Preview Microsoft Preview Microsoft Axapta 4.0 Axapta 4.0

Jeff McKeeJeff McKeeDirector, Product ManagementDirector, Product ManagementMicrosoft Business SolutionsMicrosoft Business Solutions

AgendaAgenda

Microsoft Axapta 4.0Microsoft Axapta 4.0Fundamental DriversFundamental Drivers

Details by moduleDetails by module

RFIDRFID

RoadmapRoadmap

Q&AQ&A

FundamentalsFundamentalsProduct Quality and SecurityProduct Quality and SecurityPerformance and ScalabilityPerformance and ScalabilitySimplicity and Ease of UseSimplicity and Ease of UseUnicodeUnicode

Business Process Business Process ExecutionExecution

Process FoundationsProcess FoundationsHorizontal ApproachHorizontal ApproachProject and Service Project and Service ManagementManagementExpanded SCM and Expanded SCM and ManufacturingManufacturingGeographical expansionGeographical expansion

Integrated InnovationIntegrated InnovationExtended Business Extended Business Analysis OptionsAnalysis OptionsOffice 11 user Interface Office 11 user Interface refreshrefreshConnected through Connected through Integration frameworkIntegration framework

Microsoft Axapta 4.0Microsoft Axapta 4.0DriversDrivers

Microsoft Axapta 4.0 Microsoft Axapta 4.0 ScopeScope

Financial ManagementFinancial Management New Financial StatementNew Financial Statement Dimension HierarchyDimension Hierarchy Cost AccountingCost Accounting LocalizationLocalization

Manufacturing Service Manufacturing Service OrganizationsOrganizations

Project AccountingProject Accounting CRMCRM Human Resource Human Resource ManagementManagement Service Management (New Service Management (New module)module)

AlertsAlerts Users create and manage Users create and manage AlertsAlerts Inbox RulesInbox Rules More Channels support alertsMore Channels support alerts Predefined AlertsPredefined Alerts Approval ProcedureApproval Procedure

Supply Chain ManagementSupply Chain Management RFIDRFID Production Production WarehouseWarehouse Life-ScienceLife-Science SalesSales PlanningPlanning PurchasePurchase

CollaborationCollaboration “ “Out of the box” business Out of the box” business documents for partnersdocuments for partners Easier for partners and ISV’s Easier for partners and ISV’s to extend the solutionto extend the solution

BusinessBusinesscustomercustomer

ConsumerConsumer

SubcontractorSubcontractor

Tier 1Tier 1Tier 2Tier 2Tier 3Tier 3Tier 4Tier 4 DemandDemand

Consumer Consumer DistributionDistribution

OutsourcingOutsourcing

Sales OfficeSales Office

Service Org.Service Org.

IndustrialIndustrialDistributioDistributio

nn

MTSMTS

MTOMTO

ETOETO

BusinessBusinesscustomercustomer

Business TypeBusiness Type %%All 79Make-to-stock 4Make-to-order 11Engineer-to-order 2Consumer Distribution 3

EmpoweredEmpowered users users

ConnectedConnectedInsightfulInsightful

TCOTCO

Make to stock

Business TypeBusiness Type %%

AllAll 7878

Make-to-stockMake-to-stock 33

Make-to-orderMake-to-order 1616

Engineer-to-orderEngineer-to-order 11

Consumer Consumer DistributionDistribution 11

DepartmentDepartment %%

AllAll 1313

MarketingMarketing 66

SalesSales 1010

DesignDesign 22

OperationsOperations 4343

Customer ServiceCustomer Service 33

FinancialsFinancials 1616

Human ResourcesHuman Resources 66

Financial Management

Customer Service

After salesservice

Customer Service

Operations

Design

Sales

OperationPlanning

Account Mgmt.

