Product Overview with Dan Burke, Technical Solutions ... · DYNAMICS AX LIFECYCLE SERVICES (LCS) The Planning, Implementation, and Operation Lifecycle for Microsoft Dynamics AX •Define

Product Overview with Dan Burke, Technical Solutions Professional, Microsoft

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800.331.8382 | [email protected] | Clientsfirst-ax.com

History of Microsoft’s Enterprise ERP

800.331.8382 | [email protected] | Clientsfirst-ax.com

8A00.331.8382 | [email protected] | Clientsfirst-ax.com

› 100 Employees in 7 US Locations ( NJ, AL, FL, IL, MN, TN, TX )

› Industry experience and focus:

› 74% - Manufacturing, Job Shop, MRO (Maintenance, Repair and Overhaul)

› Profitable with no debt

› CFBS AX Team: 27 % over 10 yrs; 27% 4-9 yrs, 46% 1-4 yrs

› AX Experience: 38% over 10 yrs; 55% 4-9 years; 7% 1-4 yrs

National Organization

Who is Clients First?

High Industry Standards› Accounting Today VAR Top 100 VAR and Bob Scott’s Top 100 VAR

› Microsoft Partner Advantage Advisory Board 2014

› Gold ERP Partner

› EA (Enterprise Agreement)

› CSP (Cloud Service Provider)

› Dynamics NAV and AX User Group Member and Sponsor

› Microsoft Dynamics AX› We support all versions 4.0, 2009, 2012, D 365

› Dynamics 365 for Operations

• ProMRO for Aviation & Heavy Equipment

• Dynamics NAV

› Mobile Field Application Development

› Upick for High Volume Mfg Distribution

› Mobile Sales Rep

Products Supported

800.331.8382 | [email protected] | Clientsfirst-ax.com

Digital Transformation

customers

products operations

employees

CRM ERP

Next Generation Intelligent Business Applications

Next Generation Intelligent Business Applications

CRM ERPMicrosoftDynamics 365

Empower every person and every organization on the planet to achieve more

Anatomy of Dynamics 365 OperationsIncrease the speed of doing business

Lifecycle

services

The power of

Microsoft CloudRetail

Procurement

Supply chain mgt

Production

Finance

HR

Extensions

INGELLIGENT USER INTERFACE

PROVEN BUSINESS LOGIC

CONTINUOUS LIFE

BUSINESS ANYTIME, ANYWHERE

Business process user experience

Business process reinvention

Business process insight

Business process globalization

Business process lifecycle

MICROSOFT DYNAMICS 365 INDUSTRY SOLUTIONS• Prebuilt operational capabilities for targeted verticals

Aerospace

Automotive

Consumer goods

Food and beverages

Industrial equipment

Metals

Paper

Pharmaceuticals

Manufacturing

Consumer products

Motor vehicle parts and supplies

Construction materials

Equipment and supplies

Electronics, electrical appliances

Hardware

Machinery, equipment

Food and beverages

Distribution

Specialty retail

Fashion

Sport

Book, music

Home furnishing

Construction, garden

Convenience

Electronics, appliances

Motor parts

Retail

IT services

Advertising

Architecture

Engineering

Construction

Media and entertainment

Services

Public administration

Education

Defense

Public safety

Public services

Public works

Postal

Energy and environment

Not for profit

Public Sector

DashboardShows available

Workspaces

WorkspaceShows list for the

Workspace

List PageShows AX data in

variety of templates

Detail PageCan be linked to other pages for drill-down or

relational navigation

Task PageAllows AX data creation, editing, and execution of

business processes

Mobile App Navigation – Page Types

App DashboardShows available workspaces

App MenuProvides access to

settings and AX notifications

WorkspaceShows lists for a

workspace

List PageShows AX data in

variety of templates

Detail PageCan be linked to other pages for drill-down or

relational navigation

Page ActionsCan have Tasks/Actions

associatedTask Page

Allows AX data creation, editing, and execution of

business processes

Mobile App Navigation – Page Flow

How a Page looks in the App Designer

How a Page looks in the Mobile App

Defining a Mobile App – Users NOT Developers!!

How a Page looks in the App Designer

How a Page looks in the Mobile App

Defining a Mobile App – Detail Page Lines

Cortana Analytics Dynamics scenariosEXAMPLE SOLUTIONS

DYNAMICS AX LIFECYCLE SERVICES (LCS)

The Planning, Implementation, and Operation Lifecycle for Microsoft Dynamics AX

• Define• Dashboards• Business Process Modeler• Infrastructure and Subscription Estimator

• Develop • Cloud Hosted Environments• Configuration Manager• Upgrade and Customization Analysis Tools

• Operate• System Diagnostics Tools• Issue and Support Tools• Update Tools

LCS ENABLES PREDICTABLE, REPEATABLE, HIGH QUALITY IMPLEMENTATIONS

Best-in-class

Friction-free discovery

Simplified deployments

Faster Time-to-Value

Collaborative Workspaces for all key stakeholders for the customer implementation

Methodology Framework

Product Content & Metadata

Deployment Aware Services

VS/TFS Provisioned

PROJECTS DASHBOARD

Product Overview with Dan Burke, Technical Solutions Professional., Microsoft

Contact us with your questions. Thank you for attending.

800.331.8382 | [email protected] | Clientsfirst-ax.com