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. PATTERNS IN BUILDING CLIENT FORMS FOR USABILITY CHRIS GARTY SESSION CODE : BRK203 SENIOR PROGRAM MANAGER MICROSOFT CORPORATION

5. Today we will show you … How to use UI guidance to build better forms How to build key forms in an application that maximize usability and efficiency How to build List Pages that allow users to find data and initiate tasks How to build master data and transaction forms for high-volume data entry How to build setup and configuration forms

6. Components in action today

7. Pains and challenges Cassie, New Auditor Cassie is new to the company and can be overwhelmed by the extensive functionality of her ERP system. As an auditor, Cassie has to learn how complex tasks are managed in the ERP system. Cassie receives training to understand specific behaviors of her ERP system. Sean, Technical End User/Power User Sean has established work patterns that are productive for him, but is not always aware of shortcuts that will save him more time. Power users like Sean are always looking for new ways to tailor their forms to fit their tasks. Isaac, Business Application Developer Isaac needs to make design decisions without having the time or resources to invest in usability testing. Isaac is looking for easy ways to develop apps that have controls familiar to his customers and specific to the tasks they perform.

8. Building high-quality Client Forms AX2012 AX2009 AX2012 All AX2012 AX2009 AX2012

9. Transitioning to New Form Styles

10. Concepts & Definitions Work Types – Master data management – Transaction entry – Secondary data management – Setup data management UX Patterns – Master Details – Transaction Details – Simple List + Details – Table of Contents

11. When to use the Feature Building new forms UI guidance reflects learning from usability testing Patterns drive consistent UI for different types of tasks in the product Expanded UI metadata support and Client/EP compatibility Common patterns and familiar look and feel reduce learning time for new users Refactoring old forms Patterns provide guidance and a migration starting point Organizing fields and actions in a more productive way FastTabs, Action Panes Reducing navigation Fact Boxes, Preview Panes, Action Pane Realigned navigation structure Faster and more intuitive navigation

12. Demonstrations #Title 1 Overview of UI features in Dynamics AX 2012 UI Guidelines Developer Guidelines Pattern-based UI properties 2 Building list pages Fact Boxes Preview Panes ListPageInteraction class 3 Building master detail forms Edit/View mode FastTabs Forms Style Checker 4 Building transaction detail forms Header/Line view 5 Building setup and configuration forms Action Pane strips Table of Contents

13. Demo 1 : Overview of UI features in Dynamics AX 2012 PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Application Developer Developers need more guidance to duplicate the look of the base product UI guidelines Developer guidelines UI guidelines spell out specific rules for correct UI Saves developers time

14. UI Guidance TAP Feedback Internal Use Usability Studies

15. demo Overview of UI features in Dynamics AX 2012

16. Demo 2 : Building List Pages PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Application Developer Developers want to use well known UI patterns Action Pane Consolidate actions into Office-like ribbon Need to minimize the time to build list pages for both Client and EP Shared List Page metadata Single shared form definition Less code Navigation could be minimized if related data was presented to the user Fact Boxes Showing related data allows the user to select the right data without navigating to multiple windows

17. A List Page

18. demo Building List Pages

19. Demo 3 : Building Master Detail Forms PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Application Developer Users need an easier way to find key information Unable to see related information in a single form Fact Boxes Enhanced Preview FastTabs Enable quick access to key information with fewer mouse clicks Organize content into expandable sections with summary information New users confused by mixing grid and non-grid views of data Grid view Separate grid and single record views Simple actions require a separate form for parameters Drop Dialogs Enable actions to be completed without opening a new form Autosave behavior is unexpected Edit/View mode Avoid accidental data changes

20. A Master Detail Form

21. demo Building Master Detail Forms

22. Demo 4 : Building Transaction Detail Forms PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Application Developer Too much information in the transaction forms Transaction form pattern Default view focuses on lines items, where user does most of their work Tabs for line details interfere with visual layout Index Tabs Line details index tabs are out of the way Users with widescreen monitors limited to fixed column number Auto columns Enables user personalization of column count User is unsure which view is being displayed Toggle buttons Buttons representing different form views can be toggled on Keyboard users have trouble moving around form More keyboard shortcuts for FastTabs Shortcuts to speed keyboard navigation

23. demo Building Transaction Detail Forms

24. Demo 5 : Building Setup and Configuration Forms PersonaPain Points and ChallengesFeatures CoveredResults and Benefits Application Developer Command buttons can be difficult to find Action Pane Consolidate actions into Office-like ribbon New users can be confused by mixing grid and non-grid views of data ‘Simple List and Details’ form pattern Lists and details are separated to increase usability Tabbed view isn’t clear and simple ‘Table of Contents’ form pattern Recognizable pattern is more usable

25. demo Building Setup and Configuration Forms

26. Top tips Form conversions – Use existing forms and templates as a guide for implementing form patterns – Focus on converting high-use forms in existing products/customizations – Check form style best practices to help ensure consistency for users Building new forms – Utilize form templates as a starting point to get pre-populated actions, structure, and code FastTabs – Add summary fields to provide at-a-glance information – Keep FastTab pages small to enable the user to see multiple at one time – Provide descriptive labels on FastTab pages to explain information organization Fact Boxes and Cues – All data has a retrieval cost. Be careful when putting Fact Boxes and Cues on high-use forms.

27. What we showed you today… UI Guidance and tools: – Allows partners and customers to build effective and consistent user interfaces – Decreases learning time for new users Make better use of metadata-based UI descriptions to create consistent form patterns: – Greater compatibility between Client and EP forms New form patterns: – List pages that are the hub of activity around key data – Master data forms for managing big data sets – Transaction forms for managing header/line item transactions Improving the usability of occasionally used setup and parameter forms

28. How we solved user challenges…

29. Related sessions BRK202: Designing user experiences for business application users BRK204: Extending the reach of your Dynamics AX application with Enterprise Portal BRK247: Sales Order Management and Agreements BRK231: Manage your workforce effectively with Dynamics AX 2012 HRM CHK214: User Experience Designs Q&A

30. 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

31. © 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.