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Microsoft Dynamics Solutions

Microsoft Dynamics

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Microsoft Dynamics applications are delivered through a network of reselling partners who provide specialized services.


Microsoft Dynamics ERP is a family of enterprise resource planning products 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)

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    Microsoft Dynamics CRM is a customer relationship management application from Microsoft that provides sales, service, and marketing capabilities. Microsoft Dynamics CRM is sold as on-premises software or as a software as a service offering called Microsoft Dynamics CRM Online.

    Related products

    Microsoft Dynamics includes a set of related products:

    • Microsoft Dynamics C5 (formerly Concorde C5)
    • Microsoft Dynamics RMS (formerly QuickSell 2000)
    • Microsoft Dynamics POS 2009
    • Microsoft Dynamics Management Reporter.

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    Management Reporter is a financial reporting and analysis application. Its main feature is to create income statements, balance sheet statements, cash flow statements and other financial reports. Reports can be stored in a centralised Report Library along with external supporting files. Security on reports and files may be controlled using Windows Authentication and SQL Server.

    Microsoft Dynamics ERP

    Microsoft Dynamics ERP is enterprise resource planning (ERP) software primarily geared toward midsize organizations as well as subsidiaries and divisions of larger organizations. Its applications are part of Microsoft Dynamics, a line of business management software owned and developed by Microsoft.

    Microsoft Dynamics ERP comprises four primary products: Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL.


    Microsoft Dynamics ERP includes five primary products:
    Microsoft Dynamics AX (formerly Axapta) is designed to help organizations do business across locations and countries by standardizing processes and helping to simplify compliance. The latest version is Microsoft Dynamics AX 2012.

    Microsoft Dynamics GP (formerly Great Plains Software) can help companies adapt to new opportunities and growth by managing changing markets, enabling unique business requirements, and connecting business processes across the organization. The latest version is Microsoft Dynamics GP 2010 (version 11.0).

    Microsoft Dynamics NAV (formerly Navision) is designed to help organizations streamline specialized and industry-specific business processes. The latest version is Microsoft Dynamics NAV 2013.

    Microsoft Dynamics SL (formerly Solomon IV) can help project-driven organizations obtain reports and business analysis and automate projects across company divisions and locations. The latest version is Microsoft Dynamics SL 7.0.

    Microsoft Dynamics C5 (formerly Concorde C5) can assist with finance, manufacturing, supply chains, analytics and electronic commerce for small and medium-sized enterprises. The latest version is Microsoft Dynamics C5 2010.

    • Microsoft Dynamics ERP applications are designed to help customers:

    • Connect the entire supply chain.
    • Make current financial data and reports accessible for business planning and regulatory compliance.
    • Automate repetitious and routine functions so that employees can focus on more critical tasks.
    • Minimize the cost and complexity of administering salaries, benefits, recruiting, and performance management.
    • Provide greater visibility into key performance factors, such as profitability and potential issues.
    • Meet industry-specific needs with functionality for vertical business processes.

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    Microsoft Dynamics AX :

    Microsoft Dynamics AX

    Microsoft Dynamics AX is one of Microsoft's enterprise resource planning software products. It is part of the Microsoft Dynamics family.


    Microsoft Dynamics AX was originally developed as a collaboration between IBM and Damgaard as IBM Axapta. Axapta was initially released in March, 1998 in the Danish and U.S. markets. IBM returned all rights in the product to Damgaard shortly after the release of Version 1.5 before Damgaard was merged with Navision Software A/S in 2000. The combined company, initially NavisionDamgaard, later Navision A/S, was acquired by Microsoft in July 2002.

    In September, 2011, Microsoft announced the release of new version AX 2012. Today, it is available and supported in 25 countries and 23 languages.

    Development Centers

    MDCC or Microsoft Development Center Copenhagen was once the primary development center for Dynamics AX. MDCC is located in Vedbæk and also houses Microsoft Dynamics NAV and several other Microsoft Dynamics family products. MDCC employs about 900 people of around 40 different nationalities.
    In addition to MDCC, AX development is now performed in two additional sites in Bellevue, Washington and Fargo, North Dakota.


    The early versions (from 1.0 to 3.0) were called Axapta, while the later versions (from 3.0 SP6 to AX 2012) are called Dynamics AX.


    Development of Axapta began in 1983 at Danish company Damgaard Data A/S. The software was mainly targeted at the European market, though the North American market grew rapidly following the release of Axapta 2.1 in 2000.


    Following the merger of the two Danish companies Navision and Damgaard, Axapta was to be known as Navision Damgaard Axapta for versions 2.5 and 3.0 (up until 3.0 SP5).

    Microsoft (current)

    Microsoft acquired Navision Damgaard during the summer of 2002. Navision Damgaard Axapta was first renamed to Microsoft Business Solutions Axapta, then to Microsoft Dynamics AX for versions 3.0 SP6, 4.0 and 2009.

    Features (modules)

    Microsoft Dynamics AX contains 19 core modules:

    • Traditional core (since Axapta 2.5)
    • General Ledger, composed of ledger, sales tax, currency and fixed assets features
    • Bank Management, where cash is received and paid out
    • Customer Relationship Management (CRM), where Business Relations (customers, vendors, and leads) are contacted and maintained
    • Accounts Receivable, where orders are entered, shipped and invoiced
    • Accounts Payable, where purchase orders are issued and goods received into inventory

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    Inventory Management, where Inventory is valued and managed
    • Master Planning, where purchase and production planning takes place
    • Production, where bill of materials is defined and manufacturing is tracked
    • Product Builder, where product models are created and maintained
    • Human Resources, where employee information is kept
    • Project Accounting, where projects are created and tracked primarily from an accounting perspective
    • Basic, where data configuration is performed
    • Administration Module, where system configuration is performed

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    Extended core

    The following modules are part of the core of AX 2009 (AX 5.0) and available on a per-license basis in AX 4.0:

    • Shop Floor Control
    • Cost Accounting
    • Balanced Scorecards
    • Service Management
    • Expense Management
    • Payroll Management
    • Environmental Management

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    External components
    • Several external components are also available:

    • Enterprise Portal for Dynamics AX (built on Sharepoint Services)
    • Microsoft SQL Reporting Services integration
    • Microsoft SQL Analysis services (KPIs)
    • Project Server Integration
    • WorkFlow
    • Application Integration Framework (Webservices + Biztalk adapter)
    • A .Net Business Connector for third-party software (A COM adapter is also available)
    • Microsoft Dynamics Mobile 1.5 development tools

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    • The Microsoft Dynamics AX software is composed of four major components:
    • The Database Server, a database that stores the Microsoft Dynamics AX data
    • The File Server, a folder containing the Microsoft Dynamics AX application files (in AX2012 application files are stored in the database)
    • The Application Object Server(s) (AOS), a service that controls all aspects of Microsoft Dynamics AX's operation
    • The Client(s), the actual user interface into Microsoft Dynamics AX

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    MorphX and X++

    "MorphX" redirects here. For the video game, see MorphX (video game).
    Custom AX development and modification is done with its own IDE, MorphX, which resides in the same client application that a normal day-to-day user would access, thus allowing development to take place on any instance of the client. Since the Dynamics AX 2012 version, development can also be performed in Microsoft Visual Studio 2010 through a Visual Studio plugin.

    MorphX is an integrated development environment in Microsoft Dynamics AX that allows developers to graphically design data types, base enumerations, tables, queries, forms, menus and reports. In addition to design of application objects, it also allows access to any application code by launching the X++ code editor.

    Because MorphX uses referencing to link objects together, changes in, for example, datatypes of fieldnames will automatically be reflected in all places where they are used (such as forms or reports). Furthermore, changes made through MorphX will be reflected in the application immediately after compilation.

    Microsoft Dynamics AX also offers support for version control systems (VCS) integrated with the IDE, allowing collaboration in development. There is also a tool for reverse-engineering table structures and class structures to Visio. The actual implementation limits the practical use of both these features.

    X++ itself is the programming language behind MorphX, and belongs to the curly brackets and .-operator class of programming languages (like C# or Java). It is an object-oriented, class-based, single dispatch language. X++ is a derivative of C++ (both lack the finally keyword for example) to which garbage collection and language-integrated SQL queries were added.

    Microsoft Dynamics GP :

    Microsoft Dynamics GP

    Microsoft Dynamics GP is a mid-market business accounting software or ERP Software package marketed in North and South America, UK and Ireland, the Middle East, Singapore, Australia and New Zealand. It is used in many additional countries with partner supported localisations. It uses either Microsoft SQL Server 2005, 2008, or 2012 to store data. It is one of four accounting packages acquired by Microsoft that now share the Microsoft Dynamics Business Solutions brand. Dynamics GP is written in a language called Dexterity.

