Roadmap and 
update 
Dynamics AX 
Douglas Daley, Solution Specialist 
Angelo Jebamony, Solution Specialist
Technology trends 
Dynamics AX Roadmap and Update | 2
Pace of change 
1.6 
trillion 
7 
million 
2 
R&D Spend (as a % of GDP) 
Dynamics AX Roadmap and Update | 3
Dynamics AX Roadmap and Update | 4
Rainier 
AX ‘7’ 
 New HTML5 UI 
 Looks like LCS 
 Functionality ~ R3: R3 brought forward the functional leap 
 Architecture update for cloud, browser based UI and development 
in Visual Studio 
 Timeline… we think deployments will start in 12-18 months 
Dynamics AX Roadmap and Update | 5
The AX R&D Feedback Community 
https://microsoft.qualtrics.com/SE/?SID=SV_8q8jSPfPyr1fDi5 
 For current AX Customers, ISVs, Partners, and End Users and 
Consultants with specific areas of expertise 
 Join areas of interest such as a functional domain, industry focus or 
technical focus 
 Apply to participate in upcoming private betas (such as the new 
CU8 release) 
 Share with the community through Connect and Yammer 
Dynamics AX Roadmap and Update | 6
Lifecycle Services 
http://blogs.msdn.com/b/lcs/ 
 Cloud 
 Monthly releases 
Dynamics AX Roadmap and Update | 7
Project Sienna 
Access .Next 
 Rapid business user prototyping of connected apps 
 How can we get AX data into Sienna? 
 Excel via PowerBI or oData 
 Rest API atop SQL Server 
Dynamics AX Roadmap and Update | 8
Retail
Trending in AX for Retail 
Dynamic 
retail 
Devices that sell 
 Counter showrooming 
 Drive a better consumer experience 
 Increase conversion 
Engaged 
employees 
 Make people your 
advantage 
 Embrace a new 
workforce 
 Leverage social, 
mobile, and cloud 
“Omnichannel shoppers spend up to 50% more 
than single channel shoppers.” 
—IDC Retail Insights 
Employees with 
devices 50% more 
productive 
-2013 Forrester TEI Study 
Dynamics AX Roadmap and Update | 10
Trending in AX for Retail 
Dynamics AX Roadmap and Update | 11
Trending in AX for Retail 
 Loyalty rewrite – a global loyalty program 
 Global gift cards 
 Pricing and promotional flexibility 
 Call centre channel 
 Enterprise deployment and monitoring 
Dynamics AX Roadmap and Update | 12
Call Centre
Trending in Customer Service 
New retail channel 
Call 
Scripts 
Keyword 
search 
Margin 
Analysis 
Order 
Hold 
Cross Sell 
/ Upsell 
Continuity 
orders 
Purge Sales 
History 
Customer 
Cases 
Customer 
Service 
Item Lists 
Direct 
Delivery 
Pricing 
control 
Enhanced 
payments 
Instalment 
payments 
Order 
events 
Detailed 
order status 
Advanced 
Notes 
Letter 
Templates 
Customer 
Statistics 
& More….. 
Dynamics AX Roadmap and Update | 14
Customer classification 
Recency, frequency, monetary (RFM) score 
Dynamics AX Roadmap and Update | 15
What you have just seen… 
Call Centre module 
 Retail channel – use retail catalogues and retail pricing 
 Keyword search 
 Sales order payments 
 Up-Sell and Cross-Sell functionality 
 Order holds 
 Margin analysis 
 Scripts for guided selling 
Dynamics AX Roadmap and Update | 16
Warehouse 
Management
Trending in: Warehouse management 
The value proposition 
ERP 
WMS TMS 
ERP 
WMS TMS 
Fully embedded solution – Real time – Visibility – One Source of the Truth 
Dynamics AX Roadmap and Update | 18
Reservation Hierarchy 
Soft vs Hard Reservations 
• Site 
• Warehouse 
• Batch 
• Location 
• Licence Plate 
Sales Order 
Reservation 
[Soft 
Reservation] 
Wave release 
to warehouse 
[Hard 
Reservation] 
Dynamics AX Roadmap and Update | 19
Trending in: Warehouse management 
Dynamics AX Roadmap and Update | 20
Trending in: Warehouse management 
Advanced Warehouse Management 
 Replaces the WMS II module 
 Enhanced reservation hierarchy 
 Advanced picking strategies including cluster picking 
 Advanced put away strategies 
 Cross docking 
 Licence plates and Inventory status added to inventory dimensions 
 Native Radio Frequency (RF) for hand-held scanners 
Dynamics AX Roadmap and Update | 21
Trending in implementations 
Rapid time to value and transparency 
 From workloads to incremental implementation models 
 Accelerated process frameworks 
 inSure Accelerators 
 Lifecycle Services BPM 
 Learning from agile 
 Daily meetings with a simple focus 
 Cyclic reviews answering 3 simple questions: Start, continue, stop 
 Lighter documentation styles: cards verse FDDs 
Dynamics AX Roadmap and Update | 22
Service Industries
Trending in AX for Service Industries 
CU6, CU7 and R3 
 Make it easier to create and estimate projects 
 Make it easier to resource projects 
 Make it easier to track progress and manage budgets and forecasts 
Dynamics AX Roadmap and Update | 24
What we saw 
Improved estimation, resource management and tracking 
 New hierarchical WBS 
 Automatic scheduling 
 Task dependency mapping 
 Automatic estimate creation 
 A single screen for estimating 
tasks and expenses 
 Flexible resource search 
 Visual availability 
 Soft and hard booking at project or 
assignment level 
 Analyse budgeted and forecasted 
costs and effort from a single form 
 Perform earned value reporting 
Dynamics AX Roadmap and Update | 25
Thank you 
Email: douglas.daley@intergen.com.au 
angelo.jebamony@intergen.co.nz 
Twitter: @TeamIntergen
Dynamics Day 2014: Microsoft Dynamics AX - Roadmap

Dynamics Day 2014: Microsoft Dynamics AX - Roadmap

  • 1.
