Microsoft Dynamics AX Microsoft Dynamics AX Factsheet EMPOWERING FINANCE Microsoft Microsoft | 1 Microsoft Dynamics AX Emerging tends 44% 84+16+V35% in finance of the U.S. workforce will be Percent of finance executives By the numbers Millennials in 2025.1 who said they would increase investment in business intelligence and analytics in the next 12 months.2 14 million billion 44+56U Number of companies 20.8 $3.8 heading offshore 5 Projected number of Internet The average cost of a data connected objects by 2020.3 breach in 2015.4 84+16+V16% U.S. CFOs assigned a 16% probability that a recession 6 - will occur within 12 months. 2011 1997 1983 1995 1996 1998 1999 2001 2010 2012 2013 1994 2014 2007 2000 2002 2005 2006 2008 2009 2004 48.1% Sources: The fall of the COO 1. Bureau of Labor Statistics, 2014 has led to the rise of the CFO 7 44.9% 2. CFO Research, Global Business and 44.0% Spending Monitor 2015, 2015 42.3% 41.6% 3. Gartner, Inc., Forecast: The Internet of 41.5% Things, Worldwide, November 2015 39.4% 4. IBM, 2015 Cost of Data Breach Study, 2015 35.2% 5. Congressional Research Service; Bloomberg, 2014 6. Duke Fuqua School of Business, Duke CFO Global Business Outlook, 2015 7. Crist | Kolder, Volatility Report 2013, 2013 2000 Z 2003 Z 2006 Z 2009 2010 2011 2012 2013 18+15+14+13+12+11+9+51+0+0+1+0+3+2+3+5+4+4+6+6+1+0+4+8+9+2+2+9+7+14Microsoft | 2 Microsoft Dynamics AX Microsoft Dynamics AX Factsheet EMPOWERING FINANCE Contents Empowering Finance A look at the data Driving performance Core product deep dive Microsoft Dynamics AX Why Microsoft? Microsoft | 3 Microsoft Dynamics AX Driving performance through intelligent insights As a modern finance leader you need to monitor the pulse of your business with a holistic view of all important in- formation in a single place. You need to collect data from across various sources like Excel spreadsheets, web analytics, databases, and CRM systems and bring that data to life in seconds through personalized dashboards, workspaces and reports that can help you make the right data-driven decisions. Microsoft Dynamics AX combined with business intelligence tools, like Microsoft Power BI, Azure Machine learning and Cortana Analytics help you not only get deeper business insights but also ability to an- ticipate business needs moving finance professionals from controllership to stewardship. Microsoft | 4 Microsoft Dynamics AX Minimize risks with self-service tools that reach all Drive corporate performance employees. Use technology to securely automate processes within with real-time access to your finance department and across the company. Ad- organizational and market data dress operational risks that could adversely affect your business with the productivity tools that people know and trust. Enforce corporate policies through collabora- Monitor the pulse of your business with real-time access to tion tools that empower you to communicate best prac- business intelligence tices across the organization. Drive corporate performance with familiar data visu- alization tools that allow your workforce to dive into Drive corporate strategy and growth through business agility insights and collaborate. Manage your business processes with a connected Build a true digital, data-driven enterprise by connecting ERP solution. everything across their organization – people, processes, Simple to learn and use, this gives you the agility to ex- data, and systems. Then give your people familiar data pand business opportunities and modify processes. Con- visualization tools that allow them to dive into insights nect your people, operations, and partners with a single and collaborate to drive business impact. unified solution to help you manage global complexity and make the most of new opportunities. With a flexible Grow your business by predicting, evaluating, and re- and interoperable architecture you can take advantage sponding to market opportunities in real-time. of existing investments and get fast time to value while, Use machine learning to anticipate market trends and lowering the total cost of ownership (TCO). predict areas of focus. Evaluate market opportunities in real-time by taking your own internal data and combin- Innovate around new business models. ing it with external data in seconds. Get insights from mil- The low up-front costs and capabilities of a hyper-scale lions of rows of data without any technical expertise and cloud provider enable finance executives to grow the use it to share compelling information. Drive business im- business and rapidly implement new business models pact and make faster decisions with secure, instant access and sources of revenue. Rely on the most trustworthy to visual data on any device. cloud platform with the most secure, transparent, private