project on microsoft dynamics

8/8/2019 project on microsoft dynamics

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Assignment Report

On

Microsoft Dynamics

Subject

Enterprise Resource Planning

Submitted to: Submitted By:Prof. Rajeev Pandey Rajesh Kumar

MBA (EB) 3rd sem

Roll No 35

Session : 2010 -11

Department of Business Administration

University of Lucknow


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ACKNOWLEDGEMENT

With deep devotion I thank all mighty God for blessing me with desire,intention, inclination, will, ability, guidance hope and achievements of

required goal.I acknowledge my indebtness to Dr. Amarnath Sir who showed me the

right path, helped in increasing my horizon and clarifying my objective

Throughout the project he had always been there to help me in overcoming

the hurdles, thus helping me to meet my objective.

I would also like to thank my friends and all those individuals

who gave me the proper references and provided me with relevantinformation on this topic, gave me important web links for assistance &

helped me a lot.

(Rajesh Kumar)


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History

Microsoft Dynamics is a line of ERP (enterprise resource

planning) and CRM (customer relationship management)

applications developed by the Microsoft Business Solutions

group within Microsoft. Microsoft Dynamics applications aredelivered through a network of reselling partners who provide

specialized services. There are 300,000 businesses that use

Microsoft Dynamics applications and 10,000 Microsoft

Dynamics reselling partners worldwide.

The Microsoft Business Solutions group was formed in part

from Microsofts acquisition of two software companies: Great

Plains Software, acquired in April 2001, and Navision,acquired in July 2002.

Microsoft Dynamics CRM entered the CRM market in 2003.

The Microsoft Business Solutions group now includes the

Microsoft Dynamics ERP product group and Microsoft

Dynamics CRM product group.

Microsoft Dynamics industry solutions include Microsoft

Dynamics POS (Point of Sale), introduced in 2009, andMicrosoft Dynamics Retail Management System (RMS).

The Microsoft Business Solutions group is based in Bellevue,

Washington

Market Share & Presence

According to a 2010 survey by vendor-neutral ERP

consultants Panorama Consulting Group, the market share ofTier II ERP vendors grew from 23% to 30% last year while ERP

leader SAP dropped from 35% to 31% and Oracle from 28% to

25%. Microsoft Dynamics held its own, growing slightly from

14% to 15% during the same period. Panorama's 2008 survey

was based on 1,300 respondents worldwide from 2005 to 2008
http://en.wikipedia.org/wiki/Enterprise_resource_planninghttp://en.wikipedia.org/wiki/Enterprise_resource_planninghttp://en.wikipedia.org/wiki/Customer_relationship_managementhttp://en.wikipedia.org/wiki/Microsofthttp://www.microsoft.com/dynamics/en/us/crm.aspxhttp://www.microsoft.com/dynamics/en/us/products/pos-overview.aspxhttp://www.microsoft.com/dynamics/en/us/products/pos-overview.aspxhttp://www.microsoft.com/dynamics/en/us/products/rms-overview.aspxhttp://en.wikipedia.org/wiki/Bellevue,_Washingtonhttp://www.panorama-consulting.com/http://www.panorama-consulting.com/http://en.wikipedia.org/wiki/Bellevue,_Washingtonhttp://www.microsoft.com/dynamics/en/us/products/rms-overview.aspxhttp://www.microsoft.com/dynamics/en/us/products/pos-overview.aspxhttp://www.microsoft.com/dynamics/en/us/products/pos-overview.aspxhttp://www.microsoft.com/dynamics/en/us/products/pos-overview.aspxhttp://www.microsoft.com/dynamics/en/us/crm.aspxhttp://en.wikipedia.org/wiki/Microsofthttp://en.wikipedia.org/wiki/Customer_relationship_managementhttp://en.wikipedia.org/wiki/Enterprise_resource_planninghttp://en.wikipedia.org/wiki/Enterprise_resource_planninghttp://en.wikipedia.org/wiki/Enterprise_resource_planning


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while the 2010 survey was tallied from 1,600 participants last

year.

The 2010 survey also ranked Microsoft Dynamics No. 2 behind

SAP on ERP vendor short lists by prospective buyers and

seventh of the top 10 in selection.

