Tips And Tricks Dynamics AX

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To en-queue messages for recurring integrations in Dynamics 365 for operations, the sample app published in GitHub is helpful. To make this file en-queue work seamlessly, few setups in azure portal and Dynamics 365 for operations need to be done before running the sample application. Here is a step by step guide on the setup changes to be done. Azure portal Setup Go to Azure Portal > Azure Active directory > AppRegistrations Click New Application Registration and select “Web app/API” for application type. Enter your Ax URL for sign on URL Click create and make sure to note the application ID You might go back to the list of applications and you need to filter for your app Click on the app and go to “Required Permissions” page Click add and select “Microsoft dynamics ERP.” Got to select permissions tab and select all the permissions available (make sure you select each checkbox individually as select all might not work) and click Select End resu...

When a NAVCO barcode or retinal scanner is down, businesses are left unprotected. One of the largest security system integrators in North America, NAVCO relied on a solution from Microsoft to revamp its field service system. Customers place and track service requests online. Service technicians arrive at customer sites and complete repairs sooner with mobile access to customer and product data. And NAVCO management interacts more effectively with customers guided by data-rich, graphical reports.

Smiles Co. is a company with kindness behind everything they do. “We seek to find new value in things that, in our hectic day-to-day lives, are taken for granted and ultimately overlooked,” says the company’s website. Smiles Co. operates a wide range of enterprises and, in order to accelerate the decision-making and strategy planning process, the company built a business data platform using Microsoft Dynamics AX and Microsoft Azure. By operating in the cloud, the platform increases user-friendliness and cost savings. Click here to learn more: https://aka.ms/smiles

Sarah is a shopper in the Generation Y/Z demographic. She likes to be connected at all time, and opts in to share her location and to receive notifications. This video shows how Microsoft solutions based on Microsoft Dynamics can help the retailer to engage their customer consistently, enjoyably, and profitably. Products facilitating this scenario are: Microsoft Dynamics AX, Dynamics CRM, Dynamics Marketing, Dynamics Partner Solutions, Dynamics AX Modern Point of Sale, and Microsoft Social Engagement. To learn more about Microsoft Dynamics click here: https://www.microsoft.com/en-gb/dynamics/retail.aspx

Greg is a shopper in the Generation Y demographic - he likes to be connected, but only when he decides to. This video shows how Microsoft solutions based on Microsoft Dynamics can help the retailer to engage their customer consistently, enjoyably, and profitably. Products facilitating this scenario are: Microsoft Dynamics AX, Dynamics CRM, Dynamics Marketing, Dynamics Partner Solutions, Dynamics AX Modern Point of Sale, and Microsoft Social Engagement. To learn more about Microsoft Dynamics click here: https://www.microsoft.com/en-gb/dynamics/retail.aspx

Microsoft Dynamics 365 for Talent streamlines many routine record-keeping tasks and automates a number of processes related to staffing your organization.These processes include employee retention, benefits administration, training, performance reviews, and change management. It also provides a framework for human resources staff to manage areas of oversight. You can use Talent to complete these tasks: Administer organizational structures. Maintain comprehensive worker information from hire to retire. Define and administer benefit plans, enroll workers, assign dependent coverage, and designate beneficiaries. Establish and monitor absence policies. Implement and track profile-based time management and generate pay information to export to a payroll system. Manage worker competencies. Review performance and implement worker goals. Set up, deliver, and analyze training courses that include agendas, sessions, and tracks Develop a strategy for managing your human resources A...

Microsoft Dynamics 365 will provide you with the tools you need to grow, evolve and transform every part of your business like never before. Equipped with specific business applications for specific business functions, your organisation will have all it needs to better meet the changing market, and the needs of your customers. If you want to better engage your prospects and customers in order to win more business, provide your employees with the tools they need to do their best work, and optimise your business operations with intelligent processes - then read more about Dynamics 365.   

With so many variables to consider, managing a team of field service agents can be a complex job. But this is where Dynamics 365 for Field Service comes in. Microsoft Dynamics 365 for Field Service is a complete end-toend solution designed to manage every aspect of your field service operation. With optimised scheduling and resource allocation, inventory visibility across all locations (including warehouses, depots and trucks) and the ability to fully manage all service agreements across all locations and customers, you’ll have all the tools you need to improve your field service capabilities and maximise customer satisfaction. And, with real-time and offline information available on the customer, case, and even resolution instructions, you can be sure that your technicians are solving problems more efficiently, which in turn, keeps your customers happy. 

Wouldn’t it be great to have complete control and visibility of your financial performance through one application? Well, with Microsoft Dynamics 365 for Financials, you can do just that. Dynamics 365 for Financials is a comprehensive ERP solution designed to help SMEs manage their day-to-day operations. Dynamics 365 for Financials lets you connect people and processes like never before. It makes ordering, selling, invoicing and reporting easier and faster, and helps boost efficiency through automated tasks and workflows - all from within familiar Office tools like Outlook, Word and Excel. Get a complete picture of your business and make better decisions with built-in intelligence when and where you need it. With your business running in the cloud, it’s easy to change and adapt at your own pace without involving IT. Start with what you need, quickly and easily, then be ready for growth.

Creating a seamless customer experience starts with the right marketing tools. And Dynamics 365 for Marketing provides them in abundance. With Dynamics 365 for Marketing you get a complete, unified view of your customers across sales and marketing, providing you with a new understanding of their journey and engagement with your brand. With this level of insight, your staff can take a more proactive approach to sales and marketing by anticipating your customers’ needs and wants, and then devising personalised campaigns across all touchpoints to meet their demands. Plus, with advanced marketing functionality, your marketers can easily create emails, web forms, surveys and nurture campaigns, along with automated campaigns with a variety of triggers, timers and actions. 

Service organisations depend on effective teamwork and collaboration to complete successful projects. When different teams work together as a cohesive unit, a project benefits from a clearer focus, and faster results. Microsoft Dynamics 365 for Project Service Automation provides project-based businesses with a single system of customer engagement for sales, resourcing, delivery and billing. From creating and planning projects to scheduling resources directly into a project plan - your staff will have all the tools they need to enhance your company’s project management capabilities. With Microsoft Dynamics 365 for Project Service Automation your sales and delivery teams can seamlessly transition projects through each phase – from the initial prospect inquiry, to the closed sale, to project kick-off, through to project completion. Plus, with all teams having an insight into each client and each project, you can ensure that you’re delivering projects on time and on budget, whilst also c...