    The Dynamics GP product was originally developed by Great Plains Software, an independent company located in Fargo, North Dakota, which was run by Doug Burgum. Dynamics Release 1.0 was released in February 1993. It was one of the first accounting packages in the USA that was designed and written to be multi-user and to run under Windows as 32 bit software. In late 2000, Microsoft announced the purchase of Great Plains Software for $1.1 billion. This acquisition was completed in April 2001.


    The latest version of Dynamics GP 2013 (Version 12) was released by Microsoft on Dec. 19, 2012.; For the first time the software has evolved from a pure client-server application to a web-enabled application.; The full client will continue to provide a 'rich' content, since it's the only way to cover all the modules and third-party products properly in the application. The web-enabled client for now only covers the basic modules (Financial & Distribution in Phase 1, HR & Payroll added in Phase 2, Project Accounting in Phase 3, Customer support (Sales ?) in Phase 4 and finally Manufacturing in Phase 5). The various modules are going to be added over the course of the development between the initial release date and the next version of Dynamics GP (which is supposed to be somewhere in 2014). So it is expected the phases will be 3-4 months apart each.

    Dynamics GP 2010R2 was released in April 2011. Dynamics GP 2010 was released in April 2010; Microsoft Dynamics GP 10.0 was released in June 2007.
    Prior versions were named Microsoft Great Plains and Microsoft Dynamics. Previous versions were compatible with Microsoft SQL Server, Pervasive PSQL, Btrieve, and earlier versions also used C-tree, although after the buyout all new versions switched entirely to Microsoft SQL Server databases.

    Previous versions of Microsoft Dynamics GP were available in two editions:

    Standard : Up to 10 simultaneous users, and 500 payroll employees for each defined company. Professional: Unlimited users, additional user-level security options, consolidation tools, automatic purchase order generation, and more reporting/analysis options. In addition, Professional Edition includes additional manufacturing and field service modules.

    Microsoft announced a change to their licensing of Dynamics GP called Business Ready Licensing (BRL). This new licensing format applies only to new customers, existing customers can switch over to Business Ready Licensing, and is based as always on concurrent user licensing. The advantage to the new BRL is that customers now get every module included with the software, and only have to pay for each concurrent user in the system. To coincide with this licensing change, a fixed price offering has also been launched.

    With Business Ready Licensing (BRL) Microsoft Dynamics GP is now available in two editions:

    Business Essentials
    Advanced Management

    With the introduction of Dynamics GP 2013, a new licensing model is introduced called Perpetual Licensing. This licensing model introduces a simplified pricing model: Starter Pack and Extended Pack which include almost 95% of all of the modules previously sold a-la-carte.


    Great Plains was one of the first accounting packages with capability to record and play back macros. Macros are saved in .MAC files in the Dexterity programming language. The .MAC files are editable text files. Macro files are very different from the VBA files found in the Microsoft Office products. Dynamics GP macros cannot make decisions, but merely play back keystrokes recorded by a user. Microsoft Dynamics can also have VBA functionality attached to forms and reports to carry out decisions.


    Microsoft Dynamics GP is organized in Series, each of which contains several modules. The typical Series are Financial, Sales, Purchasing, Inventory, Project, Payroll, Manufacturing, Company and System. The latter two contain all the necessary modules to configure various company wide and system wide options. Each Series involves a full cycle of transactions for that particular Series, for example, the Sales Series implements the Quote to Cash process. In addition to the typical "out-of-the-box" modules, Microsoft's community of Independent Software Vendors (ISV) has developed a number of add-ons and verticals, all generally referred to as Third Party applications, which complement or enhance the existing functionality of the application. These are also written in Dexterity, and so look and function in the same way as Dynamics GP standard modules.


    Management Reporter for Microsoft Dynamics ERP: a corporate performance management solution for the Microsoft Dynamics ERP systems allows easy creation and consolidation of financial statements using a "building block" approach with Rows, Columns, Trees and Report Definitions and the familiar user interface used by Microsoft Office applications.

    Microsoft Forecaster: extracts real-time data from General Ledger to create and manage accurate budgets and plans which can be shared across the management team via a Web-based interface. Easy to learn: has the look and feel of a spreadsheet.

    Microsoft SQL Server Reporting Services(SSRS): offers customizable reports for Financial, Sales, Purchasing and Manufacturing. Reports are run from Internet Explorer and can be rich with charts and graphs for sharing across the organization or with designated suppliers or contractors. SSRS is often used to produce dashboard type charts for executive management.

    SmartList Builder: easy to use, yet powerful query tool to output data (no matter where records reside) based on virtually any specified criteria into a user-friendly format for screen view, for print or for saving in Excel or Word (auto-formatted). Combine and link data from up to 32 separate tables, including third-party dictionaries. Many common data-analysis functions are available in pre-configured SmartList objects that can be downloaded from Microsoft.

    Crystal Reports is widely used in building and designing reports with Microsoft Dynamics GP.

    Customization tools

    Customization: comprehensive customization tools to enable .NET developers to create real-time, transactional connections between Microsoft Dynamics GP and other applications and expand potential for new features and functionality.

    Integration: integrate and incorporate data with a high degree of safety, flexibility and speed from any source, even those not based on Microsoft platforms. Uses a mix of proprietary Microsoft technologies, such as Microsoft BizTalk Server, Component Object Model (COM), the Microsoft .NET Framework, and Microsoft Message Queuing (MSMQ); as well as industry-standard technologies such as Web services and XML.

    Earlier versions of Great Plains were written in and dependent upon the Dexterity programming language.

    Supply chain management

    Advanced Distribution: A tool intended to streamline the distribution cycle, gain rapid access to accurate information (view inventory levels for specific items at a glance and get a snap-shot view of the supply chain cycle via Distribution SmartLists), reduce input errors and automate information-sharing through a configurable workflow, allowing the user to define up to 6 stages in the order-to-invoice cycle.

    Advanced Picking: offers the capability to issue consolidated (bulk) picking lists across numerous orders for common items; it can meet multi-site needs. It adapts to warehouse layouts by tailoring picking routines. This module requires Advanced Distribution to run.

    Available to Promise: maintain up-to-date information concerning stock availability, current and future, so that accurate commitments are made to customers.

    Demand Planner: combines planning and forecasting functionality with an intuitive, easy-to-learn user interface to anticipate future demand and gain deep, multi-dimensional visibility into customer buying patterns. Excel Collaboration Plug-in allows for forecast information to be shared and for synchronization of demand management across organization.

    Inventory Management: provides access to detailed inventory information from a central location, has easy to use stock analysis tools and flexible reporting capabilities, improves picking efficiency with multi-bin tracking and enables the creation of personalized pricing schemes to meet customer demands. Blends well with other GP modules, such as Sales Order Processing, Invoicing and General Ledger to streamline inventory and sales processes.

    Order Management (for Business Portal): around-the-clock, security-enhanced access via an out-of-the-box, business-to-business portal which allows salespeople and customers to view, place and edit orders online, saving time and increasing accuracy of orders.

    Purchase Order Processing: enter purchase transactions earlier in the cycle to better manage costs and improve efficiency. Complete purchasing audit control with comprehensive selection of reports to track and analyze purchase activity (full historical and performance reporting). Option to print or e-mail purchase order documents. Other features include Auto-Receive, Auto-Invoice, VAT tracking, facility to handle price and quantity variances, approvals option, commitment reporting. Integrates smoothly with Payables Management, General Ledger, Sales Order Processing and Inventory.

    Requisition Management (for Business Portal): enter and approve requisitions online and automatically transfer orders to new or existing purchase orders in Dynamics GP Purchase Order Processing. Reduces paperwork, repetitive data entry and errors. Approval processes can be fully customized. Channel information to the right people through roles-based access.

    Sales Order Processing: manages the whole sales process from A-Z: quote to order to invoice, and with pinpoint accuracy. Enter quotes, orders, back orders, invoices and returns from one central location without data re-entry to increase office productivity. Invoices are auto-generated. Customer Priority Ranking feature to quickly identify top customers, and distinguish prospects from customers. Customizable data entry, sales documents and sales process to accommodate an organization’s unique business needs. Has seamless integration with Inventory, Receivables Management and eCommerce modules.