In its 2008 report, the Denver, Co.-based consulting firm

pointed out that the cost savings for Microsoft Dynamics is

great, with an SAP implementation averaging $16.8 million in

total costs compared to $12.6 million for Oracle, $2.6 million

for Microsoft Dynamics and $3.5 million for Tier II

applications. In that detailed study, Panorama concluded that

Dynamics was gaining in popularity because of its markedly

lower pricetag; Dynamics was favored by users, who like the

familiar Microsoft interface, but less popular with executives,

who cited a somewhat higher business risk.

Business Intelligence

One cause for higher risk worries in the earlier study was

Dynamics' lack of business intelligence tools, Kimberling said.However, Microsoft may have alleviated that concern withDynamics' addition of FRx financial reporting tool, he said.FRx is already slated to be replaced by Management Reporter

and augmented with self-service reporting in Office 2010. Alsocontributing to a higher perceived risk factor with Dynamics isthe small- to mid-sized market it serves rather than thesoftware itself, he said. Smaller customers lack thesophistication of larger enterprises and often try to cut corners

and/or implement the software without recognizing the needfor specialized help, he said.

Project Duration and Cost

Comparative marks for project implementation in the earlierstudy also were a mixed bag for Microsoft Dynamics, which
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averaged two weeks to two months less than Oracle and SAP,respectively, but, on the downside, showed the largestvariability in project completion.

The major factors extending project duration for DynamicsERP installs are large numbers of modules and/or users and

complex business processes, Kimberling said. In the lattercase, companies often are too quick to customize the softwareto existing business workflows rather than change theirprocesses to accommodate the software, he said. Whileminimizing the ERP impact to the workforce, customizingsoftware with alterations to the source code delays the projectand complicates maintenance down the road, he said.

In its 2010 report released early this month, Panorama

concluded that more ERP implementations last year tooklonger than expected (57%) and cost more than expected (59%)but, on the plus side, they consumed 20% less as a percentageof annual revenue (6.9% in 2009 vs. 9% in 2008). However,the "savings" came with a price: 41% of responding companiesfailed to achieve at least half of the benefits they anticipatedfrom their ERP installations. These results have not yet beenbroken down by vendor.

Managing Organizational Change

In addition, the 2010 study concluded that most companies donot effectively manage the organizational changes that ERPsets in motion, with nearly half citing poor communicationbetween management and employees as a contributing factor.Many companies also were adjusting to a new CEO duringtheir ERP implementations while significant numbers were

coping with layoffs or a merger or acquisition. The problem is that there is a management/employee"disconnect," Kimberling said. New ERP systems imposechange and stress on the workforce when employees arealready worried about their future, he said. But management

wants to push ahead with ERP systems now to retain "headknowledge" and increase efficiency to do more with less, hesaid. In this environment, some companies are cutting


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organizational change activities related to their ERP installs,which "doesn't bode well" for their projects, he said.

The Cloud

Panorama's latest survey found that SaaS (Software-as-a-Service) and hosted ERP solutions are faster to implement andcost less than on-premise applications. The downside: they arefar more likely to exceed budget estimates due to excessivevendor hype, the report said. In addition, SaaS and hostedsolutions tend to be more appropriate for small- and mid-sizedcompanies and narrow functions such as CRM or purchasing,the report said.

Microsoft Dynamics does not currently have a SaaS or hosted

ERP offering (although various partners and resellers do offer

hosted solutions), but Kimberling predicted that Microsoft will

develop one because so many mid-market companies perceive

that SaaS/hosted is a way to tiptoe into ERP without a big,

upfront cost, he said.

Products

Microsoft Dynamics is a line of enterprise resource planning(ERP) and customer relationship management (CRM)applications.

Microsoft Dynamics ERP is an enterprise resource planningapplication primarily geared toward midsize organizations as

well as subsidiaries and divisions of larger organizations.

Microsoft Dynamics ERP includes four primary products:

