1. Senior Consultant, MSX Group, LLC
Presenter
Noah Moseley
Senior Consultant, MSX Group, LLC

2. MSX Group
We are a consulting practice specializing in Management Reporter, Forecaster and FRx for Microsoft Dynamics AX, GP, NAV and SL.
Consulting Services
Training
Software Support

3. Financial Reporting & Budgeting
Management Reporter | Forecaster | FRx | More Info
Financial Reporting & Budgeting
Management Reporter [Financial Reporting] Forecaster [Budgeting] FRx [Financial Reporting replaced by MR]

4. Current Product Releases
Management Reporter | Forecaster | FRx | More Info
Current Product Releases
Management Reporter (As of 2/16/17)
CU15 with Hot Fix 4 which includes Hot Fixes 1, 2 and 3
Forecaster Version 7.0 Service Pack 5 (As of 2/16/17)
FRx Version 6.7 Service Pack 12 (As of 2/16/17)

5. Latest Product News Management Reporter Forecaster
Management Reporter | Forecaster | FRx | More Info
Latest Product News
Management Reporter
Name Change – Microsoft Dynamics 365 (formerly AX7) dropped the name ‘Management Reporter’ and is now simply named ‘Financial Reporting’.
Microsoft has a ‘Roadmap’ announcement planned for March 3rd.
WEBINAR: “AXUG Microsoft Town Hall Series: Updates to the Dynamics AX/D365 Roadmap”
Forecaster
Check your Licensing and Registration Keys. You already own Forecaster and you may have unlimited users.

6. Quick Questions (1 of 4) Is anyone still using FRx?
Management Reporter | Forecaster | FRx | More Info
Quick Questions (1 of 4)
Is anyone still using FRx?

7. Quick Questions (2 of 4) Is anyone using Dynamics 365 for Operations?
Management Reporter | Forecaster | FRx | More Info
Quick Questions (2 of 4)
Is anyone using Dynamics 365 for Operations?

8. Quick Questions (3 of 4) Is anyone using Forecaster for budgeting?
Management Reporter | Forecaster | FRx | More Info
Quick Questions (3 of 4)
Is anyone using Forecaster for budgeting?

9. Management Reporter | Forecaster | FRx | More Info
Quick Questions (4 of 4)
Is anyone completely new to Management Reporter and need an overview?

10. Management Reporter | Forecaster | FRx | More Info
Management Reporter is used for financial reporting using general ledger data (account balances and transaction level details) from the Microsoft Dynamics ERP solution.
Income Statements
Balance Sheets
Cash Flow Statements
Trial Balance Statements
Etc.

11. Management Reporter Components Report Designer Report Viewer (Library)
Management Reporter | Forecaster | FRx | More Info
Management Reporter
Components
Report Designer
Report Viewer (Library)
Web Viewer
Report Queue
Migration Wizard from FRx (uninstall after use)
SQL (1 Database; 2 if using DataMart)
Security is all via Windows Authentication
Output Options (Excel, Printer, XPS)

12. Management Reporter Building Reports in Report Designer
Management Reporter | Forecaster | FRx | More Info
Management Reporter
Building Reports in Report Designer
Building Blocks
Row Definitions
Column Definitions
Reporting Tree Definitions

13. Microsoft Dynamics 365 for Operations
Management Reporter | Forecaster | FRx | More Info
Microsoft Dynamics 365 for Operations

14. Management Reporter Migration Tips Clean up FRx
Management Reporter | Forecaster | FRx | More Info
Management Reporter
Migration Tips
Clean up FRx
Delete old Spec Sets, Companies, Rows, Columns, Trees, Reports
Review Account Sets, Chained Reports, Row Linking and Unused Rows, Columns and Trees
Proof reports between FRx and Management Reporter
Uninstall the Migration Wizard

15. Management Reporter | Forecaster | FRx | More Info
Microsoft Forecaster
Forecaster is a Microsoft application used for budgeting, forecasting and planning. Handles annual budgets and revisions as frequently as needed.

16. Microsoft Forecaster Components Desktop Application Web Access
Management Reporter | Forecaster | FRx | More Info
Microsoft Forecaster
Components
Desktop Application
Web Access
Excel Add-In
SQL (1 Database)
Windows or SQL Authentication

17. Microsoft Forecaster Spreadsheet Style User Interface
Management Reporter | Forecaster | FRx | More Info
Microsoft Forecaster
Spreadsheet Style User Interface
Security & Workflow
Detail Budgeting
Capital
Revenue HR
Instant Consolidation for Reporting

18. Microsoft Forecaster Building Input Screens and Reports
Management Reporter | Forecaster | FRx | More Info
Microsoft Forecaster
Building Input Screens and Reports
Building Blocks
Line Sets
Column Sets
Calculation Sets
Match Lines/Columns/Calculation Sets into Report Definitions or Input Sets

19. TRAINING CLASSES www.axug.com/engage/academy
Upcoming Management Reporter Dates
February 24th, March 24th, April 13th, May 12th, May 19th

20. Search by Calendar View or by R&B
AXUG WEBINARS
March 10th, April 14th, May 12th
Search by Calendar View or by R&B

21. Spring & Fall User Forums
All Online | All Free
March 14, 15,

22. 2017 EVENTS
May 7-12, 2017
St. Louis, MO

23. 2017 EVENTS
October 10-13, 2017
Nashville, TN

24. Thank You. www.twitter.com/msxgroup www.facebook.com/msxgroup

25. Thank You.  (877) 456-7632  noah.moseley@msxgroup.com
 (877)  