Microsoft Dynamics ERP_Brochure[1]
Microsoft Dynamics解决方案概览
✓ Sales Force Automation-今年击败了
Forrester CRM Wave Report
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Enterprise Suite Winner Midmarket Suite Winner SMB Suite Winner
用户界面层：开箱(Out of Box)功能配置 商业逻辑层：建立, 调研, 合成, 自动和扩展你的商业逻辑规范 数据层：基于元数据的设计框架更便于升级和定制 第三方呼叫中心无缝集成，与SAP和Oracle ERP也有集成接口 高效生产力：与Office, SharePoint, Skype for Business内置 集成 有序记录：团队合作, 课题讨论, 实时抓取收集反馈 互动交流：实时信息交换, 线上状态, 现场展示, 语音和视频电话
安全规范：定义用户和团队；访问控制组件：定义职务/职责 , 访问权限等；数据Field层安全设置：保护敏感数据
手机高效生产力；一次配置, 用于所有地方；手机软件包SDK ； 手机软件管理(MAM) 兼容，便于企业化 数据：支持多数据源；工具：为商业用户定制的设计工具 洞察力：合成协作, 挖掘, 分享
实施快速，部署灵活，周期相对较短，风险较低
价格性价比非常高
基本基于PC服务器，成本较低，性能不弱
平台灵活度高，开发人员资源丰富且成本较低
Dynamics CRM市场地位
Dynamics CRM
Dynamics CRM连续5年处 于 Garner ”领导者“象限
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微软产品的特殊强项
与微软其它技术的原生态集成, 不同部 署共享相同的底层代码
来源Ovum调研: 6700家不同区域的公司的 ICT 企业洞察力研究
Microsoft Dynamics CRM 客户参考说明书
…Dank Microsoft Dynamics CRM können wir negative Entwicklungen schneller erkennen und rechtzeitig gegensteuern.“Roger Lienhard,CEO der Cityguide AGDer Reisemarkt gehört zu den am stärksten wachsenden Segmenten im Internet. Immer mehr Menschen buchen nicht nur ihre Reisen online, sie informieren sich im Netz auch über ihren Zielort. Ein Unternehmen, das diesen Trend frühzeitig erkannt hat, ist die Cityguide AG. Unter www.cityguide.ch findet jeder, den das Fernweh packt, Städteinformationen zu den wichtigsten Metropolen der Welt. Bei der Vermarktung der Plattform mussten die Mitarbeiter jedoch lange Zeit ohne spezielle Customer-Rela-tionship-Management(CRM)-Software auskommen. Die dezentrale Spei-cherung der Kundendaten erschwerte die Vorbereitung von Mailings und den Versand von Newslettern. Zudem fehlte dem Management der Über-blick über die aktuelle Vertriebssituation und künftige Umsätze. Mit Ein-führung einer professionellen CRM-Lösung wandelte sich das Bild: Heute profitiert Cityguide von effizienten Marketingaktionen und der übersicht-lichen historischen Darstellung jeder Geschäftsbeziehung. Zudem stehen dem Management detaillierte Auswertungen zum laufenden Unterneh-mensergebnis und zu künftigen Umsätzen zur Verfügung.KundenprofilDer Reiseinformationsdienst Cityguide AG hält auf dem Internetportal City-guide.ch mehr als 18000 Einträge zu Metropolen aus 30 verschiedenen Län-dern parat. Zielgruppe sind reiselusti-ge Internetnutzer unter 40. Derzeit be-schäftigt Cityguide 54 Mitarbeiter.AusgangssituationFür die Vermarktung des Reiseportals fehlte der Cityguide AG eine professio-nelle CRM-Software. Die dezentrale Datenhaltung erschwerte die Abwick-lung von Marketingaktivitäten. Zudem war das Reporting mit einem hohen Aufwand verbunden.LösungDie Cityguide AG entschied sich für die Einführung von Microsoft Dynamics CRM. Ausschlaggebend war neben der nahtlosen Integration in die vorhande-ne, von Microsoft geprägte System-struktur vor allem die Benutzerführung.Resultatekeine aufwendigen Konsolidie-rungsarbeiten vor dem Versand von Mailings und NewsletternKontakthistorie liefert den aktuellen Stand der Geschäftsbeziehung aktuelle Geschäftszahlen auf KnopfdruckDatenzugriff unterwegsCRM-Software schafft die Basis für solideUnternehmensplanungKundenprofilDer Tourismus gehört zu jenen Branchen, die das Internet in den letzten Jahren gehörig ver-ändert haben. Immer mehr Menschen nutzen das Web, um Reiseziele auszuwählen und ihren Urlaub zu buchen. Ein Trend, den die Cityguide AG frühzeitig erkannt hat. Seit drei Jahren ist der Reiseinformationsdienst mit dem Portal Cityguide.ch am Markt präsent. Interessierte Besucher finden hier Städteinformationen zu Metropolen in über 30 Ländern. Mehr als 18000 Tipps zu Gastronomie, Shopping, Nacht-leben oder den lokalen Sehenswürdigkeiten haben die Autoren zusammengetragen. …Egal, in welche Stadt die Reise geht, bei uns findet man immer die passenden Informationen“, bringt Roger Lienhard, CEO der Cityguide AG, die Vorteile des globalen Reiseportals auf den Punkt. Das sieht die Internetgemeinde offen-sichtlich genauso: Mehr als drei Millionen Nut-zer erreicht die Cityguide AG mit ihrem Infor-mationsangebot. Die höchsten Zugriffsraten werden dabei in den Ferienzeiten verzeichnet. Der Erfolg des Konzepts spiegelt sich längst in den Organisationsstrukturen wider. Die Zahl der Mitarbeiter ist von anfangs fünf auf mitt-lerweile 54 gestiegen. Hinzu kommen zwei Niederlassungen in Bangkok und New York, die Reiseinformationen aus erster Hand liefern.AusgangssituationFinanziert wird Cityguide.ch vornehmlich über Anzeigen. Ein hart umkämpfter Markt, bei dem es nicht nur auf eine gute Organisation, sondern vor allem auf die richtige Kundenan-sprache ankommt. In beiden Bereichen muss-te die Cityguide AG lange Zeit ihr Improvisa-tionstalent unter Beweis stellen, denn die Do-kumentation der Kundenbeziehungen offen-barte mitunter Lücken. …Bei der Pflege und Verwaltung der Kundeninformationen haben wir unseren Vertriebsmitarbeitern bislang freie Hand gelassen“, erinnert sich Roger Lienhard. Die Folge: Jeder Mitarbeiter pflegte in Microsoft®Office Outlook®seine Kundenda-ten selbst. Die Qualität fiel dabei – je nach in-dividueller Ordnungsneigung – sehr unter-schiedlich aus. Bei zentralen Marketingaktio-nen, beispielsweise dem Versand von Mai-lings, musste der gesamte Adressbestand erst aufwendig konsolidiert werden. Ebenso pro-blematisch war die fehlende Transparenz der Kundendaten. …Wir hatten weder Einblick in die