Services Industries Capabilities in Dynamics AX 2012 R2

John BurrowsSr. Program ManagerMicrosoft Corporation

Adel ShrufiSr. Program ManagerMicrosoft Corporation

BRK348

Disclaimer© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others.

Microsoft Dynamics AX 2012 R2 is a pre-release product under development. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft. Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice.

Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

Project Accounting R2 EnhancementsAdvanced features of the Microsoft Dynamics AX 2012 R2 Service Industries

• Project contracts• Advanced billing rules• Customer retention and advanced invoicing• Indirect costs• Effective labor rate• Budgeting and forecasting• Revenue recognition• BI & Analytics

Project Accounting R2 Enhancements• Localization for additional markets (including Brazil, India, and China• Project accounting enhancements

• Cross-company project list• Estimate project usability• Funding source enhancements• Project budget enhancements

• Resource scheduling enhancements• Intercompany resource scheduling• Functional enhancements• Improved user experience• Richer reports

• Time and expense enhancements• Intercompany expense lines• Expense report usability• Integration of task assignments in timesheet

Advanced features of the Microsoft Dynamics AX 2012 R2 Service Industries

Project Accounting R2 Enhancements• Project invoicing enhancements

• Rationalized the invoice proposal creation between Project Accounting I, II and III (SI)

• Enhancements to improve ease of use and alignment with industry requirements

• BI/Analytics enhancements• Enhanced Role Center with high performance charts• Enhanced flexibility in the Business Overview Webparts

Advanced features of the Microsoft Dynamics AX 2012 R2 Service Industries

Project Accounting R2 EnhancementsThe Company• Contoso Consulting is a mid-sized IT services firm

• Subsidiaries in US, UK and France• Many concurrent projects and customers• Has a broad mix of consultant skill sets• Mainly does time and materials projects with some

fixed price projects• May resell hardware & software as part of a project

• Contoso US just signed a $1 million project to implement an ERP system at Sensational Discount Store• 3 month, fixed-price project for implementation• Custom report development on T&M with cap basis• Training materials on a unit of delivery basis

• Revenue recognition for the fixed price portion will be on a percentage of completion basis

The Scenario

Demo overview

Project Accountant

Client Manager

Project Manager

Project Accounting

Process Invoice

Manage Project Resources and

Budget

Create Contract and Project

Create Quotation

Confirm Quotation

Project Initiation Project Execution Project Billing

Practice Manager

Review and Approve

Quotation

Review Performance

Approve invoice

John BurrowsSr. Program ManagerDynamics AX

demo

Advanced project features

Project Accounting R2 EnhancementsWorking across multiple projects & organizations

Projects visible across companies

Project cost management

Effective labor rate (ELR) computed based on reported time and worker calendarBudget checking in journals on line saveBudgets can now include quantities in addition to amounts

Maximization of cash inflows

Ability to consume project items on product receipt

Pain AX 2012 R2 Benefit

Project Accounting R2 Enhancements

Revenue recognition and project funding

Automatic background creation of estimate project when creating fixed price projects‘On-hold’ funding source balance visibility via fact box

Pain AX 2012 R2 Benefit

Adel ShrufiSr. Program ManagerDynamics AX

demoBI & Analytics

• Cash inflow, outflow, and net cash flow

• Compare actual to budget

• Billable rate, Efficiency Rate• Compare Actual to Budget

• Actual, Budgeted and Committed Cost• Compare total cost to original budget

Project-centered analytics• P&L / Revenue, Cost, Gross Margin,

WIP• Compare actual to Budget

Statement

Cost Control

Hour Utilization

Cash Flow

• Invoiced, Chargeable, None Chargeable

• Compare actual to quotation

Invoice Control

SSRS Reports

InquiryForms

OLAP Cube

What We Showed Today Advanced features in

Project contracts Project funding Project billing Project budgeting and forecasting Project accounting & revenue recognition

New BI/Analytics features

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.