Your Business Solution Roadmap Tool

User Manual

If you are experiencing problems either with installing or using the Microsoft Dynamics—Your Business Solution Roadmap (YBSR) tool, please try the solutions outlined in this document. If none of these solutions work, please send an e-mail to [email protected] for additional assistance. We are actively working to eliminate user issues as quickly as possible.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Contents

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 INTRODUCTION A Win-Win Opportunity

The Microsoft Dynamics® Business Solution Roadmap tool was developed to help you unleash your existing customers’ potential. Specifically this tool helps you structure a conversation to better understand your customers’ business requirements and goals. Then with this in-depth knowledge of where they are and where they want to be, you can collaborate with them to develop an effective long-term plan for reaching their business objectives.

The roadmap helps you lead your customers toward deploying Microsoft Dynamics business management software deeper into their organization and into new business areas and processes so that they can fully realize the potential of Microsoft Dynamics—and the potential of their business.

Follow the instructions in this guide to learn how you can successfully use the tool to generate a customized roadmap that can help you reduce the time and cost it takes to sell additional users and modules.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 OVERVIEW The Business Solution Roadmap Tool This innovative tool will help you and your customers assess their business objectives and identify corresponding functionality requirements of the business-management application. In addition, it enables you to:

 Contact your existing customers, and conduct an assessment.  Organize your customers’ business process needs into business areas.  Prioritize what area of their business they are focused on improving.  Move the emphasis away from features and toward business functionality requirements.

During the assessment, your customers select the business areas (identical to those in Sure Step) that apply to their business needs. They will then be prompted to answer a series of business-capabilities questions organized by business processes, which are also consistent with Sure Step. From these answers, the tool creates a customizable recommendation to illustrate how your customers can drive business success by extending their Microsoft Dynamics solutions—to automate and integrate targeted operational areas of their business. This intuitive process enables you and your customers to:

 Better understand your customers’ long-term business objectives.  Align their business objectives with specific process improvements that will help them to reach these objectives.  Develop a plan to deploy Microsoft Dynamics broader and deeper in the organization to increase its ability to help them meet business objectives.  Create a one- to three-year implementation roadmap to tailor their deployment plan to their specific business needs. The Business Solution Roadmap After you complete the assessment with your customers, the tool will generate a Business Solution Roadmap you can customize in collaboration with your customers and with the support of your consulting team. You can then give your customers this document to guide them moving forward—complete with a role deployment plan and implementation timeline organized by business process. They can share this roadmap with key personnel across their organization to engage them in using the full capabilities of their solution to:

 Improve budgeting and planning to meet technology needs more effectively.  Increase employee productivity, efficiency, and overall profitability.  Stay competitive and up to speed in a fast-paced business environment.

The roadmap provides you with flexibility. It is highly editable, allowing you to customize recommendations, timelines, and content. How you present the roadmap is up to you. The roadmap is generated as a Rich Text Format (RTF) document compatible with Microsoft® Office Word. You and your customer’s contact information are automatically included, or this information can be inserted into your preexisting proposal format.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 SYSTEM REQUIREMENTS

Be sure that you are running one of the following operating systems:

 Windows® XP with Service Pack 2 (SP2)  Windows Vista®  Windows Vista with Service Pack 1 (SP1)

The following prerequisite components are necessary to run the Your Business Solution Roadmap tool:

 Windows Installer 3.1  Microsoft .NET Framework 3.5 SP1

Note: The YBSR tool was designed to work with 32-bit operating systems; however, it also works with 64-bit operating systems. The YBSR tool is not compatible with IA64-based operating systems.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 INSTALLATION

Before you begin, check the system requirements for compatibility. The tool is compatible with Windows Vista or Windows XP operating systems and the 2007 Office system or the prior release.

The tool requires Windows Installer 3.1 and .NET Framework 3.5 SP1 to run.

Note: If you do not already have these components installed on your system, you will be prompted to install them. Depending on your existing configuration and your Internet connection speed, this could take several minutes to an hour.

There are two methods for installing the YBSR tool.