aktuelle Auftragslage, noch konnten wir Vertriebsprognosen schnell abrufen. Das er-schwert die Vertriebssteuerung natürlich“, ge-steht CEO Lienhard. Auch für die Mitarbeiter war es mitunter schwer, Geschäftsvorgänge zu rekonstruieren. Die Journalfunktion in Out-look arbeitete eher langsam und wurde allen-falls sporadisch gepflegt. Ende 2005 entschied sich Cityguide deshalb für die Einführung ei-ner professionellen CRM-Software.Bei der Marktsondierung standen zwei Fakto-ren im Mittelpunkt, die den Kandidatenkreis merklich verkleinerten: Zum einen hatte der Reiseinformationsdienst seine gesamte IT-Infrastruktur bei dem Hosting-Dienstleister Everywhere gemietet. …Everywhere setzt aus-schliesslich auf Microsoft Technologie. Wir suchten also eine CRM-Software, die exakt in das vorhandene Systemumfeld passt und sich zudem als Hosting-Lösung einsetzen lässt“, benennt Roger Lienhard eine der beiden zen-tralen Anforderungen. Der zweite kritische Aspekt waren die eigenen Mitarbeiter. Gerade im Vertrieb, fügt Lienhard hinzu, sei die Be-reitschaft, sich mit Prozessoptimierung und neuen Anwendungen zu beschäftigen, eher gering. Verständlich, dass sich die Cityguide AG nicht allzu weit von der gewohnten Ar-beitsumgebung in Microsoft Outlook entfer-nen wollte. Im Sommer 2006 fiel die Wahl nicht zuletzt deshalb auf Microsoft Dynamics CRM®. …Eine nahtlose Integration in das vor-handene Systemumfeld und eine Benutzer-führung, die mit Outlook über weite Strecken identisch ist. Kein Zweifel, Microsoft Dynamics CRM passte genau in unser Profil“, begründet Cityguide-Chef Lienhard die Entscheidung. Mindestens ebenso wichtig sei die Option ge-wesen, das Softwareprojekt schrittweise um-zusetzen. Schliesslich habe man wegen der dünnen Personaldecke niemanden für länge-re Zeit freistellen können. Auf Empfehlung des…Mit Microsoft Dynamics CRM hat sich die Qualität der Kunden-betreuung verbessert.“Roger Lienhard,CEO, Cityguide AGHosting-Dienstleisters Everywhere erhielt der Microsoft Partner iTrust AG den Zuschlag für die Implementierung.LösungDie eigentliche Herausforderung bei der Um-setzung des Projekts im Spätsommer 2006 lag weniger im technischen als vielmehr im zwischenmenschlichen Bereich. …Gerade bei CRM-Projekten ist es besonders wichtig, die Mitarbeiter ins Boot zu bekommen“, stellt Lienhard klar. Es waren vor allem die orga-nisatorischen Vorteile der einheitlichen Da-tenhaltung, die den Vertrieb am Ende über-zeugten. …Jeder Vertriebsmitarbeiter hat ein grosses Interesse daran, dass seine Kunden bei Marketingmassnahmen berücksichtigt werden. Schliesslich ist bei informierten Kunden die Abschlusswahrscheinlichkeit höher“, erklärt der CEO. Anders als bei der manuellen Kon-solidierung der Kundendaten sei es bei einem sauber gegliederten, zentralen Verzeichnis praktisch ausgeschlossen, dass jemand …durchs Raster“ fällt. Auf der anderen Seite verschwieg das Projektteam nicht die Tatsache, dass Microsoft Dynamics CRM mehr Licht in die Vertriebsaktivitäten bringt und damit eine Kontrolle erleichtert. …Das ist aber nur ein Nebenschauplatz. Unser Ziel war es, die Ar-beitsbedingungen des Vertriebs zu verbessern, um unsere Geschäftschancen besser auszu-schöpfen“, unterstreicht Lienhard. Bei der tech-nischen Umsetzung hielt sich der Aufwand in Grenzen. So waren lediglich kleinere Eingriffe erforderlich, um Microsoft Dynamics CRM an die Anforderungen der Cityguide AG anzu-passen. …Wir haben überflüssige Felder aus den Eingabemasken entfernt und einige Aufklapp-menüs eingefügt, um die Eingabe zu be-schleunigen und die Datenkonsistenz zu ge-währleisten“, erläutert der Cityguide-Chef. Ebenfalls hinzugekommen sind mehrere Auto-matisierungen. Beispielsweise werden in jedem Stadium des Verkaufszyklus automatisch Nachfassaktivitäten erstellt, sollten diese ver-gessen werden. …Sonst kann es schnell passie-ren, dass ein Interessent zwar erfasst, aber an-schliessend nicht angerufen wird“, betont Lien-hard. Um den Verkaufsprozess lückenlos zu dokumentieren, pflegte man nicht nur die Kun-dendaten, sondern auch den kompletten Leis-tungskatalog in Microsoft Dynamics CRM ein.ResultateSeit September 2006 arbeiten 17 Mitarbeiter aus den Bereichen Vertrieb, Marketing und Vi-Die Cityguide AG ist ein Reiseinforma-tionsdienst. Auf dem Internetportal Cityguide.ch gibt es mehr als18000 Einträge zu 30 Ländern. F o t o : C i t y g u i d e A Gdeoproduktion mit der neuen CRM-Software. Die Kundendaten werden dabei zunächst de-zentral auf den Notebooks erfasst und laufend mit der zentralen SQL-Datenbank auf dem ex-ternen Unternehmensserver abgeglichen. Ein Konzept, das es den Mitarbeitern erlaubt, auch unterwegs Daten offline zu erfassen oder ab-zurufen. …Mit Microsoft Dynamics CRM sind un-sere Geschäftsprozesse sicherer als vorher. Vor allem dank der lückenlosen Kontakthistorie hat sich die Qualität der Kundenbetreuung ent-scheidend verbessert“, freut sich der City-guide-Chef. Neue Mitarbeiter seien dadurch immer auf dem aktuellen Stand und könnten sofort ins Tagesgeschäft einsteigen. Nicht zu-letzt wegen der gestiegenen Datentransparenz erwartet Lienhard in Zukunft eine Verdopp-lung der Vertriebsleistung. …Wir können nega-tive Entwicklungen jetzt schneller erkennen und rechtzeitig gegensteuern“, benennt er den entscheidenden Vorteil von Microsoft Dynamics CRM aus Sicht des Managements.Kein Wunder, dass ein Schwerpunkt beim wei-teren Ausbau des Systems auf dem Vertriebs-controlling liegt. So soll das Berichtswesen um zusätzliche Reports, etwa zu Abschlussquoten oder verfeinerten Vertriebsprognosen, er-weitert werden. Auch ganz oben auf der Wunschliste steht die direkte Übergabe von Verkaufschancen an die Unternehmenssoft-ware Microsoft Dynamics NAV®. Damit würde die erneute Erfassung der einzelnen Positio-nen bei der Rechnungsstellung entfallen.PartnerprofilDas Produktportfolio des Microsoft Partners iTrust AG umfasst neben CRM-Lösungen auch allgemeine Infrastrukturprojekte sowie die Virtualisierung und Konsolidierung vorhande-ner Systemstrukturen. Im Raum der deutsch-sprachigen Schweiz erwirtschafteten die 20 Mitarbeiter des Systemhauses zuletzt einen Jahresumsatz von über vier Millionen Schwei-zer Franken.