Microsoft Dynamics AX (formerly Axapta) Microsoft Dynamics GP (formerly Great Plains Software) Microsoft Dynamics NAV (formerly Navision) Microsoft Dynamics SL(formerly Solomon IV)
http://en.wikipedia.org/wiki/Enterprise_resource_planninghttp://en.wikipedia.org/wiki/CRMhttp://en.wikipedia.org/wiki/Microsoft_Dynamics_ERP#Productshttp://en.wikipedia.org/wiki/Microsoft_Dynamics_ERP#Productshttp://en.wikipedia.org/wiki/Axaptahttp://en.wikipedia.org/wiki/Great_Plains_Softwarehttp://en.wikipedia.org/wiki/Navisionhttp://en.wikipedia.org/wiki/Solomon_IVhttp://en.wikipedia.org/wiki/Solomon_IVhttp://en.wikipedia.org/wiki/Navisionhttp://en.wikipedia.org/wiki/Great_Plains_Softwarehttp://en.wikipedia.org/wiki/Axaptahttp://en.wikipedia.org/wiki/Microsoft_Dynamics_ERP#Productshttp://en.wikipedia.org/wiki/CRMhttp://en.wikipedia.org/wiki/Enterprise_resource_planning


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Also included are retail solutions:

Microsoft Dynamics RMS Microsoft Dynamics POS 2009

Microsoft Dynamics CRM is a multi-lingual customerrelationship management application from Microsoft thatprovides sales, service, and marketing capabilities, andincludes Microsoft Dynamics CRM Online, the online versionof Microsoft Dynamics CRM.

Management Reporter for Microsoft Dynamics ERP is afinancial reporting and analysis solution. Users can easilycreate income statements, balance sheet statements, cash flowstatements and other financial reports without needing ITassistance. Reports can be stored in a centralized ReportLibrary along with external supporting files. Security onreports and files may be controlled using WindowsAuthentication and SQL Server.

Industry solutions

Microsoft Dynamics offers ERP and CRM solutions for a rangeof industries. Solution providers build on the standardfunctionality in Microsoft Dynamics ERP and MicrosoftDynamics CRM applications to deliver industry-specificsolutions through a network of channel partners. Industrysolutions for Microsoft Dynamics ERP address needs for thefollowing industries:

Construction Distribution Education Financial services Government Healthcare Manufacturing Not for profit Professional services Retail
http://www.microsoft.com/dynamics/en/us/products/rms-overview.aspxhttp://www.microsoft.com/dynamics/en/us/products/pos-overview.aspxhttp://en.wikipedia.org/wiki/Microsoft_Dynamics_CRMhttp://en.wikipedia.org/wiki/Management_Reporter_for_Microsoft_Dynamics_ERPhttp://en.wikipedia.org/wiki/Constructionhttp://en.wikipedia.org/wiki/Distribution_(business)http://en.wikipedia.org/wiki/Educationhttp://en.wikipedia.org/wiki/Financial_serviceshttp://en.wikipedia.org/wiki/Governmenthttp://en.wikipedia.org/wiki/Healthcarehttp://en.wikipedia.org/wiki/Manufacturinghttp://en.wikipedia.org/wiki/Not_for_profithttp://en.wikipedia.org/wiki/Professional_serviceshttp://en.wikipedia.org/wiki/Retailhttp://en.wikipedia.org/wiki/Retailhttp://en.wikipedia.org/wiki/Professional_serviceshttp://en.wikipedia.org/wiki/Not_for_profithttp://en.wikipedia.org/wiki/Manufacturinghttp://en.wikipedia.org/wiki/Healthcarehttp://en.wikipedia.org/wiki/Governmenthttp://en.wikipedia.org/wiki/Financial_serviceshttp://en.wikipedia.org/wiki/Educationhttp://en.wikipedia.org/wiki/Distribution_(business)http://en.wikipedia.org/wiki/Constructionhttp://en.wikipedia.org/wiki/Management_Reporter_for_Microsoft_Dynamics_ERPhttp://en.wikipedia.org/wiki/Microsoft_Dynamics_CRMhttp://www.microsoft.com/dynamics/en/us/products/pos-overview.aspxhttp://www.microsoft.com/dynamics/en/us/products/rms-overview.aspx


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Microsoft Dynamics AX Microsoft Dynamics AX 2009 is a comprehensive

business management solution for midsize and largerorganizations

that works like and with familiar Microsoft software.Microsoft Dynamics AX is built to make it easy to do

business across locations and countries by consolidating and

standardizing processes, helping to improve productivity,providing

visibility across your organization, and helping to simplifycompliance.

Microsoft Dynamics GP Microsoft Dynamics GP is a comprehensive business

management solution for midsize organizations that is

designed to help you adapt to new opportunities and continued

growth by requiring little customization, training, and administration. Whether your goals are to improve

financial management or supply chain performance, orgain greater

control over your human resources and payrollprocesses, Microsoft Dynamics GP is a proven, cost-effective solution.

