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Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. A world-class product demonstration will absolutely play a critical role in the selling process.

We strive to provide the best-in-class demo tools and materials, enabling partners to showcase the product to their prospects and their customers. The purpose of this page is to facilitate the demonstration of Dynamics AX using the following resources to show how this revolutionary product can help transform your business. We also keep updating the content and so you can have more demo capabilities to help you succeed in the selling process.

Contains various bug fixes. Cumulative Update 9 build number is 6. For installation instructions, download the Installation guide for cumulative update 9 for Microsoft Dynamics AX R3. This is a self-contained application and doesn't interact with any external components. The objective of this application is for demonstration purposes only; it must not be used either for going live or in any production environments.

Demo virtual machines VM : pre-configured VMs with the latest Microsoft stack installed and extensive demo data to showcase horizontal and vertical business scenarios;. Release documentation : documents help you understand what's new in the release Release Notes and how to best utilize Technical Guide and How to Guide.

Demo scripts : business scenarios out-of-box you can showcase Microsoft Dynamics AX in the context of Microsoft Stack. Partner Only Article ID: Note: Please download all the parts of VM A in a separate folder. How to Update PerformancePoint Dashboard. Profitability PDF. How to Improve Performance via Database Maintenance.

Please use the following demo scripts to help you get familiar with some of the new capabilities that are available in Microsoft Dynamics AX Please check back periodically for additional Demo Scripts. We have produced a series of blog postings to help you consume the rich demo content we have released in Microsoft Dynamics AX R3 Solution Packages. Please refer to the following links to access. Click through demos for Microsoft Dynamics AX Any other usage will constitute a violation of the stated Terms and Conditions for usage of this License file.

To access the downloadable material within this content as previously found on CustomerSource, users will need to have the same customer account access. Click here to view more information. Skip to main content. This browser is no longer supported. Table of contents Exit focus mode. Table of contents. Additional resources In this article.

Budget Planning R3 Note: this is the combined and updated version of the three budget planning related demo scripts in R2. Finance Demo Script — Budget Planning. Finance Demo Script — Fixed Assets. Finance Demo Script - Management Reporter Finance Demo Script — Audit Workbench. Finance Demo Script — Cash Flow. Finance Demo Script — Chart of Accounts. Finance Demo Script - Consolidation. PS Demo Script - One time vendor. Localization Demo Script — Brazil: Entering inbound fiscal documents.

Localization Demo Script — Brazil: Issuing outbound and transfer documents. Localization Demo Script — China: Financial management. Localization Demo Script — China: Financial reports. Localization Demo Script — China: Fixed assets. Localization Demo Script — China: Special inventory and production. Localization Demo Script — China: Tax integration.

Localization Demo Script — India: Customs. Localization Demo Script — India: Excise. Localization Demo Script — India: Sales return. Localization Demo Script — India: Sales tax. Localization Demo Script — India: Service tax. Localization Demo Script — India: Stock transfer. Localization Demo Script — Japan: Manage consumption tax return process. Technology Overview. This demo video will show the flexibility Microsoft Dynamics AX provides around security configuration and capabilities.

Outstanding Receivables Analysis. This demo video will show how Arnie, the Collection Manager, can use different Microsoft products, i. Hire to Retire. This demo video will show the scenario: users will be able to view Position Hierarchies with both payroll and HR information on the Jobs and positions.

After reviewing the hierarchy, a recruitment project will be kicked off where you can demonstrate the ability to communicate with applicants as well as publish information to the web.

Upon transferring an applicant into an employee we will now be able to view enhanced attributes on the employees. Information such as employments, earning codes, compensation paid for performance. Mixed Mode Complex Planning. This demo video will show how to demonstrate mixed-mode, multi-site complex planning with batch and serial traceability. Recurring Invoice. This demo video will show how the users will be able to create recurring free text invoices for the customer charges.

