Empower. Connect.

Build a
better business.

Agenda
Driving Positive Business Results
Today’s Challenges
Microsoft Dynamics™ SL Overview
Bringing it All Together
What’s new in Microsoft Dynamics SL 6.5
Conclusion
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better business.

People – At All Levels – Drive

Business Success

Amplify their impact and you create greater

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better business.
Bringing Together Your Core Assets
Helps Your Business Succeed
Processes Finance Operations
IT
Sales &
Marketing

Technologies
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better business.
IT Capability Cleanly Predicts
Profitable Growth
Delive
IT Capability rs
Business
Performance

Companies Grouped into IT Capability Quartiles

Average IT Capability Average 2-Year Sales
Score Growth**
Top 73.7 28.4
25%

2nd 25% 60.0 23.1

3rd 25% 50.0 21.4

Bottom
25% 35.9 17.4

Source: Keystone Strategy, Inc.,

*Raw Correlation of IT Capability and Sales Growth 97.7% statistical confidence. 2005
**Sales growth appears high but within range of U.S. Bureau of Economic Statistics’
preceding 24-month growth rate for durables good manufacturing of 17.17%.
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Building Business With

Microsoft
Best ROI
Empowere Insightful
d
People
Adaptive
Processes Connected

Fundamentals
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Today’s Challenges

Are you managing your business

or
is your business managing you?
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Our customers purchase the solution

to help them achieve more
Run projects and services more effectively
Automate distribution workflow and
business processes
Multi-company accounting and improved
reporting
Highly flexible
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better business.

Customer Profile
Externally focused, project-driven organizations in
need of an integrated financial, project and resource
management solution
 Professional services organizations
 Computer and IT related services
 Engineering and Architectural firms
 Management consulting Firms
Distributors such as consumer packaged goods
Specialty contractors, general contractors, and
homebuilders
Social and health services
Not-for-profit organizations

Microsoft Dynamics SL Customer For
LifeScalable Solutions 14,500+
For Project, Service, and
Distribution Driven
Organizations
Professional Edition
3+ Users, no upper limit
Microsoft SQL Server
Standard Edition
1-to 10 Users
Microsoft SQL Server or
Microsoft Small Business Server
Legacy System
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better business.
Customers Globally
Full-featured Business Solution
Flexible Customization, Multi-
company
Partners/ISVs
Microsoft Project Integration
Integrated Business
Management
Flexible Customization
Partners/ISVs
Microsoft Project Integration
Outgrown, inflexible, not
customizable, creates
inefficient “islands of data”.
No longer meets growth needs
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Project And Service Delivery

Challenges
Improve Team Communication and Integration
Reduce Risk Through Project Portfolio Analysis
Optimize Processes and Resources to improve utilization
and realization rates
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better business.
Project Management
Questions that keep project managers awake
Do I have the Microsoft Office
Plan

people and skills

for this contract? Project Connector
Will this contract
be profitable? Project Net Profit

Will we deliver
Project Controller
Deliver

on time and on
budget with Time and Expense
quality? Are we For Projects
maximizing
billable Flexible Billings
services?

Can we increase
utilization and Project Analyzer
Improv

realization rate? Employee

e

Is the team Utilization

optimizing skills
and Communicator
communication?
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Bringing People Together, Amplifying Their
Impact Project Resource Managers
Skills-based resource
On SuccessManagers/Teams utilization, improved
Accurate status reporting, employee satisfaction,
resource/skill optimization, training and recruiting
improved PM life cycle
controls and
IT alignment

Executive
Stakeholders
Project profitability, ROI,
portfolio and business External Clients,
alignment, responsiveness Partners,
to change
Suppliers…
Accurate invoicing,
Accounting Staff improved customer
Time and expense capture, service, collaboration
budget controls, resource and
productivity, dispute resolution
shorter billing cycle
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Customer logo “Revenue recognition and reporting
functions are now automated, and
information reports are in real time.
That's really been one of the significant
benefits of the system.”
Marc Popkin, CPA , Senior Vice President –
Finance and Accounting, Reis, Inc.

Real-Estate information company consolidates key

contract recording effort to realize annual return on
investment of 45%

Replace multiple Reis implemented  Realized annual

systems used for project management return on
contract data entry and accounting for investment of
and analysis with Microsoft Dynamics 45 percent
a single, integrated SL with a customized  Automated and
system that had a application that puts streamlined
single point of all data entry business reporting
data entry functions in a single,
tab-driven set of
linked screens  Improved data
integrity
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Microsoft Solutions For

Project Driven Organizations
Executives, Resource and Project Managers,
Financial Managers, Team Members

Business Portal for Microsoft Dynamics™

Financial Managers Project Managers Everyone

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better business.
Project Center – One Place For
All Project Information
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Profit Pane® In Microsoft Office Project Professional –
Financial Data From Microsoft Dynamics SL
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Distribution Challenges
Managing stock levels and cash flow
Providing great customer
service, profitably
Managing labor and vendors effectively
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better business.
Distribution
Questions That Keep Distributors Awake
Do I have too Inventory
Plan

much stock and

write-offs? Am I Replenishment
going to run out
of stock? Inventory Control

Available to Promise
Deliver

Can we deliver Configurable Order

this customer’s Steps
order? Do we Sales Order Desktop
know customer’s
order status? Order Management

Have we issued
Transac

PO’s to vendors Purchase Order

and reconciled Processing
with receipts?
t

Orders to Purchase
Which vendor
needs to be paid Purchasing
tomorrow? and
Payables
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Anthony Marano
and Company
Benefits:
Flexibility: Easy screen customizations have been a real asset
Valued Features: Distribution modules provided “order types
configuration”, “task server” and “landed cost”, etc.
Growth: Microsoft SQL Server and Microsoft Dynamics SL have grown with
our business with their reliability and performance features.
Product:
Financials, Distribution, Customization, Custom VB.Net
Graphical Order Entry for Sales Floor, (StarTree)