© 2007 Microsoft Corporation. Alle Rechte vorbehalten.Alle genannten Produktbezeichnungen sind entweder eingetra-gene Marken oder Marken der Microsoft Corporation in den USA und/oder in anderen Ländern. Namen und Produkte ande-rer Firmen können eingetragene Warenzeichen der jeweiligen Besitzer sein.Publiziert April 20075000-646-24 Yu 04/07Software and ServicesMicrosoft Dynamics CRM 3.0Microsoft Office 2003Microsoft SQL Server 2005Microsoft Windows Server 2003Microsoft Exchange Server 2003PartneriTrust AGWeitere Informationen Für weitere Informationen über Microsoft Produkte und Services kontaktieren Sie bitte die lokale Microsoft Niederlassung:Microsoft Schweiz GmbH Richtistrasse 3CH-8304 WallisellenTelefon: +41 848 22 44 88Fax: +41 434 56 44 44/switzerlandFür weitere Informationen zur beschriebenen Kundenreferenz kontaktieren Sie bitte:iTrust AGPatrick MüllerBirkenstrasse 47CH-6343 RotkreuzTelefon: +41 41 798 00 11Fax: +41 41 798 00 10E-Mail:************************* www.itrust.ch。
Microsoft Dynamics CRM 2011 连接性和防火墙端口要求说明书
Connectivity and Firewall Port Requirements for Microsoft Dynamics CRM 2011White PaperPublished : October 2012 Updated : September 2013FeedbackTo send comments or suggestions about this document, please click the following link and type your feedback in the message body:/fwlink/?LinkID=267480Important: The subject-line information is used to route your feedback. If you remove or modify the subject line, we may be unable to process your feedback.2Table of ContentsOverview (4)On Premise with Integrated Windows Authentication (4)On Premise with Claims-Based Authentication (5)Default CRM Connectivity Requirements (6)Port Recommendations (8)Network ports for the Microsoft Dynamics CRM Web application (8)Network ports for the Asynchronous Service, Web Application Server, and Sandbox Processing Service server roles (9)Network ports that are used by the SQL Server that runs the Microsoft Dynamics CRM Reporting Extensions server roles (9)Connectivity Requirements for Windows Services (9)Connectivity Requirements for Integrated Windows Authentication (10)Mail Server Connectivity Requirements (11)Appendix A: Resources (12)3OverviewMany data centers include firewalls between the end users and the servers and other integrated systems that support an implementation of Microsoft Dynamics CRM 2011. This document is designed to provide guidance on the connectivity requirements between Microsoft Dynamics CRM 2011 and other systems to assist readers with proper firewall configuration in customer environments.On-Premises with Integrated Windows AuthenticationAn overview of an on-premises implementation that uses Integrated Windows Authentication (IWA) is shown in the following diagram.In this scenario the user must have a certain level of connectivity to the CRM Server(s), the Active Directory Server(s) and the SQL Server for SQL Filtered View access (if Export to Excel functionality is required). The remainder of this document focuses primarily on this scenario and details the required level of connectivity between these various components as well as further options for integration, Citrix implication, and so on.4On-Premises with Claims-Based AuthenticationAn overview of an on-premises implementation that uses claims-based authentication is shown in the following diagram using Active Directory Federation Service (ADFS) as the Security Token Service (STS).With claims-based authentication, the Microsoft Dynamics CRM site is accessed anonymously and is then redirected to ADFS. Users enter their credentials, which are validated by ADFS by contacting Active Directory Directory Services (AD-DS). Finally, AFDS issues a SAML token containing the necessary claims for accessing Microsoft Dynamics CRM.5Default CRM Connectivity RequirementsAn overview of the default connectivity requirements for an on-premises deployment ofIn addition all Servers require the following:∙ DNS name resolution on UDP/TCP: 53∙ NetBIOS name resolution on TCP: 139, UDP: 137/138∙ NTP time synchronisation: 123 –this is a requirement for Kerberos Authentication∙ DCOM and RPC: TCP 135, UDP 1025Note. Arrow direction depicts source and target of initiating request rather than direction of data flowImportant: Because this diagram is focused on Microsoft Dynamics CRM connectivity requirements, full details about the specific port requirements for Microsoft Exchange Server and the Microsoft Windows Active Directory service are not shown. Additional information and links to related articles about these technologies and their specific requirements are provided in the following sections of this document.6The default connectivity