Lean — Fixed Kan. This demo video will show that how to create a simple and colorful illustration of Fixed Kanbans on the same work Cell where the above scheduled Kanban is built. This demo shows how a typical account manager, project manager, and project team member are able to quickly and easily manage the various aspects involved in running their business.

This click-through demo shows how easily it is to manage the process of loaning resources to other legal entities using the new feature of intercompany timesheet. In this click-through demo, you are going to experience the role of an account manager at a service-focused company.

Our job is to create project quotations for customers. In this click-through demo, you'll see how Microsoft Dynamics AX makes it easy for a project manager to generate invoices against an existing project, prepare a client-facing document, and then route the information for internal follow-up and reporting.

In this click-through demo, you will see how Microsoft Dynamics AX makes it easy for a project manager to quickly specify staffing requirements for a new project, view availability, and assign the right resources. In this click-through demo, you'll see how Microsoft Dynamics AX makes it easy for employees to report their time and expenses using the built-in employee portal. In this click-through demo, you'll see how Microsoft Dynamics AX makes it easy for a manufacturing sales representative to take an order for a configured product and produce a sales quotation.

In this click-through demo, you'll see how Microsoft Dynamics AX makes it easy for employees in different roles to manage order promising and planning using a single view of information. In this click-through demo, you'll see how Microsoft Dynamics AX helps a production manager execute manufacturing priorities on the factory floor.

In this click-through demo, you will see how Microsoft Dynamics AX provides easy-to-learn features for employee procurement, including automated workflows for management approvals, and consolidated purchase requisitions. In this click-through demo, you will see how Microsoft Dynamics AX streamlines budget management through the use of familiar tools such as Microsoft Excel, and adds advanced budget controls through automation and approval workflows.

In this click-through demo, you will see how Microsoft Dynamics AX helps a project manager, track spending remotely, manage contracts and grant usage, and ensure accurate documentation of grant-related activities. Microsoft Dynamics AX helps organizations to better manage the invoice-to-collections process. This demo scripts highlights the following capabilities: Improvements in the free text invoice process, including the ability to enter quantities and unit price, post invoice corrections, and recurring invoices.

Enhancements in the payment process, including payment by invoice line and settlement priorities The collection management system, with the ability to show all relevant information needed to manage the activity in one screen, affording a workspace for the collection manager role. Now, employee travel requisitions and expense reports can be created, submitted, and approved on the web.

As part of Microsoft Dynamics AX, the Travel and Expense application works seamlessly with other components such as financials, project accounting, policies, workflow and the audit workbench. In Microsoft Dynamics AX , you can now create a purchase order for items and services not tracked in inventory. In this scenario, you'll explore how a purchasing agent is able to decouple order management from inventory control and adjust the delivery schedule, allocating delivery for multiple parts of an item or service when necessary.

This Interactive Demo is divided into eight scenarios that illustrate the modification of two purchase requisition workflows that enable employees at an organization to fulfill their daily business activities. When you complete this demo script you will be able to: Describe how Microsoft Dynamics AX gives control to an organization managing a changing workforce Discuss how Human Resources enhancements provide flexibility during the hire process Talk about how to manage the flow throughout the Hire to Retire process.

This demo script shows the changes in the security framework and security model based on 3 demo scenarios. Setup security for a new user Modify user specific permissions Ensuring compliance. This same process is applicable for many business documents where users want to use the power and familiarity of Microsoft Word to build out the document, but require Microsoft Dynamics AX to merge data into the document securely, and attach the document to the business record.

This click-through demo examines the rule-based approach to posting to general ledger GL from sub ledger accounts in Microsoft Dynamics AX This document: Demonstrates the configurable reduction in general ledger entries generated by sub ledger activities such as sales invoices and purchase invoices.

Explains how rule-bound transfer from sub ledger to GL entries allows for dimension coherence verification that ensures consistent reporting. Explains how the direct integration of allocation rules in the process improves the effectiveness of allocations and the overall performance of the system. Demonstrates the improved data-entry speed as a result of reducing the number of transactions generated directly during sub ledger operations.

   


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