Microsoft Dynamics SL. Agenda Why Dynamics SL Microsoft Dynamics SL Roadmap Review Business Portal...
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Transcript of Microsoft Dynamics SL. Agenda Why Dynamics SL Microsoft Dynamics SL Roadmap Review Business Portal...
Microsoft Dynamics SLMicrosoft Dynamics SL
AgendaAgenda
Why Dynamics SLWhy Dynamics SL
Microsoft Dynamics SL RoadmapMicrosoft Dynamics SL Roadmap
Review Business Portal 3.0 FeaturesReview Business Portal 3.0 Features
Review & Demonstrate new 6.5 Review & Demonstrate new 6.5 FeaturesFeatures
14,500+14,500+Customers GloballyCustomers Globally
Microsoft Dynamics SL Microsoft Dynamics SL Customers For LifeCustomers For Life
Legacy System
Outgrown, inflexible, not customizable, creates inefficient “islands of data”. No longer meets growth needs
Scalable SolutionsFor Project, Service, and
Distribution Driven Organizations
Professional Edition
Full-featured Business SolutionFlexible Customization, Multi-companyPartners/ISVsMicrosoft Project Integration
3+ Users, no upper limitDB: SQL
Standard Edition
Integrated Business ManagementFlexible Customization Partners/ISVsMicrosoft Project Integration
1-10 UsersDB: SQL Server Standard/ SBS Premium
Modular Process Modular Process ConfigurationConfiguration
Enhanced Enhanced Visual Visual Studio.NET Studio.NET toolstools
Enhanced User Enhanced User Experience Experience
““Best of” Best of” Process LibraryProcess Library
Role based user Role based user experienceexperience
SharePoint SharePoint based portal and based portal and workflowworkflow
SQL based SQL based contextual contextual business business intelligenceintelligence
Web service Web service based based composition & composition & integrationintegration
ConvergeConverged d
Microsoft Microsoft DynamicsDynamics
SuiteSuite
Timeline Timeline
All dates are for the calendar yearAll dates are for the calendar yearContinued releases through at least 2013 Continued releases through at least 2013
Product release dates are subject to changeProduct release dates are subject to change
Microsoft Microsoft Solomon 5.5 Solomon 5.5
EnhancementsEnhancements Q4 2003Q4 2003
Microsoft Solomon 6.0Microsoft Solomon 6.0 Q3 2004Q3 2004
Microsoft Dynamics SL Microsoft Dynamics SL 6.56.5
BP 3.0BP 3.0 Q4 2005Q4 2005
Microsoft Dynamics SL Microsoft Dynamics SL 7.07.0
BP 3.0BP 3.0 H2 2006H2 2006
Microsoft Dynamics SL Microsoft Dynamics SL 8.08.0 20082008
Microsoft Dynamics SL Microsoft Dynamics SL 9.0 9.0 20102010
Wave 1
Wave 2
What’s New in Microsoft What’s New in Microsoft Dynamics SL 6.5Dynamics SL 6.5
Requisitions **New Module**
Item request entry Online approvals Requisition consolidation
Business Portal 3.0 Item Request Entry & Approval Extranet environment Customer/vendor access policies
Bank Reconciliation
**New Module** Import transactions Reconcile statements Easily clear items
Application Enhancements
Automatic Load PO Commitments to Project
3rd Allocation Rate key Application Server Enhanced Microsoft SQL Server 2005
Requisition ModuleRequisition Module FeaturesFeatures
Front-end to Microsoft Dynamics SL Front-end to Microsoft Dynamics SL Purchasing ModulePurchasing ModuleAutomates the Procurement ProcessAutomates the Procurement ProcessUniform RequestsUniform RequestsReduce Data EntryReduce Data EntryOnline Notification, Approval and RejectionOnline Notification, Approval and RejectionProject, Department & Policy ApprovalProject, Department & Policy ApprovalTracking of approval historyTracking of approval historyConsolidation of requestsConsolidation of requestsEncumbrance and Budget validationEncumbrance and Budget validationIntegration with PO, AP, INV, PCIntegration with PO, AP, INV, PC
Bank ReconciliationBank Reconciliation
Streamline the management of yourStreamline the management of yourbank accounts bank accounts
Import Transactions from common bank Import Transactions from common bank formats formats
Reconciliation integrates with Accounts Reconciliation integrates with Accounts Payable, Accounts Receivable, Payroll, and Payable, Accounts Receivable, Payroll, and thetheGeneral LedgerGeneral Ledger