1. Method one: Try the One Click Install method first at ybsr.mrmpslc.com. This method will prompt you to install the components that are required to run the YBSR tool. o Most of the process should be automatic, including the installation of any additional software needed for the tool (Windows Installer 3.1 and .NET Framework 3.5 SP1). o You may encounter a few manual requirements. If asked, click Run/Install on security-related windows.

2. Method two: If the One Click Install fails to work, try installing the required components individually. The following are links to each of the components that must be installed prior to using the YBSR tool: o Windows Installer 3.1 o Microsoft .NET Framework 3.5 SP1

Once you have finished installing these components, install the YBSR tool again from ybsr.mrmpslc.com/. YBSR should launch immediately after installing. The installation process also creates a new folder in your Start menu entitled “Microsoft Dynamics.” The new folder contains a shortcut to launch the application.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 UPDATE

Be sure that you are running the latest version of the YBSR tool—version 1.4. There are two ways that you can check your version and update your YBSR tool. Check Your Version Open the YBSR tool, click About This Tool on the bottom left side of the main menu, and then select auto update.

Auto Update The application, if connected to the Internet, will check for an update every time it is launched. If an update is available, the tool will automatically download and install the update. All of your current customer data will be migrated to the new version of the tool. Manual Update Go to ybsr.mrmpslc.com, and download the latest version of the YBSR tool.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 SUPPORTED PRODUCTS The YBSR tool version 1.4 currently supports the following Microsoft Dynamics products:  Microsoft Dynamics GP 10.0  Microsoft Dynamics NAV 5.0  Microsoft Dynamics SL 7.0  Microsoft Dynamics AX 2009

It also supports the following license types for both the Microsoft Dynamics GP and Microsoft Dynamics NAV products:  Business Ready Licensing (BRL)—Business Essentials  BRL—Advanced Management  Module Based Licensing (MBL)—Standard  MBL—Professional Microsoft Dynamics GP Features, Licenses, and Editions BRL MBL Microsoft Dynamics GP Feature ALC AM AME BE ALC Pro Std Account Level Security Advanced Distribution Advanced Human Resources Advanced Payroll Advanced Picking Analysis Cubes for Business Portal and Advanced Analysis Cubes Library Analytical Accounting Audit Trails Available to Promise Bank Reconciliation Benefits Self-Service Suite Bill of Materials Business Alerts Capacity Requirements Planning Cash Flow Management Collections Management Contract Administration Crystal Reports Professional Customer/Vendor Consolidations Depot Management eExpense Electronic Bank Management Electronic Bank Reconcile Electronic Document Delivery for Business Portal Electronic Funds Transfer for PM Electronic Funds Transfer for RM Electronic Signatures Employee Pay Employee Profile Encumbrance Management Engineering Change Management Enterprise Reporting Extended Pricing Federal Magnetic Media Field Level Security Field Service Anywhere Field Service Suite Fixed Asset Management FRx® Currency Translator FRx Drilldown Viewer

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 BRL MBL Microsoft Dynamics GP Feature ALC AM AME BE ALC Pro Std FRx Report Designer Users FRx Report Launcher FRx Report Manager FRx Report Server FRx WebPort General Ledger Grant Management HRM Self Service Suite Human Resources Intercompany Inventory Control Invoicing Job Costing Key Performance Indicators Landed Cost Lockbox Processing Manufacturing Bill of Materials Manufacturing Order Processing Master Production Scheduling Materials Requirements Planning Microsoft Demand Planner Microsoft Dynamics CRM Connector for Microsoft Dynamics GP Microsoft Dynamics CRM Professional Server Microsoft Forecaster Microsoft FRx Desktop Users Microsoft FRx Forecaster Microsoft FRx Professional Microsoft Office Excel® Reports for Microsoft Dynamics GP Microsoft Office PerformancePoint™ Server Microsoft Office SharePoint® Server Multicurrency Management National Accounts Order Management for Business Portal Payables Management Payroll Payroll Connect Payroll Direct Deposit PO Generator Preventative Maintenance Project Accounting Purchase Order Processing Quality Assurance Receivables Management Recruitment Refund Checks Requisition Management Returns Management Revenue/Expense Deferrals Safe Pay Sales Configurator Sales Forecasting Sales Order Processing with Advanced Invoicing Service Call Management Skills & Training SmartList Builder SQL Server® Reporting Services Time & Attendance Project Time and Expense for Business Portal

