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Microsoft Dynamics AX 2012 R3
Microsoft dynamics ax 2012 r3 training
In This Presentation
Introductions & K3 Overview
Upgrading to AX 2012 R3
Return on Investment
Typical Support Model
Proactive Application Support
Importance of Being Proactive
Next Steps
Introductions & K3 Overview
K3 Overview
K3 500+ employees help customers from strategy to solution through a portfolio of management consulting, implementation and support services.
Upgrading Dynamics AX 2009 to Dynamics AX 2012 R3
Upgrading to Dynamics AX 2012 R3
Workflow• Configure and enforce business processes dynamically in the system using a
graphical interface• Ability to direct documents through multi-level approvals
Enhanced Organizational Modeling• Ability to change organizational structure and evaluate the effect on financial
reporting• Effective dated organizational changes
Segregation of Duties• Security Model - Segregation of Duty functionality including compliance report
Data Import/Export Framework• User configurable tool, does not require IT involvement to import and export
data
Business Features and Benefits
Upgrading to Dynamics AX 2012 R3
Increased Collaboration Capability• Integration with Microsoft SharePoint for workspace creation,
document collaboration, etc.
Enhanced Reporting Capability• Additional OOB reports, analysis cubes• Convergence of Management Reporter for financial reporting
Customizable Help System• Add content specific to your business processes and roles
Virtual Companies• Create configuration and master data that can be shared across
all companies to reduce error
Business Features and Benefits
Upgrading to Dynamics AX 2012 R3
Unlimited Financial Dimensions• Create unlimited financial dimensions across legal entities for detailed
analysis
Budgetary controls• Enforce spend against budgets
Enhanced Human Resources functionality• Employee self-service – expense processing/workflow and time entry
integrated with accounting function• Role-tailored homepage including alerts, tasks, reports, and data for
specific job functions
Enhanced CRM Functionality• New Service Module to support case management processes
Business Features and Benefits
Upgrading to Dynamics AX 2012 R3
Manufacturing Improvements Run process and discrete manufacturing models in a single solution
Warehouse Management Enhanced inventory control re: visibility, counting and replenishment Embedded radio frequency for real-time process through mobile
devices Improved warehouse operations including EDI support, advanced
put-way and flexible picking strategies (e.g. wave picking) Rate, route and load planning including order consolidation,
constraint based calculations and multi-mode planning Freight reconciliation
Improvements in R3
Upgrading to Dynamics AX 2012 R3
Demand Planning Use of the time series algorithms in SQL to provide predictive SKU-level
forecasting based on historical data. Forecast data is then viewed through Excel where it can be visualized and edited.
Retail Mobility – tablet and mobile based POS and assisted sales eCommerce and Social – multi-language and multi-store front support,
campaigns integrated to Facebook and Twitter Industry Excellence – enhanced pricing and promotion features
eProcurement Improved management of RFIs, RFQs and RFPs Support for multiple bid types (open, closed, reverse auction) Inclusion of evaluation and scoring criteria Improved vendor portal experience
Improvements in R3
Upgrading to Dynamics AX 2012 R3
Budget Planning Enhanced capability to budget based on the allocation rules and
totals Position cost using effective dates for benefit realization What-if analysis Incorporation of HR position budgeting
Companion Apps (Mobile) Capturing and reconciling expenses Time entry Approvals
Enterprise Manageability – use of Microsoft System Center Configuration and Operation Manager tools
Improvements in R3
Upgrading to Dynamics AX 2012 R3 Upgrade Dependencies and Considerations
New license model
Security re-configuration
Account structure/dimension sets/allocation rules
Data integrity considerations – cleanup required
Migration environments – source and destination (require infrastructure to support migration
Limited business outage
Upgrading to Dynamics AX 2012 R3 Upgrade Dependencies and Considerations
Evaluation of modified functionality to determine whether enhancements in new version can accommodate or modifications are still required
Any modifications to the source environment will require development effort to merge
Any third party ISV’s must be engaged to confirm compatibility with AX 2012 and upgrade path/steps and support
User training of User Interface upgrades, process adjustments, etc.
Leveraging net new/enhanced functionality as part of decision process/business case.