Microsoft Dynamics NAV

Microsoft Dynamics NAV is a complete ERP solution formidsize organizations that is fast to implement, easy toconfigure,

and simple to use. Available in more than 42 countryversions, the solution delivers specific industryfunctionality for highly

specialized industries and organizations to help you meetthe local needs of your regions of operation.

Microsoft Dynamics SL Microsoft Dynamics SL is a business management

solution that is specialized to help project-driven midsizeorganizations

obtain reports and business analysis, while helping toincrease efficiency, accuracy, and customer satisfaction.With the

ability to automate and streamline projects and complexaccounting jobs from a single interface, you can manage


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people, projects, and profitability.

Capabilities in Microsoft Dynamics ERP solutions

Financial management

Gain greater visibility into finances and give people across

your organization the tools they need to improve financial

management, financial forecasting, and accounting

throughout your organization.

Streamline financial processes and simplify analysis byautomatically presenting formerly disparate sources of

information in a single, RoleTailored view.

Share reports in a business portal on the companyintranet, or publish data on your extranet with enhanced

security to promote privacy for auditors.

Work with familiar software such as Microsoft OfficeExcel directly in your Microsoft Dynamics ERP solution

and link to ERP data using Microsoft Office applications.

Monitor business performance and spot trends with keyperformance indicators (KPIs), export information into a

spreadsheet for further analysis, and access flexible

reporting capabilities to present business information inthe best format for your audience.

Generate real-time reports, close books quickly, andshare data with multiple ways to report, analyze, and

share information.


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Expand into other geographies, markets, and industries,and support multiple currencies and languages.

Planning and Budgeting

Monitor, measure, and manage organizational performancewith planning and budgeting applications that work with your

enterprise resource planning (ERP) solution to measure

business results and provide flexible reporting capabilities.

Depending on your business needs, you can:

Deliver basic planning and budgeting with simplified,template-based planning and budgeting functionality

using Microsoft Forecaster for Microsoft Dynamics ERP.

Take advantage of powerful analysis and reportingcapabilitiesincluding creating and publishing financial

statements such as Profit and Loss (P&L) statements,

balance sheets, and cash flow reportswith Management

Reporter for Microsoft Dynamics ERP.

Create boardroom-quality reports without IT help,enhance security for report distribution, and help

support regulatory compliance with Management


Build custom reports based on GL data, and slice datainto rows, columns, or hierarchies with Management


Manage complex consolidations and multiple currencieswith Enterprise Reporting for Microsoft Dynamics ERP.
http://www.microsoft.com/dynamics/en/us/products/forecaster.aspxhttp://www.microsoft.com/dynamics/en/us/products/management-reporter.aspxhttp://www.microsoft.com/dynamics/en/us/products/management-reporter.aspxhttp://www.microsoft.com/dynamics/en/us/products/enterprise-reporting.aspxhttp://www.microsoft.com/dynamics/en/us/products/enterprise-reporting.aspxhttp://www.microsoft.com/dynamics/en/us/products/management-reporter.aspxhttp://www.microsoft.com/dynamics/en/us/products/management-reporter.aspxhttp://www.microsoft.com/dynamics/en/us/products/management-reporter.aspxhttp://www.microsoft.com/dynamics/en/us/products/forecaster.aspx


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Project Management

With project management and accounting capabilities from

Microsoft Dynamics ERP, your people have the tools they need

to improve profitability and accomplish project goals on time

and on budget.

Manage employees, contractors, partners, equipment,and materials to align with project goals and client

expectations.

Create effective billing structures, track expenses, andreduce billing cycles to control project performance,costs, and revenues.

Accelerate project workflows with automation, and makeimportant business information available to all

stakeholders.

Spend less time administering projects by linkingaccounting jobs and work projects with your overall

business processes.

Collaborate effectivelyeven from the fieldwith web-based access to project status and other information.

Combine Microsoft Dynamics ERP with Microsoft ProjectProfessional and Microsoft Project Server to provide a

robust solution for your project-driven organization that

reduces duplicate data entry, shortens billing cycles, and

analyzes project performance for better budgeting.


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Supply Chain Management

Streamline supply chain operations to get the right goods to

the right place at the right time with custom solutions that

can be tailored to specific business and industry needs.

Control and streamline inventory with real-time visibilityinto data and automatic notifications that help you align

customer demand with inventory management,

purchasing, manufacturing, and distribution.