    Analysis Cubes: for Microsoft Office Excel is a core component of the GP financial system which leverages the power of SQL Server. It helps define and extract key data and features the Excel Pivot Table Generator to allow the user to 'slice and dice' information, business portal KPIs and a tool to share and increase transparency of financial information via the Business Portal to improve Sarbanes-Oxley compliance.

    Business Portal: A web-based information dissemination system where access is defined by user roles. Professional users can have full remote access data entry capability. A security-enhanced extranet deployment provides trusted customers and suppliers with access to selected data with the ability to customize their own pages.

    Electronic Document Delivery (for Business Portal): enables scheduled e-mail delivery, according to defined rules, of electronic documents, such as Invoices, Credit Notes, Debit Notes, Finance Charges and Returns in various formats.

    Key Performance Indicators (for Business Portal): roles-based to define and deliver personalized views of key business information via Web based portal.

    Process Server: integrated with Dynamics GP to reduce the burden on client computers by moving heavy background tasks to process servers to eliminate costly slow-downs and delays.

    Report Writer: tool to build reports from scratch or to use one of the hundreds of templates available in the system and customize for specific individuals or groups to achieve consistency in presentation across the entire organization. Flexible scheduling options available to publish reports at any time: immediately, on a recurring basis or selectively in a variety of file formats including HTML and PDF. Reports can be shared across the organization by posting them online for viewing via a Web browser with role-based security options.

    System Manager: a tool to customize Dynamics GP to set up processes and role-based home pages or dashboards specific to business and employee needs. Creates queries against data or accesses more than 100 modifiable SmartList queries, exportable to Excel or Word. Streamline process set-up to provide audit information and maintain user accountability.

    Extensible Web Services: uses Microsoft technologies, such as SQL Server, Visual Studio and .Net, as well as industry standards, such as Web Services and XML, to increase real-time data sharing and integrate business processes throughout the organization. The Web Services layer works with the Business Services layer to provide security, policy validations, defaulting, and exception management for consumers of the Web service. These two tiers interact with Business Logic and Persistence layer within eConnect to provide scalable and reliable integration solutions.

    Security Management: manages user security quickly and effectively to protect the Dynamics GP system. Different security types can be assigned to fields through Dynamics GP using a single Explorer-style interface and security errors can be identified and fixed quickly using the interactive dialogs to help eliminate the need to change login user and minimize IT administration.

    Financial management

    Analytical Accounting: Analytical Accounting is a tool that helps you to analyze, interpret, and create reports based on your company's chart of accounts.Using Analytical Accounting, you can better assess your company’s accounts. You can also store information which cannot be computed in monetary terms such as labour hours. You can enter detailed analysis information without resorting to segmental accounting. You can create budgets using analysis dimensions and compare your actual figures with budgeted figures.

    Bank Reconciliation: customizable summary and detailed views of bank account balances and all transactions: cash, check and credit card. Tools available to sort and mark transactions to improve reconciliation capabilities.

    Cash Flow Management: calendar-based interface to view and manage cash inflows and outflows to improve day-to-day financial planning. Big picture and full drill-down options available.

    Collections Management: customizable interface enabling the user to enter and view all collections in one central point. Allows to target and follow up on overdue customers with automatic delivery and tracking of collection letters, e-mails, statements and invoices.

    eBanking: an aid to reduce administration costs and manual input error as well as improve productivity and cash management in a security-enhanced environment. Routine accounting tasks are moved online and bank transactions are electronically enabled and reconciled. Transactions are applied to accounts when they occur rather than days or weeks later, such as BACS payments or payment collections via Direct Debits or credit cards. Special feature verifies that sort codes and bank account numbers entered for suppliers and customers make sense.

    eExpense Automated Expense Management: enables employees to create and submit expense reports via the Web at any time and from any location; features electronic receipt imaging.

    Encumbrance Management: encumbrance accounting module specifically designed for Not for Profit and Public Sector organizations to ensure that actual expenditures and related commitments do not exceed available funds.

    Fixed Asset Management: create, define and manage an unlimited number of assets. Features standard fields and up to 15 user-defined fields with graphical user interface. Numerous depreciation methods available to automate depreciation routines. Integration into General Ledger to post depreciation journals and into Payables Management to pull in purchase information to fixed assets. Location IDs to aid inventory management: matching actual with recorded location. Information-sharing enabled with standard and custom reports.

    General Ledger: automates key accounting tasks to improve accuracy (includes automatic correction of posting errors) and streamlines budget planning and financial decision-making with reports and enquiry tools (features Excel wizard interface). Features up to 66 alphanumeric character codes, up to 10 segments and user-defined fields with 50 character descriptions.

    Grant Management: tracks grants, demonstrates accountability and compliance and also assists with future funding applications. As grant transactions are entered, the Analytical Accounting module will automatically validate them against the budget.

    Multi-currency Management: designed for multinational operations to more easily manage financial statistics and accounting operations involving multiple currencies and dealing with changing exchange rates.

    Payables Management: control expenditure, control payments (check and BACS runs) with flexible selection criteria and track supplier documents and information. Features include unlimited addresses/contacts per supplier, discounts, min/max payments, holds, returns, debit/credit notes, auto-allocation, performance and history reports.

    Receivables Management: tracks customer-related documents and information, controls cash, generates simple invoices as well as creates, prints and e-mails statements. Produces sophisticated debtor related reports at any point in time and performance reports including turnover, gross profit and payment days. Other features are flexible credit limits, unlimited address/contacts per customer, min/max payments and ability to handle insufficient funds, interest charges, debit/credit notes, returns, write-offs and auto-allocation.

    Field service

    Field Service Management: nine powerful elements within a single user interface to manage engineer service calls, preventive maintenance, contract administration. Data can be entered remotely. PDA and CRM integration. Web-based tools allow customers to resolve service issues themselves. Applies standard and customized reports. Many of the Field Service Management elements perform invoicing through the Sales Order Processing module.

    Human resource management

    Human Resources: a module to build comprehensive records of employees to include attendance tracking, run 'what if' scenarios with salary adjustment projections, access to numerous standard and customizable templates to streamline the recruitment process, standardize the process for performance reviews, facilitate information-sharing with seamless integration to GP payroll and general ledger applications.

    HRM Self Service Suite: personalized, secure portals to review expenses, pay and benefits, personal profiles, attendance records, recruitment, promotion and training opportunities, enter holiday requests as well as share selected data across the organization. Reduces administration costs and eliminates need for paper.


    Job Costing: captures and consolidates in one location all job costings as they occur to give manufacturers a comprehensive view of production profitability.

    Materials Requirements Planning (MRP): for greater accuracy and control in matching material flows and production to current projected demand. MRP is a key resource planning instrument to help reduce stock outages, drive down inventory costs and streamline the production process. Views can be in time format and with full drill-downs to source any MRP quantity.

    Manufacturing Bill of Materials: ensure materials are where they should be, when they are needed. Gain tighter control of costs, locations and routings of materials, components and assemblies to maximize production efficiency and lower inventory costs. Features intuitive, graphical 'tree views' of Bill of Materials for entry and inquiry.

    Engineering Change Management: provides the means to collect, organize, validate and authorize process and component changes before they are released to the shop floor to ensure that they are strategically sound before they become orders.

    Manufacturing Order Processing: tracks detailed production costs; manages work orders, routings, material requirements planning (MRP), work center definitions, work in progress (WIP), outsourced operations and production costings. Facility to 'mass change' the status of multiple manufacturing orders at one time.

    Quality Assurance: a tool to design and refine processes to test the quality of incoming raw materials to meet your manufacturing process. Flexible reporting to provide suppliers and customers with customized information on quality assurance testing and processes both quickly and accurately.

    Sales Forecasting: allows you to create forecasts for a range of items or salespeople and to combine these forecasts into a master forecast. Integrates with Materials Requirements Planning module so that material requirements plans reflect existing sales forecasts and current sales orders. Create statistical forecasting and interactive simulation scenarios with integration into Demand Planner module.

    Project accounting

    Project Accounting: connects project activities with company financials and timelines so that projects get completed on time and within budget. Tracks unlimited contracts and projects. Has web-based time and expense entry, fixed or variable pricing, comprehensive revenue recognition methods, profitability and WIP reporting, budgets and forecasts, flexible categories.

    Project Time & Expense (for Business Portal): facility to capture, review and approve project time and expense data/reports via the Web for prompt, accurate customer invoicing and efficient reimbursement for out-of-pocket employee expenses. Helps reduce paperwork and increases operational efficiency.