Order Processing

Marketing

Shipping

Qualityassurance

Marketing

Production

After salesservice

After salesservice

Productdesign

Warehouse

Receiving

Purchasing

BusinessPlanning

Manage

HRM

Property

Pay Collect

Close & control

Julia Advanced campaign selection tool :• Quick and effective search for targets• Building complex search queries

Michael

Outlook synchronization:• Utilizing the MS stack• Quick and easy overview of appointments and tasks

Quotation.: Support and control of the quotation process

David

Make to order

Business TypeBusiness Type %%

AllAll 7878

Make-to-stockMake-to-stock 33

Make-to-orderMake-to-order 1616

Engineer-to-orderEngineer-to-order 11

Consumer Consumer DistributionDistribution 11

DepartmentDepartment %%

AllAll 1313

MarketingMarketing 66

SalesSales 1010

DesignDesign 22

OperationsOperations 4343

Customer ServiceCustomer Service 33

FinancialsFinancials 1616

Human ResourcesHuman Resources 66

Financial Management

Project management

Customer Service

After salesservice

Customer Service

Operations

Design

Sales

OperationPlanning

Account Mgmt.

Order Processing

Marketing

Shipping

Qualityassurance

Marketing

Production

After salesservice

After salesservice

Productdesign

Warehouse

Receiving

Projectmgmt.

Purchasing

ProjectInstall.

Projectdesign

BusinessPlanning

Manage

HRM

Property

Pay Collect

Close & control

Bid mgmt

Contractmgmt

Project quotation:• Support and control of the quotation process• Linking the sales process with managing projects• Project Invoice control

Prakash

David

Alert:• Alerts informs promptly about critical changes in the system

Alicia

Purchase Order quotation:• Better control of request for proposals send to multiple vendors

AgendaAgenda

Microsoft Axapta 4.0Microsoft Axapta 4.0Fundamental DriversFundamental Drivers

Details by moduleDetails by module

RFIDRFID

RoadmapRoadmap

FundamentalsFundamentals

Performance, scalability and reliabilityPerformance, scalability and reliability

Quality (bug fixing)Quality (bug fixing)

Unicode enabling (China/Japan)Unicode enabling (China/Japan)

Developer productivityDeveloper productivitySource code version control integrationSource code version control integration

Unit test frameworkUnit test framework

Debugger enhancementsDebugger enhancements

Compiler optimizationsCompiler optimizations

New and ImprovedNew and ImprovedRecord ID extensionsRecord ID extensions

Global searchGlobal search

Filter improve in formsFilter improve in forms

Print Preview drill downPrint Preview drill down

Icon refreshIcon refresh

Microsoft Axapta 4.0 functionality is proposed and subject to change without notice

FrameworksFrameworks

Reporting and BIReporting and BIReport Pack support provided by SQL Server 2005 Report Pack support provided by SQL Server 2005 Reporting ServicesReporting ServicesAd-hoc query infrastructure provided by SQL Server 2005 Ad-hoc query infrastructure provided by SQL Server 2005 Report Builder, in conjunction with SQL Server 2005 Report Builder, in conjunction with SQL Server 2005 Reporting ServicesReporting ServicesAbility to create SMDL models from the AOT, and support Ability to create SMDL models from the AOT, and support for useful default ad-hoc queries created for those modelsfor useful default ad-hoc queries created for those models

Configuration and ManagabilityConfiguration and ManagabilityMaking it easier to configure and manageMaking it easier to configure and manage

Setup and DeploymentSetup and DeploymentReduce the number of steps to setup and deploy AxaptaReduce the number of steps to setup and deploy Axapta

Performance Benchmark Tool ImprovementsPerformance Benchmark Tool Improvements

AgendaAgenda

Microsoft Axapta 4.0Microsoft Axapta 4.0Fundamental DriversFundamental Drivers

Details by moduleDetails by module

RFIDRFID

RoadmapRoadmap

Supply Chain Supply Chain Management FunctionalityManagement Functionality

Outsourcing ImprovementsOutsourcing ImprovementsDrop ShipmentsDrop ShipmentsPurchase Order QuotationPurchase Order QuotationKittingKittingSubcontractingSubcontracting

Order Processing Order Processing ImprovementsImprovements

Multiple Ship To AddressesMultiple Ship To AddressesImproved back ordersImproved back orders

Product Builder Product Builder ImprovementsImprovements

Drag’n drop supportDrag’n drop supportGuided creation of new Guided creation of new modelsmodelsCRM/Service Management CRM/Service Management integrationintegration

