Enables platform
simplification,
business agility
and growth
Showcases
Microsoft
technologies
Cultivates
community of deep
enterprise resource
planning (ERP)
talent and proactive
engagement across
enterprise
Provides
prescriptive
guidance on
business,
process, and
technology
Two teams
focused on ERP
(Microsoft
Dynamics and
SAP) reporting
to one manager
When, where, and why
Business
value
Enterprise
showcases
Microsoft Operations
Puerto Rico
Microsoft Business Solutions (MBS)
Order Central
Media manufacturing
Invoicing and collections, inventory, pricing
MSExpense
Expense reporting
Microsoft IT
Project management
Microsoft Consulting
Services *
Professional services
MSN
Asset life cycle management
Microsoft SAP
systems
Core ERP systems
Xbox Hardware
Project management
Microsoft Retail Stores
Hardware and software sales
Microsoft Supply
Chain IT
Project management
* Still in planning stages
Microsoft Operations
Puerto Rico
• Rapid implementation for a small subsidiary with time constraints
• Tax savings if implemented quickly
Microsoft IT
• Out-of-the-box solution to replace custom internal applications for budgeting and planning
• Same functionality as SAP and 25% cheaper to implement
MSN
• Out-of-the-box solution to fill functionality gap in existing customization
Microsoft retail stores
• Rapid implementation
• Showcase our products in the Microsoft Store
Microsoft Supply Chain
• Out-of-the-box solution to fulfill project accounting needs
• Wanted disconnected solution
Xbox Hardware
• Out-of-the-box solution to fulfill project accounting needs
• Wanted disconnected solution
Microsoft Consulting
Services
• Out-of-the-box solution to replace a third-party solution and internal systems
• Eliminate manual processing and redundant entry and showcase our products to potential customers
Microsoft Expense
• Out-of-the-box solution to replace custom internal application
• Global solution with minimal overlap with SAP
Microsoft Business
Solutions Order Central
• Unique business requirements for channel partners and customers
• Showcase Microsoft Dynamics AX using the MBS business
Microsoft Dynamics AX
as an internal solution
Assessment framework
Certified
third-party
solution
Customizations
Minor
customizations
Configuration
Out of the box
Governanc
e
•
•
•
•
What’s acceptable?
Acceptable: Extensions
• App properties
• New elements
• Extended classes
Not acceptable:
Unnecessary alterations
• Application modifications
• Changes to SYS elements
• Duplicated standard
functions
Steps to close gaps
• Adapt business process to fit
standard
• Enhance product, if product
timelines align
• IT develops, product group
guides and adopts -OR• Identify third-party/
independent software vendor
(ISV) solution
• IT customizes, product group
guides
Single team focused on Microsoft Dynamics AX (Center of Excellence or COE)
Requests come to COE for analysis
COE collaborates with IT and business teams to assess fit/gap and high-level effort
Once approved, COE can act in many roles
• Project owner and implementer
• Design and implementation consultant
• Infrastructure deployment and management
Microsoft
Dynamics
AX 2012
Microsoft operations
Puerto Rico
Microsoft Business Solutions
Order Central
Media manufacturing
Microsoft
Dynamics
AX 2012
Invoicing and collections, inventory, pricing
MSExpense
Expense reporting
Microsoft IT
Microsoft
Dynamics
AX 2012
Microsoft
Dynamics
AX 2012
Project management
Microsoft
Dynamics
AX 2009
Upgrade
planned
Microsoft Consulting
Services *
Professional services
MSN
Asset life cycle management
Microsoft SAP
systems
Core ERP systems
Xbox hardware
Project management
Microsoft
Dynamics
AX 2009
Upgrade
planned
Microsoft retail stores
Hardware and software sales
Microsoft supply
chain IT
Project management
Microsoft
Dynamics
AX 2012
* Still in planning stages
Microsoft
Dynamics
AX 2012
Microsoft
Dynamics
AX 2012
Implementing
Microsoft Dynamics AX
