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 Focus Topic Highlight Business Intelligence Tuesday 2.15pm – 5.45pm Risso 6C Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

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NICE,FRANCE LEARN | INSPIRE | INNOVATE TECHNICAL CONFERENCE 2011

“RIGHT TOOL FOR THE JOB” UNDERSTANDING BUSINESS INTELLIGENCE OPTIONS IN MICROSOFT DYNAMICS AX 2012 SESSION CODE : BRK209 MICROSOFT CORPORATION MILINDA VITHARANA SENIOR PROGRAM MANAGER

Today we will show you… The spectrum of BI capabilities and tools available in Microsoft Dynamics AX 2012 Users have diverse needs & focus – A single tool or option does not suffice How to choose the best tool for a given user & scenario A preview of ad-hoc query and reporting features for Operational users A preview of data mash-up and high-impact reporting for Power users A preview of monitoring capabilities for Strategic users

ACCESS and DELIVERY Microsoft Office SharePoint Server ReportsReports Role Centers MS Excel PowerPivotPowerPivotScorecardsScorecardsPlansPlans BI PLATFORM Microsoft SQL Server Other Database Sources Other General Data Sources APPLICATION LAYER AND USER TOOLS Microsoft Office Microsoft Dynamics AX

Components in action today

Microsoft Dynamics AX 2012 BI capabilities & tools CATEGORYCAPABILITYTOOL or OPTION QUERY Pre-defined query Operational queries Lists of operational data Cues List pages Ad-hoc searchSearch integration for AX forms and print archive Ad-hoc query Analyze operational data Printed lists of operational data MS Office Add-in for Dynamics AX 2012 Auto Report REPORTING Generate documentsMS Office templates Ad-hoc ReportingSQL Report Builder v3 with Cubes Statutory & Financial ReportsAX Report Builder FRx & Management Reporter Production ReportsSSRS Reports ANALYSIS Key Performance Indicators Scorecards Role Center/Business Overview web part Performance Point Services scorecards Ad-hoc summarization and explorationMicrosoft Excel with Cubes ANALYTICAL APPLICATIONS Multi-system Financials ConsolidationCubes Management Reporter Integrate with a Data warehouseETL based integration with a Data warehouse using DSV Planning & forecastingBudget Formulation, Demand planning

Beware! Barriers to adoption of BI everyonerelevant timely Empowering everyone across the company through access to relevant and timely information, enabling confident decisions, and driving organizational success

Pains and challenges Corporate Focus (Sara, CFO) I get weekly, bi-weekly updates from my team Keep an eye on goals, indicators, & exceptions Leave out the details… Process & Team Focus (Kevin, Sales Manager) I need a daily or weekly recap Let’s start with trends and exceptions My focus is on keeping my team running… Task & Individual Focus (Arnie, AR Administrator) I need latest data Give me detailed, actionable data I’m busy, I need to focus on my task IT Infrastructure (Tim, IT Manager) Home-grown tools, Home-grown support Multiple tools, many versions – Doing the same thing IT doesn’t know…

FOCUSDETECT EXCEPTIONSIDENTIFY TRENDS TAKE ACTION CORPORATE Goals not met, long-term trends not meeting expectations Drill down, compare/benchmark with peers & previous results Reorganizations, launch programs, and action plans PROCESS & TEAMAbnormal trends, outliers Slice and dice aggregate data Sample data & audits Communicate & share patterns, proactive/corrective action TASK & INDIVIDUALTrack exceptional transactionsSimple analysis (prioritizing, filtering) Seamless access to detailed data

FOCUSDETECT EXCEPTIONSIDENTIFY TRENDS TAKE ACTION CORPORATE Goals not met, long-term trends not meeting expectations KPIs Drill down, compare/benchmark with peers & previous results MICROSOFT EXCEL, BOWP, SCORECARDS Reorganizations, launch programs, and action plans PROCESS & TEAM Abnormal trends, outliers CUES, KPIs Slice and dice aggregate data Sample data & audits MICROSOFT EXCEL, AUTOREPORT Communicate & share patterns, proactive/corrective action OFFICE TEMPLATES, SQL RBV3, MANAGEMENT REPORTER TASK & INDIVIDUALTrack exceptional transactions CUES, LIST PAGES, SEARCH Simple analysis (prioritizing, filtering) LIST PAGES, AUTOREPORT Seamless access to detailed data OFFICE TEMPLATES, LIST PAGES

