This SlideShare provides an overview of the new features in Microsoft Dynamics AX, a list of pro's and con's to help you determine if upgrading is right for your and finally, an overview of the upgrade process.

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The Business Case for Upgrading
Dynamics AX 2012

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The case to upgrade
o Feature/functions
o Software issues/on going support
o Program management
o Asset management
o Customization retirement
o Architecture advances
The case to not upgrade
o No significant gains
o Available resources
o Cost
o Stability
o Heavy modifications
The process
The Business Case for Upgrading
Overview

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The Case to Upgrade:
New features / functions

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Improvements & new features
AX 2012 R2 – most current version
available (thousands of new functional,
technical, information, database features)
Technical Enhancements
• AOT inheritance relationships through property
settings/no parent table joining required
• Integrated Commerce Server for online store
transaction processing
• 2012 Upgrade Advisor, framework, tools,
customization analyzer, data validation test
tools
• Simplified multi site web farms using new web
deployment tools
• Role based security, active directory layering,
compliance tools, audit reporting, multi site
• All functions in suite are included in new version
– no more module purchasing

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EXECUTIVEMANUFACTURING
HR
FINANCE SALES & MKT RETAIL PUBLIC SECTOR
SERVICES
SECTOR
TEMPLATES
+R2
Improvements & new features

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AX2012 R2 ships with 70+ Cubes
Budget
Control
Budget
planning
Inventory
valuation
Retail
+R2
Improvements & new features

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New Cubes in 2012 R2
• Accounts payable cube
• Accounts receivable cube
• Budget control cube
• Budget plan cube
• Environmental
sustainability cube
• Expense management
cube
• General ledger cube
• Invent value cube
• Production cube
• Profit tax totals cube
• Project accounting cube
• Purchase cube
• Retail cube
• Sales and marketing cube
• Sales cube
• Workflow cube
Improvements & new features

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Improvements & new features
• Major Operational Enhancements
• Management Reporter for all financial
reporting
• Budget – bottom up with workflow and web
services
• Multi site project time entry, reporting and
management
• Centralized product management, variants,
inventory dimension groups
• Product releases across multiple companies,
translations
• Drag and drop workflow tool, rules, validation
engine
• Business rules (T and E, signing limits,
procurement, A/P invoicing)
• Customer specific help
• Localization updates to more than 10
countries
• Payroll inclusion/HRM expanded functions

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Availability
•
•
Single Layer
•
•
•
Fixed Schema
•
•
R2 global instance enablement
AX2012 R2AX2012 RTM
Improvements & new features

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The Case to Upgrade:
Business Rationale

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Why?
1. Address software issues and corrections of older versions
2. Software support is geared to address most common, recent
issues faced by majority of customers
3. Execute upgrade program within your organization to positively
affect resources, strategic plan and budget
4. Eliminate obsolescence of software asset
5. Possible Elimination of customizations
6. Advanced Architecture
7. No additional software costs based on annual enhancement
maintenance participation
To Upgrade…

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Why not?
1. New features of major release (2012) or service pack (R2) vs.
technology/capabilities gain.
2. Time unavailability of Functional Leads/IT/Project Management to
entertain such an undertaking.
3. Cost – internal and external
4. Current environment stable, issue free/low
5. Heavily modified environment >10% of
total application
Or to not Upgrade – that is the question

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The Upgrade Process

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The Upgrade Process
Major Steps
1. Call Armanino/Project Planning
2. Requirements Assessment
3. Gap/Fit
4. Customizations Analysis review and
standard function compare/elimination
5. Environment/database
6. Data Migration
7. ISV/Custom code migration
8. CRP
9. Train users
10. Go live

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The Decision?

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Questions:
Bruce Kirschenbaum
Partner, Dynamics AX Delivery Services
Armanino, LLP
bruce.kirschenbaum@amllp.com
(360) 904-9563