employees and customers Quicker implementation and initial customization of security settings Web Requisition and approval Increased usability of admin pages. Add a District Sales Manager role: Select Sales Manager role and click Copy Role Enter new name Tweak user associations Tweak data permission associations

Administrative Enhancements Copy a role – Ability to create a new role by copying a “normal” portal role (not advanced roles or the admin/user roles)  Copies the users, data permissions, and internal/external setting Reverse lookup of queries – Ability to view all queries that use a selected data permission  Export queries to Excel UX refresh – Tabular views of the User, Role, Data Permission pages

BIO™ for Microsoft Dynamics ™ SL Here is a sample of a report card for a particular employee – a billable consultant. With this, companies can measure and improve divisions, groups, managers, employees, etc. Employee Time by budget Employee Time by project Employee Time by client Employee Time by % of week day annual tasks and budget

Microsoft Dynamics SL 7 Role-Based User Experience Portal and Collaboration Contextual Business Intelligence VB 2005 based Application.Net Interoperability Web Services API through BP Native Web Services API for Common Integration Scenarios (in evaluation) New Roles Based interface in Business Portal Microsoft Outlook Based User Interface Features to Empower Project Managers Embed SRS Reports to ROI Continues Support for Crystal Reports Integration with Microsoft SQL Server Analysis Services Built on Windows SharePoint Server Enabling Collaborative Processes like project, task, and budget maintenance Document integration between SharePoint docs and Microsoft Dynamics SL records (in evaluation) Web Services based Composition & Integration.

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