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AX7

Microsoft Dynamics AX on Cloud


PEAT

Agenda
AX7, New journey in cloud
Changes in AX7, different from earlier versions
Architecture
Roadmap
Pricing and Licensing
Migration and Upgrade
PEAT, Growing business by helping partners

AX 7 New journey in cloud

The AX 2012 R3 CU9 application codebase running


on a significantly new platform
Minus a few deprecated App features
Plus some limited App refactoring and feature adds
All language translations for the UI ship but regulatory
localizations for only 16 countries
20 remaining country localizations within ~1 year

Application
Lifecycle
Management

Cross
platform
HTML5 Client

Analytics &
Reporting

AX 7
Platform
Cloud
optimized
Server
runtime

Integration
Framework

Designed for cloud deployment, public or private


7.0 = Azure only deployment
7.x = Non-Azure deployment options including on-premises once
Windows Server 2016 (Azure Stack) and SQL Server 2016 ship

Visual Studio
developer
experience

ERP Value Matrics 2H 2015


Facilitator

Leader
Qualiac

Oracle ERP
Cloud

Acumatica
UNIT4

Infor LN

Epicor

FinancialForce ERP

Usability

NetSuite

Infor Syteline

Deltek

Microsoft
Dynamics NAV

Oracle E-Business
Suite

SYSPRO
Infor M3
SAP Business One

SAP BusinessBy Design

Plex

IQMS EnterpriseIQ
VAI

Microsoft
Dynamics GP

Sage ERP X3

IFS

Oracle JD
Edwards

Oracle PeopleSoft
SAP

QAD

Aptean ERP

Core provider

Microsoft
Dynamics AX

Expert

Functionality

Source: Nucleus Research, 2015

Anatomy of Microsoft Dynamics AX 7


Increase the speed of doing business

Make decisions quicker

Production
Supply chain mgt

Procurement

Retail

Finance

HR

Extensions

Transform fast

Grow at your pace

Application Lifecycle Management Services (aka LCS), Deploy, Maintain Via


LCS
Try / Buy

Project Manager

Technical Changes in AX7


Microsoft Dynamics AX 7

AX App
Application

MOM Pack
Windows Server
SSAS

Data

Identity

SSRS

SQL Server 2014


Active Directory

Windows
Universal App

HTML5

(w/EMS MAM)

AX

Workspaces
App Suite
App Foundation
App Platform

Telemetry Enabled
Azure Compute
Power BI

SSRS

Azure SQL

(w/Operational Analytics)

Azure
Blob

Azure AD

DocDB

Dynamics Integrator
(Azure BizTalk Services)

Modern
App

Android

SharePoint
Enterprise
Portal

ODataV4

WIN32
Rich
Client

Visual Studio 2015 IDE


iOS

Client

AX MorphX Dev Tools

Dynamics Life Cycle Services

Tools

New, changed, or deprecated features


New /Changed/Depreciated

Blogs & white papers

http://news.microsoft.com/2015/11/19/microsoft-dynamics-ax-delivers-the-power-ofthe-cloud-to-businesses

Delivery through the Cloud


Subscription-Based Licensing
Incremental Updates Instead Of Versioned Releases
Streamlined HTML5 User Experience
New Web-Based Client
Lifecycle Services Management.
AX 7 is a service deployed on an IaaS platform
AOS is deployed as an IIS web application
No RPC communication between server and client
Export account structures to Excel for easier filtering
New web client , access anytime anywhere

Whats new in IT?


Visual Studio integration

Use Microsoft Visual Studio to develop your


solutions. In preparation to the release of the
new version of Dynamics AX, weve made the
change to enable standard interoperability
with other .NET languages and projects.

Workspaces

improves the efficiency and productivity of


Workers by allowing them to centrally manage
their majority of tasks and actions related to
channel deployment and operations.

Manage Cloud deployment


services

The cloud deployment services provide the


several new benefits such as reduced
deployment efforts and complexity.

Microsoft Office integration

Anytime, anywhere access

Monitoring & diagnostics

New tools for performance


evaluation and tuning

Task guides

Topology automation

We are bringing new capabilities to increase the


integration with Microsoft office that will let you
create productivity solutions for your end users
to maximize their time.