requirements for components of an on-premises deployment of Microsoft Dynamics CRM 2011 are shown in the following table.Important: In each case, the port numbers can be configured to run under alternative (non-default) values, so environments will vary.7Port RecommendationsNetwork ports for the Microsoft Dynamics CRM web application The following table lists the ports used for a server that is running a Full Server installation of Microsoft Dynamics CRM. Moreover, except for the Microsoft SQL Server role, and the Microsoft Dynamics CRM Connector for SQL Server Reporting Services server role, all server roles are installed on the same computer.Important: Depending on the domain trust configuration, additional network ports may be required for Microsoft Dynamics CRM to work correctly. For more detail, see Knowledge Base article ID 179442, How to configure a firewall for domains and trusts.8Network ports for the Asynchronous Service, Web Application Server, and Sandbox Processing Service server rolesThe following table lists the additional ports that are used for a deployment where the Sandbox Processing Service is running on a separate computer.Network ports that are used by the SQL Server that runs the Microsoft Dynamics CRM Reporting Extensions server rolesThe following table lists the ports that are used for a computer that is running SQL Server with only SQL Server and the Microsoft Dynamics CRM Reporting Extensions server roles installed.Note: The NETBIOS ports (TCP 139, UDP 137 and 138) are an alternative to port 445 which is used by SQL named pipes. These ports are required only during setup to determine the SQL port for named instances of SQL; the NETBIOS ports are not required during normal operation. Connectivity Requirements for Windows ServicesMicrosoft client, server, and server-based programs use a variety of network ports and protocols to communicate with client systems and with other server systems over the network. While beyond the scope of this article, details of the essential network ports, protocols and services that are used by Microsoft client and server operating systems, server-based programs, and their subcomponents in the Microsoft Windows server system are available on the Microsoft Support site in Article ID 832017, Service overview and network port requirements for Windows.9Connectivity Requirements for Integrated Windows AuthenticationThe key service and port requirements for Integrated Windows Authentication (IWA) are shown in the following table:However, in larger deployments, firewalls can present two challenges when deploying a distributed Active Directory (AD) directory service architecture:▪Initially promoting a server to a domain controller▪Replicating traffic between domain controllersActive Directory relies on remote procedure call (RPC) for replication between domain controllers. Note that while Simple Mail Transfer Protocol [SMTP] can be used in certain situations—schema, configuration, and global catalog replication—but not domain naming context, which limits its usefulness.Configuring replication in environments in which a directory forest is distributed among internal, perimeter networks and external (that is, Internet-facing) networks can be challenging. In these scenarios, there are three possible approaches:▪Open the firewall wide to permit the native dynamic behaviour of RPC▪Limit the use of TCP ports by RPC and open the firewall just a little bitNote: For additional detail about this option, see the following resources:∙Article ID 929851 - The default dynamic port range for TCP/IP has changed in Windows Vista and in Windows Server 2008∙Article ID 154596 - How to configure RPC dynamic port allocation to work with firewalls∙How to limit dynamic RPC ports used by DPM and protected servers▪Encapsulate domain controller (DC-to-DC) traffic inside IP Security Protocol (IPSec) and open the firewall for thatEach of these approaches has its pros and cons; in general, there are more cons than pros associated with the first option listed above and more pros than cons associated with the third option listed above.Note: For more information about each option, including details of the configuration and port requirements for each, see the TechNet article Active Directory Replication Over Firewalls.10Mail Server Connectivity RequirementsMicrosoft Dynamics CRM 2011 provides for integration with Exchange and other SMTP/POP3 servers. Mail system integration is typically achieved either through client-side integration via Outlook or server-side integration via Exchange or a third-party POP3/SMTP server.Note: This document focuses on server-side integration via Exchange, but the same principles would apply to server-side integration via other POP3/SMTP servers.Administrators can specify to use either client-side or server-side integration, which can be configured at a user level within the User properties in Microsoft Dynamics CRM. After the administrator specifies the level at which integration will occur, users on the client computers must agree to have email sent on their behalf by Microsoft Dynamics CRM by using their own user options configuration.While client-side integration does not require any additional server components, it works only with Microsoft Dynamics CRM for Outlook. The Microsoft Dynamics CRM for Outlook plug-in is then used to send email via Outlook and the users’ preconfigured