Visit our Focus Rooms Evaluation of Implementation Proposals by Dynamics AX R&D Solution Architecture & Industry Experts Gain further insights on Dynamics AX Industry Solution Offerings Resolution Guidance on Solution Roadblocks Networking Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

NICE,FRANCE LEARN | INSPIRE | INNOVATE TECHNICAL CONFERENCE 2011

EXTENDING THE REACH OF MICROSOFT DYNAMICS AX WITH OFFICE ADD-INS CHRIS GARTY SESSION CODE : BRK227 SENIOR PROGRAM MANAGER MICROSOFT CORPORATION

DISCLAIMER ©2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All pre-release product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice. Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

Today we will show you… Enabling information workers to work with business data using familiar tools 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 Dynamics AX using Microsoft Excel

Components in action today

Pains and challenges Kevin, Sales Manager Every time I need a change to a report I need to involve the IT department Prakash, Project Manager I want to personalize the project quotations I send to important prospects June, Product Division Manager I plan my budget using Microsoft Excel, then need to copy it to my budgeting system Simon, Systems Implementer I need to gather data from functional team members and import it into Microsoft Dynamics AX

Office Add-ins Work spans business application and productivity tools People want to use the “right tool for the job” Sometimes, the right tool is Word or Excel

Product Demos: When to use the Feature 1.Ad-hoc reporting in Microsoft Excel – Kevin the sales manager analyzes his opportunities pipeline using Excel – Use when: Specialty reporting needs, and don’t want to or can’t utilize SSRS 2.Editing business data in Microsoft Excel – June the budget manager collects budget information from her team entered in Excel – Use when: “What if” scenarios, bulk editing, or advanced calculations 3.Create a document template in Microsoft Word – Prakash the project manager builds a project quotation in Word that his team can use – Use when: Building and sharing documents with others 4.Import data using Microsoft Excel – Simon the systems implementer collects payment terms and customer classifications in Excel, and imports them into Microsoft Dynamics AX – Use when: Simple data import for individual tables

Demo 1 : Ad-hoc reporting in Microsoft Excel PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Business User Self-service reporting Terminal services export Filtering data Adding fields 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

demo Ad-hoc reporting in Microsoft Excel

Demo 2 : Editing business data in Microsoft Excel PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Business User Duplication of data between Microsoft Excel and the budgeting system Flexibility of formula and formatting in budgeting tools Microsoft Excel interoperates with Microsoft Dynamics AX using Web Services Flexible and familiar tools for forecasts and budgets Store budget information where it can be enforced – Microsoft Dynamics AX Build a template Format the template Modify data Publish changes

demo Editing business data in Microsoft Excel

Demo 3 : Create a template in Microsoft Word PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Business User Uniform yet customized communication Manual work and copy/paste used to author documents Document template library Document data sources Microsoft Word Add-in Runtime document generation Flexible and familiar tool for forecasts and budgets Store budget information where it can be enforced – Microsoft Dynamics AX Define template in Microsoft Word Place the template on SharePoint Activate the template for use Generate a document instance

demo Create a template in Microsoft Word

Demo 4 : Import data using Microsoft Excel PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Business User Collecting information from subject matter experts requires multiple formats and transformations Database structure is hard to model in Microsoft Excel Table chooser and table- based import Caching and validation Publishing options Flexible tool for data import Users can bulk edit, find/replace, etc. over data before importing it Choose tables in table chooser Set publishing options Define caching Generate files and import data

demo Import data using Microsoft Excel

Metadata Queries Business Document Services Budget Service Asset Service... Generic Document Service

Top tips For “what if” and data analysis scenarios, utilize Export to Microsoft Excel Utilize conditional formatting to highlight data for reporting and presenting data Ad-hoc reports should always be run on a “near line” (mirrored) system to shift load off production system Filter to a subset of data before export. Avoid exporting and manipulating huge sets of data Calculations can’t be used in tracked datasets, but calculated values can be copied and pasted Creating templates and generating Office documents may be easier than creating new reports Office Add-ins can be used for simple data import, but consider other alternatives such as Rapid Start for data migration

What we showed you today… How to export data to Microsoft Excel, then extend and refresh it How to edit data in Microsoft Excel How to build Microsoft Word documents using templates How to import data into Dynamics AX

Q&A

Related sessions BRK260: Dynamics AX Rapid Start BRK242: Dynamics AX financial reporting options including management reporter BRK202: Designing user experiences for business application users BRK203: Patterns in building Client forms for Usability BRK204: Extending the reach of your Dynamics AX application with Enterprise Portal CHK214: User Experience Designs Q&A

Visit our Focus Rooms Evaluation of Implementation Proposals by Dynamics AX R&D Solution Architecture & Industry Experts Gain further insights on Dynamics AX Industry Solution Offerings Resolution Guidance on Solution Roadblocks Networking Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows 7 and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.