The software development kit (SDK) lets you test


and validate all critical business processes for
performance in a single and, if applicable, multiuser test run.

A new redesigned UI standards-based web client


that provides full set of functionality is
introduced in this release.

This is the first time that we have been able to


exercise the Help system for Microsoft Dynamics
AX. You can try some of our task guides and
create your own.

Monitoring and diagnostics for Retail


components is now available through the
Operational Insights dashboard in LCS.

Deploy the Developer topology with Developer


and Build VM. Auto-configure Build VM to
discover, build modules from Visual Studio
Online VSO, and run tests.

Application Server: Azure Active Directory for identity management


Multi-factor authentication

Simple
connection
Windows Server
Active Directory
Other
Directories

Self-service

Single
sign on

Username

SaaS

Dynamics
CRM
Dynamics
AX 7

On-premises

Microsoft Azure Active Directory

Office 365

Cloud

Integration: Overview
Azure App Services
(BizTalk)

Custom Apps
& integrations

Application Lifecycle (LCS) data management tasks e.g.


- Data migration for initial system load
- Move data between AX instances (Test Prod)
- Master data synchronization etc.

Single record or
batched records

SOAP

REST

OData

(HTTPS/XML)

(HTTPS/JSON)

(HTTPS/JSON/XML)

Asynchronous high volume interface

Data Import/Export Framework (DIXF)


File Upload

Transform

Data Staging

Validation

Recurrence

CRM, SharePoint

Data Entity (simplified projection of schema)


X++ Class
X++ Class

Table(s)

Relational
Query

Azure SQL Database


RowStore & ColumnStore

Aggregate
Query

Application Server (AOS)

Whats new in Retail?

Delivering amazing customer experiences through


intelligent operations
Global expansion with flexible deployments
Seamless commerce and omni-channel
excellence
Effective merchandise management

Intelligent operations

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Whats new in Retail?


Retail modern POS

Workspaces

Self-service deployment

Payment integration

Cloud POS

Monitoring & diagnostics

Commerce data exchange

Deployment services

BI & reporting

Sales staff can process sales transactions,


customer orders, and perform daily operations
and inventory management with mobile devices
anywhere in the store.

Allows customer to process credit\debit card


transactions for Payments. Microsoft Dynamics
AX for Retail supports all existing Microsoft
Dynamics AX for Retail 2012credit/debit card
features and four new enhancements.

Commerce data exchange that's re-engineered


for the cloud platform continues to manage
transfer data between Microsoft Dynamics AX
and retail channels, such as online stores or brickand-mortar stores.

Workspaces improves the efficiency and


productivity of Workers by allowing them to
centrally manage their majority of tasks and
actions related to channel deployment and
operations.

Web-app POS thats functionally compatible with


the MPOS and can be used across platforms and
browsers with zero deployment cost.

Significantly reduced deployment effort and


complexity for Retail HQ components, Native
deployment to Azure public cloud, and Improved
self-service installation of in-store components
to make configuration easier and more intuitive.

With only two installation packages, one for


MPOS client and other for hardware station
component, self-service has reduced the amount
of work required at every level to install these
client components.

Cloud based monitoring portal replaces need to


install SCOM infrastructure and Automatically
provisioned monitoring infrastructure for ready
to use, out-of-the box monitoring and
diagnostics capabilities.

Enables customers to have more business


intelligence to predict trends, uncover insights,
and operate at continual peak performance.

Whats new in Manufacturing?


Intelligent operations

Accelerate product introductions

Agile shop floor execution


Intelligent order fulfillment

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Whats new in Manufacturing?


Workspaces

Demand forecasting (Microsoft


Excel Integration)

Warehouse Mobile
Devices Portal

Production floor
management workspace

Demand forecasting (Azure


Machine Learning integration)

Delivery alternatives page

Master planning workspace

Purchase order preparation


workspace

Workspaces improve the efficiency and


productivity of Workers by allowing them to
centrally manage the majority of their tasks and
actions related to channel deployment and
operations.

Production supervisors can now check material


availability on production orders in a
separate page that is called from the Production
floor management workspace.

The Master planning workspace offers at-aglance information about when the last master
planning run was completed, whether it had any
errors, what the urgent planned orders are, and
which planned orders cause delays.