mail Server as well as to route inbound emails back into Microsoft Dynamics CRM. This integration happens on a regular polling basis (but is not immediate). Additional Microsoft Dynamics CRM-specific ports are not required for this integration; standard Exchange connectivity is used. Emails are routed into Microsoft Dynamics CRM via the CRM Web Services; hence access to Port 80 (443 for SSL) from Microsoft Dynamics CRM for Outlook is the only requirement.The CRM Exchange Router can be installed on an Exchange Server or on a dedicated CRM Exchange Router server. Using the CRM Exchange Router provides inbound and outbound email connectivity for both the Microsoft Dynamics CRM web client and Microsoft Dynamics CRM for Outlook. This CRM Exchange Router integrates with external mail systems via:▪POP3 (TCP:110) and SMTP (TCP:25)▪HTTP-DAV (TCP:80) for the CRM Sink account or direct to users mail account▪Exchange Web Service (EWS) (TCP:80)11Appendix A: ResourcesFor additional information related to connectivity and firewall port requirements in Microsoft Dynamics CRM 2011, see the following additional resources:▪Microsoft Dynamics CRM 2011 Implementation Guideo Downloado View Online▪Service overview and network port requirements for Windows▪Article ID 929851 - The default dynamic port range for TCP/IP has changed in Windows Vista and in Windows Server 2008▪Article ID 154596 - How to configure RPC dynamic port allocation to work with firewalls ▪How to limit dynamic RPC ports used by DPM and protected servers▪Active Directory Replication Over Firewalls▪Securing Your Application Server12。
MicrosoftDynamicsCRM操作与维护指导书
MicrosoftDynamicsCRM操作与维护指导书Microsoft Dynamics CRM 4.0操作与保护指南中文 4.0.0 修订版本文档中的信息（包含引用的 URL 与其他 Internet 网站）如有更换，恕不另行通知。
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目录1概述欢迎使用《Microsoft Dynamics CRM 4.0 操作与保护指南》，本指南是《Microsoft Dynamics CRM 4.0 实施指南》综合文档集的一部分。
Microsoft Power Platform和Dynamics 365学习与培训指南说明书
We created this comprehensive guide to help you find the right learning and training offerings to accomplish your goals with Microsoft Power Platform and Dynamics 365. This guide covers learning opportunities for both Microsoft customers and partners.Contents:Customer offeringsDiscover & ExploreLearn skillsProve skillsPartner offeringsDiscover & ExploreLearn skillsProve skillsCommunities & external resourcesMicrosoft communitiesExternal resourcesSkilling pathway for customers In a Day Workshops –Power PlatformMicrosoft Learn Microsoft Virtual Training Days Microsoft Official Practice Tests Microsoft Learn TV Microsoft Certification: Role-based and SpecialtyMicrosoft Certification: Fundamentals Microsoft Official Courses with a Learning Partner Microsoft Business Applications Summit Business Applications Events and WebinarsCloud Skills Challenge: 30 Days to Learn It D i s c o v e r & e x p l o r e L e a r n s k i l l s P r o v e s k i l l s EventsDiscover& exploreExplore the latest technologies and imaginenew ways to create solutions with the Business Applications community.Microsoft Learn TVStay up to date on the latest Microsoft announcements, features, and products through digital content and videos. EventsMicrosoft Business Applications SummitExplore the tech that will move your business forward, fine-tune your skills, and connect with the Business Applications community. Check back often for on-demand content and upcoming event information.Business Application Events and WebinarsFind the latest information about events and webinars for Microsoft Power Platform and Dynamics 365.Customer offeringsGrow your confidence and expertise with Microsoft Power Platform and Dynamics 365.Microsoft LearnWant to learn at your own pace? Microsoft Learn allows you to build practical job skills with online step-bystep training.Cloud Skills Challenge: 30 Days to Learn ItComplete a challenge within 30 days while learning in-demand cloud development skills and preparing to earn a Microsoft certification.Microsoft Official Courses with a Learning PartnerGet in-depth, structured training with Business Applications experts. To get started, find a Learning Partner or browse instructor-led courses.EventsMicrosoft Virtual Training DaysMaximize your time by attending an in-depth training event that will guide you towards career and organizational impact with Microsoft Power Platform and Dynamics 365.In a Day Workshops –Power PlatformLearn how Microsoft Power Platform can meet your business challenges quickly and effectively by attending a virtual, one-day training workshop that covers different workloads.Customer offeringsValidate your skills through aglobally recognized, industry-endorsed Microsoft Certification.Microsoft Official Practice TestsBuild confidence and prepare for certification success.Microsoft Certification: FundamentalsDemonstrate your foundational understanding of Microsoft technologies including a mix of concepts and applied learning. Prove your knowledge in Microsoft Power Platform, Dynamics 365 (CRM), or Dynamics 365 (ERP). Microsoft Certification: Role-based and SpecialtyValidate technical skills required to perform jobs associated with Microsoft platforms and technologies, and to manage industry solutions.Customer offeringsMicrosoft Inspire Partner Events Webinars Virtual Training Series Microsoft LearnMicrosoft Catalyst Microsoft Official Courses with a Learning Partner Cloud Skills Challenge:30 Days to