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SUMMIT 2011. Char Gust, April Olson Principal Program Manager, Program Manager Microsoft Corporation.

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Presentation on theme: "SUMMIT 2011. Char Gust, April Olson Principal Program Manager, Program Manager Microsoft Corporation."— Presentation transcript:

1 SUMMIT 2011

2 Char Gust, April Olson Principal Program Manager, Program Manager Microsoft Corporation

3 C ORPORATE P ERFORMANCE M ANAGEMENT Financial ReportingConsolidations Planning, Budgeting and Forecasting Business Intelligence capability area that covers these core scenarios:

4 M ANAGEMENT R EPORTER A real-time financial reporting application for creating, generating, securing, and publishing financial statements, such as Profit & Loss (P&L), balance sheets, and Actual vs. Budget variance reports Boardroom-quality reports without IT assistance Integration with Microsoft Dynamics ERP solutions

5 Accurate financial budgeting, planning and forecasting Purpose built modules for modeling Revenue, Expenses, Human Resources and Capital Expenditures Centralized budgeting tool with departmental rollups and automated workflow

6 Transfer budget data in Microsoft Forecaster to the budget tables in Microsoft Dynamics SL, Microsoft Dynamics GP, or Microsoft Dynamics AX Use Management Reporter to create reports containing both actual and budget information

7 7 E VERYONE IN YOUR COMPANY WILL LOVE M ANAGEMENT R EPORTER

8 8 IT M ANAGER IT Manager Pain Points “It's my job to make sure our solutions are stable and secure” “I don’t have time to design all the reports” “I’d prefer not to have to refresh the ERP data to get the reports up-to-date” IT Manager Pain Points “It's my job to make sure our solutions are stable and secure” “I don’t have time to design all the reports” “I’d prefer not to have to refresh the ERP data to get the reports up-to-date” Management Reporter solution Scalable, secure architecture SQL Server and IIS integration Native 64-bit support Windows authentication Microsoft.NET Platform and C# Role and task based security Management Reporter solution Scalable, secure architecture SQL Server and IIS integration Native 64-bit support Windows authentication Microsoft.NET Platform and C# Role and task based security

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10 10 R EPORT D ESIGNER Report Designer Pain Points “I wish it was easier to design new reports” “When I update my chart of accounts, it’s takes so long to re-design my financials” “Our business dictates that managers only have access to reports for their department or division” Report Designer Pain Points “I wish it was easier to design new reports” “When I update my chart of accounts, it’s takes so long to re-design my financials” “Our business dictates that managers only have access to reports for their department or division” Management Reporter solution Familiar user interactive Customizable Navigation Pane, toolbars with familiar icons, undo/redo Designed for minimal report maintenance Reusable building blocks, associations Flexible filtering capabilities Flexible top-down analysis Multisource consolidation Management Reporter solution Familiar user interactive Customizable Navigation Pane, toolbars with familiar icons, undo/redo Designed for minimal report maintenance Reusable building blocks, associations Flexible filtering capabilities Flexible top-down analysis Multisource consolidation

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12 12 R EPORT V IEWER /C ONSUMER Report Viewer Pain Points “I hate that I have reports in so many locations” “It’s hard to locate a previous version of a financial statement” “It’s not always easy to understand where a balance on a report came from” Report Viewer Pain Points “I hate that I have reports in so many locations” “It’s hard to locate a previous version of a financial statement” “It’s not always easy to understand where a balance on a report came from” Management Reporter solution Report Library Versioning, Folders, Export to Excel, Manage supporting documents Drill down Management Reporter solution Report Library Versioning, Folders, Export to Excel, Manage supporting documents Drill down

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14 14 E XECUTIVE Executive Pain Points “I need a solution that will grow with my business” “My board expects my financials to have a professional look” “My department managers need information at their fingertips” Executive Pain Points “I need a solution that will grow with my business” “My board expects my financials to have a professional look” “My department managers need information at their fingertips” Management Reporter solution Professional looking reports Personalize with logos, images, custom page breaks, numbering, Negative numbers in red Multilanguage capabilities Multiple distribution options Consolidations Management Reporter solution Professional looking reports Personalize with logos, images, custom page breaks, numbering, Negative numbers in red Multilanguage capabilities Multiple distribution options Consolidations

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16 Play around in Management Reporter Download and install the migration wizard T RANSITIONING F ROM FR X Download and review migration documentation Analyze existing specification sets and companies in Microsoft FRx WHERE DO I START ?