Service Items – Service Items – non-inventory itemsnon-inventory itemsShop Floor Option PackShop Floor Option Pack

Batch updates of Batch updates of productionproductionImproved notice boardImproved notice boardNew WebApp for Time New WebApp for Time EntryEntryFeedback quantity Feedback quantity validationvalidation

Advanced Inter CompanyAdvanced Inter CompanyRFIDRFID

Advanced IntercompanyAdvanced Intercompany

Purchase and sale between Purchase and sale between companiescompanies

Flexible pricing strategiesFlexible pricing strategies

Auto-synchronization/updatesAuto-synchronization/updates

Automatic payment and settlementAutomatic payment and settlement

Production and Master planning Production and Master planning across companiesacross companies

Reduces order cycle timeReduces order cycle time

Trace goods in transitTrace goods in transit

Financial ManagementFinancial ManagementFundamentals and dimension Fundamentals and dimension controlcontrol

FundamentalsFundamentalsQuality and bug fixingQuality and bug fixingPerformance issue on Performance issue on journalsjournals

New and improvedNew and improvedPowerful extensions to Powerful extensions to dimensionsdimensionsNew cost accounting New cost accounting solutionsolutionMerging country layers Merging country layers with GDLwith GDLDraft handlingDraft handlingVoucher ImprovementsVoucher ImprovementsUS-GAAP/IAS-IFRS US-GAAP/IAS-IFRS Accounting StandardsAccounting StandardsEU115 – European EU115 – European tax regulationstax regulationsSarbanes-Oxley support Sarbanes-Oxley support for USfor US

Dimension controlDimension controlNew Dimensions Hierarchy New Dimensions Hierarchy featurefeature

Guide and control Guide and control dimensions values entry dimensions values entry cross productcross product

Revised dimensions Revised dimensions default inheritance in default inheritance in ledger journalsledger journals

Financial ManagementFinancial ManagementFinancial analytics and reportingFinancial analytics and reporting

Improved inquiry capability on dimensions Improved inquiry capability on dimensions New dimensions form (featuring chart of New dimensions form (featuring chart of account alike capabilities)account alike capabilities)New Flexible and versatile Balance per New Flexible and versatile Balance per dimension formdimension form

Flexible and versatile reporting capability Flexible and versatile reporting capability on dimensions and account alikeon dimensions and account alike

New Financial Reporting CORE EngineNew Financial Reporting CORE EngineNew Account statement and Financial StatementNew Account statement and Financial Statement

Multilevel aggregation capabilityMultilevel aggregation capabilityNew Row structures capabilityNew Row structures capability

Manufacturing Service Manufacturing Service OrganizationsOrganizations

Project AccountingProject AccountingProject estimation / forecasting capabilityProject estimation / forecasting capability

Improved budget oversight Improved budget oversight

Advanced statistics and reporting optionsAdvanced statistics and reporting options

Additional project typesAdditional project types

Microsoft Axapta Sales and Marketing Microsoft Axapta Sales and Marketing Improved Microsoft Outlook synchronizationImproved Microsoft Outlook synchronization

Extended workflow processesExtended workflow processes

Advanced Management statisticsAdvanced Management statistics

Quoting repackagedQuoting repackaged

Manufacturing Service Manufacturing Service OrganizationsOrganizations

Human Resource ManagementHuman Resource ManagementImproved support for contractorsImproved support for contractors

E-recruitmentE-recruitment

Competence mappingCompetence mapping

Archiving for terminated staffArchiving for terminated staff

Publish company policies and procedures to Publish company policies and procedures to Enterprise PortalEnterprise Portal

Course invoicing – internalCourse invoicing – internal

Improved absence managementImproved absence management

Restructure and repackage functionalityRestructure and repackage functionality

Manufacturing Service Manufacturing Service Organizations Organizations

Service Management (new module)Service Management (new module)Creating service agreements (contracts)Creating service agreements (contracts)Link project(s) to service agreementLink project(s) to service agreementCreating service ordersCreating service ordersScheduling service orders to techniciansScheduling service orders to techniciansRecording service performance details and Recording service performance details and handling overrunshandling overrunsService orders for product returns (return and Service orders for product returns (return and repair management)repair management)Track bill of materials as maintainedTrack bill of materials as maintainedService subscriptionService subscription