Set realistic expectations with customers for delivery, andaccess current product specifications and up-to-datepricing to help customers make informed buying

decisions.

Build profitable vendor and partner relationships byproviding self-service access to critical business

information using portal technologyincluding

agreements and commitmentsand monitoring partner

performance.

Combine your Microsoft Dynamics ERP solution withradio frequency identification (RFID) technology to cost-

effectively engage with customers and suppliers.

Lower the costs of supply chain integration by usingMicrosoft BizTalk Server to smoothly orchestrate

business processes and exchange business documents

with partners and suppliers.


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Automate sales and purchasing to help streamline youroperations and improve relationships with customers and

suppliers.

Business Intelligence

Foster better decision-making for people across your

organizationfrom warehouse personnel to financial

analystswith self-service business intelligence (BI) that

makes it easy to access, share, and use RoleTailored

information without support from your IT department.

Gain quick visibility and insight into job-specificbusiness intelligence data, such as worksheets,

notifications, KPIs, and reports through your Role Center

or a web-based dashboard.

Effectively manage and access both structured data andunstructured information such as email messages and

documents.

Use sophisticated analytics based on dimension valuehierarchies that reflect your reporting and accounting

needs.

Deliver critical data and relevant applications to

employees, customers, and partners via web-basedportals that make it easy to collaborate and share

information.

Quickly create reports using predefined functions forsimple reporting, or online analytical processing (OLAP)


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cubes for deeper analysis with familiar tools such as

Microsoft Office Excel.

Generate reports within your Microsoft Dynamics ERP

solution with SQL Server Reporting Services, build and

analyze data warehouses, and organize and use datamore efficiently through integration with powerful

Microsoft SQL Server.

Performance Management

Keep a finger on the pulse of your organization with

performance management tools that can help you monitor and

measure business results, align performance to goals, andimprove your bottom line.

Gain insight into your operations at-a-glance withexecutive dashboards that deliver flexible key

performance indicators (KPIs) based on powerful

analytics that you define.

Create accurate budgets and meaningful financialpredictions with effective planning, budgeting, and

reporting tools.

Monitor finances beyond profit and loss by selecting thefinancial or operational ratios that you need to watch,

such as cost of goods sold, labor hours per project, oryear-over-year sales.

Keep on top of the environmental impact of yourbusiness by monitoring energy consumption and

greenhouse gas emissions; and carefully monitor


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regulatory compliance with information and tools that

facilitate transparency and accountability.

Manage organizational growth by tracking and comparingthe performance of people, teams, and departments over

time.

Consolidate reporting for multisite and other complexorganizations for an enterprise-level perspective on your

business.

Human Resource Management

Meet your organization's human resources (HR) and payroll

needs and realize the potential of your most valuable assets

your employees.

Give employees self-service access to information aboutperformance, payroll, benefits, and career path from your

companys web portal.

Adjust HR processes to changing business needs, ensurecompliance with government requirements, and simplify

administrative tasks.

Save time with payroll direct deposit, access employeedata at any time, and integrate with general ledger,

project management, and bank reconciliation

applications.

Minimize the cost and complexity of administeringsalaries, benefits, recruitment, and performance

management.


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Gain visibility into your workforce and defineopportunities for growth.

Collaboration

Work together more effectively and enhance communicationwith employees, partners, and customers.

Provide employees with intranet sites to create andapprove purchase orders, track project progress and

costs, access and manage personal data, and streamline

time reporting, performance reviews, and interviewing

processes.

Use team sites to help employees speed project progress,review documents, and view custom information relevant

to their specific roles and tasks.

Make business information and processes available tosuppliers so they can update inventory and shipping

information; review orders, invoices, and sales

projections; and easily share large files while reducing

email exchanges.

Simplify communication with partners in different timezones and geographic regions by communicating through

a business portal on your extranet.

Give customers self-service access to product and salesinformation, order status, or promotions and discounts,

and enable them to order products and request

appointments.


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Share and view up-to-date customer information andaccess real-time inventory data to improve customer

service.

IT Management

Leverage existing IT systems and deploy familiar Microsoft

technologies to support your organization and your people

even as business needs change. You can work with a network

of channel partners to implement a solution that meets your

industry-specific needs.

Use service-oriented architecture (SOA) and web servicesto extend and connect business solutions.