Once set up, Bank Reconciliation requires Once set up, Bank Reconciliation requires only three steps every monthonly three steps every month Import transactions from the current period, Import transactions from the current period, Record items as clearedRecord items as cleared Close the current periodClose the current period
Business Portal 3.0 Key BenefitsBusiness Portal 3.0 Key BenefitsDeploy Business Portal in common extranet Deploy Business Portal in common extranet topologies to extend access to remote employeestopologies to extend access to remote employeesBuild secure customer-facing pages (customers Build secure customer-facing pages (customers only see their data)only see their data)Present an alternate home page for external Present an alternate home page for external users, allowing separate news/announcements for users, allowing separate news/announcements for employees and customersemployees and customersQuicker implementation and initial customization Quicker implementation and initial customization of security settingsof security settingsWeb Requisition and approvalWeb Requisition and approvalIncreased usability of admin pages. Add a District Increased usability of admin pages. Add a District Sales Manager role:Sales Manager role:
Select Sales Manager role and click Copy RoleSelect Sales Manager role and click Copy RoleEnter new nameEnter new nameTweak user associationsTweak user associationsTweak data permission associationsTweak data permission associations
Administrative Administrative EnhancementsEnhancements
Copy a role – Ability to create a new role Copy a role – Ability to create a new role by copying a “normal” portal role (not by copying a “normal” portal role (not advanced roles or the admin/user roles)advanced roles or the admin/user roles) Copies the users, data permissions, and Copies the users, data permissions, and
internal/external settinginternal/external setting
Reverse lookup of queries – Ability to view Reverse lookup of queries – Ability to view all queries that use a selected data all queries that use a selected data permissionpermission Export queries to ExcelExport queries to Excel
UX refresh – Tabular views of the User, UX refresh – Tabular views of the User, Role, Data Permission pagesRole, Data Permission pages
BIO™ for Microsoft DynamicsBIO™ for Microsoft Dynamics™™ SLSLHere is a sample Here is a sample of a report card of a report card for a particular for a particular employee – a employee – a billable billable consultant.consultant.
With this, With this, companies can companies can measure and measure and improve improve divisions, divisions, groups, groups, managers, managers, employees, etc.employees, etc.
Employee Time by budget
Employee Time by project
Employee Time by client
Employee Time by
% of week dayannual tasksand budget
Microsoft Dynamics SL 7Microsoft Dynamics SL 7Role-Based User Experience
Portal and Collaboration
Contextual Business Intelligence
VB 2005 based ApplicationVB 2005 based Application
.Net Interoperability.Net Interoperability
Web Services API through BPWeb Services API through BP
Native Web Services API for Native Web Services API for CommonCommonIntegration Scenarios (in Integration Scenarios (in evaluation)evaluation)
New Roles Based New Roles Based interface in Business interface in Business PortalPortal
Microsoft Outlook Microsoft Outlook Based Based User Interface User Interface
Features to Empower Features to Empower Project ManagersProject Managers
Embed SRS Reports to Embed SRS Reports to ROIROI
Continues Support for Continues Support for Crystal ReportsCrystal Reports
Integration with Integration with Microsoft SQL Server Microsoft SQL Server Analysis ServicesAnalysis Services
Built on Windows Built on Windows SharePoint ServerSharePoint Server
Enabling Collaborative Enabling Collaborative Processes like project, Processes like project, task, and budget task, and budget maintenancemaintenance
Document integration Document integration between SharePoint docs between SharePoint docs and Microsoft Dynamics and Microsoft Dynamics SL records (in evaluation)SL records (in evaluation)
Web Services based Composition & Integration.
People – At All Levels – People – At All Levels – Drive Business SuccessDrive Business Success
Amplify their impact and you create greater
success