As we know, Microsoft announced that new releases of AX 2012 will have new "base" warehouse and transportation functionality available. This is wonderful news and a step in the right direction, but for an Enterprise Level ERP, it's a stop gap measure at best. If MS really wants to compete with SAP and Oracle in the global supply chain arena, they need to step up their offerings with Tier I solutions and Partners that have deep domain expertise and solutions that allow users to implement and manage strategies on a global supply chain basis. Until that happens, the competition will still have a leg up.
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