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Microsoft Dynamics NAV Features, Licenses, and Editions BRL MBL Microsoft Dynamics NAV Features ALC AM AME BE ALC Pro Std Account Schedules Advanced Dimensions Agile Manufacturing Allocations Alternative Order Addresses Alternative Ship-Tos Alternative Vendors Analysis Reports Automated Data Capture System Bank Account Management Bank Reconciliation Basic Capacity Planning Basic Dimensions Basic Fixed Assets Basic General Ledger Basic Human Resources Basic Inventory Basic Payables Basic Receivables Basic Resources Basic Supply Planning Basic XBRL Bills of Materials Bin Bin Setup BRL Service Management Package Budgets Budgets/Estimates Business Analytics Advanced Business Analytics Base Functionality Business Notification Business Notification Worksheet Calendars Campaign Management Campaign Pricing Capacity Management Change Log Check Writing Consolidation Contact Classification Contact Management Contact Search Cycle Counting Demand Forecasting Demand Planner Collaborative Demand Planner Power Base Drop Shipments Employee Portal User Finite Loading Fixed Assets—Allocations FRx Currency Translator FRx Desktop FRx Drilldown Viewer FRx Report Launcher FRx Report Manager FRx Report Server FRx WebPort Insurance Interaction/Document Management Intercompany Postings Internal Picks and Put Aways Intrastat Item Budgets

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 BRL MBL Microsoft Dynamics NAV Features ALC AM AME BE ALC Pro Std Item Charges Item Cross References Item Substitutions Item Tracking Job Scheduling Jobs Kitting Location Transfers Machine Centers Mail Logging for Microsoft Exchange Maintenance Microsoft Forecaster Microsoft Office PerformancePoint™ Server Multiple Costs Multiple Currencies Multiple Locations Nonstock Items Opportunity Management Order Promising Outlook Client Integration Permissions Pick Planning and Dispatching Production Bill of Materials Production Orders Production Schedule Purchase Invoice Discounts Purchase Invoicing Purchase Line Discounting Purchase Line Pricing Purchase Order Management Purchase Return Order Management Put Away Reason Codes Reclassification Requisition Management Responsibility Centers RFID Connector Sales Invoice Discounts Sales Invoicing Sales Line Discounting Sales Line Pricing Sales Order Management Sales Return Order Management Sales Tax Salespeople/Purchasers Service Contract Management Service Item Management Service Order Management Service Price Management Shipping Agents Standard Cost Worksheet Stockkeeping Units Task Management User IDs & Passwords Version Management Warehouse Management Systems Warehouse Receipt Warehouse Shipment

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Microsoft Dynamics SL Features, Licenses, and Editions BRL MBL Microsoft Dynamics SL Feature ALC AM AME BE ALC Pro Std Accounts Payable Accounts Receivable Advanced Payroll Advanced Shipping Management Analyzer Application Server Bank Reconciliation Bill of Material BIO® Advanced BIO Extender BIO Foundation BIO Vue Users Business Portal Cash Manager Communicator Contract Management Crystal Reports Currency Manager Customization Manager E-Commerce Gateway EDI Employee Utilization Equipment Maintenance Financial Statement Translation Flat Rate Pricing Flexible Billings FRx Currency Translation FRx Drilldown Viewer FRx Report Launcher FRx Report Manager FRx Report Server FRx WebPort General Ledger Inventory Inventory Replenishment Key Performance Indicators Landed Cost Microsoft Dynamics CRM Professional Server Microsoft Forecaster Microsoft FRx Desktop Microsoft FRx Professional Microsoft Project Connector Mobile Time & Expense for Projects/Timekeeper Multicompany Order Management Order s to Purchase Payroll with Direct Deposit Project Allocator Project Budgeting Project Controller Project Self Service Suite Purchasing Requisitions Sarbanes-Oxley Accelerator Service Contractors Service Dispatch Time & Attendance Time & Expense for Projects Tools for Visual Basic® for Microsoft Dynamics SL Web Order Work Order