Now you can use Microsoft Excel to update your


demand forecast, helping you to increase
efficiency and productivity by accelerating the
process of updating directly from a spreadsheet.

Estimate future demand by using the power and


extensibility of a Microsoft Azure Machine
Learning cloud service.

Use the Purchase order preparation workspace


to gain quick insight into the status of purchase
orders that are being prepared.

In this version of Microsoft Dynamics AX, a


stand-alone installer can be downloaded directly
through a menu item in Warehouse
management instead of the standard Dynamics
AX setup process.

This new experience can help organizations that


aspire to provide high customer service while
committing to an inventory optimization
strategy could now promise orders reliably and
competitively.

Whats new in Finance?


Drive performance

Insights into operations

Anticipate business needs


Optimize productivity

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Whats new in Finance?


Account structures
enhancements

Workspaces

Content pack for Power BI

Chart of accounts page


enhancements

General journal processing


workspace

Monitoring & diagnostics

The workspace provides the ability to enter, post,


and approve journal entries in addition to
commonly used inquiries such as Trial balance.

Cloud based monitoring portal replaces need to


install SCOM infrastructure and Automatically
provisioned monitoring infrastructure for ready
to use, out-of-the box monitoring and
diagnostics capabilities.

Commerce data exchange

Ledger budgets and forecasts


workspace

Budget plans and forecasts


enhancements

Many customers have requested the ability to


export account structures to Excel for easier
filtering. In this new release, weve made
enhancements to this feature and now You can
now select an account structure and export it to
Excel..

FactBoxes have been added to the Chart of


accounts page for easier access to important
information when a chart of accounts is defined
and assigned.

Commerce data exchange that's re-engineered


for the cloud platform continues to manage
transfer data between Microsoft Dynamics AX
and retail channels, such as online stores or brickand-mortar stores.

Workspaces improves the efficiency and


productivity of Workers by allowing them to
centrally manage their majority of tasks and
actions related to channel deployment and
operations.

This new workspace combines all budget


maintenance and monitoring task in one place
that is easy for budget managers or accounting
managers to use.

By creating greater integration between


Dynamics AX and Power BI, organizations can
deploy a Power BI financial performance
dashboard containing Dynamics AX financial
data with just a few clicks

Due to the new enhancements you can now


have the flexibility to create and edit budget
plans by using both Excel and the Dynamics AX
client.

Conceptual Architecture

AX 7 Platform
Client

Server

Integration

Analytics &
Reporting

Visual Studio developer experience

AX 7 ERP application

Partner Apps

Office (Office 365, Yammer, Skype)

Devices (Cross platform: Windows, Android, iOS, OS X)

Microsoft Platform (including Commerce/Marketplaces)

ALM Lifecycle
services
Trial & signup

Provisioning
Deployment
Diagnostics, Telemetry
& Monitoring
Configuration
Implementation
Experience
Upgrade Experience
Support Experience

Architecture and data flow


Disaster Recovery

Sandbox

Developmen t Box

Test/UAT

Test/UAT

Bu ild

Reporting DB
(Manual/Scripted
HA)

Retail Server,
RT S & Async Server

AX + SQL

AX OLTP

AX

AX + SQL

AX OLT P
(SQL 2016 Always On)

Application Object
Server

Non-Production
Vi rtual Network Gateway

Passive
AOS(App Serve r)

Asynchronous
Replication
AX OLT P
(SQL 2016 Always On)

VPN Tun nel

Microsoft Azure
Subscription

Acive
Vi rtual Network Gat ewa y

Reporting DB
(Manual/Scripted HA)

Passive

SQL Server 2016


DAT ABASE LAYER

Retail Server, RT S & Async


Server

Application Object Server farm

Azure AD

Azure Load
Balancer

Production
Vi rtual Network
Gateway

WCF/SFTP/
HTTP Protocol

ODA TA

POS

POS

Store Server

Store

POS

POS

Internet

AOS(App servers)

Microsoft Azure
Subscript ion

AOS(Bat ch service)

AX App Server (AOS) runs as an IIS WebApp +


Windows Service for Batch. Scale out as needed

Azure deployment architecture for high availability


2..n VMs

Office365 including Power BI


Optional sync
to on-premises
Active Directory

OData

Optional: Retail Server runs as an


IIS WebApp. Scale out as needed.

