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

Build a template Modify data Publish changes PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Business User Duplication of data between 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

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 Manual work and copy/paste to author documents Consistent yet easily customized documents Document template library Document data sources Word Add-in Generate from template Quick and easy generation of documents Easy-to-build templates

Select tables Enter data Import data 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

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

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