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Microsoft Dynamics AX Features, Licenses, and Editions BRL MBL Microsoft Dynamics AX Feature ALC AM AME BE ALC Pro Std Application Integration Framework Application Object Server (AOS) Balanced Scorecard Business Analysis Business Connector Business Process Management COM Client Company Accounts Consultant Role Cost Accounting I Cost Accouting II (Open Dimensions) Cost Accouting III (Internal Cost Accounting) Cost Accouting IV (Flexible Planned Cost) Customer Role Database Log Demand Planner 2.0 Dimensions Domains Electronic Banking Employee Role Enterprise Portal Framework Enterprise Portal Web Users Field Service Full User license key Field Service Mobile User license key Financials I Financials II (Advanced Ledger) FRx Desktop FRx Desktop Designer FRx Report Server FRx WebPort HRM for Enterprise Portal Human Resources I Human Resources II Human Resources III Industrial Equipment Manufacturing (Base) for Microsoft Dynamics AX Industrial Equipment Manufacturing (Project) for Microsoft Dynamics AX

Industrial Equipment Manufacturing (Service) for Microsoft Dynamics AX

Intercompany Logistics Marketing Automation Master Planning Microsoft Dynamics CRM Server Microsoft Forecaster Professional Microsoft FRx Currency Translation Microsoft FRx Drilldown Microsoft FRx Launcher Microsoft FRx Report Manager Object Server (AOS) Payroll Module Performance Management for Enterprise Portal Process Distribution for Microsoft Dynamics AX Process Manufacturing for Microsoft Dynamics AX Product Builder for Enterprise Portal Product Builder I Product Builder II (Routing Builder) Product Builder III (Validation types)

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 BRL MBL Microsoft Dynamics AX Feature ALC AM AME BE ALC Pro Std Product Builder IV (Advanced Project Building) Production I Production II (Routing Management) Production III (Shop Management) Professional Services Automation for Microsoft Dynamics AX Project I Project II Questionnaire for Enterprise Portal Questionnaire I Questionnaire II Record Level Security Resources RFID Sales Force Automation Sales Management Sales Representative Role Service Management Service Subscription Shop Floor Control for Enterprise Portal Shop Floor Control I (Time & Attendance) Shop Floor Control II (Job Registration) Shop Floor Control III (Payroll Generating) Telemarketing Time & Expense for Microsoft Dynamics AX Total Quality Management for Microsoft Dynamics AX Trade Trade Agreements Unlimited Virtual Companies Vendor Role Warehouse Management I Warehouse Management II Web MorphX Development Suite Web services

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 USING THE TOOL To use the Your Business Solution Roadmap tool effectively, it is important to conduct the customer assessment in person. Being prepared is crucial to ensuring a successful and professional experience for your customers. Language Options The tool presents two areas to modify language settings. This capability enables a partner to have the user interface in one language to assist in their use of the tool, while the assessment questions and roadmap output document can be displayed in the language preferred by the customer.

The user interface selection affects the language of components such as the left-hand navigation and various text blocks that do not get used in the roadmap output document. The assessment language selection changes the language for the questions presented in the assessment as well as the roadmap output document.

Note: Once a language is selected for a customer and their assessment is started, the language cannot be changed without restarting the assessment for that customer.