Supply Chain Supply Chain Management Management CollaborationCollaborationB2B document B2B document

exchangeexchangePurchase Orders Purchase Orders (in/out)(in/out)Invoice (in/out)Invoice (in/out)Advance Ship Notice Advance Ship Notice (out)(out)Biztalk 2004 supportBiztalk 2004 support

Objects exposed Objects exposed as .NET Web as .NET Web ServicesServices

AxBc integration AxBc integration framework, AxBc’s framework, AxBc’s exposed as exposed as Web ServicesWeb Services

Business AlertsBusiness AlertsOn all forms/dataOn all forms/data

Rule creationRule creation

Alert viewingAlert viewingEvent processingEvent processing

Beyond Microsoft Axapta Beyond Microsoft Axapta 4.04.0

Multi-site planning improvementsMulti-site planning improvementsContinued focus on SQL database performanceContinued focus on SQL database performance

””Yukon” performance improvements with Microsoft Yukon” performance improvements with Microsoft AxaptaAxapta

Commitment to support Oracel databaseCommitment to support Oracel databaseProject Server integrationProject Server integrationTravel and Expense moduleTravel and Expense moduleISV source code protectionISV source code protectionInbound RFIDInbound RFIDData archiving functionalityData archiving functionalityEmail integration with alertsEmail integration with alerts””Longhorn” SupportLonghorn” SupportIntegration with the next release of OfficeIntegration with the next release of Office””Look and feel” of the next release of OfficeLook and feel” of the next release of Office

Integrated Business Management Integrated Business Management Application SolutionsApplication Solutions

Microsoft Microsoft AxaptaAxapta

ExcelExcel XX

WordWord XX

OutlookOutlook XX

Project ProfessionalProject Professional V5.0V5.0

SharePoint™ PortalSharePoint™ Portal V4.0V4.0

Windows Server™ 2003Windows Server™ 2003 XX

Biz TalkBiz Talk®® Server Server 2004 in V4.02004 in V4.0

Commerce ServerCommerce Server V5.0V5.0

Exchange ServerExchange Server XX

Project ServerProject Server V5.0V5.0

SQL Server™SQL Server™ XX

Small Business ServerSmall Business Server V5.0V5.0

Internet Information Services Internet Information Services (IIS)(IIS) XX

Active DirectoryActive Directory®® XX

.NET Framework.NET Framework XX

Visual Basic for Applications Visual Basic for Applications (VBA) (VBA) XX

Visual C#Visual C#®®

Visual C++Visual C++®®

Windows XP, 2000, 98, 95, etc.Windows XP, 2000, 98, 95, etc. XX

* Integrated through Microsoft Outlook

AgendaAgenda

Microsoft Axapta 4.0Microsoft Axapta 4.0Fundamental DriversFundamental Drivers

Details by moduleDetails by module

RFIDRFID

RoadmapRoadmap

RFID Platform Mission RFID Platform Mission And StrategyAnd Strategy

MissionMission

Deliver rich RFID services for the Windows Deliver rich RFID services for the Windows platform that enable all developers to build platform that enable all developers to build innovative real-time capability into their innovative real-time capability into their business applicationsbusiness applications

Initial focus: Supply Chain applicationsInitial focus: Supply Chain applications

Microsoft, together with partners, will Microsoft, together with partners, will deliver end-to-end solutions that allow our deliver end-to-end solutions that allow our customers to create, deploy and manage customers to create, deploy and manage RFID-based real-time business applicationsRFID-based real-time business applications

PartnerPartner-Driven -Driven StrategStrategyy

First First WaveWave

New RFID middleware components (“RFID New RFID middleware components (“RFID Services”)Services”)

Microsoft SQL Server, for data management Microsoft SQL Server, for data management and business intelligenceand business intelligence

Microsoft BizTalk Server, for business Microsoft BizTalk Server, for business process integration along with Web Services process integration along with Web Services supportsupport