at Microsoft
Program
management
Deploy
Partner with:
Development
• Product team
• Support
• Consulting
Build
Test
Development
box
Development branch
Development branch
Development
box
Development branch
System integration
System
integration
Development
box
Development branch
User acceptance
User
acceptance
End to end
VSTF
Model
driven
Virtualize
Shared
framework
Scalability
SAP
Development
box
Production
Major release
Minor release
Q1
(Feb)
Q1.1
(Mar)
Q1.2
(Apr)
Q2
(May)
Q2.1
(Jun)
Q2.2
(July)
Q3
(Aug)
Q3.1
(Sep)
Q3.2
(Oct)
Q4
(Nov)
Q4.1
(Dec)
Q4.2
(Jan)
Program
management
Partner with:
Deploy
• Product
Team
• Support
• Consulting
For
developers
Build
For users
Development
Test
Connecting Microsoft
Dynamics AX with SAP
Key Processes in Microsoft Dynamics
AX
Connection points
Common SAP connections
Master data management
• Chart of accounts
• Exchange rates
• Dimensions
• Cost centers
• Internal Orders (Ios)
• Profit centers
• Trading partner
• Materials master
• Sales geographies
• Employees/vendors
• Employee reporting hierarchies
Microsoft Operations
Puerto Rico
• Manufacturing, plan, forecasting
• Order management
• Inventory
• Purchase orders (SAP)
• Packing slips (SAP)
• General ledger entries (SAP)
Microsoft IT
• Project management, time reporting
• Budget/forecasting system
MSN
• Procure to order
• Fixed asset management
• Purchase orders (SAP)
• Fixed assets (SAP)
Microsoft retail stores
• Point of sales, HQ management
• Back office inventory
•
•
•
•
Microsoft Supply
Chain
• Project management
Xbox hardware
• Project management
Microsoft Consulting
Services
• Project management, time reporting
• Professional time and billing
• In process
MSExpense
• Expense reporting and approval
• Reimbursement credit card vendor,
employees)
MBS Order Central
•
•
•
•
• Print vendor
• Fulfillment vendor
Customer/partner setup
Invoicing, credit, and collections
Product mastering, pricing
General ledger
POs, packing slips (SAP)
General ledger entries (SAP)
Warranty vendor
Sales orders (SAP)
Transactions
• Journal entries
• Microsoft Sales (revenue)
Tools
• Single integration framework
created to facilitate common
approach to master data
management for all instances
SAP
Databases
Microsoft data
warehouse
(Feedstore)
General Ledger Accounts
Financial dimensions
Exchange rates
Employees and positions
Reporting hierarchies
Microsoft
Dynamics AX
Upgrade lessons learned
Microsoft Dynamics
AX 2012
Analysis
• Architectural reviews to update infrastructure
• Review business requirements to validate
current process and take advantage of new
Microsoft Dynamics AX processes
• Identify custom features that are now in
Microsoft Dynamics AX 2012 and remove them
• Eliminate unnecessary reports
• Modernize integrations between systems
Planning
• Typical project plan for development, system
integration, and user acceptance testing
• Functional specifications for moving (or
removing) customizations
• Additional time for security design and testing
• Added data validation test plans to ensure data
correctness
Trial upgrade
• Three cycles for code upgrade: initial merge and debug, update forms to the new UI,
debug and fix bugs in testing
• Allowed extra time because we were testing Microsoft Dynamics AX 2012 pre-releases
• We tested two RCs (release candidates), RTM, CU1, and CU2 – released on CU2
Optimized for Microsoft Dynamics AX 2012
• Completely redesigned security
• Reengineered batch jobs and SQL Server Integration Server jobs
• Rearranged UI for customizations
Data upgrade and data validation
Functional testing
• Full regression testing on the
functional areas
• Additional end-to-end tests during
user acceptance testing to ensure
that the data conversion worked
• Multiple cycles for data upgrade:
• All iterations should be fully analyzed
• Fix bugs and take that learning forward for following iterations
• Repeat until you reach your weekend target
