2. Microsoft Dynamics Snap Michael McClary ISV Developer Evangelist Microsoft Corporation

3. Agenda The Challenge Microsoft Dynamics Snap Current Available Snap-ins Snap Configuration VSTO Customisation Recent Developments Q&A

4. Today’s Landscape LOB Applications Take Action Take Action Make Decisions Communicate Analyse Create Documents Access/ Retrieve Data

5. The Information Challenge ERP – CRM – HR – DW un-structuredun-structuredsemi-structuredsemi-structuredstructuredstructured

6. The Business Challenge Lack of integration between productivity tools and LOB Systems makes it difficult for organisations to effectively connect People, Information and Business Processes Information Workers can not easily access the information they require to do their job The result - low productivity, high costs, low customer satisfaction etc

7. Office System Integration Integrate familiar front-end productivity tools with LOB systems – Axapta, Navision, Great Plains, etc Give Information Workers the information they want in the context and format they need in order to make fast, sound business decisions

8. Microsoft Dynamics Roadmap Modular Process Configuration Enhanced Visual Studio.NET tools Enhanced User Experience “Best of” Process Library Role based user experience Portals and Collaboration SQL based contextual business intelligence Web service based composition & integration ConvergedSuite& Microsoft Dynamics Roadmap

9. Microsoft Dynamics Snap What is Microsoft Dynamics Snap? Addins for Microsoft Office users to work with Microsoft Dynamics AX and CRM Snap-ins released: Timesheet management (Dynamics AX) Vacation management (Dynamics AX) Business Data Look-up (Dynamics AX and CRM) Gives Microsoft Office 2003 users access to data and business processes from within a familiar environment

10. Microsoft Dynamics Snap Familiar Convenient Controlled Accurate Easy Productive Integrated Extensible Downloadable source

11. Value Proposition For Partners Partners can easily enhance or customize the shipped solutions, or use them as examples to build new composite application for their customers For Customers Increased Productivity Interact with business data and collaborate in a familiar and easy way – using Microsoft Office Less ERP training required Reduced errors due to context switching Flexible solution with Shared Source code

13. Snap-ins Available Business Data Lookup Snap-in (Microsoft Word & Microsoft Excel) Business Users can use Task Pane to search and browse Microsoft Dynamics AX Data & copy to Microsoft Word and Microsoft Excel Attach Microsoft Office documents to Microsoft Dynamics AX records

14. Business Data Look-Up

16. Snap-ins Available Timesheet Management Snap-in (Microsoft Outlook) Links Microsoft Dynamics AX time entries with Outlook appointments and meetings Automated synchronization of linked appointments or meetings. Useful for Microsoft Dynamics AX customers in service industries or where there is a need to track time across multiple projects

17. Timesheet Management

19. Snap-ins Available Vacation Scheduler Snap-in (Microsoft Outlook) Generate a request from Outlook and e-mail approver, approved request updates Microsoft Dynamics AX Time & Attendance Module

20. Vacation Management

22. Existing Snap-ins

23. XML Configuration Modify the Business Data Lookup Behaviour

24. Modifying Configuration

25. Snap-ins Architecture Components (Binaries) in the Application Microsoft.OfficeAx.OutlookAddin.dll Microsoft.OfficeAx.AxSharedAddin.dll Microsoft.OfficeAx.Excel.dll Microsoft.OfficeAx.Word.dll

26. VSTO Integration

27. Recent Developments Dynamics AX 4.0 Report Packs for SSRS SharePoint Web Parts Business Scorecard Manager Templates

28. Microsoft Dynamics AX 4 Integration Forms Reports Business Logic User Interface Classes Tables Any Program Written in Microsoft Windows Programming Language Composite Application Web Web Services Manufacturing Project Accounting Distribution Enterprise Portal Human Resource Management Financial Management Customer Relationship Management Supply Chain Management Business Analysis COM Business Connector.NET Business Connector Application Integration Framework

29. SharePoint Web Parts RFP Management Absence and Vacation Schedule Expense Reporting

30. Business Scorecard Manager Templates

31. BSM and Axapta

37. BSM and Great Plains

39. Receivables Scorecard

40. Regional Sales Scorecard

42. Sales Scorecard with MapPoint

43. Payable Management Scorecard

44. BSM and CRM

47. Lead Count

48. Looking Forward More snap-ins (planning) Vendor Management Proposal Lifecycle Management Customer, Case, and Financial Analysis Customer 360 Degree View Expense Report Management Campaign Management Report Subscription Smart Search 2007 Office System

49. Links Dynamics Snap Sandbox http://codegallery.gotdotnet.com/dynamicssnaps Microsoft Dynamics Community http://www.microsoft.com/dynamics/community/default.mspx Dynamics Snap Team Blog http://blogs.msdn.com/dynamicssnap

50. Call to Action Office as a Developer Platform Dynamics Snap Sandbox Opportunities for Integration

51. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.