Sales Statistics:
Average Monthly Case Count: 1,600,000
cases
Average Monthly Invoice Count: 33,000
invoices
2004 high water mark of 3,400 invoices in
one day
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Order Management
Capabilities
Screens
built for
specific
people
in the
business
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Order Management
Strong discount pricing support
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Order Workflow Automation

Configurable to meet business process flow
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Price Calculator
Online negotiator capability during order
entry
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Managing Multiple Reporting

Units
Integrating acquisitions
Reducing redundancy
Compliance and accuracy
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Multi-Company Accounting
Company
divisions,
Build Acquisitions,
Risk
mitigation

Multi-company
Share accounts accounting Due-to,
and vendors, Due From
invoice and
Execute purchase, Roll-up
centralized cash Reporting tools
processing

Consolidated
rollup,
individual
Report management
flexibility and
analysis
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“Microsoft Dynamics SL has always metbetter business.
our needs—both in terms of new
functionality and in support of our
business growth.”
Robert Mann, Assistant Controller, East West Partners

Real Estate development company reduces

monthly financial reporting time by 50 percent

Reduce time to Deployed Microsoft More timely and

complete FRx® to streamline consistent financial
monthly financial reports
financial consolidation Greater project-level
reporting cycle Adopted Microsoft detail
from 10 to 5 Dynamics™ SL
days Improved,
modules to better companywide
Provide staff manage new access to
with financial construction information
tools to manage projects
a 20-year
multibillion
dollar project
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Consolidated Report Books

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better business.
Excel Spreadsheets In Report Book
Opened Using FRx Drilldown
Viewer
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Bringing it All Together

A single view of operational data

Improve Operations and Reduce Costs

Integrating data and systems effectively
Providing employee access
Making intelligent decisions based on
the right data
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 Empower. Connect. Build a
better business.
Network And Integration Technologies
Microsoft Dynamics SL Windows SharePoint Services
File Share
`
And other Internet Explorer
roles-based portal information
SQL Server Internet Explorer view configurations
Clients Object Model
Firewall All Microsoft Dynamics SL
screens can be automated for bi-
IIS/WSS direction integration through the
Object Model
Application Server
‘Server class’ client to process
Network scheduling, reporting and
imports. Can be accessed via
email
Transaction Import
Import data through the
business logic layer
` Database access
Secure, available Microsoft SQL
` Object Model Server architecture
Clients `

32bit Clients
Application
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Integration Architecture
VBA and object model
Microsoft Excel
Any Microsoft
Microsoft Outlook

Model
Dynamics
SL Microsoft Word
Application
Microsoft
PowerPoint
Microsoft
Object Project
Microsoft
Access
Microsoft Visual
Microsof Basic
t
Dynamic Any other COM
s SL enabled Tool
Databas
e
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Role based user Modular Process

experience Configuration Converge
SharePoint based d
portal and workflow Enhanced Visual
Studio.NET tools Suite
SQL based contextual
business intelligence Enhanced User
Web service based Experience
composition &
integration “Best of” Process
Library
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Timeline Microsoft Dynamics SL

9.0 2010
Wave 2
Microsoft Dynamics SL
8.0 2008
Wave 1 Microsoft Dynamics SL
7.0
BP 3.0 H2 2006
Microsoft Dynamics SL
6.5
BP 3.0 Q4 2005

Microsoft Solomon 6.0 Q3 2004

Microsoft All dates are for the calendar year
Solomon 5.5 Continued releases through at least 2013

Enhancements Q4 2003 Product release dates are subject to change

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Application
Enhancements
 Automatic Load PO
Commitments to
Project
 3rd Allocation Rate
key
 App Server Enhanced
Requisitions  SQL Server 2005 Business
**New Module** Portal 3.0
 Item request entry  Item Request
 Online approvals Entry &
Approval
 Requisition
Version 6.5  Extranet
consolidation
environment
 Customer/vendo
Bank r access policies
Reconciliation
**New Module**
 Import transactions
 Reconcile statements
 Easily clear items
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Business Portal 3.0
for Microsoft Dynamics™ SL 6.5
New innovation
Web Item Request Entry and approval – provides
new web access to Requisitions Module
Support Extranet environment
Support customer access policies
Support vendor access policies
Support Microsoft SQL Server 2005, Windows
SharePoint Services “R2”, Visual Studio.NET 8.0,
and Windows Server 2003 “R2”
Administration Enhancements
Multi-company support and security
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Web Requisitions
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Web Item Request Approval

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better business.

Microsoft Business Vision

Improving
organizations by
providing business
insights to all people
leading to better,
faster, more
relevant decisions
Turn learning into action
Use Microsoft Dynamics™ SL to
Improve Team Communication
and integration
Product and Project Portfolio
Analysis
Optimizing Processes and
Resources
 Empower. Connect. Build a
better business.
Conclusion
Companies that use software effectively are more
successful than companies that don’t
Delive
IT Capability rs
Business
Performance

Companies Grouped into IT Capability Quartiles

Average IT Capability Average 2-Year Sales
Score Growth**
Top 73.7 28.4
25%

2nd 25% 60.0 23.1

3rd 25% 50.0 21.4

Bottom
25% 35.9 17.4

Source: Keystone Strategy, Inc.,

*Raw Correlation of IT Capability and Sales Growth 97.7% statistical confidence.
2005
**Sales growth appears high but within range of U.S. Bureau of Economic Statistics’ preceding
24-month growth rate for durable goods manufacturing of 17.17%.
 Empower. Connect. Build a
better business.

Together, We Build Business

© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.