Interface Language In the Manage Partner Information screen one can select a language for the user interface for the tool. This language selection will change the language of the text on the Get Started screen, the left-hand navigation. The tool interface is available in the following languages:

Danish German English (UK) English (US) Spanish (Latin America) Spanish (Spain) Finnish French Italian Norwegian Dutch Portuguese Russian Swedish

Assessment Language On the Customer Profile screen, one can select a language for the assessment. This language selection will change the language of the assessment questions, business areas, processes, and roadmap document. The assessment language options vary according to the Microsoft Dynamics product. The assessment language options are as follows:

Microsoft Dynamics AX Microsoft Dynamics GP Microsoft Dynamics NAV Microsoft Dynamics SL Danish English (UK) Danish English (US) Dutch English (US) Dutch Spanish (Latin America) English (UK) Spanish (Latin America) English (UK) English (US) English (US) French Finnish German French Norwegian German Russian Italian Spanish (Latin America) Norwegian Spanish (Spain) Portuguese Swedish Russian Spanish (Latin America) Spanish (Spain) Swedish

Manage Partner Information After the tool is installed and launched for the first time, you will be asked to enter your partner information. This includes the location of your company, as well as your name and contact information. The partner name you enter will appear on each page of the tool. The details will appear on the roadmap output document you provide to your customers after the assessment. Information includes:  Required information: Your company name, the representative’s name, and the representative’s phone number are mandatory. This ensures that your customers will have your name and basic contact information on the output document.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205  Additional information: If you would like to provide more information to your customers, you may also enter your company’s address and the representative’s title and e-mail address.  Interface Language: The default language for the tool. This should be the language you are most comfortable with. There is a separate language selection for each of your customers.

To edit this information in the future, click on Manage Partner Information in the left-hand navigation area.

Note: Advanced users can modify the default output template to fit their needs. For example, you can place the generated roadmap content into an existing proposal format that you have created. To establish a new default output template or customize the one provided with the tool, click on Modify Output Template.

Tip: To track where you are in the assessment process, refer to the left navigation panel. The tool will automatically highlight the business or process area you are currently working in.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Manage Customers This is where you capture essential information about your customer that informs the roadmap. In this section, you will:

Create the Customer Profile The first step is entering each customer’s information. Mandatory fields include company name, assessment language, Microsoft Dynamics product, license type and system manager users. Although the other fields are optional, they gather key information for providing customized resources and optimal recommendations.

Note: Once an employee has been added or an assessment has begun, the Microsoft Dynamics product in the customer profile cannot be changed.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Establish Module Status This screen lists the modules your customer currently has, according to the license type indicated in the customer profile. Choose all of the modules that your customer currently has activated.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Set Up Employees Enter the names and titles of the employees who will participate in the assessment. Secure the participation of all key decision makers to populate this list.

Select Employee for Assessment After the list has been established, select the individual employee, and begin the assessment.

Tip: If, at any time in the process, you would like to alter customer information already in the tool, click Edit Customer Profile in the area above the primary tool content.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Conducting the Assessment The tool will prompt you through the following steps as you conduct the assessment:

Step One: Select Business Areas In this step, your customer identifies the business areas where they are interested in improving their operations. To help guide you through this section, the tool provides brief definitions of each business area when you roll over the selection options. The business areas and definitions are:  Business intelligence: Business intelligence is now leveraged in every size and type of business, from global manufacturers to corner retail stores. It allows them to spot trends so they can act quickly and capitalize on opportunities, as well as capture and share real-time information across the organization, leading to informed, effective decision making.  Field service: Field service has a significant impact on organizational profitability and customer satisfaction. An effective field service solution seeks to boost efficiency, reduce operating costs, and build customer loyalty by integrating information, people, and resources. It can also help streamline operations, reduce response times, and better manage the work-order life cycle.  Financial management: Sound, responsible financial management is central to business success. When done correctly, it provides the firm foundation required to realize the potential of your business through strong, manageable growth.  Human resources: Human resources, which administers the people in an organization from initial hire to retirement, looks to effectively manage complex tasks such as salaries and benefits, fulfill the potential and increase the loyalty of the workforce, and minimize costs and complexity.  Manufacturing: Manufacturing remains essential to business, and its basic goals unchanged: to produce the right products, in the right quantities, at the right time, with good quality, and at the right price. Manufacturing continues to evolve, however, with flexibility, quick response, and continuous product improvement becoming increasingly important.  Project management: Effective project management allows organizations to keep close control over their project performance, costs, labor, and other resources, which leads to improved project productivity and profitability.  Risk management: Risk management is a structured approach to managing uncertainty associated with difficult issues. An effective risk management solution provides a choice among scenarios by modeling various risk trade-offs, while also configuring workflow-driven approval processes and critical path schedules early on.  Supply chain management: Moving a product or service from supplier to customer can require the synchronized effort of numerous organizations, people, technology, activities, information, and resources. Supply chain management seeks to accomplish this movement as efficiently, quickly, and accurately as possible.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Page 21 Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Step Two: Answer business Capabilities Questions These business areas mirror the Sure Step methodology, as do the business processes that drive the business capabilities questions your customer will answer in the next section. The familiar Sure Step methodology structure allows you, your team, and your customers to speak in common terms, facilitating better communication and a smoother transition to implementation. For additional information on these business areas, visit PartnerSource.