Access your IT infrastructure from a central consoleusing Microsoft Windows Essential Business Server.

Enable people to export data to Microsoft Office Exceland share information using SQL Server Reporting

Services, SQL Server Analysis Services, and Excel

Servicesreducing IT time spent on reporting tasks.

Publish executive dashboards and scorecards withMicrosoft Office SharePoint Server.

Support industry standards with Microsoft Visual C++,C#, and the Microsoft .NET Framework.

Use .NET programming and Windows SharePointServices web parts to extend Role Centers and share

information with employees, customers, and partners.


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Platform Technology used (Integration with

other Microsoft technologies and Products)

Combining Microsoft Dynamics ERP solutions with

applications such as Microsoft Office 2010 and Microsoft

SharePoint Server 2010 enables you to deliver the best

productivity experience across the PC, phone, and browserin

tools such as Microsoft Outlook and Microsoft Excel, where

people spend most of their time. Add Windows 7, with

advances in desktop management that redefine ease-of-use,

and your employees can work fast and smart by quickly

finding and using the business information they need.

Simplify desktop environments with Windows 7

With Windows 7, you can enjoy greater ease of use with an

enhanced task bar to pin any application, including a

Microsoft Dynamics ERP solution, for easy access. Faster

startup, shutdown, and general responsivenessand

improved control of your desktop environmentmean you can

get to the windows and data you need quickly. Windows

Get up to speed quickly with a consistent user interface

First introduced in the 2007 Microsoft Office system, the

Microsoft Office FluentTM user interface simplified the way

people used their applications, replacing layered menus,

toolbars, and task panes with a more intuitive design. The

Fluent user interface is now consistent across Office 2010 and

SharePoint Server 2010 and aligned with the user interface

design being adopted by Microsoft Dynamics ERP solutions.

Drive productivity with Microsoft Outlook 2010

Access Outlook e-mail messages, to-do lists, and

appointments directly from a Microsoft Dynamics ERP Role

Center and see the status of e-mail recipients. Outlook 2010

improves e-mail management with Mail Tips that provide


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alerts about the status of the receiver in advance, giving

people options for redirecting their communications.

Visualize data for clarity and insight with Excel 2010

Excel is one of the most commonly used business intelligence

tools for visualizing and analyzing data. With a single click, you can easily export your Microsoft Dynamics ERP data toExcel for further manipulation and use data cubes displayedas key performance indicators (KPIs) with drill-downcapabilities in Role Centers.Excel 2010 includes features that significantly improve data

visualization and help you see patterns and trends that might

otherwise remain hidden. For example, with Sparklines, you

can see concise visual representations of Microsoft Dynamics

ERP data in the form of small chartsright in your worksheet.

Create compelling documents and presentations with

Word 2010 and PowerPoint 2010

Share vital business and sales information in formats familiar

to your recipients by accessing, exporting, and sharing

information from Microsoft Dynamics ERP solutions using

programs such as Microsoft Word 2010 and Microsoft

PowerPoint 2010. Office 2010 takes your communications tothe next level with sophisticated audio and video editing tools

in Word and PowerPoint that can help bring business

documents and presentations to life.

Extend accessibility with Office Web Applications

Microsoft Office Web Applications (available for Word, Excel,

PowerPoint, and Microsoft Office OneNote) enable you to

access information from anywhere using a PC, phone, orbrowser. For example, you can access up-to-the minute data

through the Excel Web Application by using a browser when

you are away from your PC

Monitor and analyze business performance


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Microsoft PerformancePoint Services (formerly Microsoft Office

PerformancePoint Server), is now included as a component of

SharePoint Server 2010 and can monitor and analyze your

business performance. PerformancePoint Services helps you

gain insight by displaying Microsoft Dynamics ERP

information as dashboards and key performance indicatorswith the option to drill down for more detail.

Extend business data with Business Connectivity Services

Microsoft Business Connectivity Services, a new feature in

Office 2010 and SharePoint Server 2010, can provide bi-

directional interoperability between these products and

Microsoft Dynamics ERP solutions. IT departments can createcomposite applications that make it easy to access and then

update Microsoft Dynamics ERP data from within Office 2010

applications or SharePoint Server 2010. This makes it easy for

light or occasional ERP users to access Microsoft Dynamics

ERP data.