    The latest version Microsoft GP 2013 is enhanced with a web client. User can login to webclient which is powered by Silverlight technology.


    Microsoft Dynamics GP does not integrate with Microsoft Active Directory, which precludes single sign-on in deployments where Active Directory could otherwise be used to authenticate Dynamics GP users, and necessitates maintenance of separate SQL Server user accounts specifically for Dynamics GP. This has been overcome by some users with third party modules, such as Config AD.

    Microsoft Dynamics NAV :

    Microsoft Dynamics NAV

    Microsoft Dynamics NAV is an enterprise resource planning (ERP) software product from Microsoft.
    The product is part of the Microsoft Dynamics family, and intended to assist with finance, manufacturing, customer relationship management, supply chains, analytics and electronic commerce for small and medium-sized enterprises. Value-added resellers (VAR)s can have full access to the business logic source code, and it has a reputation as being easy to customize.

    For modifications of the system, the proprietary programming language C/AL is used.


    The company was founded in 1983 in Denmark as PC&C A/S (Personal Computing and Communication). In 1984 they released their first accounting package called PCPlus. It was for its time a very user-friendly single user package with all the basic accounting functionality. In 1987 the first version of Navision was released. This was also their first client/server based package allowing multiple users to access the system simultaneous.

    Until 1990 the system was primary sold in Denmark, Iceland and Germany. But with the release of Navision version 3 (of the character-based system) a heavy international expansion was initiated and distributors and localized versions became available in many other countries.

    In 1995 their first Microsoft Windows 95 based version was released.

    In 2000, Navision Software A/S merged with fellow Danish firm Damgaard A/S (founded 1983) to form NavisionDamgard A/S. Later the name was changed to Navision A/S.

    On July 11, 2002 Microsoft bought Navision A/S to go with its previous acquisition of Great Plains. The new division in Microsoft was named Microsoft Business Solutions and also included Microsoft CRM.

    In 2003 Microsoft announced their plans to develop an entirely new ERP system (Project green). But later it was decided to continue development of all ERP systems (Dynamics AX, Dynamics NAV, Dynamics GP and Dynamics SL). All four ERP systems will be launched with the same new role based user interface, SQL based reporting and analysis, SharePoint based portal, Pocket PC based mobile clients and integration with Microsoft Office.

    In September 2005 Microsoft re-branded the product and re-released it as Microsoft Dynamics NAV.

    In December 2008 Microsoft released Dynamics NAV 2009, which contains both the original "classic" client, as well as a new three-tier GUI called the RoleTailored Client (RTC).

    The product itself has gone through several name changes over the time. Initially Navigator was used in Denmark, although most Danes knew it as IBM-Navigator, as IBM was the distributor. Internationally it was sold as Navision, except for the US where it was called Avista. The names "Navision Financials", "Navision Solutions", "Navision Attain", "Microsoft Business Solutions - Navision Edition", and the current "Microsoft Dynamics NAV" (pronounced N-A-V, except in the U.S. where most customers simply say, "nav" which is short for Navision) have all been used to refer to this product.


    Microsoft Dynamics NAV gives administrators the option of using either a Native database server or Microsoft SQL Server, as the DBMS. SQL Server is better able to cope with large database sizes, but requires more maintenance than the classic database. The original database server is often referred to as 'C/SIDE' which refers to Client/Server Integrated Development Environment.

    With NAV 2009, Microsoft introduced a completely new client interface which was named the RoleTailored Client (abbreviated RTC). Instead of a common experience for all users, the RTC improves efficiency by tailoring the NAV experience so users see only information pertinent to their role and day-to-day activities. Other notable improvements include several visual improvements such as support for charts, colorful reports, and adoption of a Microsoft Office style ribbon.

    The NAV client interface previously available in versions 5 and older was retained in NAV 2009, but renamed the Classic Client. While the Classic Client supports both Native and SQL databases, the RoleTailored Client requires a SQL database. Additionally, SQL database logins are not supported with the RoleTailored Client.

    In October 2012, Microsoft released NAV 2013, which discontinued support for the Classic Client. The RoleTailored Client has been renamed the Windows Client. Additionally, a built-in Web Client and SharePoint Client were added. The Web Client does not require any special add-ins and works on computers and mobile devices alike.

    Microsoft Dynamics NAV 2013 Web Client (Order Processor Role)
    Relative to Microsoft's other 3 ERP products, Dynamics NAV's sector is distribution and manufacturing companies that want more than "out of the box" functionality. The solution has a standard feature set, but it can also be thought of as an "ERP System construction set". The Pascal-like development language is easily accessible to appropriate developers and is designed for rapidly customizing the software. There is no need for complex server side Transact-SQL stored procedures as the one language manages the application and database.

    As per July 2012 Dynamics NAV is being used by 92,500 companies globally. The number of end users is estimated approx. two millions throughout the world.

    As a native International ERP, Microsoft Dynamics NAV is proposed with 43 official localizations and several unofficial ones (provided by local partners).

    These localizations ensure the full compliance of NAV with the local legal and fiscal rules. The NAV solution is also compliant with IAS/IFRS.

    Microsoft Dynamics NAV delivers integrated functionality to provide support for:
    • Financial management
    • Supply Chain Management
    • Manufacturing
    • Distribution
    • Customer relationship management
    • Sales and marketing
    • Service management
    • Human resource management

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    The Microsoft Dynamics NAV software is composed of three major components:
    The Database Server, a database that stores the Microsoft Dynamics NAV data (as of NAV 2013 only Microsoft SQL Server)
    The Application Server (starting from NAV 2009 RTC), a service that controls all aspects of Microsoft Dynamics NAV's operation
    The Client(s), the actual user interface into Microsoft Dynamics NAV

    Licensing Model

    Microsoft Dynamics NAV uses a concurrent user licensing model.

    In 2006, Microsoft introduced the "Business Ready License" (BRL) model. The customer purchases user sessions, which have access to certain parts of the system included. There are two types of user - Business Essentials (BE) and Advanced Management (AM); AM provides access to more functionality than BE. Under the previous licensing model, "Module Based License" (MBL), users came with no functionality - this all had to be bought separately. Microsoft offers a path for customers to transition from MBL to BRL licensing.

    With the arrival of NAV 2013, Microsoft introduced a new licensing model called "Perpetual Licensing", which considerably simplifies the pricing structure.


    Microsoft Dynamics NAV Add-ons are software products supplementing NAV functionality. Add-on solutions are developed and distributed by Microsoft Partners worldwide network as granules or modules to improve functionality of NAV system or make it applicable in some business spheres. Microsoft Dynamics Solution Finder is an online tool to search for solutions within vertical markets, with an up-to-date overview and identifying solutions that are Certified for Microsoft dynamics.

    There are vertical and horizontal add-on solutions. Horizontal add-on solutions supplement one of the NAV functions or add new function (e.g. financial management, human resources management etc.). Vertical (or industry-specific oriented) add-ons expand NAV functionality to support some industry (e.g. health care, brewery, financial services etc.) The majority of add-on solutions are multilingual with most supporting English.


    Microsoft Dynamics NAV utilities are small software modules for Microsoft Dynamics NAV improving programmers and database administrators work convenience and effectiveness. Also it makes program development and implementation processes faster and their cost lower. Eventually utilities will be developed by the NAV developers/implementers for their own needs and will then be distributed as a commercial software product.


    Software configuration management can be a time-consuming manual task, because Microsoft Dynamics NAV does not integrate with any revision control system and stores code in a database. Also, integration with .NET Framework code can be difficult, because Dynamics NAV C/AL programming language is not object-oriented.

    Microsoft Dynamics SL :

    Microsoft Dynamics SL

    Microsoft Dynamics SL Connector

    Microsoft Dynamics SL is one of Microsoft's enterprise resource planning software products for project-driven small- and medium-sized enterprises. It is part of the Microsoft Dynamics product family.

    Microsoft Dynamics SL is best known for its project-based ERP strengths with a connection to Microsoft Office Project Server, a member of the Microsoft Office family. This comprehensive business management solution provides project-, service-, and distribution-driven businesses with project management and project accounting functionality to help organizations effectively manage projects and improve profitability and efficiency. The functionality includes finance, project accounting, manufacturing, field services, supply chain management, analytics, and electronic commerce.


    Microsoft Dynamics SL, originally called Solomon IV for Windows, was created by Solomon Software, which was co-founded by Gary Harpst. Solomon Software was an independent accounting software company headquartered in Findlay, Ohio.

