The benefits of upgrading to Microsoft Dynamics AX 2012

Microsoft Dynamics AX 2012

Microsoft Dynamics AX is an ERP solution suitable for aged care and disability organisatoins. With comprehensive capabilities for financial, human resources, and operations management, it provides the agility you need to expand business opportunities, modify processes, and differentiate your organisation.

Pervasive interoperability allows you to take advantage of existing investments, lower the total cost of ownership (TCO), and support innovation in your organisation. Microsoft Dynamics AX can be run in your datacenter or in the cloud.

License trade-in program for PeoplePoint Versions V6.X, and Microsoft Dynamics AX2012.

Currently there is a special Microsoft program for PeoplePoint customers that provide for the replacement of existing Microsoft Dynamics AX2009 concurrent user licenses with AX2012 named user licenses. Depending on the PeoplePoint modules in use, there is either a 3:1 or an 8:1 trade in replacement available.

This program will end on 10/04/2018

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The benefits of upgrading to Microsoft AX 2012

Modern 'Role Tailored' User Interface

Modern “RoleTailored” user interface

Standardised look and feel with the introduction of the ribbon and fast tabs to increase user efficiency while working within the application.

Workflow improvements

Workflow improvements

There is now a more powerful rules-based workflow engine that allows for the creation of more complex rules that can better match the way documents and decisions flow within your company.

Microsoft Office Add-ins

Microsoft Office Add-ins

New Excel-based importer tool simplifies data management and additional add-in functionality strengthens the relationship to other Microsoft Office technologies.

Key features of Microsoft Dynamics AX 2012

AX 2012 New User interface

AX2012 has a newer user interface with a ribbon, preview pane and fact boxes. The area to the right are the fact boxes. These fact boxes provides extra information for the selected record for example the related information fact box shows the contacts and invoices for the customer selected. By using this feature users don’t need to move to other form to get the information. User can get the summarised view of extra information in the fact boxes.

Procura AX - New User Interface

Organisation structure

Ability to set up organisational hierarchies to view and report on your business from different perspectives or a hierarchy that is based on operating units to report management financial information or budgeting information.

Role-based security

AX2012 comes with pre-defined Security Roles. The security roles that are assigned to a user determine the duties that the user can perform and the parts of the user interface that the user can view. By managing access through security roles, administrators save time because they do not have to manage access separately for each user. By default, sample security roles are provided. All functionality in Microsoft Dynamics AX is associated with at least one of the sample security roles. The administrator can assign users.


Microsoft Dynamics AX 2012 makes it much simpler for business users and people with limited programming skills to set up and automate some sophisticated processes. This lets the people who understand the business and work with these processes on a daily basis define the conditions and business rules, assign tasks, and automate the flow of information through the organisation.

Microsoft Office Add-in (Excel and Microsoft Word)

Not only can you export many forms, lists, and reports from Microsoft Dynamics AX and Enterprise Portal for Microsoft Dynamics AX to Microsoft Excel and Microsoft Word, but by installing the Office Add-ins for Microsoft Dynamics AX, a Dynamics AX tab is added to the ribbon in Excel. This provides access to data in the Microsoft Dynamics AX client (security depending) and the permissions to refresh exported data, you can refresh the data that you export from Microsoft Dynamics AX into Excel.

Microsoft Excel Add-ins

Dimensions/Chart of Accounts

  • In 2012 you can create an unlimited number of user defined dimensions that can be added and selected.
  • Financial dimensions can be created by using a form. The process resembles the setup tasks for other base data.

Budgeting Planning and Control

In Microsoft Dynamics AX 2012, major changes and improvements to budgeting were introduced, which included the introduction of a Budgeting module in its own right, separate from the General Ledger. Microsoft recognised the demand for more sophisticated budgeting solutions, including budget control, so ledger budgets were replaced by budget registers and workflows were introduced to allow budget register entries to be routed around the organisation for review and approval.

Budgeting, Planning and Control

HR Functions

Did you know that the Human Resources module for Microsoft Dynamics AX 2012 is now standard functionality? The human resource module for Dynamics AX features a centralised database with full ERP integration to track and manage your workforce personnel including organisation hierarchies, jobs, and positions, fixed and variable compensation plans, recruitment, absence management, performance management functions such as reviews and goal setting, and training courses.

Management Reporter 2012 is available for use with AX 2012.

It is a powerful financial reporting solution that helps you achieve greater visibility across your organisation. With Management Reporter 2012 you can expect:

  • More flexibility in designing your financial reports
  • Additional opportunity to collaborate with co-workers, auditors and others during the report design, distribution and viewing processes
  • An interactive report viewing experience to help you drive decisions from the report data that’s delivered to you
  • Deeper interoperability with your Microsoft Dynamics ERP solution, including drilling back to the Microsoft Dynamics ERP data