Learn It FastTrack for Dynamics 365Microsoft Virtual Training Days Training CenterIn a Day Courses –Dynamics 365In a Day Workshops –Power Platform Skilling pathway for partnersEventsMicrosoft Learn TV Microsoft Transform Learning Journeys D i s c o v e r & e x p l o r e L e a r n s k i l l s P r o v e s k i l l s Microsoft Official Practice Tests Microsoft Certification: Fundamentals Exam Prep sessions Microsoft Certification: Role-based and Specialty Certification WeekPartner University Microsoft Business Applications SummitDiscover& exploreIdentify new ways to deliver value to customers and connect with the partner community.Microsoft Learn TVStay up to date on the latest Microsoft announcements, features, and products through digital contentand videos.Microsoft TransformDemonstrate the value of Microsoft solutions to customers through the Microsoft Transform toolset.Learning JourneysNot sure where to start learning? Identify the best next steps for you based on where you want to go in your career and the skills you want to build:Microsoft Power Platform Learning JourneyDynamics 365 Customer Engagement Learning JourneyDynamics 365 Finance & Operations Learning JourneyPartner UniversityA whole new kind of learning. It goes where you go.Microsoft Business Applications events and webinarsMicrosoft Business Applications SummitExplore the tech that will move your business forward, fine-tune your skills, and connect with the Business Applications community. Missed the most recent MBAS? Check out on-demand content.Microsoft InspireDiscover new possibilities at our biggest partner event of the year. Missed the most recent event? Check outon-demand content.Partner EventsMake connections with Microsoft and other partners by getting involved with events, trainings, and workshops happening virtually or near you.WebinarsExplore the tech that will move your business forward, fine-tune your skills, and connect with the Business Applications community. Check back often for on-demand content and upcoming event information.Partner offeringsLearn skillsGrow your confidence and expertise with Microsoft Power Platform and Dynamics 365.Microsoft LearnWant to learn at your own pace? Microsoft Learn allows you to build practical job skills with online step-by-step training. Cloud Skills Challenge: 30 Days to Learn ItComplete a challenge within 30 days while learning in-demand cloud development skills and preparing to earn a Microsoft certification.Microsoft Official Courses with a Learning PartnerGet in-depth, structured training with Business Applications experts. To get started, find a learning partner or browse all instructor led courses to get started.Microsoft CatalystBuild, plan, and execute business transformation strategies with a proven and innovative approach.EventsVirtual Training SeriesEnhance your technical skills with interactive webinars that cover core customer technical scenarios. Attend live or access a pre-recorded session.FastTrack for Dynamics 365Partner with the FastTrack team to help customers implement Dynamics 365 and realize business value faster. Read the Microsoft Docs article to learn how to engage with engineers and what to expect.Microsoft Virtual Training DaysMaximize your time by attending an in-depth training event that will guide you towards career and organizational impact with Microsoft Power Platform and Dynamics 365.In a Day Workshops –Power PlatformLearn how Microsoft Power Platform can meet your business challenges quickly and effectively by attending a virtual, one-day training workshop that covers different workloads.In a Day Courses –Dynamics 365Invitation only workshops to build key engagements for Dynamics 365.Contact your Partner Technical Architect for more information on these workshops.Training CenterAccess role-specific learning paths and build your skills on Microsoft products and solutions.Partner offeringsProve skillsValidate your skills through Microsoft Certifications and get ready for your exam with preparation resources.Microsoft Official Practice TestsBuild confidence and prepare for certification success.Exam Prep sessionsIdentify key knowledge requirements and get suggestions on how to allocate study time with instructor-led sessions. Check with your account manager to learn more.Microsoft Certification: FundamentalsDemonstrate your foundational understanding of Microsoft technologies including a mix of concepts and applied learning. Prove your knowledge in Microsoft Power Platform, Dynamics 365 (CRM), or Dynamics 365 (ERP). Microsoft Certification: Role-based and SpecialtyValidate technical skills required to perform jobs associated with Microsoft platforms and technologies, and to manage industry solutions.Certification WeekGet up to speed fast for a certification exam through this four-day event that includes prerequisite training courses, study groups, exam prep sessions, and knowledge checks.Partner offeringsMicrosoftcommunities Get help from experts and peers while contributing your own creative solutions. Build your network of Microsoft Power Platform and Dynamics 365 users.Dynamics 365 CommunitiesMicrosoft Partner CommunityMicrosoft Power Platform CommunitiesMicrosoft Power Apps CommunityMicrosoft Power Automate CommunityMicrosoft Power BI CommunityMicrosoft Power Virtual Agents CommunityMicrosoft Tech CommunityMicrosoft Learn CommunityPower Platform User GroupsDynamics jobs LinkedIn pagePower Platform Jobs LinkedIn pageDynamics 365 and Power Platform North America LinkedIn groupExternal resourcesExternal resources Take advantage of otherresources to develop soft skills and build your introductory knowledge of Microsoft technologies.LinkedIn LearningDevelop your leadership and business skills through self-paced learning.No matter where you are in your career or where you want to go,keep learning in moments that matter.Microsoft Learn for GitHubDemonstrate foundational GitHub learning objectives through fun, interactive modules and paths.Third party learning platformsBuild your Microsoft Power Platform and Dynamics 365 skills through third-party learning platforms.•Udacity•Microsoft Power Platform Course•PluralSight•UdemyExternal resources。