Based on their business area selections, your customer will then answer a series of business process–based questions. The customer’s responses will allow the tool to generate meaningful license and role deployment recommendations targeted to achieve the customer’s desired business capabilities, as well as an implementation timeline that you can customize with your customer.

Note: When scheduling the assessment with your customers, include business area managers to ensure that processes and needs are identified as deeply as possible. If a project leader has not been assigned, recommend that one be appointed to help prioritize which areas should be deployed for each phase of the implementation plan.

Tip: Progress bar. Each business area requires one page of questions to be answered for each business process. The progress bar located in the bottom left of the screen will show you how far along you are within each business area.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Step Three: Recommended Modules After the business capabilities questions are answered, the tool will generate the Recommended Modules page. The page will show which modules will benefit users throughout your customer’s organization, improve business processes in applicable business areas, and help them achieve business objectives based on their responses to the assessment questions.

Tip: Collapsible categories. Business area categories can be opened and closed by clicking the icon next to the department name.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Step Four: System Management Users and Roles This screen provides you and your customers with insight into how they are deploying their enterprise resource planning solution currently across their organization, as well as which users and roles will benefit from the added functionality resulting from recommended module activation.

There are two critical issues to address at this point in the process:  Validation of user deployment. Based on the functionality requirements derived from the assessment responses, the tool presents the roles that will be enabled by the recommended module activation. This helps to validate additional user deployment.  Planning for additional users. Using the tool’s role recommendations as a guide, you can collaborate with your customers to calculate the number of system management users they will need to add. To help you with this process, the screen also shows a comparison between the number of existing system management users and the number recommended.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Step Five: Implementation Timeline This timeline gives you an opportunity to develop an initial schedule for implementing the desired incremental functionality over a one- to three-year span. Work with your customer here to develop a business process view into the timeline. When you move your mouse over each business process button on the timeline, you will see a list of modules associated with that process that are not currently activated. The generated roadmap will use your input to create a module view in the timeline that you can use to collaborate with your consulting team to develop a detailed implementation plan.

Note: To edit the timeline at this point in the assessment, merely click, hold, and drag the buttons to their desired locations.

Step Six: Generate the Roadmap Once you’ve completed the assessment, click Generate Roadmap to have the tool output the provided Office Word document or the template you have designated. This document will contain the information you entered into the tool, including the answers to the business objective questions. It will also provide the recommended module and role activations and implementation timeline.

The output document contains the following sections:  Executive Summary  Existing Software Functionality  Recommended Software Functionality  User and Role Assignments  Financial Summary  Appendix A—Assessment Questions

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205  Appendix B—Resources

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 CUSTOMIZATION Customize the Roadmap You can customize the Your Business Solution Roadmap output document to fit your needs, as well as those of your customer. As mentioned earlier, this document is completely editable, including the timeline, and can be put into your own proposal format.

After you have collaborated with your customer, consult with your own team to tailor the module, role, and timeline recommendations to accommodate the customer’s priorities, deadlines, and budgetary considerations. Other considerations include module prerequisites or independent software vendor (ISV) solutions that need to be incorporated and your internal availability, methodology, and process.