    Roadmap and update Dynamics AX Douglas Daley, Solution Specialist Angelo Jebamony, Solution Specialist
  • 2.
    Technology trends DynamicsAX Roadmap and Update | 2
  • 3.
    Pace of change 1.6 trillion 7 million 2 R&D Spend (as a % of GDP) Dynamics AX Roadmap and Update | 3
  • 4.
    Dynamics AX Roadmapand Update | 4
  • 5.
    Rainier AX ‘7’  New HTML5 UI  Looks like LCS  Functionality ~ R3: R3 brought forward the functional leap  Architecture update for cloud, browser based UI and development in Visual Studio  Timeline… we think deployments will start in 12-18 months Dynamics AX Roadmap and Update | 5
  • 6.
    The AX R&DFeedback Community https://microsoft.qualtrics.com/SE/?SID=SV_8q8jSPfPyr1fDi5  For current AX Customers, ISVs, Partners, and End Users and Consultants with specific areas of expertise  Join areas of interest such as a functional domain, industry focus or technical focus  Apply to participate in upcoming private betas (such as the new CU8 release)  Share with the community through Connect and Yammer Dynamics AX Roadmap and Update | 6
  • 7.
    Lifecycle Services http://blogs.msdn.com/b/lcs/  Cloud  Monthly releases Dynamics AX Roadmap and Update | 7
  • 8.
    Project Sienna Access.Next  Rapid business user prototyping of connected apps  How can we get AX data into Sienna?  Excel via PowerBI or oData  Rest API atop SQL Server Dynamics AX Roadmap and Update | 8
  • 9.
  • 10.
    Trending in AXfor Retail Dynamic retail Devices that sell  Counter showrooming  Drive a better consumer experience  Increase conversion Engaged employees  Make people your advantage  Embrace a new workforce  Leverage social, mobile, and cloud “Omnichannel shoppers spend up to 50% more than single channel shoppers.” —IDC Retail Insights Employees with devices 50% more productive -2013 Forrester TEI Study Dynamics AX Roadmap and Update | 10
  • 11.
    Trending in AXfor Retail Dynamics AX Roadmap and Update | 11
  • 12.
    Trending in AXfor Retail  Loyalty rewrite – a global loyalty program  Global gift cards  Pricing and promotional flexibility  Call centre channel  Enterprise deployment and monitoring Dynamics AX Roadmap and Update | 12
  • 13.
  • 14.
    Trending in CustomerService New retail channel Call Scripts Keyword search Margin Analysis Order Hold Cross Sell / Upsell Continuity orders Purge Sales History Customer Cases Customer Service Item Lists Direct Delivery Pricing control Enhanced payments Instalment payments Order events Detailed order status Advanced Notes Letter Templates Customer Statistics & More….. Dynamics AX Roadmap and Update | 14
  • 15.
    Customer classification Recency,frequency, monetary (RFM) score Dynamics AX Roadmap and Update | 15
  • 16.
    What you havejust seen… Call Centre module  Retail channel – use retail catalogues and retail pricing  Keyword search  Sales order payments  Up-Sell and Cross-Sell functionality  Order holds  Margin analysis  Scripts for guided selling Dynamics AX Roadmap and Update | 16
  • 17.
  • 18.
    Trending in: Warehousemanagement The value proposition ERP WMS TMS ERP WMS TMS Fully embedded solution – Real time – Visibility – One Source of the Truth Dynamics AX Roadmap and Update | 18
  • 19.
    Reservation Hierarchy Softvs Hard Reservations • Site • Warehouse • Batch • Location • Licence Plate Sales Order Reservation [Soft Reservation] Wave release to warehouse [Hard Reservation] Dynamics AX Roadmap and Update | 19
  • 20.
    Trending in: Warehousemanagement Dynamics AX Roadmap and Update | 20
  • 21.
    Trending in: Warehousemanagement Advanced Warehouse Management  Replaces the WMS II module  Enhanced reservation hierarchy  Advanced picking strategies including cluster picking  Advanced put away strategies  Cross docking  Licence plates and Inventory status added to inventory dimensions  Native Radio Frequency (RF) for hand-held scanners Dynamics AX Roadmap and Update | 21
  • 22.
    Trending in implementations Rapid time to value and transparency  From workloads to incremental implementation models  Accelerated process frameworks  inSure Accelerators  Lifecycle Services BPM  Learning from agile  Daily meetings with a simple focus  Cyclic reviews answering 3 simple questions: Start, continue, stop  Lighter documentation styles: cards verse FDDs Dynamics AX Roadmap and Update | 22
  • 23.
  • 24.
    Trending in AXfor Service Industries CU6, CU7 and R3  Make it easier to create and estimate projects  Make it easier to resource projects  Make it easier to track progress and manage budgets and forecasts Dynamics AX Roadmap and Update | 24
  • 25.
    What we saw Improved estimation, resource management and tracking  New hierarchical WBS  Automatic scheduling  Task dependency mapping  Automatic estimate creation  A single screen for estimating tasks and expenses  Flexible resource search  Visual availability  Soft and hard booking at project or assignment level  Analyse budgeted and forecasted costs and effort from a single form  Perform earned value reporting Dynamics AX Roadmap and Update | 25
  • 26.