Microsoft Dynamics Ax – collaborate!

March 30th, 2010 by Stephen Jones Leave a reply »

• Alerts Management system create alert rules, either data driven: a record is created, a field value is changed, or time based date e.g. lae orders , overdue payments, expiry date exceeded – either trigger a pop-up notification on the screen, or send an email to take action.
• Emails reports directly without needing to first generate the report as a file and then going to the email system to create an email and attach the file.
• With Unified Communications Microsoft Dynamics AX users communicate directly with other users from inside the Ax system – just particu right click on the contact person directly from inside Microsoft Dynamics AX and start a conversation in Communicator.
• The Windows Workflow Foundation is embedded in Microsoft Dynamics AX 2009, and users are automatically notified each time their approval is needed or their request is denied or approved. When defining workflows, users are assigned to the different tasks/approvals within the workflows. Set citeria based rules for execution e.g different approval route based on order value, or user id.
. Document handling – attach files and notes to any data field or transaction – a training video, an Excel analysis worksheet, a user manual, an email, a scanned invoice
. Record best practice use with a built in Task Recorder
. Integrate with Office Tools – initiate a workflow process outside of Ax with a Word document and update data directly from the document to Ax on approval.

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