Customer Success Story

Established in 1995, Career Launcher India Limited (CL)provides educational services in over 195 locations acrossIndia, Middle East, and United States. It offers guidance andtest-preparation services for school and college students togain admission to professional courses. It publishes magazines

and academic material, offers career advisory services,tutoring and training services.

CL is actively involved in mainstream education through itschain of play schools, secondary and K12 schools. It alsooperates formal vocational and skill education schools. It isbased in New Delhi, India. With more than 400 academiciansand professionals around the world, CL grooms over 100,000students annually. By acquiring POWERMath in the United


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States, CL has entered the math tutoring and SAT Test Prepmarket in the country. It generated the revenue of U.S.$ 20million in financial year 2009-10.

The IT infrastructure at CL consisted of Tally to manageaccounting requirements. An in-house developed Oracle based

application was installed at each of the 195 centers to managestudents enrollment, receipts and outstanding information.Both being standalone applications, couldnt be linked for datatransfer. Lack of common financial management system posedissues in consolidating data and reports, and shareinformation across 20 divisions. Hence on time availability offinancial data was a major limitation in the existing system.

CL database consists of approximately five million entries. The

existing system could neither cope with the growing volumesof data, nor hold the detailed information about its studentsand customers. Thus there were multiple storage locations

which often resulted in ambiguity.

Each school and center managed its individual financials which barred information sharing and resulted in multipleversions of same information. It hindered standardizedreporting and slowed processing times. As a result, there wasineffective decision-making, lack of flexibility and inefficient

use of resources.

With increasing number of schools and training centers, CLidentified the need of a standardized enterprise resourceplanning (ERP) solution that could be simultaneouslyimplemented at all the locations. The Oracle based applicationused at CL was developed over years to define the uniquefeatures and functionalities. Thus its seamless integration

with the new ERP was one of the prime requirements of the

organization.

High cost incurred to implement and maintain standaloneapplications at multiple locations; disparate budgeting,analysis, and reporting that didnt integrate prompted CL toadopt a globally accepted ERP solution. We wanted onecommon integrated solution to serve the needs of all ourdivisions. It also had to be quick to deploy in various


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geographical locations, states Abhishek Sapra, Assistant VicePresident (Finance), Career Launcher.

Solution

We chose Microsoft Dynamics NAV because of its versatility,scalability and flexibility, says Abhishek Sapra, Assistant VicePresident (Finance), Career Launcher. We can tailor it todevelop new features to meet the requirements of oureducational institution and help streamline our accountingprocedures.

CL used the expertise of Microsoft Certified Partner Tecturafor the implementation. After the successful deployment ofNAV 4.0, NAV 5.0 was released and Tectura assisted CL insmooth migration to NAV 5.0. Implementation started in June,2007 and the solution went live in October, 2007. CLpurchased 15 user licenses. It was deployed in Delhi headoffice. Tectura implemented Finance, Purchase and Payables,Sales and Receivables modules.

With all the essential features present in the solution, Tecturaminimally customized the solution to include the integration

with the Oracle-based application that manages studentsenrollment, receipts and outstanding information. Theapplication is used at more than 195 centers of CL. 2.5 lakh(2,50,000) students data and transactions were migrated toDynamics NAV. During this migration, it was business asusual for CL as the environment wasnt affected.

The solution is also tailored to enable online banking. Itfacilitates CL to use the Commodity Broking Services (CBS)account and electronically transfer funds through NationalElectronic Funds Transfer (NEFT) and Real Time GrossSettlement Systems (RTGS). Once transactions are completed,system generated emails are sent to vendors to update thestatus via this new system. Hence lots of time, administrativecost and paper work is spared.


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Benefits

The new ERP solution enables users to share information and work collaboratively. In addition, managers now enjoyenhanced business insight, with quick access to up-to-datemanagement information.

Reduces Administrative Costs by INR 10,00,000

Microsoft Dynamics NAV supports the entire business at allthe locations with a single, integrated solution. It reducesbarriers between admin and finance departments. Transparentoperating cost, automatic billing and reporting features havereduced the number of administrative tasks performed bystaff. We now operate with 30 percent fewer employees infinance, reducing the administrative cost by INR 10,00,000(U.S.$ 20,000), comments Abhishek Sapra, Assistant VicePresident (Finance), CL. Manual planning and reporting usingspreadsheets is a thing of past.

