Cases within Dynamics AX 2012 are a great way to track issues and complaints throughout the organization. Case management may be linked to prospects, customers, vendors, products, transactions and more, and incorporate activities, process management and workflow capabilities.

In this worked example we will show how you can use cases to track consumer complaints. Read More

Automating e-mail communication is a great way to streamline your business processed. One example of doing this would be to have sales order confirmations sent out when they are approved within the ERP system.

You can do this through workflows if you want, but in this example we will show how you can add a small function to Dynamics AX that will automatically send the confirmations through your local SMTP server, without the user having to even touch their e-mail system. Read More

The Vendor Portal is a great tool that allows you to streamline purchasing processes, and also get the vendor to update information pertaining to them. Not only does this reduce the workload on the purchasing group, but it also improves data accuracy since there is no chance for miskeying information as its being transcribed. Read More

Help is a great tool, but the standard Dynamics help does not include any of the company specific knowledge, because you are the only one that knows that.

In this worked example we will show how you can extend out the help system quickly and easily to include your companies own instructions and content so that the users have one place to search when they get stuck. Read More

Product Attributes are a new addition to Dynamics AX 2012, and are a simple way to store additional product characteristics without having to create new tables and fields in the database.

In this worked example I will show how you can use these product attributes to store information like product nutritional information. Read More

SharePoint MySites are a great way for employees to have their own personal micro site for storing documents, notes and other information about themselves. For the more adventurous employees through, they are also able to publish their own blogs there for the other employees in the company to follow. These could be knowledge base articles, trials and tribulations with customers or vendors, or just fun stories. The good thing about these blogs are that they are only visible to the internal employees, and also it is a good way for companies to capitalize on today’s social media frenzy. Read More