Microsoft Dynamics Snap Michael McClary ISV Developer Evangelist Microsoft Corporation

Agenda The Challenge Microsoft Dynamics Snap Current Available Snap-ins Snap Configuration VSTO Customisation Recent Developments Q&A

Today’s Landscape LOB Applications Take Action Take Action Make Decisions Communicate Analyse Create Documents Access/ Retrieve Data

The Information Challenge ERP – CRM – HR – DW un-structuredun-structuredsemi-structuredsemi-structuredstructuredstructured

The Business Challenge Lack of integration between productivity tools and LOB Systems makes it difficult for organisations to effectively connect People, Information and Business Processes Information Workers can not easily access the information they require to do their job The result - low productivity, high costs, low customer satisfaction etc

Office System Integration Integrate familiar front-end productivity tools with LOB systems – Axapta, Navision, Great Plains, etc Give Information Workers the information they want in the context and format they need in order to make fast, sound business decisions

Microsoft Dynamics Roadmap Modular Process Configuration Enhanced Visual Studio.NET tools Enhanced User Experience “Best of” Process Library Role based user experience Portals and Collaboration SQL based contextual business intelligence Web service based composition & integration ConvergedSuite& Microsoft Dynamics Roadmap

Microsoft Dynamics Snap What is Microsoft Dynamics Snap? Addins for Microsoft Office users to work with Microsoft Dynamics AX and CRM Snap-ins released: Timesheet management (Dynamics AX) Vacation management (Dynamics AX) Business Data Look-up (Dynamics AX and CRM) Gives Microsoft Office 2003 users access to data and business processes from within a familiar environment

Microsoft Dynamics Snap Familiar Convenient Controlled Accurate Easy Productive Integrated Extensible Downloadable source

Value Proposition For Partners Partners can easily enhance or customize the shipped solutions, or use them as examples to build new composite application for their customers For Customers Increased Productivity Interact with business data and collaborate in a familiar and easy way – using Microsoft Office Less ERP training required Reduced errors due to context switching Flexible solution with Shared Source code

Snap-ins Available Business Data Lookup Snap-in (Microsoft Word & Microsoft Excel) Business Users can use Task Pane to search and browse Microsoft Dynamics AX Data & copy to Microsoft Word and Microsoft Excel Attach Microsoft Office documents to Microsoft Dynamics AX records

Business Data Look-Up

Snap-ins Available Timesheet Management Snap-in (Microsoft Outlook) Links Microsoft Dynamics AX time entries with Outlook appointments and meetings Automated synchronization of linked appointments or meetings. Useful for Microsoft Dynamics AX customers in service industries or where there is a need to track time across multiple projects

Timesheet Management

Snap-ins Available Vacation Scheduler Snap-in (Microsoft Outlook) Generate a request from Outlook and approver, approved request updates Microsoft Dynamics AX Time & Attendance Module

Vacation Management

Existing Snap-ins

XML Configuration Modify the Business Data Lookup Behaviour

Modifying Configuration

Snap-ins Architecture Components (Binaries) in the Application Microsoft.OfficeAx.OutlookAddin.dll Microsoft.OfficeAx.AxSharedAddin.dll Microsoft.OfficeAx.Excel.dll Microsoft.OfficeAx.Word.dll

VSTO Integration

Recent Developments Dynamics AX 4.0 Report Packs for SSRS SharePoint Web Parts Business Scorecard Manager Templates

Microsoft Dynamics AX 4 Integration Forms Reports Business Logic User Interface Classes Tables Any Program Written in Microsoft Windows Programming Language Composite Application Web Web Services Manufacturing Project Accounting Distribution Enterprise Portal Human Resource Management Financial Management Customer Relationship Management Supply Chain Management Business Analysis COM Business Connector.NET Business Connector Application Integration Framework

SharePoint Web Parts RFP Management Absence and Vacation Schedule Expense Reporting

Business Scorecard Manager Templates

BSM and Axapta

BSM and Great Plains

Receivables Scorecard

Regional Sales Scorecard

Sales Scorecard with MapPoint

Payable Management Scorecard

BSM and CRM

Lead Count

Looking Forward More snap-ins (planning) Vendor Management Proposal Lifecycle Management Customer, Case, and Financial Analysis Customer 360 Degree View Expense Report Management Campaign Management Report Subscription Smart Search 2007 Office System

Links Dynamics Snap Sandbox Microsoft Dynamics Community Dynamics Snap Team Blog

Call to Action Office as a Developer Platform Dynamics Snap Sandbox Opportunities for Integration

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.