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© Folio3 Software Inc. dynamics.folio3.com
DynAX
for
MS Dynamics AX 2012
September 29, 2014
© Folio3 Software Inc. dynamics.folio3.com
Contents
Introduction ............................................................
© Folio3 Software Inc. dynamics.folio3.com
Introduction
This white paper covers the technical details of DynAX, the cross ...
© Folio3 Software Inc. dynamics.folio3.com
DynAX – System Architecture
Azure Based Middleware Server
DynAX is powered by a...
© Folio3 Software Inc. dynamics.folio3.com
DynAX - Solution Architecture
DynAX App
This layer is basically a mobile app fo...
© Folio3 Software Inc. dynamics.folio3.com
Microsoft Dynamics AX 2012
This layer is based on customizations to Dynamics AX...
© Folio3 Software Inc. dynamics.folio3.com
Data Security
Data transmitted through the Middleware is encrypted and as such ...
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DynAX - Mobile Dynamics AX 2012 CRM App

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DynAX is a free enterprise mobile Dynamics AX CRM app for Android which completely covers the CRM features from Dynamics AX 2012 R2. It provides field sales and service professionals with secure access to their back-office Dynamics AX CRM data anytime, anywhere, on their iOS, Android & Windows8 devices. With on-the-go access to Dynamics AX CRM data, DynAX facilitates direct, person-to-person contact with customers. It also makes it easy for field sales and service professionals to follow up on marketing initiatives, sales leads and customer support queries.

Features:
- See all the activities you need to perform including Actions, Appointments, Events and Tasks
- Access Contacts, Leads, Prospects, Opportunities and Customers quickly with just few taps
- Access General Details, Addresses and Contact Info for all entities
- The What's New section gives you a quick peek at the latest updates since you last checked the app
- Real time search for filtering data in each list
- Super easy navigation and user experience
** Data entry & editing features available in premium version**
** One touch calling, email & mapping also available in premium version**

Published in: Software
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DynAX - Mobile Dynamics AX 2012 CRM App

  1. 1. © Folio3 Software Inc. dynamics.folio3.com DynAX for MS Dynamics AX 2012 September 29, 2014
  2. 2. © Folio3 Software Inc. dynamics.folio3.com Contents Introduction ........................................................................................................................ 3 Dynamics AX 2012 R3 ..................................................................................................... 3 DynAX – System Architecture............................................................................................. 4 Azure Based Middleware Server................................................................................. 4 DynAX - Solution Architecture ........................................................................................ 5 DynAX App .................................................................................................................. 5 Middleware Server...................................................................................................... 5 Microsoft Dynamics AX 2012...................................................................................... 6 DynAX – Key Benefits.......................................................................................................... 6 Easy Setup & Configuration ............................................................................................ 6 Mobility Beyond Bounds................................................................................................. 6 Enhanced Scalability ....................................................................................................... 6 Enhanced Security........................................................................................................... 7 High Availability .............................................................................................................. 7
  3. 3. © Folio3 Software Inc. dynamics.folio3.com Introduction This white paper covers the technical details of DynAX, the cross platform mobile app developed for accessing Dynamics AX 2012 R3 CRM data on a variety of devices by Folio3 Dynamics Services. DynAX for the Microsoft Dynamics AX 2012 ERP lets users seamlessly access their AX data on-the-go. DynAX is based on a highly secure and scalable framework hosted on Windows Azure and provides: ● Complete mobility along with reliable connectivity to the Dynamics AX ERP ● An easy to use UI that makes accessing AX data from a mobile device (Windows8, iOS, Android) a breeze ● Secure data transfer with Dynamics AX ● Seamless Integration with the device’s Dialer, Maps and Email applications Dynamics AX 2012 R3 Microsoft Dynamics AX (formerly known as Microsoft Business Solutions - Axapta) is a cutting edge, multi-language, multi-currency Enterprise Resource Planning (ERP) solution. Dynamics AX supports multi-site operations spanning different countries and regions, providing powerful intercompany processing automation as well as region specific statutory regulatory reporting to comply with local regulations and tax requirements. It is the ideal business solution for midsize to enterprise scale organizations.
  4. 4. © Folio3 Software Inc. dynamics.folio3.com DynAX – System Architecture Azure Based Middleware Server DynAX is powered by a cluster of Middleware Servers which function as the connectivity hub between the DynAX mobile app and Dynamics AX instances. The key benefits provided by of this type of architecture include: ● The ability to renew licenses, view logs and usage reports from a Customer Portal ● Advanced features for data exchange across Microsoft Dynamics AX and the DynAX app.
  5. 5. © Folio3 Software Inc. dynamics.folio3.com DynAX - Solution Architecture DynAX App This layer is basically a mobile app for Windows8/iOS/Android which provides a seamless way to configure settings related to accessing the Dynamics AX AOS Services. The DynAX app is the front end for the user and handles all: ● Activities management ● Customer management ● Opportunities/Leads/Prospects Management ● Contacts data management ● Calling/Email (Contacts & Customers) and mapping functionality The app can be used to connect any Dynamics AX instance through the Azure based Middleware server. Middleware Server The Middleware hosts the Customer Portal for license renewals, transaction logs and usage reports. This Middleware server performs the translation of the SOAP based Dynamics AX AIF services to REST based JSON services to be consumed by the DynAX app. This translation to JSON optimizes performance and reduces data payload. The Middleware server also handles advance operations like Batch processing of data, Transactions, Access Security etc.
  6. 6. © Folio3 Software Inc. dynamics.folio3.com Microsoft Dynamics AX 2012 This layer is based on customizations to Dynamics AX 2012 for creating services and X++ classes required for data exchange. It utilizes the AIF (Application Integration Framework) to use AOS Services for data persistence to the Data & Model Store. For example any Customers and Activities data is served to the DynAX app on request. DynAX – Key Benefits Easy Setup & Configuration The DynAX - Dynamics AX CRM mobile solution extremely easy to setup and configure. It comprises of: 1. The actual app DynAX, for Windows8, iOS and Android 2. Dynamics AX Customization (.xpo) 3. A trial or production account on the Middleware Customer Portal To configure and start using the DynAX app, you just need to: 1. Install the provided XPO on your Dynamics AX 2012 server 2. Download and install the DynAX app on your device 3. Enter the Server Settings in the app for connectivity to your AX ERP 4. Configure your company’s account through the Customer Portal And you’re good to go! Note Folio3 provides free support for setting up all of the above components of the system. Mobility Beyond Bounds Since our Middleware is hosted on a high-end server instance on the cloud, it boosts the performance of the overall system, since the DynAX app can use it to connect to the Dynamics AX server anytime, anywhere. Enhanced Scalability The Middleware server is capable of scaling out as the data load increases, thus enabling a large number of devices to connect to it and open parallel channels for communication.
  7. 7. © Folio3 Software Inc. dynamics.folio3.com Data Security Data transmitted through the Middleware is encrypted and as such highly secure. In addition, the Middleware server does not save of the data passing through it (aside from the logs), ensuring maximum data security and privacy. High Availability We guarantee 99% uptime for the Middleware server, which increases the availability of the overall system. All usage reports for the Middleware can also be viewed through the customer portal.

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