How to create ad hoc reports in Microsoft Excel How to edit business data in Microsoft Excel How to create a document template in Microsoft Word How to import data into Microsoft Dynamics AX using Microsoft Excel How to communicate with contacts via Lync

Kevin, Sales Manager Every time I need a change to a report I need to involve the IT department June, Product Division Manager I plan my budget using Microsoft Excel, then need to copy it to my budgeting system Prakash, Project Manager I want to personalize the project quotations I send to important prospects Simon, Systems Implementer I need to gather data from functional team members and import it into Microsoft Dynamics AX Kevin, Sales Manager I want to initiate communications with contacts without leaving Microsoft Dynamics AX

Generic Document Service Metadata Service Business Document Services Metadata Services Tables Queries Query Service

Export to Excel Templates Exported workbooks Document attachments Document Management Generate from template

Initiate Communication Contacts Presence information Contact details

PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Business User Self-service reporting Send to SharePoint Read data from Queries Add fields Filter data Refresh data Build reports in a familiar tool No need to involve IT or Developers Security and localization built in Export the opportunities list page Extend it with additional fields Add formatting and pivots Refresh as conditions change

PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Business User Duplication of data between Microsoft Excel and the budgeting system Formulas and formatting in budgeting tools Write data to Services Lock design Dimensions support Store budget information where it belongs – Microsoft Dynamics AX Flexible and familiar tools for forecasts and budgets Build a template Modify data Publish changes

PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Business User Manual work and copy/paste to author documents Consistent yet easily customized documents Document template library Document data sources Microsoft Word Add-in Generate from template Quick and easy generation of documents Easy-to-build templates Define template in Microsoft Word Place the template in Microsoft SharePoint Activate the template for use Generate a document

PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Business User Data often needs transformation before import Data import process can often require multiple steps Table selector Write data to tables Validation Users can massage via data bulk edit, find/replace, calculations, etc. before importing Flexible tool for data import Select tables Enter data Import data

PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Business User Communicating with contacts often means switching to another application Lync presence and contact information Initiating IM and communications Quick communication with contacts and colleagues Set contact address View contact presence info Initiate communications