运用MicrosoftDynamicsAX(微软ERP)管理您的财务与
运用Microsoft Dynamics AX （微软ERP）管理您的财务与合规性工作Microsoft Dynamics AX （微软ERP）通过对整个组织财务数据的全面了解、适应企业运作方式的灵活流程，从而有效管理财务运营。
Microsoft Dynamics AX 2009 的财务管理功能可使您访问整个组织的实时信息、使用易于操作的查询工具以及强大的分析和报告功能，并帮助您高效地处理收入、应付帐款、应收帐款和现金流量。
这样，您就可以深入了解财务绩效、从战略角度制定计划并果断地做出明智的决策。
Microsoft Dynamics AX （微软ERP）财务管理功能的优势
∙深入了解财务运营状况。
通过全方位了解业务绩效，改进战略规划。
设置和审核图形显示和报表，并对详细信息进行有针对性的分析，帮助您果断地做出明智决策。
∙衡量各项业务的经济绩效。
了解业务成本以及与业务模型相符的分配方案，并根据预算和预测来规划和计算将来的成本。
∙跨国界扩张业务。
超越地理界限开展业务，并利用多语言和多币种支持管理汇率调整，同时达到不同国家/地区的会计要求。
∙简化满足合规性承诺所需的工作。
帮助减少为遵守报告、纳税和财务规章（例如《新巴塞尔协议》和《萨班斯-奥克斯利法》）而需要的工作量和时间。
下一步
∙了解其它企业运行Microsoft Dynamics 解决方案的效果。
∙体验Microsoft Dynamics AX（微软ERP）。
∙若要了解Microsoft Dynamics AX（微软ERP）如何满足您的特定需求或查找当地微软合作伙伴，请与我们联系。
dynamics erp发展史
动态企业资源规划（Dynamics ERP）是微软公司推出的一款企业管理软件。
它涵盖了财务、供应链管理、客户关系管理等多个方面，在全球范围内被广泛应用。
本文将从以下几个方面对Dynamics ERP的发展史进行详细介绍。
一、Dynamics ERP的起源Dynamics ERP最早起源于1990年代的美国。
当时，微软公司意识到企业管理软件市场的潜力，于是开始力推开发一款全新的企业资源规划软件。
1996年，微软发布了第一款Dynamics ERP产品，即Dynamics GP（Great Pl本人ns），它主要针对中小型企业市场。
随后，微软陆续推出了一系列Dynamics ERP产品，如Dynamics NAV （Navision）、Dynamics AX（Axapta）等，覆盖了不同规模企业的需求。
二、Dynamics ERP的功能和特点Dynamics ERP产品以其丰富的功能和灵活的定制性而闻名。
它包括财务管理、物料管理、采购管理、销售管理、生产管理、项目管理、人力资源管理等多个模块，可以满足企业在运营管理和业务发展中的各种需求。
Dynamics ERP还采用了先进的技术架构，支持多语言、多货币、多国税制等特性，适用于全球范围内的企业。
三、Dynamics ERP的发展历程随着市场需求的不断变化，微软公司不断对Dynamics ERP进行升级和优化。
2003年，微软收购了全球领先的企业管理软件供应商Navision，将其产品整合为Dynamics NAV，进一步拓展了Dynamics ERP的市场份额。
2002年，微软收购了Axapta公司，将其产品整合为Dynamics AX，扩大了Dynamics ERP的在大型企业市场的影响力。
微软还通过不断的研发和合作，将Dynamics ERP与其他商业软件、云服务、移动应用等进行整合，为客户提供更加全面的解决方案。
四、Dynamics ERP的全球影响Dynamics ERP产品在全球范围内得到了广泛的应用和认可。
dynamics ax 2012操作手册
《深度挖掘：Dynamics AX 2012操作手册》一、引言Dynamics AX 2012是一款功能强大的企业资源规划（ERP）软件，被广泛应用于各种规模的企业中。
作为企业管理者或IT从业者，熟练掌握Dynamics AX 2012的操作技巧对于提高工作效率、优化企业管理流程具有重要意义。
在本文中，我们将深度挖掘Dynamics AX 2012的操作手册，为您带来全面而深入的学习体验。
二、初识Dynamics AX 20121. 系统概述Dynamics AX 2012是由微软（Microsoft）开发的一套集成管理软件系统，旨在实现企业资源的综合管理和效率优化。
它包括了财务、采购、生产、销售、仓储等多个功能模块，为企业提供了一站式的解决方案。
2. 操作界面Dynamics AX 2012的操作界面简洁直观，主要分为主菜单、导航栏、工作区域和详细信息四大部分。
用户可以通过简单的点击和拖放操作来实现复杂的业务流程。
3. 操作手册Dynamics AX 2012的操作手册是用户学习的重要工具，它详细介绍了系统的功能和操作步骤，对用户的学习和使用起到了重要的辅助作用。
三、深度挖掘Dynamics AX 2012操作手册1. 功能模块Dynamics AX 2012的操作手册详细介绍了各个功能模块的操作方法和使用技巧。
在财务模块中，可以学习到如何设置会计科目、录入凭证、生成报表等操作；在采购模块中，可以学习到如何创建采购订单、进行验收入库、付款等操作。
2. 操作技巧操作手册不仅介绍了系统的基本操作，还深入探讨了一些高级的操作技巧。
在生产模块中，可以学习到如何进行生产订单的排程和跟踪、如何进行生产成本的核算和分析等高级技术。
3. 定制化开发Dynamics AX 2012的操作手册还介绍了系统的定制化开发方法。
通过学习操作手册，用户可以掌握系统表单的设计方法、报表的设计方法、工作流的配置方法等，从而实现系统与企业实际业务的无缝对接。
Dynamics ERP 成功案例——拉加代尔
项目概述 国家：中国 行业：零售业客户资料拉格代尔集团是世界知名的500强公司，是在巴黎证券交易所上市的著名媒体及高科技企业，集团旗下有四大全资子公司，分别经营出版、传媒、服务和体育四大板块业务。
其中拉加代尔服务是世界旅行零售业先锋，在全球各大机场、火车站等交通枢纽经营 最大的免税、图书、便利、纪念品的零售网络，旗下店铺品牌包括“Relay 经纬”、“Virgin 维珍”等。
项目背景随着零售业务的不断推广和更新，拉加代尔旅行零售需要更加精细的管理前台店面的系统，以解决原有销售系统的各种问题和挑战，包括分析功能不足，缺乏灵活的实现能力，以及各个业务系统之间彼此独立，数据缺乏一致性和有效的利用手段等问题。
解决方案通过实施Microsoft Dynamics 零售行业解决方案，拉加代尔在POS 端、后台和总部以相同的应用程序整合不同的界面，建立其统一的零售管理平台，拉加代尔采用Microsoft Dynamics ， 实现专业化零售管理，优化企业整体运作项目背景拉加代尔集团是世界知名的500强公司。
作为法国传媒业大亨和在巴黎证券交易所上市的著名媒体及高科技企业，自1826年成立以来已拥有超过180年的历史。
集团在全球四十多个国家开展业务，主要包括经营范围涵盖出版、零售、广播、电视等一系列传媒领域，以及航空和防御领域。
拉加代尔集团旗下有四大全资子公司，分别经营出版、传媒、服务和体育四大板块业务。
拉加代尔服务是世界旅行零售业先锋，在全球各大机场、火车站、地铁站等交通枢纽经营 最大的免税、图书、便利、纪念品的零售网络，旗下店铺品牌包括“Relay 经纬”、“Virgin 维珍”等。
拉加代尔旅行零售，作为旅行零售行业的佼佼者，以机场店及主要公共交通枢纽店的方式分布于澳大利亚，新加坡，中国大陆，中国香港，中国台湾，新西兰和新喀里多尼亚等国家和地区，以奢侈品免税店，书刊杂志店，便利店以及食物饮料店等形式存在。
但随着零售业务的不断推广和更新，拉加代尔旅行零售需要更加精细的管理前台店面的系统，目前销售系统面临的问题和挑战包括： ●零售店面的快速扩张使得信息系统，后台管理，分析功能无法满足企业发展需要。
Microsoft Dynamics GP 2013 预览版商品介绍说明书
Microsoft Dynamics GP 2013PREVIEWYou can scramble to keep up with these changes or you can take control andby delivering a comprehensive vision and solution for your business. Consistent product releases, which are cost effective to deploy and easy to implement atyour pace, help you transform your business.preview capabilities.Get access to information you need in the Microsoft Dynamics GP Business Analyzer.Business IntelligenceBroaden the reach of your business intelligence. Microsoft Dynamics GP 2013 offers both full-service and self-service users a more complete look at the business, with even more out-of-the-box Microsoft SQL Server Reporting Services and Microsoft Excel reports. Word TemplatesCreate professional-looking documents like invoices, purchase orders, statements, and more with the Word form templates in Microsoft Dynamics GP using Microsoft Word capabilities. Now, any report can be created using Word templates, eliminating the dependency of modifying the reports in report writer.Document AttachConnect relevant context to each transaction. Use the Document Attach capability in Microsoft Dynamics GP 2013 to append informative details, pictures, notes, or contracts directly to a transaction or line item, giving your employees, customers, and suppliers the information they need, right where they need it.Balance ledgers easier with the new sub ledger reconciliation tool.Improved Purchasing Simplify and improve the purchasing process with Microsoft Dynamics GP 2013.Microsoft Dynamics GP 2013PREVIEWYou can scramble to keep up with these changes or you can take control andby delivering a comprehensive vision and solution for your business. Consistent product releases, which are cost effective to deploy and easy to implement atyour pace, help you transform your business.preview capabilities.。