Note: You will need to input all costs in the financial summary section, including those associated with your services and add-on products such as Microsoft Office SharePoint® portal or ISV solutions.

Tip: If you want to return to the original document template, click on Reset Output Template in the Manage Partner Information screen.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 YBSR Custom Business Area Guide The YBSR Custom Business Area provides partners with the ability to directly add any number of business areas, processes, modules, questions, roles, and departments. The underlying structure of the tool is exposed through a set of XML files. The tool relies on associations throughout the XML files, allowing a partner to customize these associations to tailor the custom business areas to match their solution offerings. Two custom business area templates are included by default, providing examples of:

Simple Custom Business Area:  One business area  One process  One module, utilizing the à la carte licensing structure  Four questions, all triggering the single module  One custom role that triggers one custom department

Complex Custom Business Areas:  Two business areas  Four business processes, two tied to one business area, two tied to the other  Eight modules, all utilizing both à la carte licensing structures  Twenty-four questions, six tied to each process  Four custom roles, tied to one custom department

These two examples demonstrate that partners can customize all aspects of the assessment portion and resulting output documentation by adding their own technology solutions to the application. The following step-by-step guide demonstrates how to alter the files to customize the application to suit a partner’s needs.

Overview 1. Install the YBSR tool (The latest production release of the tool is always available here: ybsr.mrmpslc.com). 2. Run YBSR (Start-> Programs-> Microsoft Dynamics-> Your Business Solution Roadmap). 3. Enter Partner Information as required. 4. At the bottom of the Manage Partner Information, click Reset Partner Data Template.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Reset Partner Data Template button in tool 5. At this point, a .zip file containing the two custom business area template examples and a Microsoft Office Excel® file to assist in associating roles, licenses, products, and departments is generated. Navigate to template folder (Windows Vista default path is C:\Users\\Documents\Your Business Solution Roadmap\Content\Custom Partner Data Templates). 6. Unzip the file Custom Partner Data Templates.zip. 7. Select the folder containing the templates that you would like to customize (simple or complex) and navigate to that folder. 8. Make modifications to files as required: a. Business Area—Area.xml b. Module—Module.xml c. Process—Process.xml d. Question—Question.xml e. Role—Role.xml f. Department—Department.xml 9. Copy the revised XML templates to the import folder (Windows Vista default path is C:\Users\\Documents\Your Business Solution Roadmap\Content\Custom Partner Business Area Import) 10. Load the YBSR tool—data from the customized XML template will be imported into the YBSR database.

Business Area DocumentElement->Area->* 1. ProductUID—configured for EN-US Microsoft Dynamics GP (To change product area, copy ProductUID from the Office Excel file Partner Input Lookup->Products worksheet.) 2. Key—internal Unique Identifier. Assigned by taking the capital letter of each word in Header 3. Header—display name for custom business area 4. Body—full text presented for custom business area

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Custom information for Business Area demonstrated in tool

Process DocumentElement->Process->*

1. AreaUID—unique identifier tied to custom business area ID 2. Name—display name for custom process 3. Key—internal Unique Identifier, assigned by taking the capital letter of each word in Name

Module Default template configuration provides the module to be contained in every license type. This allows for the customization to not be tied to a single licensing type.

DocumentElement->Module->* 1. AreaUID—unique identifier tied to custom business area id 2. LicenseUID—unique identifier tied to each license/license type combination (To make changes to this, copy LicenseUID from the Office Excel file Partner Input Lookup->Licenses worksheet.) 3. Name—display name for custom module 4. Body—full text presented for custom module 5. Resource—provides a link to an additional resource in the output document

Usage notes: Each module must be tied to a license type. In order for the custom modules to be included in the application, they must be tied to a license type. In the example XML documentation, the modules are tied to the two a la carte licensing options. AreaUID, Name, Body, and Resource are duplicated verbatim, while LicenseUID is changed per license type.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Question DocumentElement->Question->* 1. ProcessUID—unique identifier for the custom process 2. ModuleUID—unique identifier indicating the module to trigger if the question is answered “yes” 3. Header—question text