Reader implementingMS extensions

EPC-Global compliant reader

Legacy reader #1 Legacy reader #2

Microsoft Business Microsoft Business Solutions Solutions RFID ArchitectureRFID Architecture

RFID services & platform

TA

GS

&

REA

DER

SR

FID

SER

VIC

ES

BU

SIN

ES

S

AP

PS

MICROSOFT AXAPTAUI Elements for Server, Reader cfgTables for new RFID dataBusiness Logic for handling RFID Events

MICROSOFT NAVISIONUI Elements for Server, Reader cfgTables for new RFID dataBusiness Logic for handling RFID Events

Microsoft provider Reader #1provider (proprietary)

Reader #2provider (proprietary)

Reader Service Provider Interface (RSPI)

RFID Engine / Runtime

• Interface implementation, COM Eventing• Filters, rules & alerts

Reader Configuration & Mgmt.

• Discovery & configuration• Health monitoring

RFID Queue/Store

RFID Server Application Interface

EPC-G standards compliant provider

AgendaAgenda

Microsoft Axapta 4.0Microsoft Axapta 4.0Fundamental DriversFundamental Drivers

Details by moduleDetails by module

RFIDRFID

RoadmapRoadmap

Q2 2004Q2 2004

Q2 2005Q2 2005

Beta Q4 Beta Q4 20052005

Axapta 5.0Axapta 5.0betabeta

V4.0 betaV4.0 betaSharePoint ServerSharePoint Server

Service ManagementService ManagementIntercompanyIntercompany

RFIDRFIDUnicodeUnicode““Yukon”Yukon”

Axapta Axapta 3.0 SP43.0 SP4

*Product release dates and content subject to changeProduct release dates and content subject to changeEnhancement and support details for each product line will vary by geography Enhancement and support details for each product line will vary by geography

Microsoft AxaptaMicrosoft AxaptaProduct release timeline in calendar timeframes Product release timeline in calendar timeframes as of March 2005as of March 2005

Deep R&D Deep R&D InvestmentInvestment

ss

Axapta 3.0 Axapta 3.0 SP3SP3

Q3 2005Q3 2005

Life Life SciencesSciences Beta 2007Beta 2007

Q4 2005Q4 2005

Axapta 3.0 Axapta 3.0 SP5SP5

Technology Adoption Technology Adoption Progam (TAP)Progam (TAP)Microsoft Axapta is quality drivenMicrosoft Axapta is quality driven

TAP program works the following wayTAP program works the following wayLeverages the corporate TAP programLeverages the corporate TAP program

Consistent Pilot approach from customer and partner’s perspective across productsConsistent Pilot approach from customer and partner’s perspective across productsPrimary goalsPrimary goals

Initiating a true pre-release beta test phase with partners/customers Initiating a true pre-release beta test phase with partners/customers Validate product readiness for production processingValidate product readiness for production processingValidate upgrade path from previous version to Microsoft Axapta 4.0 based on real Validate upgrade path from previous version to Microsoft Axapta 4.0 based on real customer databases and customizationscustomer databases and customizationsTransfer setup and configuration knowledge from development team to Partners, Transfer setup and configuration knowledge from development team to Partners, Consulting, Support, and ISV’sConsulting, Support, and ISV’s

Prepare and validate extended team readiness for RTMPrepare and validate extended team readiness for RTMProvide early access to Microsoft Axapta 4.0 and obtain feedback/input from Provide early access to Microsoft Axapta 4.0 and obtain feedback/input from Partners and CustomersPartners and CustomersDevelop customer testimonials prior to release for use by MS and PartnersDevelop customer testimonials prior to release for use by MS and PartnersProvide needed functionality to customers with high priority legacy issuesProvide needed functionality to customers with high priority legacy issues

AssumptionsAssumptionsMicrosoft Axapta 4.0 plans to engage with TAP partner+customers in NA, Asia, and Microsoft Axapta 4.0 plans to engage with TAP partner+customers in NA, Asia, and in EMEAin EMEAStart broader partner/ISV beta program in mid October 2005. Second feed back Start broader partner/ISV beta program in mid October 2005. Second feed back loop January 2006loop January 2006

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I assumed you were doing Q&A.

© 2005 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.