cloud services in the industry to protect your business Assess and manage risk through operational leadership and grow it into the future. Gain increased visibility to organizational risks with a single view into your business. Connect subsidiaries and partners quickly. Risks come in all shapes and sizes. From controllership Growth in business is happening around the world, from risks to external risks, technology tools can help you acquisitions and mergers to the launch of new subsid- identify potential issues that can then be assessed and iaries and partners. Each of these organizations often remediated. Quickly, easily, and securely migrate your brings their own set of tools and systems which need to unique public and private data into the cloud to create a be carefully incorporated into a centrally managed sys- single, integrated view into the organization. tem to support a unified view across the business. From local deployments to large international rollouts, compa- nies around the world are linking their own ERP systems, like SAP, to Microsoft Dynamics CRM and AX to provide their finance teams with 360-degree views of customers and the business any time and any place. Microsoft gives you the flexibility to scale with a cloud solution that offers global availability and flexibility to fit the way you work. Microsoft | 5 Microsoft Dynamics AX Core product deep dive Financial management Provide a fast and efficient way to register financial trans- actions, manage relationships between subsidiaries and the parent organization, manage internal cost accounting, currency translation, and reports in any supported curren- cy. Gain financial insight, help control expenditures, and support the enforcement of accounting policies and rules. Project management and accounting Help project managers gain increased visibility into and control over schedules, resources, time and expense, as well as funding and billing arrangements across both in- ternal cost and external revenue projects. Leverage built- in integration with other Microsoft Dynamics AX domains, including general ledger, sales, service, procurement, and production to address a wide range of business processes and models. Microsoft | 6 Microsoft Dynamics AX Financial management Workspaces General ledger Budget planning and control New with activity-based Workspaces Financial accounting with flexible Manage your organization’s budget, provide finance professionals with configuration options for setup and including flexible configuration op- task specific experience, including a maintenance of general ledger. Share tions, instant calculation of available new user task guide, and integration data such as chart of accounts or cur- budget funds, pooling of budgets, with O365 productivity and collabo- rency exchange rates across multiple and budget workflows for review ration applications. legal entities. Flexible journal entry and approval. Configurable budget for all account types. Gain insight and planning supporting a flexible chart reduce data entry errors by using un- of accounts and dimensions, cus- limited financial dimensions, self-bal- tom-defined process configurations, ancing dimensions, and advanced workflows, and the use of Micro- account structures and rules. Support soft Excel to estimate costs, create of period-end allocation, elimination, scenarios and create a budget plan and consolidation. worksheet for Microsoft Excel using the wizard in Microsoft Dynamics AX. Automatically route the budget plans together with worksheets, justifica- tions, and attachments for reviews and approvals. Enforce legal appro- priation compliance and simultane- ously allow lower-level departmental budgets with multiple, variable, and hierarchical level budgetary controls. Business intelligence Cash and bank management Offer summary/total dimensions when you analyze and update bud- get plans by using multiple scenarios. The new Microsoft Dynamics AX en- Manage and easily obtain the finan- ables you to visualize and get im- cial information required to track mediate insights from your data by bank accounts. Track payments and seamless integration with Power BI. deposits efficiently with electronic It enables you to find, sort, visualize, payment files and support for pay- and use information easily with an in- ment types, including checks, bills of tuitive user interface and in the con- exchange, promissory notes, letters text of your work. of guarantee, and letter of credit. Rec- oncile recorded transactions to the company’s bank statement. Enable review process controls to ensure ac- curacy and control of processes. Microsoft | 7 Microsoft Dynamics AX Financial management Inter-company accounting and Accounts payable Fixed assets shared services support Manage vendors;