A quick look at BI patterns in action From summary to detail: BI for users with Task & Individual focus Improved productivity via filtering, ordering, and sorting within List pages Discover data quickly with search integration in List pages and Forms Generate reports quickly from a Form or a List page with AutoReport Reporting with Microsoft Office: Powerful ad-hoc reporting capabilities for users with Team or Process focus Dynamics AX 2012 Add-in for Microsoft Office enables creating reports and documents with live AX data Create mash-up applications with Excel PowerPivot by combining AX data with external data sources Ad-hoc reporting with SQL RB3 for users with Team or Process focus SQL Server Report Builder v3 for creating high-impact aggregate reports Dashboards for users with Corporate focus KPI based analysis in Role Centers Integrating Performance Point server for advanced dashboard capabilities

Demo 1: From summary to detailed data Arnie (Accounts Receivable Administrator) verifies shipments and creates invoices. He applies receipts to invoices and follows up on past-due accounts He is very busy during month ends – Mostly on the phone talking to customers He wants to focus on large invoices or customers at risk of default Wants latest data – “It would be embarrassing to call customers for payments when they have already paid“ PersonaPatternFeatures Covered (tools) Results and Benefits Low latency (minutes) Need to focus on exceptions Need to drill down to details

Demo 2: Reporting with Microsoft Office: Simple yet powerful Kevin (Sales Manager) manages a team of sales people. He keeps close tabs on the opportunities pipeline so he can provide sales forecasts to management “I need relevant, up-to-the-minute data on where we stand on potential customers. I need tools to help my team be consistent with communications to prospects and customers” PersonaPatternFeatures Covered (tools) Results and Benefits Low–medium latency (Hrs~Days) Access in conjunction with task work Familiar with MS Office tools Documents that can be ed and shared

Demo 3: Ad-hoc reporting with SQL RB3 for mere mortals Sean (Power user) has a “real job” but spends a large portion of his time helping other users with computer issues and creating reports for Phyllis “I learned to use Report Builder tool from our Consultant. I create simple reports” PersonaPatternFeatures Covered (tools) Results and Benefits Low–medium latency (Hrs~Days) Aggregate or detailed data Create production-quality report (paging, images) Familiar with SQL Report Builder 3

Sara (CFO) watches the financial health of the company Gets regular updates from her team, weekly or bi-weekly at a minimum Focus is on trends and exceptions – I am accountable to Charlie for goals set by shareholders – I like to keep my focus on those all the time” Analysis Intent: “I am a visual person and I like to focus on the real basics in all the reports. I have a good eye when it comes to leaving out the detail” PersonaPatternFeatures Covered (tools) Results and Benefits High latency (Weeks ~ Months) Highly summarized Focus on monitoring established KPIs Corporate focus

Top 10 Tips from the Session Along with SQL Server 2008 R2, Microsoft Dynamics AX 2012 offers a comprehensive set of Business Intelligence capabilities and tools A single capability or tool may not met the needs of all users – Best tool would depend on user’s focus and skills Role-based BI is a concept that has been adopted in the design of pre-built BI solution. Role Center is a vehicle for providing BI to every user of Microsoft Dynamics AX 2012 Filtering capabilities built into AX List pages provide a simple ad-hoc query capability for users with Task or Individual focus. Filtered List pages can be saved as Cues – an operational indicator which can be added to a Role Center Microsoft Office Add-ins is a capability suited for ad-hoc reporting with live data. This capability is best suited for users with Team focus who have skills in Microsoft Office tools Microsoft Excel PowerPivot provides the ability to create mash-up applications with AX data. This is a powerful capability that enables users with Team or Process focus to develop BI apps SQL Server Report Builder v3 is a tool for creating high-impact reports. You may use this tool to create reports on aggregate data using Cubes Management Reporter provides the ability to develop advanced financial statements with consolidation. Management Reporter is an add-on tool that integrates with Microsoft Dynamics AX 2012 Business Overview Web part enables users with Team or Corporate focus to expose pre-built KPIs and indicators in Role Centers Microsoft Office Performance Point services for Microsoft Office SharePoint Server is an add-on solution that enables definition of advanced scorecards and strategy maps

What we showed you today… The spectrum of BI capabilities and tools available in Microsoft Dynamics AX 2012 User have diverse needs & focus – A single tool or option may not meet all the needs How to choose the best tool for a given user & scenario A preview of ad-hoc query and reporting features for Operational users A preview of data mash-up and high-impact reporting for Power users A preview of dashboarding capabilities for Strategic users

Related sessions : Deep dive on capabilities of Office Add-ins : Deep dive on capabilities of Management Reporter : Deep dive on financial reporting & Management Reporter : Managing your Reporting infrastructure : … To learn more about the pre-built BI solution

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 Focus Topic Highlight Business Intelligence Tuesday 2.15pm – 5.45pm Risso 6C 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.