Software version dependencies Ex. SQL Server version must be 2012 SP1
Upgrading to Dynamics AX 2012 R3Upgrade Planning and Approach
Build Plan & Scope Code & Data Upgrade Execute Test
• Produce Project Plan• Include multiple Iterations• Include multiple test cycles• Include documentation
updates• Review customizations in
light of new features/ functionality in new version
• Upgrade vs. re-implement decision
• Resolve errors• Merge/ consolidate code• Modify data upgrade
scripts to include customized components
• Upgrade VARs and ISVs• Resolve errors from
previous Execution
• Run upgrade• Capture timing• Capture errors• Create/update go-live
checklist including timing
• Define key business processes
• Create/execute test scripts including data validation
• Capture results
Upgrading to Dynamics AX 2012 R3Execution approach
Production Active on AX
3/AX 4
Production Active on AX AX2009/ Ax4
Pre Processing
Data Copy
Post Processing
Production Active on AX
2009
Production Production
Downtime
Single User Processing
Delta preprocessing
Production Active on
AX 2012
Live on Production
Return On Investment
Return On Investment
Improve Top Line – Probably not
Improve Bottom Line – Reduce long term IT
costs
Improve Efficiencies – Increase staff
productivity (do same with less)
Provide for Future Growth – Optimize capital spend (do more with same)
Return On InvestmentImprove top line
Improve bottom line
Improve efficiencies
Provide for future growth
Workflow √ √ √Organizational Modeling √Segregation of Duties √ √Data Import/Export Framework √Increased collaboration capability √ √Enhanced reporting capability √ √Customizable Help System √Virtual companies √ √Unlimited financial dimensions √Budgetary controls and planning √ √Manufacturing improvements √ √
Return On Investment
Improve top line
Improve bottom line
Improve efficiencies
Provide for future growth
Employee Self-Service √ √Role Centre √Enhanced HCM √ √Enhanced CRM functionality √ √ √Warehouse Management √ √ √Demand Planning √ √ √Retail √ √ √eProcurement √ √ √Companion apps √
Support Model & Importance of Proactive Support
Typical Support Model
Proactive Services• Acting in advance of a future situation - taking
control and making things happen rather than adjusting to a situation or waiting for something to happen
• Monitoring and maintaining applications for long-term health and sustainability
• Proactive Services are typically initiated by the IT organization
Reactive Services• Responding to an event or request• Addressing break/fix incidents within defined
Customer Service Levels• Reactive Services are typically initiated by the user
community or the IT organization
Enhancements• Enhancements are features and functionality that
further extend the application from its current state.• Over time and after use, areas for improvement
within an application are identified.• Enhancements are typically initiated by the user
community
Application Support
Proactive Services
Reactive Services
Enhancements
Proactive Application Support
Maintaining currency on major software versions
Regularly applying software patches as they are released
Identifying trends in reactive support activities to eliminate the root cause
Monitor and review system logs on a regular and recurring basis to investigate and resolve minor errors
Periodic review of hardware and software configuration to ensure adequate sizing for growth projections
Example of Proactive Support Activities
Proactive Application Support
Ensure data is properly backed up and recovery procedures are in place and tested
Regularly reviewing security policies and their enforcement in the system
Periodic review of reporting strategy to ensure business requirements are met and prevent divergence and redundancy of reporting solutions
Proactive planning for changes, upgrades, etc.
Upgrading Microsoft Dynamics AX is a proactive initiative
Example of Proactive Support Activities
Keep long-term support costs down
Minimize risk of major outages to the business
Eliminate inefficiencies
Prevent problems before they occur
Remain current and supported across vendors
Maintain pace with technical skill sets in the market
Identify and convert opportunities for business improvement
Proactive Application Support The Importance of Being Proactive
Microsoft Version Lifecycle
• AX 4.0 – mainstream support expired. Extended support until Oct 11, 2016
• AX 2009 – mainstream support extended until Apr 14, 2015• AX 2012 R1 and R2 – mainstream support until Oct 11, 2016
Expiry Dates on Microsoft Support / Licensing
AgileSimple Powerful
Pervasive interoperability
Q & A