    In April 1999, Solomon Software refocused the product on an all Microsoft technology strategy: Microsoft SQL Server as the database technology; Visual Basic as the software language; and Visual Basic for Applications (VBA) as the customization language.

    Solomon was acquired by Great Plains Software in June 2000. Great Plains was subsequently acquired by Microsoft Corporation in May 2001.

    Project-based ERP Industry Features

    Microsoft Dynamics SL provides ERP project functionality to assist professional services, government, construction, and distribution industries with the features they need to better manage their projects.

    The solution provides professional services organizations with functionality to manage people and finances while maintaining profitability for client services and projects. Microsoft Dynamics SL supports accurate budgeting and cost forecasting, time and expense entry, complex allocations, unlimited billing formats, change order control, contract administration, local and Web-based project analysis, employee utilization/realization, proactive alerts, and workflow.

    Microsoft Dynamics SL Business Analytics

    Microsoft Dynamics SL provides government contractors with functionality that helps them meet Defense Contract Audit Agency (DCAA) audit requirements.

    In the construction industry, Microsoft Dynamics SL provides general contractors and residential homebuilders with project management, job cost, materials management, service call entry, receiving, billing, and sales capabilities to allow the management of complex job sites while lowering costs, reducing project delays, and improving customer service.

    Microsoft Dynamics SL provides distribution-focused organizations with inventory, receiving, billing, and sales solutions. The functionality is designed to help organizations reduce distribution costs and inventory, and streamline processes while improving customer service.

    Microsoft Dynamics C5 :
    Microsoft Dynamics C5

    Microsoft Dynamics C5 is an enterprise resource planning (ERP) software product from Microsoft.

    The product is part of the Microsoft Dynamics family, and intended to assist with finance, manufacturing, supply chains, analytics and electronic commerce for small and medium-sized enterprises. Value-added resellers (VAR)s as well as customers can have full access to the business logic source code, and it has a reputation as being easy to customize.

    More than 70,000 licenses have been sold since 1995. Microsoft has guaranteed that the product will be sold until 2018. A hosted solution has been launched so smaller firms do not need to have program installed. Instead they can choose to use the program in a Remote Desktop Services environment.


    C5 was launched in 1995 as replacement to the DOS-based Concorde C4 by Damgaard Data. At the time of the release it was sold under the name Concorde C5 in Denmark and Arctos abroad.

    The logic source code is named eXtended Application Language (XAL) and borrowed from a larger product called Microsoft Dynamics XAL, also originally a Concorde product from Damgaard, which was political redrawn from the market because it shared the same market segment as Microsoft Dynamics NAV. XAL, and to some extent C5, offer database and OS options for a number of non-Microsoft products like Oracle, DB2 and Linux. The name eXtended Application Language was chosen due to the fact that it was an enhancement of the logic source code used in products like NAV.

    In connection with Microsoft XAL's exit from the market the product was changed from targeting only small enterprises to target medium-sized enterprises too, so customers running on the discontinued Microsoft XAL could convert their product easily to C5.

    The product is sold almost entirely in Denmark because Microsoft consider the competition among solutions sold to smaller companies too harsh. A project aimed at converting C5 into a European version known as Dynamics Entrepreneur was discontinued in 2008 due to the conditions on the market

    PeopleSoft :

    PeopleSoft, Inc. was a company that provided Human Resource Management Systems (HRMS), Financial Management Solutions (FMS), Supply Chain Management (SCM) and customer relationship management (CRM), Enterprise Performance Management software (EPM), as well as software solutions for manufacturing, enterprise performance management, and student administration to large corporations, governments, and organizations. It existed as an independent corporation until its acquisition by Oracle Corporation in 2005. The PeopleSoft name and product line are now marketed by Oracle.

    PeopleSoft Financial Management Solutions (FMS) and Supply Chain Management (SCM) are part of the same package, commonly known as Financials and Supply Chain Management (FSCM).


    Founded in 1987 by Ken Morris and Dave Duffield, PeopleSoft was originally headquartered in Walnut Creek, California before moving to Pleasanton, California. Duffield envisioned a client-server version of Integral Systems' popular mainframe HRMS package.
    The company's sole venture backing came from IBM.{{}} George J. Still, Jr. from NVP joined the Board of Directors.
    PeopleSoft version 1, released in the late 1980s, was the first fully integrated, robust client-server HRMS application suite.
    PeopleSoft expanded its product range to include a financials module in 1992, distribution in 1994, and manufacturing in 1996 after the acquisition of Red Pepper.

    Product design

    PeopleSoft's product suite was initially based on a client - server approach with a dedicated client. With the release of version 8, the entire suite moved to a web-centric design called PeopleSoft Internet Architecture (PIA). The new format allowed all of a company's business functions to be accessed and run on a web browser. Originally, a small number of security and system setup functions still needed to be performed on a fat client machine; however, this is no longer the case. The application can function as an ERP, similar to SAP, but can also be used for single modules - for example, Student Admin. or HCM alone

    Development platform

    The architecture is built around PeopleSoft's proprietary PeopleTools technology. PeopleTools includes many different components used to create web-based applications: a scripting language known as PeopleCode, design tools to define various types of metadata, standard security structure, batch processing tools, and the ability to interface with a SQL database. The metadata describes data for user interfaces, tables, messages, security, navigation, portals, etc. This set of tools allows the PeopleSoft suite to be platform independent.

    JD Edwards

    In 2003, PeopleSoft performed a friendly merger with smaller rival JD Edwards. The latter's similar product line, World and OneWorld, targeted mid-sized companies too small to benefit from PeopleSoft's applications. JD Edwards' software used the Configurable Network Computing architecture, which shielded applications from both the operating system and the database back-end. PeopleSoft branded the OneWorld product PeopleSoft EnterpriseOne.

    Oracle Corporation

    This section's factual accuracy may be compromised due to out-of-date information. Please update this article to reflect recent events or newly available information. (April 2009)

    Beginning in 2003, Oracle began to maneuver for control of the PeopleSoft company. In June 2003, Oracle made a $13 billion bid in a hostile corporate takeover attempt. In February 2004, Oracle decreased their bid to approximately $9.4 billion; this offer was also rejected by PeopleSoft's board of directors. Later that month, the U.S. Department of Justice filed suit to block Oracle, on the grounds that the acquisition would break anti-trust laws. In September 2004, the suit was rejected by a U.S. Federal judge, who found that the Justice Department had not proven its anti-trust case. In October, the same decision was handed down by the European Commission. Though Oracle had reduced its offer to $7.7 billion in May, it again raised its bid in November to $9.4 billion.

    In December 2004, Oracle announced that it had signed a definitive merger agreement to acquire PeopleSoft for approximately $10.3 billion. A month after the acquisition of PeopleSoft, Oracle cut over half of PeopleSoft's workforce, laying off 6,000 of PeopleSoft's 11,000 employees.

    Oracle moved to capitalize on the perceived strong brand loyalty within the JD Edwards user community by rebranding former JD Edwards products. Thus PeopleSoft EnterpriseOne became JD Edwards EnterpriseOne and PeopleSoft World became JD Edwards World. Oracle has announced that a new product, Fusion Applications, is to be released in the near future. Oracle says Fusion will take the best aspects of the PeopleSoft, JD Edwards and Oracle Applications and merge them into a new product suite.

    Oracle is committed to ongoing maintenance and enhancements to the PeopleSoft application suite with its Application Unlimited program, recently releasing PeopleTools 8.52.

    PeopleTools 8.53 received General availability status on Feb 6th, 2013.

    As of release of PeopleSoft applications 9.1; Oracle has implemented a new delivery model that reduces the number of versions released, while keeping up the development of new features and improvements on the currently released version. The new features are delivered through Feature Packs.

    PeopleSoft timeline

    This section needs additional citations for verification. Please help improve this article by adding citations to reliable sources. Unsourced material may be challenged and removed. (October 2008)

    • 1987: PeopleSoft, Inc. founded by David Duffield and Ken Morris in Walnut Creek, CA, USA.
    • 1988: PeopleSoft HRMS released.
    • 1991: Begins opening international offices.
    • 1994: Public distribution of Distribution and Financials modules.
    • 1995: Launch of Student Administration System.
    • 1995: Opened office in Mexico, first in Latin America.
    • 1996: Releases Manufacturing and PeopleSoft 6, their first ERP package.
    • 1997: PeopleSoft 7 is released within upgraded ERP modules.
    • 1998: PeopleSoft 7.5 is released with improved client/server technology. Acquired Intrepid Systems.
    • 1999: Craig Conway named new CEO; release products to enable Internet transactions.
    • 2000: Acquired Vantive Corporation.
    • 2000: Deliver PeopleSoft 8 with an in-house application service provider.
    • 2003: Acquired JD Edwards
    • 2004: Dave Duffield returns as CEO, replacing Craig Conway.
    • 2005: Acquired by Oracle Corporation.
    • 2006: PeopleSoft FSCM 9.0 is released.
    • 2006: PeopleSoft HCM 9.0 is released.(December 2006)
    • 2009: PeopleSoft HCM 9.1 is released.(October 2009)
    • 2009: PeopleSoft FSCM 9.1 is released.(November 2009)
    • 2013: PeopleSoft 9.2 is released. (FSCM and HCM released simultaneously)

  • .

