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 Focus Topic Highlight Business Intelligence Tuesday 2.15pm – 5.45pm Risso 6C Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

2. 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.

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

4. BUILDING EFFICIENCY IN YOUR BUSINESS WITH THE USE OF DYNAMICS AX GLOBAL ADDRESS BOOK JULIE HAGEN SESSION CODE : BRK230 SENIOR PROGRAM MANAGER MICROSOFT CORPORATION

5. Today we will show you… Efficient master data capture Making transaction entry faster and easier Quickly gathering and analysing data Options to secure party information

6. Components in action today

7. Pains and challenges Anyone that maintains and uses customer, vendor, worker, contact, addresses… I need a system that supports our mixed business model of both B2B and B2C I need to identify all of the relationships a person or organisation has to another including their own I need to create records faster with limited amount of data I have to keep address and contact information synchronised because of redundant data I do not want to re-enter existing address information when entering transactions System Implementer I need to get customer implemented faster I need a system that supports both B2B and B2C business models without customisation System Administrator I need to secure employee private information I need to secure parties on different business policies I need to reduce the amount of redundant data

8. When to use the feature ALWAYS!

9. Repository of people and organisations and their relationships to each other whether they are internal or external to the enterprise. Conceptual model: Global address book Customer Prospect Competitor Worker Applicant Vendor User Contact Sales order Quotation Invoice Request for Quote plays a role of can have one or more has relates to can belong to one or more Purchase Order A collection of party records Person or organisation, internal or external to the enterprise A physical or electronic place Party can play one or more roles in one or more legal entities

10. Demo 1: Party roles, addresses, and transactions Nancy Sales Representative ‘Quick create’ Multiple address purposes Address selection Supports B2B and B2C business models Define default addresses Unlimited addresses Sales order Customer data Enter basic customer data Enter sales order Update customer information Address reuse

11. demo Party roles, addresses, and transactions

12. Demo 1: Party roles, addresses, and transactions PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Sales Representative Creating records faster Less data entry Incorrect address defaulting to transactions Re-enter address even though it exists in the system Quick create Multiple address purposes Shared data Party playing multiple roles Defining default addresses Selection of address on the transaction Standard transaction entry for any party type Reduced data entry time No data redundancy Less data entry error and duplication by using existing data Less time to enter transactions

13. Conceptual model: Global address book Customer Prospect Competitor Worker Applicant Vendor User Contact Sales order Quotation Invoice Request for Quote plays a role of can have one or more can have has relates to can belong to one or more Purchase Order

14. Demo 2: Employee reimbursements April Accounts Payable Data reuse Vendor data Employee data Enter employee data Process expense reports Create vendor record Mia Payroll Expense reimbursements

15. demo Employee reimbursements

16. Demo 2: Employee reimbursements PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Accounts Payable Clerk Creating records faster Less data entry Re-enter address even though it exists in the system Dual maintenance of data for same person Data is out of sync Shared data Party playing multiple roles Reduced data entry time No data redundancy Less data entry error and duplication by using existing data Data needs to be updated only once

17. Demo 3: Request for quotation Grace Purchasing Manager Party role view Evaluate Request for Quotation Replies Request for Quotation Enters request for quotation Records replies Inga Purchasing Manager Reviews replies Researches vendors Provides feedback Selects vendor Party relationship view Alicia Purchasing Agent Award Vendor

18. demo Request for quotation

19. Demo 3: Request for quotation PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Purchasing Manager Difficult to find all of the relationships a vendor has with our organisation and other parties Impossible to identify contacts for vendors from other legal entities Roles view Relationships view Data gathering is faster with one place to view the roles a party has with our organisation Easily find contacts for any party

20. Demo 4: Security policies Customer Prospect Competitor Worker Applicant Vendor User Contact Sales order Quotation Invoice Request for Quote plays a role of can have one or more can have has relates to can belong to one or more Purchase Order

21. demo Security policies

22. Demo 4: Security policies PersonaPain Points and ChallengesFeatures CoveredResults and Benefits System Administrator Securing parties by business policies Address book security definitions Secured party and related information Sales Representative Viewing only the data I have permission to Address book security options Secured data access

23. Top tips from the session Use ‘quick create’ to reduce data entry time Enter the address once and identify multiple purposes, which reduces the database size by eliminating redundant data storage Eliminate data redundancy by allowing parties to play multiple roles and sharing data Decrease the time to enter transactions and reduce data entry errors by defining default addresses and utilising address selection for transaction entry Quickly gather and analyse data by getting a holistic view of a person or organisation to other parties across the enterprise Secure your data by utilising the address book security policies Use address books to separate party records on a system-wide basis Find more information on developing with the global address book by going to www.microsoft.com/download and searching for ‘address book framework’ www.microsoft.com/download

24. Related sessions BRK229: Investments in the Organisation Model Framework CHK208: Dynamics AX 2012 Global Address Book Q&A BRK221: Data Upgrade Tools for Developers and Administrators BRK220: Code Upgrade for Developers BRK223: A Developer’s Guide to Role-based Security (RBS) and eXtensible Data Security (XDS) CHK211: Security: Developing and Administering with the New RBS and XDS Frameworks Q&A BRK214: Application Integration Framework (AIF) Enhancements CHK215: Services & AIF Q&A

25. 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 Focus Topic Highlight Business Intelligence Tuesday 2.15pm – 5.45pm Risso 6C Risso 8A Risso 7B Risso 7A Risso 6C Risso 6A/B

26. © 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.

27. Concepts & Definitions Party: A person or organisation, internal or external to the enterprise Address book: A collection of party records Global address book: A repository of people and organisations and their relationships to each other, whether they are internal or external to the enterprise Party roles: Entities that refer to customers, vendors, contact, competitor, worker, applicant, user, and prospect.

28. E2E Process: Product Demo (How to Use the Feature) E2E Name : Order to cash DEMO 1: Resource management Key feature we will show DEMO 2: Budget Key feature we will show DEMO 3: Hours Key feature we will show DEMO 4: Invoicing Key feature we will show