A look into Dynamics AX updates and community feedback as well as what new features and trends we will see for retail, call centre, warehouse management and service industries. Dynamics Day is Australasia's leading event for users of Microsoft Dynamics. For those of you who couldn't make it along to the event, we have made all session content available online.

1. Roadmap and
update
Dynamics AX
Douglas Daley, Solution Specialist
Angelo Jebamony, Solution Specialist

2. Technology trends
Dynamics AX Roadmap and Update | 2

3. Pace of change
1.6
trillion
7
million
2
R&D Spend (as a % of GDP)
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4. Dynamics AX Roadmap and 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
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6. 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
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7. Lifecycle Services
http://blogs.msdn.com/b/lcs/
 Cloud
 Monthly releases
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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
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9. Retail

10. 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
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11. Trending in AX for Retail
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12. 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
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13. Call Centre

14. 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…..
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15. Customer classification
Recency, frequency, monetary (RFM) score
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16. 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
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17. Warehouse
Management

18. Trending in: Warehouse management
The value proposition
ERP
WMS TMS
ERP
WMS TMS
Fully embedded solution – Real time – Visibility – One Source of the Truth
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19. Reservation Hierarchy
Soft vs Hard Reservations
• Site
• Warehouse
• Batch
• Location
• Licence Plate
Sales Order
Reservation
[Soft
Reservation]
Wave release
to warehouse
[Hard
Reservation]
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20. Trending in: Warehouse management
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21. 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
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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
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23. Service Industries

24. 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
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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
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26. Thank you
Email: douglas.daley@intergen.com.au
angelo.jebamony@intergen.co.nz
Twitter: @TeamIntergen