Dynamics AX is a complex system with some hidden gems! In this presentation we’ll show some of the great capabilities, available in the standard product, which often go un-noticed but will help to maximise your ROI.

1. Use your system to the mAX
Value-adding features available as standard

2. The Challenge…

3. 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

4. The Response…

5. 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

6. The Demos…

7. Outlook Syncronisation
Add contacts, tasks and appointments from
AX into your Outlook
Improve CRM in your business

8. Quick Reports in Word
Creating reports in Word using AX data
Produce ad-hoc formatted reports to send to
reps / agents / suppliers

9. Employee Questionnaires
Create surveys in AX
Capture information from employees,
suppliers or customers

10. Exchange Rate Import
Automatically import the latest rates daily /
hourly
Use that data for selling / valuation purposes

11. Customer Self Service Portal
View Invoices, change details and create
orders via portal
Let B2B customers manage themselves to a
large degree

12. Add summary fields to fast tabs
Add relevant fields to the tab summary
Reduce record navigation and scrolling

13. Find products quickly in Sales
Quick search for products in Sales Order
Details form
Lets agents sell rather than search for
products!

14. Thank You!
This is just a flavour of what AX can do!
Any questions…?