17 Dynamics NAV integrationDynamics NAV integration Richer report viewing experienceRicher report viewing experience Drill back to DynamicsDrill back to Dynamics CommentsComments Instant Messenger integrationInstant Messenger integration More flexibility in report output types and locations where reports are stored, including SharePointMore flexibility in report output types and locations where reports are stored, including SharePoint Scheduled reportsScheduled reports Financial reporting enhancementsFinancial reporting enhancements Strategic and operational budgeting/forecasting enhancementsStrategic and operational budgeting/forecasting enhancements Budget reportingBudget reporting Management Reporter Management Reporter 2012 Management Reporter V3 Shipping1H CY20122012+ Financial ReportingFinancial Reporting Boardroom- quality reports without IT assistanceBoardroom- quality reports without IT assistance Soft consolidationsSoft consolidations IntegrationsIntegrations Microsoft Dynamics GPMicrosoft Dynamics GP Microsoft Dynamics AXMicrosoft Dynamics AX Microsoft Dynamics SLMicrosoft Dynamics SL Microsoft ForecasterMicrosoft Forecaster

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19 Quick Links Created from description, calculation, and total lines automatically for users to quickly move to key areas of a report Paging Move between pages and jump to first and last pages with ease Enhanced Toolbar Easy discoverability on features available for viewers

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21 Drill to Dynamics Drill back on GL data Drill back on budget data

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25 Comments Per version of report Copy comments from version to version Export and print report with comments Indicators to notify users of comments at current and subsequent levels of the report

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28 Lync Integration Start a conversation with context Share link to report

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30 Quick Charts Chart rows or columns of data Pin to Fact Pane Saved with report

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33 33 ItemLink Management Reporter team bloghttp://blogs.msdn.com/b/dynamicscpm/ Training: Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP https://mbs.microsoft.com/customersource/trainin g/trainingmaterials/student/course80255.htm?prin tpage=false&stext=management Reporter What’s New in Management Reporter 2.0 for Microsoft Dynamics ERP -- Training Snack https://mbs.microsoft.com/partnersource/commun ities/training/trainingmaterials/student/snackls001 72.htm?printpage=false Management Reporter page on PartnerSource and CustomerSource – this page includes link to web seminars, documents and other resources https://mbs.microsoft.com/Cms/Templates/site/Uti lityPlus.aspx?NRMODE=Published&NRNODEGUID ={DA1BC92D-5850-49F4-B351- 250C06D6807E}&NRORIGINALURL=/partnersource /solutions/mgmtreporter/default&NRCACHEHINT =Guest&wa=wsignin1.0 Management Reporter Downloads - System Requirements, Readme, Migrating http://www.microsoft.com/downloads/en/details.aspx ?FamilyID=afcaa811-fd9e-4af3-ad48-3b41f9d05cffhttp://www.microsoft.com/downloads/en/details.aspx ?FamilyID=afcaa811-fd9e-4af3-ad48-3b41f9d05cff Demo Reports for GP - item #6 in this link https://mbs.microsoft.com/customersource/downloads /servicepacks/mroverview.htm?printpage=false Demo Reports for AX https://mbs.microsoft.com/customersource/documenta tion/howtodocuments/MSDYN_HowToMRDemoAX2009 _en Microsoft Forecaster Data Transfer Tool https://mbs.microsoft.com/customersource/downloads /servicepacks/fctool.htm?printpage=false&stext=Foreca ster%20Budget%20Tool

34 http://Connect.Microsoft.co m Search for existing suggestions and vote Enter new suggestions Blog Blog with additional information

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36 © 2009 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.


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