The solution not only reduces the administrative cost but alsosupports and improves e-business requirements. Onlinebanking transactions have made life easier for the accountsteam. Quick online paperless transactions save 100 hoursevery month.

Increases Operation Efficiency by 70 Percent

Abhishek states, With centralized information suchEnrollment Details, Outstanding Balance, Fixed Assetsavailable, processes are accelerated. This has enhanced ouroperational procedures and increased efficiency by 70percent.

Allows Seamless Integration

It is also seamlessly integrated with the organizations Oraclebased application that is accessed over web at multiplelocations. Data flows freely between the two. We had put lotsof efforts into developing an application to meet our specificrequirements and we want to continue using it, saysAbhishek. Since NAV is smoothly integrated to it, we need not


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spend time, energy and money in re-developing andcustomizing the application to define our needs.

Consolidates, Analyzes Data for Decision Making

Earlier each centre or school managed its own set of accounts

which made it impossible to compare expenditures and deriveprofitability, says Abhishek. It used to take us 15 days toconsolidate financial information from all the locations; we cannow do it in 2 hours. Without Dynamics NAV, it would havebeen impossible to close the accounts in desired time frame.Now file balance, individual accounts, consolidated data,budgets etc. are all updated and timely available in head officefor review.

Enhanced efficiency with reduced expenditures allows us tofocus our time, energy, efforts and money on providing thebest options in education. We need not worry aboutadministration and financials, concludes Abhishek. Inaddition, it presents us with the option to scale up with futuregrowth, thus providing a better performing and reliablesolution for the business applications.


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References

Fact sheet: Management Reporter for Microsoft Dynamics ERP (XPS, 452 KB)

Fact sheet: Forecaster for Microsoft Dynamics ERP (XPS, 526 KB)

Fact sheet: Enterprise Reporting for Microsoft Dynamics ERP (XPS, 526 KB)Professional Services in Microsoft Dynamics ERPSoftware-plus-Services for Microsoft Dynamics ERP

Microsoft Strategy for Cloud Computing

Choice in software delivery models
http://download.microsoft.com/download/7/0/B/70B05EA3-233E-4677-A921-DA409B4EADF6/Management-Reporter_Dynamics-ERP.xpshttp://download.microsoft.com/download/7/0/B/70B05EA3-233E-4677-A921-DA409B4EADF6/Management-Reporter_Dynamics-ERP.xpshttp://download.microsoft.com/download/7/9/A/79A4631C-EA7D-410E-9189-C97E97DEE261/Forecaster_FS.xpshttp://download.microsoft.com/download/7/9/A/79A4631C-EA7D-410E-9189-C97E97DEE261/Forecaster_FS.xpshttp://download.microsoft.com/download/7/9/A/79A4631C-EA7D-410E-9189-C97E97DEE261/Enterprise_Reporting_FS.xpshttp://download.microsoft.com/download/7/9/A/79A4631C-EA7D-410E-9189-C97E97DEE261/Enterprise_Reporting_FS.xpshttp://www.microsoft.com/dynamics/en/us/industries/professional-services.aspxhttp://www.microsoft.com/dynamics/en/us/industries/professional-services.aspxhttp://www.microsoft.com/dynamics/en/us/erp-software-plus-services.aspxhttp://www.microsoft.com/dynamics/en/us/erp-software-plus-services.aspxhttp://www.microsoft.com/softwareplusservices/http://www.microsoft.com/softwareplusservices/http://www.microsoft.com/dynamics/en/us/software-delivery-model.aspxhttp://www.microsoft.com/dynamics/en/us/software-delivery-model.aspxhttp://www.microsoft.com/dynamics/en/us/software-delivery-model.aspxhttp://www.microsoft.com/softwareplusservices/http://www.microsoft.com/dynamics/en/us/erp-software-plus-services.aspxhttp://www.microsoft.com/dynamics/en/us/industries/professional-services.aspxhttp://download.microsoft.com/download/7/9/A/79A4631C-EA7D-410E-9189-C97E97DEE261/Enterprise_Reporting_FS.xpshttp://download.microsoft.com/download/7/9/A/79A4631C-EA7D-410E-9189-C97E97DEE261/Forecaster_FS.xpshttp://download.microsoft.com/download/7/0/B/70B05EA3-233E-4677-A921-DA409B4EADF6/Management-Reporter_Dynamics-ERP.xps

project on microsoft dynamics

Documents

Transcript of project on microsoft dynamics