    Siebel CRM Systems :

    Siebel CRM Systems

    Siebel CRM Systems, Inc. was a software company principally engaged in the design, development, marketing, and support of customer relationship management (CRM) applications. The company was founded by Thomas Siebel and Patricia House in 1993. At first known mainly for its sales force automation products, the company expanded into the broader CRM market. By the late 1990s, Siebel Systems was the dominant CRM vendor, peaking at 45% market share in 2002.

    On September 12, 2005, Oracle Corporation announced it had agreed to buy Siebel Systems for $5.8 billion. Siebel is now a brand name owned by Oracle Corporation.


    Siebel Systems, Inc. began in sales force automation software, then expanded into marketing and customer service applications, including CRM. From the time it was founded in 1993, the company grew quickly. Benefiting from the explosive growth of the CRM market in the late 1990s, Siebel Systems was named the fastest growing company in the United States in 1999 by Fortune magazine. With the growth of electronic commerce, Siebel formed strategic alliances and made several acquisitions to provide e-business solutions for CRM and related areas. One reason for Siebel's success was its ability to form alliances; as of late 2000 the company had more than 700 alliance partners.


    Principal Competitors: Oracle Corporation (now Siebel's owner); SAP America Inc.; Vantive Corporation (subsidiary of PeopleSoft Inc., now owned by Oracle); Sage Group; Clarify Corporation (subsidiary of Amdocs); SAS Institute Inc.; Epiphany, Inc.; Broadbase Software Inc;; Microsoft Dynamics; SugarCRM.

    Siebel Systems competed directly with Oracle and SAP. These competing software suites gradually developed HR, Financial and ERP packages that were readily integrated and thus did not require specialists to deploy, enabling them to steadily erode Siebel's market share.

    Key dates
    • 1993: Siebel Systems, Inc. is founded by Thomas Siebel and Patricia House.
    • 1995: Siebel delivers Siebel Sales Enterprise software for sales force automation.
    • 1996: Siebel becomes a publicly traded company.
    • 2000: Revenue surpasses the $1 billion mark.
    • 2006: Oracle acquires Siebel Systems.

  • .

    Major releases
    • Oracle CRM On Demand
    • Oracle Business Intelligence Enterprise Edition Plus (released 2007)
    • Oracle Business Intelligence Applications (Formerly Siebel Analytics) (released 2007)
    • Oracle Siebel 8.2 (Released in 2011)
    • Oracle Siebel 8.1 (Released in 2008)
    • Oracle Siebel 8.0 (Released in 2007)
    • Siebel 7.8 (Released in 2005)
    • Siebel 7.7 (Released in 2004)
    • Siebel 7.5 (Released in 2002)
    • Siebel 7.0 (Released 2001, was the first web-based version)
    • Siebel 6 (also known as Siebel 2000)
    • Siebel 99
    • Siebel 98
    • Siebel 3.0 (Release Feb 1997)
    • Siebel 2.0 (Release end of 1995)
    • Siebel Sales Enterprise
    • Siebel Customer Relationship Management (CRM)
    • Siebel Customer Relationship Management (CRM)

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    Art Technology Group :

    Art Technology Group

    Art Technology Group (ATG) was an independent Internet technology company specializing in eCommerce software and on-demand optimization applications until its acquisition by Oracle on January 5, 2011. ATG continues to be based in Cambridge, Massachusetts and operates under its own name as a subsidiary of Oracle. The company is a provider of eCommerce software and related on-demand commerce optimization applications. ATG's solutions provide merchandising, marketing, content personalization, automated recommendations, and live-help services.

    Corporate history, acquisitions
    • 1991: ATG is cofounded by Jeet Singh and Joseph Chung, both graduates of MIT.
    • 1991-1996: ATG delivered consulting services for building Web sites
    • 1997-1998: ATG transitioned to a software company offering several products including an Application Server and an e-commerce platform.
    • 1999: ATG made its initial public offering.
    • 2000-2003: Focused on commerce applications, business tools for content management, merchandising, marketing and analytics; shift to industry standard application servers from IBM, BEA and JBoss.
    • 2004: ATG acquired Primus Knowledge Solutions in a disputed acquisition that closed on November 1, 2004.
    • 2005: ATG completed the integration of the Primus applications onto the ATG Web marketing and ecommerce software platform
    • 2006: ATG acquired eStara, a provider of click to call, chat and call tracking solutions.
    • 2008: ATG acquired privately held CleverSet; the transaction closed on February 6, 2008.
    • 2010: ATG acquired privately held InstantService; the transaction closed on January 12, 2010.
    • 2010: Oracle Corporation reaches an agreement with ATG to start the acquisition process of ATG into Oracle. The announcement of the acquisition agreement was made public on November 2, 2010.
    • 2011: Oracle Corporation completes its acquisition of ATG on January 5, 2011 for an estimated $1 billion, or $6.00 a share.

  • .

    Endeca Technologies Inc. :

    Endeca Technologies Inc.

    Endeca is a software company headquartered in Cambridge, MA, that sells eCommerce search, Customer Experience Management, enterprise search and business intelligence applications. Endeca was founded in 1999 and was a privately held company, backed by venture capital investment from Bessemer, Venrock, Intel, and SAP. On October 18, 2011, Oracle Corporation announced its acquisition of Endeca for $1.075B.

    Endeca is recognized as a pioneer of faceted search, particularly in the context of electronic commerce and online libraries. It claims that over 600 customers, including manufacturers, ecommerce sites, media sites, and U.S. intelligence services, are using its Information Access Platform product. It is considered a leader in the enterprise search and information access market by industry analyst firms Gartner, IDC, and Forrester Research

    The name Endeca derives from the German word entdecken, meaning "to discover."


    On October 18, 2011, Oracle announced it has entered into an agreement to acquire Endeca.

    JD Edwards :
    JD Edwards

    J.D. Edwards World Solution Company or JD Edwards, abbreviated JDE, was an Enterprise Resource Planning (ERP) software company. Products included World for IBM AS/400 minicomputers (the users using a computer terminal or terminal emulator), OneWorld for CNC architecture (a client - server fat client), and JD Edwards EnterpriseOne (a web-based thin client). The company was founded March 1977 in Denver, Colorado by Jack Thompson, C.T.P. "Chuck" Hintze, Dan Gregory, and Ed McVaney. It was purchased by PeopleSoft, Inc. in 2003.

    PeopleSoft, in turn, was purchased by Oracle Corporation in 2005, and Oracle continues to sell and support EnterpriseOne and World ERP software line.

    Historical background


    Ed McVaney originally trained as an engineer at the University of Nebraska, and in 1964 was employed by Western Electric, then by Peat Marwick, and moved to Denver, Colorado in 1968, and later became a partner at Alexander Grant where he hired Jack Thompson and Dan Gregory. Around that time he was coming to the realization that, in his words, "The culture of a public accounting firm is the antithesis of developing software. The idea of spending time on something that you are not getting paid for 'software development' I just could not stomach that." McVaney felt that accounting clients did not understand what was required for software development, and decided to start his own firm.

    "JD Edwards" was founded in 1977 by Thompson, Gregory, and McVaney; the company's name drawn from the initials "J" for Jack, "D" for Dan, and "Edwards" for "Ed". McVaney took a salary cut from $44,000 to $36,000 to ensure initial funding. Start-up clients included McCoy Sales, a wholesale distribution company in Denver, Colorado, and Cincinnati Milacron, a maker of machine tools. The business received a $75,000 contract to develop wholesale distribution system software and a $50,000 contract with the Colorado Highway Department to develop governmental and construction cost accounting systems. The first international client was Shell Oil Company in Cameroon, Africa. Gregory flew to Shell Oil to install the company's first international, multi-national, multi-currency client software system.