Optional: Azure BizTalk App Services

Azure Active
Directory
App
Gateways

Azure Traffic
Manager

AX 7 Client

(optional POS client)

2..n VMs

Subnet

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Azure SQL Database Service


Premium SKU (HADR). AX
Database, both rowstore &
columnstore

Express Route
/S2S VPN

AX 7 Client

Azure Load
Balancer

(optional POS client)

AX 7 Client

(optional POS client)

Redirect to remote
Azure Data Center for
business continuity

AX App Server (AOS) runs as an


IIS WebApp + Windows Service
for Batch. Scale out as needed.

2..n VMs

Azure BLOB
Storage
AX files
SSRS and Management
Reporter run as IIS WebApps.
Scale out as needed.

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Azure deployment architecture for DR/business continuity


Affordable business continuity
Data is protected with active geo
replication to ensure minimal data loss
Compute resources are passively
protected and must be restored from a
quiescent state (longer recovery time but
at a significantly lower cost point)
* ASR Azure to Azure support later this
year

Azure Traffic
Manager

ERT = Estimated Recovery Time


RPO = Recovery Point Objective
RTO = Recovery Time Objective
SQL DB Premium SLA for Active Geo Replication:
ERT < 30s, RPO < 5s

Blob Storage SLA: 99.9% successful read/write using


either local replicated or geo replicated storage
Site Recovery SLA: 99.9% availability of service with 4
hour RTO (we see circa 15 minutes in tests)

Primary Azure region/DC

ASR
Agent

ASR
Agent

ASR
Agent

ASR agents
snapshot and sync
protected VMs to
ASR Vault/storage
(HA within DC and
DR across DCs)

SQL DB
Premium
(HA within DC &
DR across DCs)

Blob Storage
(HA within DC
&
DR across DCs)

SQL DB
Premium Active
Geo Replication

Blob Storage
Geo
replication

Copies of
protected VMs
quiescent on
disk (Blob
storage)

Azure Site
Recovery
Service (* ASR)

ASR restores
protected
VMs to active
state at
remote DC
only on
request

Secondary Azure region (DC)

Developer experience: Overview


Overall application lifecycle
management orchestration

Engineering system

Cloud based IT infrastructure

Dynamics Lifecycle Services

Visual Studio Online

Azure

Dev OneBox (or SDK)


downloaded or
deployed to Azure

2
1
Build server

Each developer has a Dev OneBox


i.e. Visual Studio IDE + AX 7 software
(local computer or Azure hosted VM)

11.

Each developers works locally then syncs via VS Online version control e.g. Git

22.

VS Online continuous integration triggers software build on Azure hosted build server

33.

LCS manages deployment of software builds across Azure hosted environments e.g. Test, Prod

AX 7 - Test

AX 7 - Prod

(optional) AX 7
Developer
OneBox

22

Developer experience: Developer Environment Architecture


AX 7 Development Environment

Visual Studio
Debug/Run (F5)

Local runtime

Deploy to cloud environment

Build
Metadata API
Runtime

Business
Database

Developer experience: Customization by modification of source code


The traditional AX source code based
customization model provides full flexibility
and backward compatibility. Improved fine
grained delta support will reduce merge
conflicts when upgrading to new releases.

USR

CUS

VAR

ISV

Customized source only stores deltas


and is fine-grained per metadata property
and method
Currency
Table
property
deltas

Currency
Form
property
deltas

Currency Class
copy of changed
methods plus
added methods

Rebuilt binaries
specific to a customer
Delta source
metadata &
code

App Suite .NET Assembly


App Suite compiled metadata

SLN

FPK

Original source
metadata and code

GLS

SYS

Original binaries
shipped by Microsoft
Currency
Table

Currency
Form

Currency
Class

App Suite .NET Assembly


App Suite compiled metadata

Roadmap

Roadmap
AX 2012
R3 CU8

Update

Q3

15

AX 7
Preview

Q4

Q1

16

Q2

GA

Update

Update

Q3

Q1

Q4

Update

17

Update

Q2

Q3

Q4

Update

Deployment
Public cloud

On-premise/private cloud

Code upgrade

Data upgrade

Upgrade

Language
UI in 40+ languages at launch

Localization

*Roadmap is subject to change without prior notice.

