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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
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NICE,FRANCE LEARN | INSPIRE | INNOVATE TECHNICAL CONFERENCE 2011
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TRAVEL AND EXPENSE MANAGEMENT KYLE YOUNG SESSION CODE : BRK049 PRINCIPLE PROGRAM MANAGER LEAD MICROSOFT CORPORATION
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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.
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Today we will show you…
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Components in action today
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Challenges and problems
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Business flow Nancy Sales Rep Kevin Sales Manager April AP Coordinator Enter travel requisitions Process credit cards Enter expense reports Post expense reports Create & submit travel requisitions Approve travel requisition Level III credit card data New UX Travel policies and budgetary control Approve travel requisitions Approve expense reports Enhanced project integration Services for Mobile Entry Distributions and Sub Ledger Journal Fax Receipts VAT Recovery Credit card disputes Travel policies and budgetary control Expense posting Travel approvals Expense reports Expense approvals Travel requisitions
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Demo 1: Travel requisitions demo Nancy Sales Rep Kevin Sales Manager Expense posting Travel approvals Expense reports Expense approvals Travel requisitions Enter travel requisitions Create & submit travel requisitions Approve travel requisition Travel policies and budgetary control Approve travel requisitions Travel policies and budgetary control
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Meet Nancy: Sales rep A recent big win hire. She just relocated and has been at his new position for 45 days. She is responsible for many of Contoso’s key customers
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Demo 2: Mobile expense capture demo Nancy Sales Rep Expense posting Travel approvals Expense reports Expense approvals Travel requisitions Enter expense reports New UX Enhanced project integration
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Demo 3: Simple expense entry Nancy Sales Rep demo Expense posting Travel approvals Expense reports Expense approvals Travel requisitions Process credit cards Enter expense reports Level III credit card data New UX Credit card disputes
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Demo 4: Enhanced expense entry Nancy Sales Rep Kevin Sales Manager Expense posting Travel approvals Expense reports Expense approvals Travel requisitions Enter expense reports Post expense reports New UX Approve expense reports Enhanced project integration Distributions and Sub Ledger Journal VAT Recovery
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Tips from the session
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What we showed you today…
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Related sessions BRK238: Simplify Compliance: Audit Workbench, IFRS and Compliance Portal BRK245: Employee Self-Service procurement through to Purchase Order Creation BRK253: Service Industries and the Role of Projects
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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
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© 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.
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