    Enterprise Resource Planning concept developed

    As the majority of JD Edwards's customers were medium-sized companies, clients did not have large scale software implementations. There was a basic business need for all accounting to be tightly integrated. As McVaney would explain in 2002, integrated systems were created precisely because "you cant go into a moderate-sized company and just put in a payroll. You have to put in a payroll and job cost, general ledger, inventory, fixed assets and the whole thing. SAP had the same advantage that JD Edwards had because we worked on smaller companies, we were forced to see the whole broad picture." This requirement was relevant to both JDE clients in the USA and Europe and their European competitor SAP, whose typical clients were much smaller than the American Fortune 500 firms. McVaney and his company developed what would be called Enterprise Resource Planning (ERP) software in response to that business requirement.

    World ERP System launched

    The software was called JD Edwards WorldSoftware, popularly called World. Development began with the System/34 and /36 minicomputers, focusing from the mid-1980s on the System/38, then switching to the AS/400 platform when it became available.
    The company initially focused on developing the accounting software needed by their clients. World was server-centric; the users would operate an IBM computer terminal or "green-screen". (Later, users would run terminal emulator software on their personal computers).
    As an ERP system, JD Edwards World comprises three basic areas of expertise: functional/business analyst, programmer/software developer, and CNC/system administration. Over time, these three roles developed the product into a full featured enterprise resource planning, or ERP system. By late 1996, JD Edwards delivered to its customers the result of a major corporate initiative: the software was now ported to platform-independent client's server systems.

    OneWorld ERP System launched

    It was branded JD Edwards OneWorld, an entirely new product with a graphical user interface and a distributed computing model replacing the old server-centric model. The architecture JD Edwards had developed for this newer technology, called Configurable Network Computing or CNC, transparently shielded business applications from the servers that ran those same applications, the databases in which the data were stored, and the underlying operating system and hardware. By first quarter 1998, JD Edwards had 26 OneWorld customers and was moving its medium-sized customers to the new client - server flavor of ERP. By second quarter 1998, JDE had 48 customers, and by 2001, the company had more than 600 customers using OneWorld, a fourfold increase over 2000.

    The company became publicly listed on September 24, 1997, with vice-president Doug Massingill being promoted to Chief Executive Officer, at an initial price of $23 per share, trading on NASDAQ under the symbol JDEC. By 1998, JD Edwards revenue was in excess of $934.0 million and McVaney decided to retire.

    Quality control issues with OneWorld begin to surface

    Within a year of the release of OneWorld, customers and industry analysts were discussing serious reliability, unpredictability and other bug-related issues. In user group meetings, these issues were raised with JDE management. So serious were these major quality issues with OneWorld that customers began to raise the possibility of class-action lawsuits, leading to McVaney's return from retirement as CEO. At an internal meeting in 2000, McVaney said he had decided to "wait however long it took to have OneWorld 100% reliable" and had thus delayed the release of a new version of OneWorld because he "wasn't going to let it go out on the street until it was ready for prime time." McVaney also encouraged customer feedback by supporting an independent JD Edwards user group called Quest International. After a delaying the upgrade for one year and refusing all requests by marketing for what he felt was a premature release, in the fall of 2000 JD Edwards released version B7333, now rebranded as OneWorld Xe.

    Despite press skepticism, Xe proved to be the most stable release to date and went a long way toward restoring customer confidence. McVaney retired again in January 2002, although remaining a director, and Robert Dutkowsky from Teradyne was appointed as the new president and CEO.

    Web-based client, continued product evolution

    After the release of Xe, the product began to go through more broad change and several new versions. A new web-based client, in which the user accesses the JD Edwards software through their web browser, was introduced in 2001. This web-based client was robust enough for customer use and was given application version number 8.10 in 2005. Initial issues with release 8.11 in 2005 lead to a quick service pack to version 8.11 SP1, salvaging the reputation of that product. By 2006, version 8.12 was announced. Throughout the application releases, new releases of system/foundation code called Tools Releases were announced, moving from Tools Release versions 8.94 to 8.95. Tools Releases 8.96, along with the application's upgrade to version 8.12, saw the replacement of the older, often unstable proprietary object specifications (also called "specs") with a new XML-based system, proving to be much more reliable. Tools Release 8.97 shipped a new web service layer allowing the JD Edwards software to communicate with third-party systems.

    Changes of ownership and EnterpriseOne

    In June 2003, the JD Edwards board agreed to an offer in which PeopleSoft, a former competitor of JD Edwards, would acquire JD Edwards. The takeover was completed in July. OneWorld was added to PeopleSoft's software line, along with PeopleSoft's flagship product Enterprise, and was renamed EnterpriseOne.

    Within days of the PeopleSoft announcement, Oracle Corporation mounted a hostile takeover bid of PeopleSoft. Although the first attempts to purchase the company were rebuffed by the PeopleSoft board of directors, by December 2004 the board decided to accept Oracle's offer. The final purchase went through in January 2005; Oracle now owned both PeopleSoft and JD Edwards. Most JD Edwards customers, employees, and industry analysts predicted Oracle would kill the JD Edwards products. However, Oracle saw a position for JDE in the medium-sized company space that was not filled with either its e-Business Suite or its newly acquired PeopleSoft Enterprise product.

    Current software

    Oracle's JD Edwards products are currently known as JD Edwards EnterpriseOne and JD Edwards World. Oracle announced that JD Edwards support would continue indefinitely.

    Support for the older releases such as the Xe product were to expire by 2013, spurring the acceptance of upgrades to newer application releases. The latest offering of EnterpriseOne is application version 9.1. The latest version of World (now with a web-based interface) is version A9.3. Both were released in April 2012.

    Shortly after Oracle's acquisition of Peoplesoft and JD Edwards in 2005, Oracle announced the development of a new product called Oracle Fusion Applications. Fusion was designed to co-exist or replace JD Edwards EnterpriseOne and World, as well as Oracle eBusiness Applications Suite and other products acquired by Oracle, and was finally released in September 2010.

    JD Edwards' founders other activities

    In May 1998, Ed McVaney donated more than $32 million to the University of Nebraska-Lincoln to establish the JD Edwards Honors Program (now the Jeffrey S. Raikes School). This program is charged with educating the next generation of business professionals by combining computer science education with business management skills. JD Edwards' founder and M.I.T. graduate Hintze (died September 1996) had also donated more than $28 million to the advancement and development of Massachusetts Institute of Technology.

    Oracle Hyperion :

    Oracle Hyperion

    Hyperion Solutions Corporation was a business performance management software company, located in Santa Clara, California, USA, that was acquired by Oracle Corporation in 2007. Many of its products were targeted at the business intelligence (BI) and business performance management markets, and as of 2012 are still actively developed and sold by Oracle as Oracle Hyperion products.

    Hyperion Solutions was formed from the merger of Hyperion Software (formerly IMRS) and Arbor Software in 1998.

    Oracle Corporation announced on March 1, 2007 that it had agreed to purchase Hyperion Solutions Corporation for $3.3 billion in cash. The transaction was completed on April 18, 2007 and Hyperion now operates as a subsidiary of Oracle.

    • 1981 - IMRS founded by Bob Thomson and Marco Arese, and launches financial and management consolidation software called 'Micro Control' in 1983
    • 1985 - IMRS hires Jim Perakis as CEO; he remains in this position during growth from $1M to almost $300M
    • 1991 - IMRS becomes a public company and launches a Windows-based successor to 'Micro Control' called 'Enterprise'
    • 1992 - Arbor Software ships first version of Essbase Online Analytical processing OLAP software
    • 1995 - IMRS changes name to Hyperion Software Corporation. Arbor becomes a publicly held company
    • 1997 - Arbor acquires Appsource
    • 1998 - Hyperion Software merges with Arbor and the combined company is renamed Hyperion Solutions
    • 1999 - Jeffrey Rodek named as Hyperion Chairman and CEO of Hyperion. Hyperion acquires Sapling Corporation (Enterprise Performance Management applications)
    • 2001 - Godfrey Sullivan is named Hyperion President and COO
    • 2003 - Hyperion acquires Brio Technology and The Alcar Group
    • 2004 - Hyperion names Jeffrey Rodek Executive Chairman; Godfrey Sullivan President and CEO
    • 2005 - Hyperion acquires Razza Solutions (Master data management) and appoints Northdoor as a reseller in the UK and Ireland.
    • 2006 - Hyperion acquires UpStream (Financial Data Quality Management)
    • 2006 - Hyperion acquires Beatware (Data visualization for Web and Mobile Devices)
    • 2007 - Hyperion acquires Decisioneering (Crystal Ball software). Oracle announces agreement to acquire Hyperion for USD 3.3 Billion and bundles Hyperion BI tools into Oracle Business Intelligence Enterprise Edition Plus
    • 2015 - Oracle's standard support for most Hyperion products ends.

