lori thalmann pytlik microsoft dynamics sl strategy

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Microsoft Dynamics SL NOW & NEXT Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

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Page 1: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Microsoft Dynamics SLNOW & NEXT

Lori Thalmann PytlikMicrosoft Dynamics SL Strategy

Page 2: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Session Agenda• Now: Microsoft Dynamics SL Web

Apps• Next: Microsoft Dynamics SL 2015• Roadmap

Page 3: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Business Analyzer

for Windows 8

Management

Reporter CU 9

Web Apps

2011Feature Pack 1

Dynamics SL Year in Review

Page 4: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Microsoft Dynamics SL Web Apps

Expanding Access

Desktop Tablet Smart Phones

Page 5: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Microsoft Dynamics SL Web Apps• Written using HTML5• HTML5 means screens are accessible

through web browsers on:

DesktopsTabletsSmartphones

• Responsive technologyScreen adjusts to the size of the

device

Page 6: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Device Options• Windows Phone • Surface Tablet RT/Pro• Android 4.0+• iOS release 6 & 7• Windows or Macintosh desktop• Web browser that supports HTML5• (ex IE 10+, Chrome, Safari, etc.)

Page 7: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

User interfaceProject roles Web services

Microsoft Dynamics SL Web Apps

Page 8: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Web ServicesAvailable Now:• Project• Customer• Project time

entry• Project

expense entry• Project Time &

Expense Approval

Next scheduled releases:• Project budget &

invoice approvals

• Project delegations

• Project resource assignment

• Project timesheet

Continue to release web services

Page 9: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Microsoft Dynamics SL 2011 Web Apps

CU 1 (cumulative update) – March 2014Project Time Entry with support for PFTProject Correcting TimecardsProject T type-Timecard supportProject Expense Entry (with attachments)Project Expense ReportsProject Time & Expense ApprovalProject AnalystAvailable with source code

Page 10: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Licensing Requirements• Microsoft Dynamics SL Light User

license• Microsoft SQL license

Page 11: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Top used Business Portal

features

Initial Goal

Replicate in Microsoft Dynamics SL

Web Apps

Page 12: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Microsoft Dynamics SL 2015 Web Apps

CU 1 Web Apps plus…

Project Timesheet Entry Project CommunicatorDelegations ApprovalInvoice Approval Project Maintenance & Inquiry   Billing Information Maintenance   Project Maximums Maintenance   Percent Complete and Revenue Recognition Setup   Address Maintenance   Contract Value and Revenue InformationBudget Maintenance and InquiryBudget Revision Maintenance, Approval, Inquiry, and AnalysisItem Request Entry & ApprovalResource Management dashboard

Page 13: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Initial Goal Accomplished

Top used Business Portal

features

Initial Goal

Replicate in Microsoft Dynamics SL

Web Apps

Scheduled Web Apps for Microsoft Dynamics SL 2015

Business Portal not included in future releases

Page 14: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

SL Web Apps Customizing• Source Code included with Web Apps• This allows for customizing of the

solution• Creating content on how to customize

Web Apps

Page 15: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

• Project Maintenance

• Project Communicator

• Item Request

• Web Quick Query

• Resource Management

• HTML 5/JS

• Project Time Entry

• Project Time Entry enhanced

• Project Expense

• Project T&E Approval

• Project Analyst

SL 2011 Web Apps CU1SL 2011 Web Apps SL 2015 Web Apps

• Web based reporting

• Financials

• Web client

SL 2015 Web Apps CU1

Microsoft Dynamics SL Web Apps

• Continued enhancements

SL 2015 Web Apps

CU2

MAR 2014 SEPT 2014 MAR 2015 SEPT 2015SEPT 2013

Page 16: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Office 365 Support

Azure support

Dynamics SL Web Apps

Partner-hosted solutions• Subscription price or hosting• Lower cost of ownership

Cloud

Dynamics SL and the Cloud

Page 17: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

The Power of Ownership & Choice

Owning your own data

Web Apps RDC

AZURE HOSTEDON

PREMISE

Rich Client

Page 18: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Microsoft Dynamics SL 2015

Microsoft Dynamics NOW & NEXT

Page 19: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Functionality

Web Apps

BA Update

Azure support

Functionality

User Interface

Enhanced Search Capabilities

Web Services

Functionality

Business Analyzer

Office 365 support

Web Services

SL 2011 FP1SL 2011

SL 2011 SP2

Web Apps CU1 Wave Release

Project Time & Expense, Approval, Project Analyzer…

SL SL 2015 SL“Next”

2012 2013 2014 (H1) 2014 (H2) 2016

Microsoft Dynamics SL Roadmap

2011 20XX

Functionality

Basic Resource Management

Web Apps Wave Release

Project Setup, Delegations…

Functionality

Web Apps Wave Releases every 6 months

Page 20: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Release Cycles

Major Release

Hot Fixes / Service Packs

Web Service

Web App

Web Service

Web App

Web Service

Web App

Page 21: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Microsoft Dynamics SL VideosYear End 2013 Year End Update install http://youtu.be/1KmQaS9

ffAQ  CustomerSource How to use community Forums http://youtu.be/1VHTngw9Q

pYInventory Inventory Adjustment http://youtu.be/6dchnykUG7

4Quick Send How to Configure Application Server http://youtu.be/9deY_r8Uo0I

  CustomerSource How to Use CustomerSource http://youtu.be/BnVdYttya14

Administration Registration Keys setup http://youtu.be/LcZXn9_ydDA

CustomerSource How to Login to CustomerSource http://youtu.be/P_W_Kc3-IzY

General Ledger Recurring entries http://youtu.be/PIwcth7R9zE

Administration Save Setting on Exit http://youtu.be/raHC88We3sU

Inventory Generating Inventory Tags http://youtu.be/S2Ozd-Ax5VE

Accounts Receivable Recurring entries http://youtu.be/sDSyaG9OkUU

Inventory Receive in Inventory http://youtu.be/s-HTFKmeZQE

Inventory Cancelling Inventory Tags http://youtu.be/SPm1UF0Vp9A

Accounts Payable Recurring entries http://youtu.be/ZTW_430AKiM

Page 22: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Register Today!www.msdslug.com

The Westin Boston Waterfront

Page 23: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Dynamics SL Agenda

Microsoft Dynamics SL 2015 Beta - May 2014

Fall Events-Dynamics SL 2015 Roadshow-Dynamics SL User Group Meeting

- Boston, MA- Sept. 23-25, 2014

Dynamics SL 2015

Dynamics SL 2015 Web Apps

– H2 2014

Page 24: Lori Thalmann Pytlik Microsoft Dynamics SL Strategy

Questions and Answers