Custom information for business area, process, and question demonstrated in tool

Role DocumentElement->Role->* 1. DepartmentUID—unique identifier for department (To make changes to this, copy Department ID from the Office Excel file Partner Input Lookup->Departments worksheet.) 2. ProcessUID—unique identifier for the custom process 3. Name—Display name for custom role 4. Body—Full text presented for custom role

Department DocumentElement->Department->* 1. Name—display name for custom role

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Custom information for Module Demonstrated in Tool

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Custom information for role demonstrated in tool

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 Custom information for role demonstrated in output document

Importing a Custom Business Area into the Tool 1. Copy the revised XML templates to the import folder (Windows Vista default path is C:\Users\\Documents\Your Business Solution Roadmap\Content\Custom Partner Business Area Import). 2. Load the YBSR tool. Data from the customized XML template will be imported into the YBSR database. 3. To update information, make the changes to the XML templates in the input folder directly. On the next load of the YBSR tool, all data in the XML files will be parsed and inserted into the YBSR database. All customer data will be updated to include all changes.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 TROUBLESHOOTING The following is a list of common problems and corresponding solutions. Cannot Install the Prerequisite Components If you are experiencing difficulty installing all of the prerequisite components, the problem could be related to the bit rate of your operating system. The YBSR tool was designed to work with 32-bit operating systems, but it should also perform properly with x64-based operating systems. If you are using an x64-based operating system, be sure that you are running the correct SQL Server edition—SQL Server 2005 Express Edition. To do this:

1. Install the .NET Framework 3.5 SP1. 2. Reinstall the YBSR tool from ybsr.mrmpslc.com.

If you continue to experience problems, please send an e-mail to [email protected] for additional support. Unable to See the YBSR tool’s Entire User Interface If you cannot see the entire user interface of the YBSR tool on your computer screen, you may need to adjust your screen resolution and DPI. The YBSR tool was designed for a minimum screen resolution of 1024 x 768. First reset your computer to this resolution. If the problem persists, change your screen’s DPI setting from 120 to 96. The steps to do this vary depending on the version of Windows you are running.

Changing Screen Resolution To change your screen’s resolution in Windows XP: 1. Right-click on the desktop, and then left click on Properties from the menu that appears. 2. The Display Properties dialogue box will appear. Click on the Settings tab at the top right of the box. 3. Use the Screen Resolution slide bar to change the resolution to 1024 x 768.

To change your screen’s resolution in Windows Vista: 1. Click the Start button, and then click Control Panel. 2. Click Appearance and Personalization, Personalization, and then Display Settings. 3. Under Resolution, move the slider to 1024 x 768, and then click Apply.

Altering DPI Settings To change your screen’s DPI setting in Windows XP: 1. Click on Start and then Control Panel. 2. If your control panel is set to Classic View, double-click the Display icon. 3. Click on Appearance and Themes, and then click on Display. A box will pop up. Click on the Settings tab. 4. Click Advanced. Change the DPI setting to 120. 5. Click OK. You will be asked to reboot your computer. Click Yes.

To change your screen’s DPI setting in Windows Vista: 1. Click on Start, and then Control Panel. 2. Type Adjust font size in the search box. This will take you directly to the link for the DPI scaling utility. 3. Select 120. Using YBSR on Tablet PCs If you experience difficulty running the YBSR tool, you will need to adjust your computer settings according to the instructions below. This will disable the Tablet PC Input Panel, Windows Journal and Snipping tool and remove certain features such as the handwriting recognizer. Disabling this functionality is necessary while running the tool because of a Microsoft compatibility issue between the .NET Framework and Windows Vista Tablet PC Edition.

Changing Your Settings To change your computer settings in Windows Vista:

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205 1. Go to Control Panel. 2. Select Programs and Features. 3. Select Turn Windows features on or off. 4. Deselect Tablet PC Optional Components. 5. To restore your settings after you are finished using the tool, follow steps 1 to 3, and reselect Tablet PC Optional Components.

Microsoft Dynamics –Your Business Solution Roadmap Tool Version 2.0.1205