  • .

    BI market

    Vendors in the business intelligence space are often categorized into:
    The consolidated big four "megavendors", which include Oracle Hyperion as well as SAP BusinessObjects, IBM Cognos, and Microsoft BI. The independent "pure-play" vendors, the largest being MicroStrategy, QlikView and SAS. Well-known BI market surveys and analyses include:

    Gartner's BI Magic Quadrant - In 2007, Gartner placed Hyperion in its "Leader" quadrant for both Business Intelligence Platforms and Corporate Performance Management.

    Business Application Research Center (BARC)'s The BI Survey and The BI Verdict (formerly The OLAP Report)


    Hyperion software products include:

    • Essbase
    • Hyperion System 9 BI+
    • Hyperion Intelligence (products acquired in 2003 takeover of Brio Technology)
    • Hyperion Enterprise
    • Hyperion Planning
    • Hyperion Strategic Finance
    • Hyperion Performance Scorecard
    • Hyperion Business Modelling
    • Hyperion Financial Management
    • Hyperion Master Data Management
    • Hyperion Financial Reporting
    • Hyperion SmartView
    • Hyperion Financial Data Quality Management (Also referred to as FDM)

  • .

    Primavera (software) :

    Primavera (software)

    Primavera Systems is a brand name under which a range of software packages that collectively form a comprehensive enterprise project portfolio management (EPPM) solution are marketed. Primavera was launched in 1983 by Primavera Systems Inc. and was acquired by Oracle Corporation in 2008.

    The focus of Primavera EPPM software is to allow organizations to effectively manage their programs and projects - regardless of complexity. The software provides end-to-end, real-time visibility of all corporate information to inform portfolio management decisions, determine the correct resources, and ensure that individual project teams have the appropriate skills to complete any given project.

    Primavera software includes project management, collaboration and control capabilities and integrates with other enterprise software such as Oracle or SAP’s ERP systems.

    Current software

    As of 2012 Primavera enterprise project portfolio management software products include:

    • Primavera P6 Enterprise Project Portfolio Management
    • Primavera P6 Professional Project Management
    • Primavera P6 Analytics
    • Primavera Portfolio Management
    • Primavera Contract Management, Business Intelligence Publisher Edition
    • Primavera Risk Analysis
    • Primavera Inspire for SAP
    • Primavera Earned Value Management
    • Primavera Contractor

  • .

    Recent product developments

    On 8 April 2013 Oracle announced release for version 8.3 of Primavera P6 Enterprise Project Portfolio Management. This version was stated to enhance and extend previous work, improved reporting, user experience and application integrations. This version incorporated material from Oracle acquisitions of Skire and Instantis in 2012.

    As of 2012, Primavera P6 EPPM, upgrade Release 8.2 added new capabilities for governance, project team participation, and project visibility. Mobile PPM was introduced through Primavera's P6 Team Member for iPhone and Team Member Web Interface, to streamline communications between project team members in the field and in the office. In addition, Primavera P6 Analytics Release 2.0 gained new enterprise reporting tools and dashboards for monitoring and analyzing performance data, including geospatial analysis. Organizations could also investigate comparative trends and cause-and-effect in multiple projects with Primavera Contract Management Release 14 as it now includes the report-writing capabilities Oracle Business Intelligence Publisher.

    Quality Service

    A company's enterprise architecture is unique — neither good nor bad, but only appropriate or inappropriate in regard to management's vision of the future. The current enterprise architecture either supports the vision or it does not.
    -American Production and Inventory Control Society

    Intelligent Quotes

    A solid working knowledge of productivity software and other IT tools has become a basic foundation for success in virtually any career. Beyond that, however, I don't think you can overemphasise the importance of having a good background in maths and science.....
    "Every software system needs to have a simple yet powerful organizational philosophy (think of it as the software equivalent of a sound bite that describes the system's architecture)... A step in thr development process is to articulate this architectural framework, so that we might have a stable foundation upon which to evolve the system's function points. "
    "All architecture is design but not all design is architecture. Architecture represents the significant design decisions that shape a system, where significant is measured by cost of change"
    "The ultimate measurement is effectiveness, not efficiency "
    "It is argued that software architecture is an effective tool to cut development cost and time and to increase the quality of a system. "Architecture-centric methods and agile approaches." Agile Processes in Software Engineering and Extreme Programming.
    "Java is C++ without the guns, knives, and clubs "
    "When done well, software is invisible"
    "Our words are built on the objects of our experience. They have acquired their effectiveness by adapting themselves to the occurrences of our everyday world."
    "I always knew that one day Smalltalk would replace Java. I just didn't know it would be called Ruby. "
    "The best way to predict the future is to invent it."
    "In 30 years Lisp will likely be ahead of C++/Java (but behind something else)"
    "Possibly the only real object-oriented system in working order. (About Internet)"
    "Simple things should be simple, complex things should be possible. "
    "Software engineering is the establishment and use of sound engineering principles in order to obtain economically software that is reliable and works efficiently on real machines."
    "Model Driven Architecture is a style of enterprise application development and integration, based on using automated tools to build system independent models and transform them into efficient implementations. "
    "The Internet was done so well that most people think of it as a natural resource like the Pacific Ocean, rather than something that was man-made. When was the last time a technology with a scale like that was so error-free? The Web, in comparison, is a joke. The Web was done by amateurs. "
    "Software Engineering Economics is an invaluable guide to determining software costs, applying the fundamental concepts of microeconomics to software engineering, and utilizing economic analysis in software engineering decision making. "
    "Ultimately, discovery and invention are both problems of classification, and classification is fundamentally a problem of finding sameness. When we classify, we seek to group things that have a common structure or exhibit a common behavior. "
    "Perhaps the greatest strength of an object-oriented approach to development is that it offers a mechanism that captures a model of the real world. "
    "The entire history of software engineering is that of the rise in levels of abstraction. "
    "The amateur software engineer is always in search of magic, some sensational method or tool whose application promises to render software development trivial. It is the mark of the professional software engineer to know that no such panacea exist "

    Core Values ?

    Agile And Scrum Based Architecture

    Agile software development is a group of software development methods based on iterative and incremental development, where requirements and solutions evolve through collaboration.....


    Core Values ?

    Total quality management

    Total Quality Management / TQM is an integrative philosophy of management for continuously improving the quality of products and processes. TQM is based on the premise that the quality of products and .....


    Core Values ?

    Design that Matters

    We are more than code junkies. We're a company that cares how a product works and what it says to its users. There is no reason why your custom software should be difficult to understand.....


    Core Values ?

    Expertise that is Second to None

    With extensive software development experience, our development team is up for any challenge within the Great Plains development environment. our Research works on IEEE international papers are consider....


    Core Values ?

    Solutions that Deliver Results

    We have a proven track record of developing and delivering solutions that have resulted in reduced costs, time savings, and increased efficiency. Our clients are very much ....


    Core Values ?

    Relentless Software Testing

    We simply dont release anything that isnt tested well. Tell us something cant be tested under automation, and we will go prove it can be. We create tests before we write the complementary production software......


    Core Values ?

    Unparalled Technical Support

    If a customer needs technical support for one of our products, no-one can do it better than us. Our offices are open from 9am until 9pm Monday to Friday, and soon to be 24hours. Unlike many companies, you are able to....


    Core Values ?

    Impressive Results

    We have a reputation for process genius, fanatical testing, high quality, and software joy. Whatever your business, our methods will work well in your field. We have done work in Erp Solutions ,e-commerce, Portal Solutions,IEEE Research....



    Why Choose Us ?

    Invest in Thoughts

    The intellectual commitment of our development team is central to the leonsoft ability to achieve its mission: to develop principled, innovative thought leaders in global communities.

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    From Idea to Enterprise

    Today's most successful enterprise applications were once nothing more than an idea in someone's head. While many of these applications are planned and budgeted from the beginning.

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    Constant Innovation

    We constantly strive to redefine the standard of excellence in everything we do. We encourage both individuals and teams to constantly strive for developing innovative technologies....

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    Utmost Integrity

    If our customers are the foundation of our business, then integrity is the cornerstone. Everything we do is guided by what is right. We live by the highest ethical standards.....

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