1. Microsoft Dynamics® AX Technical Conference 2012
4/9/2017
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

2. Dynamics AX 2012 Organizational Model Framework
Microsoft Dynamics® AX Technical Conference 2012
4/9/2017
BRK 318
Dynamics AX 2012 Organizational Model Framework
Raphael Bres
Principal Program Manager
Microsoft Corporation
Parth Pandya
Senior Program Manager
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

3. Disclaimer
© 2012 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.
Microsoft Dynamics AX 2012 R2 is a pre-release product under development. 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. Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All 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.

4. Microsoft Dynamics® AX Technical Conference 2012
4/9/2017
Session Focus
Modeling Hierarchies
Using hierarchies in business Scenarios
Extending Out-of-the box Scenarios
Key Implementations and Tips
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

5. Organization Structures Challenges
Microsoft Dynamics® AX Technical Conference 2012
4/9/2017
Organization Structures Challenges
Organizations need to adapt rapidly to changing business requirements
Business Applications need to support and rely on structures to organize data and processes and be extensible to new scenarios as needed
Different structure types can be used for different business purposes; security, reporting, sharing policies, workflow, Shared Services Center, accounting rules
Demo 1 – Modeling hierarchies
Demo 5 – Matrix Org
Demo 2 – Extensibility Data security in HR scenario
Demo 3 – Shared Services Projects
Demo 4 – Account structures
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

6. Dynamics AX Organization Model Concepts and Definitions
Legal Entity
Registered or legislated legal structure
Granted the authority to enter into legal contracts
Required to prepare statements that report on its performance
Own assets and responsible for its liabilities
Operating Unit
Divides the control of economic resources and operational processes among people
Responsible internally for its performance
A node in an Organizational Model hierarchy, mapped to the dimensions – Cost Center, Department or Business Unit

7. Conceptual Model * Party Organization Person External Organization
Organization Hierarchy
Purpose *
Internal Organization
Team
Operating Unit
Legal Entity
Cost Center
Retail Channel
Value Stream
Department
Business Unit

8. Modeling Organizations
Demo 1

9. Demo 1: Restructuring your organization
Contoso Consulting
Main Sales Group
Sales (USA)
Sales (UK)
Sales (Germany)
Sales (Italy)
Before
After
Reorganizing
departments
DEMO
Contoso Consulting
Main Sales Group
Sales (USA)
Sales (Europe)
Sales (UK)
Sales (Germany)
Sales (Italy)

10. Extensibility: Integrating Org model and data security
Demo 2

11. Demo 2 : Securing data using organizational hierarchies
Department Hierarchy
HR Recruiter
Contoso Group
Before
Position
Department
Salesperson
Main Sales Group
Purchasing Agent
Sales (USA)
Sales Manager
Sales (UK)
Consultant
SUSB Department
SFRA Department
Project Manager
After
Consulting
Main Sales Group
SUSB Departments
Sales (USA)
Sales (UK)
SFRA Departments

12. Data Security
User->Role->Legal Entity mapping restricts user’s access to the role to specified legal entity or entities
Extensible data security framework secures data based on any condition
Filter master data or transactional data based on organizational membership
Master or transactional data entity must have a foreign key relationship with the organization
Data access is updated automatically with hierarchy changes

13. Shared Services Projects using the Org Model
Demo 3

14. Demo 3: Shared Services Projects
Microsoft Dynamics® AX Technical Conference 2012
4/9/2017
Demo 3: Shared Services Projects
Use the Organization Model to manage your Shared Services Projects - Global view
Projects company A
Projects company B
Projects company C
Shared Services
Projects company A
Projects company B
Projects company C
Org Model
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

15. Leveraging Organizational Structures in Accounting Rules
Demo 4

16. Demo 4 – Leveraging Organizational Structures in Accounting Rules
Applying organizational hierarchies to the accounting rules
Legal Entity
Chart of Accounts
Account structure
1:1
1:N
Structure1:
Business Unit
+ Department
+ Cost Center +
DEMO
Structure2:
Business Unit
+ Item group*
*(using Value Stream)

17. Matrix Organizations
Demo 5

18. Demo 5 – Preview Matrix Organization
Microsoft Dynamics® AX Technical Conference 2012
4/9/2017
Demo 5 – Preview Matrix Organization
GLMF
Home
Home IT
Home Sales and Marketing
Home Operations
Home HR
Auto
Auto IT
Auto Sales & Marketing
Auto Operations
Auto HR
Duplication
of Department values
GLMF
Home IT
Sales and Marketing
Operations HR
Auto
Sales & Marketing
Single set
of Department values
* This will be part of a future cumulative update IT
Sales and Marketing
Operations HR ?
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

19. Top tips from this sessions
Microsoft Dynamics® AX Technical Conference 2012
4/9/2017
Top tips from this sessions
Model simple and complex Organizations
Multi-level, Operating Unit, entities, soon, Matrix Org
Use Org Model Hierarchies in account structure
Capabilities, backing entity, color coding of accounting rules
Use hierarchies of Legal Entities for SSC support
Example of Shared Services Projects
Extensibility of the Organization Model
Create new Hierarchy Purposes and Operating Units
Use XDS policies and Org Model
Secure user access to data using a hierarchy
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

20. Related Sessions BRK 319 – Room 410 (same!) today @2:30P
Building efficiency in your business with the use of Dynamics AX Global Address Book
BRK321 – Room 165 Tues 2:30P
Dynamics AX 2012 Security – Planning and developing for an implementation
Interactive session CHK305 Room 165 Wed
Security Framework in Dynamics AX 2012 Q&A

21. 4/9/2017 9:29 AM
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Related Sessions
CSAX51 Microsoft Dynamics AX 2012 Chart of Accounts Unleashed!
DDAX06 Simplifying Implementation with Role-Based Security in Microsoft Dynamics AX 2012
CSCP06-R2 What's New in Management Reporter 2012?
Whitepapers
Implementing and extending the Organizational Model
Securing Data by Dimension Value by Using Extensible Data Security (XDS)
Documentation
© 2007 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.
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.

22. Microsoft Dynamics® AX Technical Conference 2012
4/9/2017
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.