1. 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

2. NICE,FRANCE LEARN | INSPIRE | INNOVATE TECHNICAL CONFERENCE 2011

3. UTILIZING THE WORKFLOW INFRASTRUCTURE TO AUTOMATE YOUR BUSINESS PROCESSES & IMPROVE PERFORMANCE ARIJIT BASU SESSION CODE : BRK218 MICROSOFT DYNAMICS AX R&D

4. 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.

5. Today we will show you… New features in AX 2012 Understanding the AX 2012 workflow architecture The workflow lifecycle Workflow scenarios and implementation considerations Q&A

6. “A MACHINE-READABLE MODEL OF THE BUSINESS PROCESS WHICH BRINGS INSIGHT, IMPROVEMENT, MONITORING, AND OPTIMIZATION.” To gain INSIGHT into the flow of work through an organization. IMPROVING the business process cycle. For MONITORING, knowing which individuals are contributing work to which business process is very useful when trying to understand costs and workloads. For OPTIMIZATION, having a model of the work being undertaken, and being able to use the model to interpret behavior, together make it possible to reason about how to optimize the business process. Adapted from ‘The Architecture Journal, Journal 7’ www.ArchitectureJournal.net

7. Components in action today

8. Pains and challenges Phyllis, Accounting Manager (Business User) Automates critical business processes using workflow Participates in workflows when needed Periodically measures workflow performance to identify improvements Isaac, Business Application Developer Creates new workflows more effectively Debugs workflows using familiar tools Tim, IT Manager Spends less time setting up workflow infrastructure Manages multiple environments with workflow

9. New features in AX 2012 Workflow runtime installed with AOS Simplified setup & configuration Flow controls, automated tasks, line-item workflows, work item queues E xpanded workflow capabilities Workflow wizard in AOT Streamlined workflow implementation Graphical workflow editor Richer workflow modeling experience 60+ out-of-the-box workflow types Additional shipped workflows Workflow performance analysis reports New workflow performance analysis capabilities PROVIDERS: A set of extension points within the workflow system for different functionality that enables multiple implementations for a given provider type. The provider types supported are: participant, hierarchy, due date, and queue. PROVIDERS: A set of extension points within the workflow system for different functionality that enables multiple implementations for a given provider type. The provider types supported are: participant, hierarchy, due date, and queue. AUTOMATED TASKS An automated task executes business logic and requires no human interaction. For example, an automated task can perform a credit check, run a report, or update a record. WORKFLOW TYPES: A named set of metadata together with event handlers that exists in Application Object Tree (AOT) under the Workflow node that defines a workflow.

10. Dynamics AX 2012 Workflow lifecycle and value proposition IT Manager SETTING UP WORKFLOW MANAGING WORKFLOWS Application Developer CREATING CUSTOM WORKFLOWS CREATING CUSTOM WORKFLOW PROVIDERS Business User AUTHORING WORKFLOWS USING WORK ITEM QUEUES EVALUATING WORKFLOW PERFORMANCE USING ADDITIONAL WORKFLOW FEATURES Using AX 2012 Workflow features

11. The AX 2012 Workflow architecture Workflow forms and controls Windows Workflow Foundation & services (.NET Framework 4.0).NET Interop from X++.NET Interop to X++ Message queue App. code Messaging batch job Workflow runtime API X++ (CIL) workflow runtime Managed workflow runtime Events/callbacks Workflow requests AOS AX Client and Enterprise Portal

12. Demo: Stages in the workflow lifecycle PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Phyllis – Business User Modeling “real-life” business processes Touch less workflow Workflow history Exception-based approval Streamlined work execution Phyllis – Business User Modeling “real-life” business processes Visualizing workflows Graphical workflow editor Flow controls, automated tasks Workflow list page/versions dialog Intuitive visual UI for authoring workflows Streamlined workflow creation and maintenance Phyllis – Business User Modeling “real-life” business processes Work item queuesA team can operate over a set of work items Enables shared services type operations Isaac – Business Application Developer Line-item support requires custom development Line-item workflow support in metadata Line-item support added to workflow types Easier to enable line-item functionality Isaac – Business Application Developer Implementing new workflows effectively Workflow development wizardsWizards pre-create most of what’s needed Don’t have to create and bind all artifacts manually

13. Workflow value propositions Business Process Improvement Cycle: Analyze Built-in workflow tracking data to analytical cube processing Workflow analysis reports utilize the cube to provide insight into workflow performance Business Process Improvement Cycle: Run Simpler setup with the Microsoft.NET 4.0 workflow runtime hosted in the AOS Comprehensive workflow runtime tracking for compliance and analysis Business Process Improvement Cycle: Implement/Configure More efficient workflow authoring through the new graphical workflow editor Easier creation of new workflows with the new workflow development wizards Application customization through the Workflow Model & Runtime API Business Process Improvement Cycle: Design Additional workflow elements for modeling “real life” business processes Support for organization-wide workflows in addition to legal entity–specific workflows Increased design flexibility through work- item queue support and line-item workflows

14. Implementation considerations What business data does the workflow need to act on? Important to implement the document relationship correctly when creating a new workflow What is the organizational context for the workflow? Organization-wide What types of activities need to be carried out on the data? Workflow approvals Workflow tasks Who needs to carry out these activities? Participant (user group and role) User Workflow user Advanced consideration Application state management and the use of event handlers Security and authorization Conditions Hierarchy Queue Queue enablement User interface patterns Upgrade Workflow automated tasks Other

15. Workflow configuration steps: Cheat sheet Setting up workflow Authoring workflows Implementing workflow

16. Default workflow templates ModuleWorkflow type(s) Accounts payable Vendor bank remittance journal Vendor disbursement journal Vendor draw promissory note journal Vendor invoice approval journal Vendor invoice journal Vendor invoice register journal Vendor invoice (header & line-item) Vendor redraw promissory note journal Vendor settle promissory note journal Accounts receivable Customer bank remittance Customer draw bill of exchange Customer free text invoice Customer payment Customer protest bill of exchange Customer recurring invoice Customer redraw bill of exchange Customer settle bill of exchange Budgeting Budget account entry Budget register entry Fixed assets Ledger fixed assets budget journal Ledger post fixed assets journal General ledger Ledger allocations journal Ledger daily journal Ledger eliminations journal Human Resources > Time and attendance Time and attendance days total Time and attendance journal registration ModuleWorkflow type(s) Organization administrationCase management Document handling Signing limits Procurement and sourcingCatalog import product approval Catalog import approval Delivery due date notification Invoice received notification Product receipt failed notification Unconfirmed product receipt rejection notification Purchase orders (header & line-item) Purchase requisition (header & line-item) Vendor category application Vendor category justification Vendor add application Vendor add justification Vendor status change request Project management and accounting Review original budget Review budget revision Review timesheet (header & line-item) System administrationInactivate user request User request Travel and expenseCash advance Dispute management Expense reports (header & line-item) Expense report auto-posting Expense line-item auto-posting Travel requisition VAT tax recovery

17. What we showed you today Implement new workflow types faster Utilize a larger number of shipped workflow types Create and maintain workflows more intuitively Model a wider range of “real-life” business processes Understand the performance characteristics of your workflows Spend less time setting up/configuring the workflow infrastructure Reduce your TCO

18. 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

19. © 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.