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Microsoft Dynamics ERP delivers these core capabilities across solutions:
• Meet the specific demands of your industry with solutions delivered by Microsoft and its Partners that can meet your specialized business needs.
• Collaborate easily across lines of business and geographiend SharePoint Server.
Increased insight into every corner of your business
• View overall business performance and set up and review key performance indicators (KPIs), graphical displays, and reports.
Microsoft Dynamics ERP solutions can strengthen your position in the marketplace and provide the backbone of a flexible system that helps move your business forward. Simple to use, straightforward to implement, and easy to adapt, Microsoft Dynamics ERP solutions can be delivered in the way that works best for your organization—through cloud computing or on-premise. You can add users, enter different geographies, launch new products, and pursue additional lines of business with the assurance that your IT system can keep up and help drive your strategic initiatives.
• Work smoothly across borders with customers and suppliers with multilanguage and multicurrency capabilities.
44
Keep your organization in top shape — now and in the future
Increased operational efficiencies to help reduce costs
• Integrate and streamline critical processes so you can run your business with improved efficiency and real-time access to financial and operational data.
• Access ERP data at every level of your organization through SharePoint-based portals, mobile solutions, and Microsoft Dynamics Client for Microsoft Office.
Business success isn’t just about competing effectively today, but tomorrow and the next day, and into the future. While Microsoft Dynamics ERP solutions are designed to fit your industry, company size, and budget now, they can also scale and adapt easily to future growth and change. With built-in flexibility and visibility across your business you’ll be able to expand your operations and seize new opportunities as they arise with:
Easy-to-use information and tools that help people work smart and fast
• Get people up to speed fast with an intuitive user experience that reduces training time.
“Together with Microsoft Dynamics GP 2010, we are building a better future, a more secure business, and a better way to ” keep our business running more efficiently. – Phil Hodges, IT Director, Clean Burn
• Access RoleTailored tools and business intelligence, such as Role Centers that help employees view and prioritize job-specific information and tasks. Plus, people can customize and personalize their Role Centers based on their work styles and preferences.
• Financial management • Supply chain management • Business intelligence • Performance management
• Collaboration • Project management • Human resource management • IT management • Software-plus-Services
2
Stay one step ahead of the competition
Enterprise resource planning (ERP) software—once considered a necessary commodity in the IT infrastructure—is now viewed as a strategic asset for organizations that want to remain competitive and accelerate business performance.
3
Experience the difference in Microsoft Dynamics ERP
You can quickly see the difference between Microsoft Dynamics and other ERP solutions. It’s not just the way business processes are streamlined or data flows smoothly across the organization. It’s the intuitive user interface and Role Centers that help organize work for efficiency and easy access. Microsoft Dynamics ERP makes it easy to do business by delivering innovation and value across your organization with:
Microsoft Dynamics ERP
Success for your business. Success for you.
Achieve success on your terms
Today’s organizations compete in an environment dramatically shaped by current economic conditions as well as ongoing challenges such as globalization, increasing customer demands, and escalating operational costs. Some businesses have responded by cutting operations to the bone, while others have gone on the offensive and are using technology to help them stay agile, streamline processes, and find greater efficiencies across their organizations. In this type of climate, your business can’t afford to stand still. Whether your organization is ready to outgrow its current financial management software, a thriving local business with plans to expand, or a global corporation with multiple sites and subsidiaries across geographies, Microsoft Dynamics® ERP offers solutions that can help accelerate performance, measure financial effectiveness, and enhance decision-making. Join the tens of thousands of customers in companies just like yours who employ Microsoft Dynamics ERP solutions and achieve success—the way you define it.