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Pricing & Licensing

https://mbs.microsoft.com/partnersource/northamerica/pric
ing-ordering/licensing-policies/AX_Price_License
Predictable Pricing. This new model provides customers with
a cloud friendly per user per month model that is inclusive
of infrastructure.
Faster Quoting. The New Microsoft Dynamics AX will have
three user types instead of four, this simplified user model
allows for a faster quoting process.
Reducing Multiplexing. Adding read access across Dynamics
products reduces the concerns around multiplexing for
companies implementing multiple dynamics products.
Self Serve Value. Read access within Microsoft Dynamics AX
drives incremental value to the self serve user at a low cost
to customers.

Driving Broad Adoption. Moving all time and expense to the


self serve user allows companies to drive broader adoption
of Microsoft Dynamics AX.

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AX Pricing & Licensing


Points to note :
1.
2.
3.

Functional CAL does not exists


Minimum 50 Enterprise users, this is mandatory criteria.
Any service offered has below components
Disaster Recovery and High Availability included with production node
Sandbox Tier 1 DEV/Test instance
Sandbox Tier 2 STD. Acceptance test
Analytics
10 GB storage + 2.5 GB/20 users.

4.

Any thing extra would have


High Availability for Disaster Recovery
Bandwidth cost for Integrations.
High Performance/ Standard VPN/ Express Routes

Appendix

Client Architecture Overview


Supported Web browser (IE, Edge, Chrome, Safari)
Meta
-data

Pure web technologies


e.g. HTML5, CSS, JS

1
All communication is
HTTPS using Restful
protocol with JSON
serialization of data
and commands

Mix of managed and


unmanaged code. All
runs within context of
ASP.NET web app.

Client Forms Engine


UI Interaction Service

Static web
resources

AX 7 client forms
engine (HTML/CSS/JS)
requested and cached
by browser

Request for a
form sent to
server

Pre-compiled form
resources returned by
server and rendered by
client forms engine +
browser (then cached)

UI Interaction Service

Meta
-data

Form
state

Server Forms Engine

Changes to record state and


command state
synchronized between client
and server. Efficient delta
only protocol.

SSRS Web
App

Form
state

Web Services

Search

Task Recorder

Reporting

Web resources

Metadata

Security

Workflow

Caches

Data access

Management
Reporter
Web App

ASP.NET Web Application


Internet Information Services (IIS) Web Server (with ASP.NET)

Virtual Machine running Windows Server 2012 R2

Microsoft Confidential

30

AX 2012

Runtime Architecture

Physical control

AOS

Logical control

Database

AX2012 (Rich Client)


High latency between logical control and AOS
Low latency between physical and logical controls
CLIENT

X++ runs on both tiers

SERVER

Form state on client


Terminal server to support WAN usage

AX 7

AX 7
Physical control

Low latency between logical control and AOS

AOS

High latency between physical control and logical control


All X++ runs on server tier

Form app state on server


Deltas keep control state in sync
Web server to support WAN usage

Logical control

Universal app/
Client

Database
SERVER

Page Hierarchy
DASHBOARD

15,000 ft

MODULE
Common

WORKSPACE

Journals

5,000 ft

Reports

Inquiries

LIST

LIST

Section label

Section label

DETAILS /
TRANSACTIONS

100 ft

LIST

FORMS

SIMPLE LIST AND D ETAILS


Tab Tab Tab Tab Tab

SLIDER

LIST
Item

Item
Item

Item
Item

Item
Item

Item
Item
Item

TABLE OF CONTENTS
Tab Tab Tab Tab Tab

TAB PAGE

50 ft

Application Server: Security Authentication for UI (SAML 2.0)


See MSDN here for details

1. Sign-in via AAD (can be multi-factor AuthN)

2. AAD redirects to AX 7

3. AX 7 start page displayed

Application Server: Security Authentication for services (OAuth 2.0)


See MSDN here for details
Apps that consume AX 7 web services

AX 7 web services (OAuth)

Apps granted delegated access (but dont get to see credentials)

AX 7
App Server

Microsoft Confidential

34

Application Server: Security Authorization/Access Control


Role based access control (RBAC) with granular permissions

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