5. Document management New: SharePoint and SharePoint Online support Excel Add-in New: Office 365 support via export, filtering APIs, dimension descriptions, refresh on open Improved: Table support (40 to 95 percent), services support, user experience Word Add-in New: Generate from template to Office 365, template storage in SharePoint Online Lync New: Lync 2013 and Lync Online support

6. How to create ad hoc reports in Excel How to edit business data in Excel How to create a document template in Word How to import data into Microsoft Dynamics AX using Excel How to communicate with contacts via Lync

7. Kevin, Sales Manager Every time I need a change to a report I need to involve the IT department June, Product Division Manager I plan my budget using Microsoft Excel, then need to copy it to my budgeting system Prakash, Project Manager I want to personalize the project quotations I send to important prospects Simon, Systems Implementer I need to gather data from functional team members and import it into Microsoft Dynamics AX Kevin, Sales Manager I want to initiate communications with contacts without leaving Microsoft Dynamics AX

8. Ad hoc reporting in Excel Kevin, the Sales Manager, analyzes his opportunities pipeline using Excel Editing business data in Excel June, the Product Division Manager, organizes and edits budget information in Excel Create a document template in Word Prakash, the Project Manager, builds a project quotation in word that his team can use Import data using Excel Simon, the Implementer, collects customer details in Excel and sends them to Microsoft Dynamics AX Communicate using Lync Kevin, the Sales Manager, can quickly initiate communications with colleagues and contacts

9. Generic Document Service Metadata Service Business Document Services Metadata Services Tables Queries Query Service

10. Export to Excel Templates Exported workbooks Document attachments Document management Generate from template

11. Initiate communication Contacts Presence information Contact details

12. PersonaPain points and challengesFeatures coveredResults and benefits Business UserSelf-service reporting. Send to SharePoint. Read data from queries. Add fields. Filter data. Refresh data. 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

16. PersonaPain points and challengesFeatures coveredResults and benefits Business User Duplication of data between Excel and the budgeting system. Formulas and formatting in budgeting tools. Write data to Services. Lock design. Dimensions support. Store budget information where it belongs – Microsoft Dynamics AX. Flexible and familiar tools for forecasts and budgets. Build a template Modify data Publish changes

22. PersonaPain points and challengesFeatures coveredResults and benefits Business User Manual work and copy/paste to author documents. Consistent yet easily customized documents. Document template library. Document data sources. Word add-in. Generate from template. Quick and easy generation of documents. Easy-to-build templates. Define template in Microsoft Word Place the template in Microsoft SharePoint Activate the template for use Generate a document

26. PersonaPain points and challengesFeatures coveredResults and benefits Business User Data often needs transformation before import. Data import process can often require multiple steps. Table selector. Write data to tables. Validation. Users can massage data before importing - bulk edit, find/replace, calculations, and more. Flexible tool for data import. Select tables Enter data Import data

30. PersonaPain points and challengesFeatures coveredResults and benefits Business User Communicating with contacts often means switching to another application. Lync presence and contact information. Initiating IM and email communications. Quick communication with contacts and colleagues. Set contact address View contact presence info Initiate communications

35. Send exports to SharePoint Online Send static and refreshable workbooks to SharePoint Online for storage and collaboration Store document attachments in SharePoint Online SharePoint Online can be used as a document storage location for record attachments Place templates in SharePoint Online Store templates in SharePoint Online for use with “Generate from template” Collaborate through Lync Online Your local Lync client can use Lync Online as the server View documents in the Excel and Word web applications Documents stored in SharePoint Online will open in the web applications by default The Add-ins won’t run, but you can view documents and workbooks

36. Take advantage of support for SharePoint Document management, content management, collaboration Use Excel whenever needed Ad hoc reporting, data analysis, editing data, data import Use Word as a lightweight alternative to reports Store templates in SharePoint, create good-looking templates, and add the “Generate from template” button wherever needed Take advantage of Lync for collaboration Live contact information and flexible communication options. Supports Skype as well. Performance Judicious filtering conserves system resources and saves time Use the data migration toolkit for large data migration efforts