Corporate Performance Management for Microsoft Dynamics® AX 2012

- Management Reporter for Microsoft Dynamics- Microsoft Forecaster

Corporate Performance Management

Financial Reporting

ConsolidationsPlanning,

Budgeting, & Forecasting

Business Intelligence capability area that covers these core scenarios:

Management Reporter

Forecaster

Management Reporter Get rapid results without IT help

‒ Design cost-effective, high-quality reports in minutes—without any help from your IT department—to streamline reporting and analysis, and respond quickly to new business opportunities and market trends.

‒ Requires limited training for financial professionals.

Build custom reports based on Microsoft Dynamics® AX 2012 GL data‒ Slice general ledger information into rows, columns, or hierarchies, and get the actionable information

you need. Use robust formatting, such as flexible page design and the ability to add company logos.

‒ Report on GL information from other ERP and accounting systems using Microsoft® Excel® integration.

‒ Report on multiple Microsoft Dynamics AX companies in a single financial report.

Increase productivity with familiar tools‒ Get people up and running quickly with a familiar interface based on Microsoft Office. Generate

reports automatically to monitor performance in real time, close books quickly, and improve decision making across the organization.

‒ Drill down from a financial statement to account and transaction detail.

Enhance collaboration and sharing‒ Improve communication across your organization by distributing reports using multiple formats,

distribution techniques, and document bundling to help people access the information they need quickly and conveniently.

Help safeguard financial data‒ Tailor security settings for reports so that only people with the appropriate permissions can access

sensitive business information.

Management Reporter Integration Points with Microsoft Dynamics AX 2012

Management Reporter V2

Management Reporter 2012

Accounts X

Dimensions X

Fiscal Periods X

Posting Layers X

Account Categories X

Organization Models X

Actual GL Data X

Budget Data X

Cash Flow Forecasts X

Budget Reservations X

Adjustments X

Currencies X

Microsoft Forecaster

• Accurate financial budgeting, planning, and forecasting

• Purpose-built modules for modeling revenue, expenses, human resources, and capital expenditures

• Centralized budgeting tool with departmental rollups and automated workflow

• Integrated with Microsoft Dynamics AX

Corporate Performance ManagementTeam Blog http://blogs.msdn.com/b/dynamicscpm/

7

Additional ResourcesItem Link

Management Reporter Team Blog

http://blogs.msdn.com/b/dynamicscpm/

Training: Report Design in Management Reporter 2.0 for Microsoft Dynamics ERP

https://mbs.microsoft.com/customersource/training/trainingmaterials/student/course80255.htm?printpage=false&stext=management Reporter

What’s New in Management Reporter 2.0 for Microsoft Dynamics ERP  - Training Snack

https://mbs.microsoft.com/partnersource/communities/training/trainingmaterials/student/snackls00172.htm?printpage=false

Management Reporter Demo https://mbs.microsoft.com/partnersource/marketing/marketingcollateral/demos/msdygp2010_mgmtrptdemo.htm?printpage=false&stext="Management Reporter"

Demo Reports for Microsoft Dynamics AX

https://mbs.microsoft.com/customersource/documentation/howtodocuments/MSDYN_HowToMRDemoAX2009_en

Management Reporter Installation and Configuration Guides

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=afcaa811-fd9e-4af3-ad48-3b41f9d05cff

Management Reporter Migration Wizard

https://mbs.microsoft.com/customersource/downloads/servicepacks/MRInstallManagement Reporter

Migration Knowledge Base Article

https://mbs2.microsoft.com/Knowledgebase/kbdisplay.aspx?wtntzsmnwukntmmyxpvsklryklwntmmryxkwvwxvxkowuumm

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, and the Microsoft Dynamics logo are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this

presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft

cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.