Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson
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Transcript of Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson
Use your system to the mAXValue-adding features available as standard
The Challenge…
Map solution to existing business• Projects concentrate on supporting the
core business processes• Not always easy to envisage how it will be
used in a business• Microsoft sales literature mentions
features, not how to use them
The Response…
Lets highlight what can be done!• All this functionality is part of the standard
build• Varying levels of configuration is required• Some do require technical deployments,
e.g. sharepoint etc• Most of them are specific to AX 2012
The Demos…
Outlook Syncronisation
Add contacts, tasks and appointments from AX into your OutlookImprove CRM in your business
Quick Reports in Word
Creating reports in Word using AX dataProduce ad-hoc formatted reports to send to reps / agents / suppliers
Employee Questionnaires
Create surveys in AXCapture information from employees, suppliers or customers
Exchange Rate Import
Automatically import the latest rates daily / hourlyUse that data for selling / valuation purposes
Customer Self Service Portal
View Invoices, change details and create orders via portalLet B2B customers manage themselves to a large degree
Add summary fields to fast tabs
Add relevant fields to the tab summary Reduce record navigation and scrolling
Find products quickly in Sales
Quick search for products in Sales Order Details formLets agents sell rather than search for products!
Thank You!This is just a flavour of what AX can do!
Any questions…?