• Created a separate migration environment and use the State
Transfer Tool
• Initiated a separate project to validate data
• Created a separate data server where data analysis could be
run
• Compared counts, amounts by company, by currency against
the Microsoft Dynamics AX 4.0 data
• Performed significant ad hoc testing of reference data
Task name (Iteration x)
Microsoft Dynamics AX Upgrade Release Week Short
Interval Schedule
PreProcessing (Pre-Go Live)
Restore production database into upgrade environment
Prepare production data for preprocessing
Perform preprocessing checklist
Back up upgrade database
Preprocessing
Remainder of preprocessing checklist
Back up upgrade database
Start date
Time zone
Finish date
Time zone
12/1/2012 8:45
12/1/2012 9:00
12/1/2012 10:15
12/1/2012 10:45
12/1/2012 11:00
12/1/2012 21:00
12/1/2012 21:15
Central
Central
Central
Central
Central
Central
Central
12/1/2012 9:00
12/1/2012 10:15
12/1/2012 10:45
12/1/2012 11:00
12/1/2012 21:00
12/1/2012 21:15
12/1/2012 21:30
Central
Central
Central
Central
Central
Central
Central
By
Time
Joe
Joe/Sue
Sue
Sue
Joe/Sue
Joe
Joe
Total
Go Live Activities
Restore production database into upgrade environment
Prepare upgrade environment for state transfer tool
Create prerequisite data
Run the state transfer tool (STT) to load shadow tables
Back up STT (single user processing) database
Single user processing
Back up STT database
Pre-sync/table creation for post processing
Back up STT (pre-sync) database
Perform bulk copy of data / post processing
Complete post processing checklist
Back up new production database
Run post processing repair scripts
Back up new production database
12/2/2011 8:30
12/2/2011 8:45
12/2/2011 9:00
12/2/2011 9:15
12/2/2011 9:30
12/2/2011 9:45
12/2/2011 10:45
12/2/2011 11:00
12/2/2011 12:15
12/2/2011 12:30
12/2/2011 13:45
12/2/2011 14:00
12/2/2011 14:15
12/2/2011 15:45
Central
Central
Central
Central
Central
Central
Central
Central
Central
Central
Central
Central
Central
Central
12/2/2011 8:45
12/2/2011 9:00
12/2/2011 9:15
12/2/2011 9:30
12/2/2011 9:45
12/2/2011 10:45
12/2/2011 11:00
12/2/2011 12:15
12/2/2011 12:30
12/2/2011 13:45
12/2/2011 14:00
12/2/2011 14:15
12/2/2011 15:45
12/2/2011 16:00
Note: These are not actual people or timings. Your timings may vary based on your installation!
Central
Central
Central
Central
Central
Central
Central
Central
Central
Central
Central
Central
Central
Central
Joe
Sue
Joe/Sue
Joe
Joe
Joe
Joe
Joe/Sue
Sue
Sue
Sue
Sue
Sue
Joe
Total
Previous
0.25
1.25
0.50
0.25
10.00
0.25
0.25
0.25
2.25
0.50
0.25
8.50
0.50
0.25
12.75
12.50
0.25
0.25
0.25
0.25
0.25
1.00
0.25
1.25
0.25
1.25
0.25
0.25
1.50
0.25
0.50
1.00
2.50
0.25
0.25
5.00
0.25
0.75
0.25
12.25
0.25
0.25
3.25
0.25
7.50
27.00
Functional area
Customers
Partners
Product
mastering
Iteration 1
Iteration 2
Iteration 3
Iteration 4
Iteration 5
4.0
2012
4.0
2012
4.0
2012
4.0
2012
4.0
2012
430
430
554
554
650
650
898
898
948
948
148
148
168
168
206
206
225
225
570
570
957
957
2732
2732
3015
3015
3221
3221
3400
3400
Invoices count
15353
16212
16212
17318
17318
19001
19001
21002
No variance
No variance
9,122,222
908,585
9,122,222 12,727,771
908,585
933,946
12,727,771
19,473,738
19,473,738
28,375,021
28,375,021
34,107,440
34,107,440
933,946
511,931
511,931
264,372
264,372
190,149
190,149
0
0
0
0
0
0
0
855.83
0
855.83
Finance
deferrals count
595,766
595,766
N/A
N/A
1,021,577
1,021,577
1,892,952
1,892,952
2,045,804
2,045,804
Finance
deferrals value
324,030
324,030
N/A
N/A
538,360
538,360
416,366
416,366
488,240
488,240
21
21
23
23
58
58
58
58
58
58
Agreements
No variance
21002
Invoices value
Finance GL
balance
No variance
No variance
15353
Credit and
collections
Comments
Note: The success criteria for the above domains is 100% data match between Microsoft Dynamics AX 4.0 and Microsoft Dynamics AX 2012 (zero variance)
No variance
Difference for
AUD 855.83
Bug# 1077123
No variance
No variance
No variance
http://t.co/mvBzFNzi