Intuitive document creation with dox42 seamlessly integrated in Microsoft Dynamics AX
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Webinar on March 8th with dox42 and Solutions Factory Microsoft Dynamics AX is a high-performance, comprehensive and modern ERP system which is easy to use and flexible in terms of its deployment. According to Forrester Research, Microsoft Dynamics AX is also the most inexpensive ERP solution offered by Tier 1 providers. In the course of day-to-day business, users generate numerous different reports using Microsoft Dynamics AX – so-called forms (such as invoices, for example), labels and above all various overviews, lists and analyses. Microsoft Dynamics AX primarily relies for this on Microsoft SQL Server Reporting Services. Depending on the report in question, it is often not easy for users to prepare them – in addition to an understanding of Microsoft SQL Server Reporting Services, users also sometimes need an understanding of programming in Microsoft Dynamics AX. dox42 enables users to individually and intuitively design new or redesign existing reports in Microsoft Office, making full use of data, the security features and the business logic of Microsoft Dynamics AX. These dox42-based reports can be accessed in the usual manner without changing processes in Microsoft Dynamics AX. dox42 therefore supplements the standard reporting tools of Microsoft Dynamics AX, adding a time-saving and cost-cutting way of designing reports. Simon Klingler (Solutions Factory Consulting GmbH) and Christian Bauer (dox42 GmbH) will demonstrate how intuitive template design is possible with the aid of dox42 and its integration into Microsoft Dynamics AX. A live demonstration will give you an insight into the advantages of automated documentation using dox42 integrated into Microsoft Dynamics AX. More information: www.dox42.com
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Intuitive document creation with dox42 seamlessly integrated in Microsoft Dynamics AX
- 2. Connection via audio on your computer or via phone: Webinar will be recorded https://www.youtube.com/user/dox42com http://www.dox42.com/Resources If you use your phone: Access Code: 601-747-705 For Questions Italy +39 0 699 33 71 77 Netherlands +31 (0) 208 080 225 New Zealand +64 4 974 7248 Norway +47 21 04 30 58 Spain +34 931 81 6722 Sweden +46 (0) 853 527 837 Switzerland +41 (0) 225 3311 27 United Kingdom +44 (0) 20 3713 5030 United States +1 (213) 929-4221 Australia +61 3 8644 7030 Austria +43 7 2088 1053 Belgium +32 (0) 28 93 7020 Canada +1 (647) 497-9409 Denmark +45 69 91 89 34 Finland +358 (0) 942 41 5797 France +33 (0) 182 880 178 Germany +49 (0) 692 5736 7315 Ireland +353 (0) 19 030 016
- 4. Introduction dox42, Solutions Factory Microsoft Dynamics AX and documents Document automation with dox42 Overview and live DEMO dox42 AX Requirements ? + !
- 5. Innovative software product for document automation and data integration Flexible, powerful and intuitive Generation of high quality documents including dynamic charts and tables, images, bar-codes, text modules, conditions and calculations from all data sources
- 6. Solutions Factory is Microsoft Dynamics AX Partner 15+ years of experience with Microsoft Dynamics AX Add-ons Security & License Cockpit Product Budgeting dox42 AX
- 7. Introduction dox42, Solutions Factory Microsoft Dynamics AX and documents Document automation with dox42 Overview and live DEMO dox42 AX Requirements ? + !
- 8. SSRS is not the best tool for document creation (e.g. invoices, labels) Report modification in SSRS is difficult for users (requires expert knowledge) Dynamics Add-Ins have limited functionality for document automation Cooperation across business/IT departments is time-consuming Required layouts and functional needs are often hard to fulfil High costs for report design SQL Server Reporting Services (SSRS) as primary tool for reports & documents Dynamics Add-Ins for Word and Excel in defined areas Management Reporter for financial reporting ZPL based label printing
- 11. Are all needed features supported in SSRS? Different page setup on various pages? Additional data sources, e.g. for promotions? Barcodes and QR Codes? Background Images? Is the desired layout feasible? Can we use the template from the design department? „What You See Is What You Get” experience? Are any modifications in AX needed? Will the document be easy to maintain? Effort estimation?
- 12. Introduction dox42, Solutions Factory Microsoft Dynamics AX and documents Document automation with dox42 Overview and live DEMO dox42 AX Requirements ? + !
- 14. Select, for each Calibri .
- 15. 15
- 17. WebService Datenbank Custom SharePoint MS Dynamics Office 365 & on Prem CRM, NAV, AX Online & on premises
- 23. Introduction dox42, Solutions Factory Microsoft Dynamics AX and documents Document automation with dox42 Overview and live DEMO dox42 AX Requirements ? + !
- 24. Report call Data preparation Report preparation Report publishing • Via the menue a report in AX will be opened • Filter for data selection • The final print destination triggers the output channel (Screen, printer, file) • Execution of business logic for the calculation of the necessary report data • Collection of the AX data through the report server (SSRS / Microsoft SQL Server Reporting Services) • Rendering of the layout based on the provided data • Publication of the report on the defined channel: – Screen – Printer – File • Collection of data through dox42 Server • Integration of additional data sources (texts, documents, pictures, …) • Creation of the layouts Report call Data preparation Report preparation Report publishing • Publication via dox42 Server – File – Printer • Publication in AX – Screen (PDF)
- 25. dox42 AX: Seamless integration of dox42 into AX 2012 Selected reports can be designed and printed with dox42 Existing reports can still be used Access of dox42 reports for users is the same as for standard reports Minimal loading times Company, language and customer/vendor specific dox42 is flexible and offers various areas of application Documents (e.g. invoice, quotation, delivery note, certifications …) Labels (e.g. pallet-labels,…) Reports (e.g. production overview, costing sheets…) Barcodes, QR codes, pictures, diagrams, charts, data from different data sources, different printing directions, different page setup on various pages
- 26. Sales invoice Create a sales invoice based on a Microsoft Word template without AX code update from scratch License plate label Print a license plate label where fields are populated with data from AX data methods Production overview Show production costing information including a Microsoft Office Excel Chart
- 27. Demo
- 31. Are all needed features supported in SSRS? Different page setup on various pages? Additional data sources, e.g. for promotions? Barcodes and QR Codes? Background Images? Is the desired layout feasible? Can we use the template from the design department? „What You See Is What You Get” experience? Are any modifications in AX needed? Will the document be easy to maintain? Effort estimation? Yes Yes Yes Yes Yes Yes No Yes < 30 minutes (in demo) Yes Yes
- 32. The first cost estimates for modifying the forms in AX made it clear to me that we needed to look for alternatives. dox42 for AX allowed me to design the documents based entirely on my own ideas and concepts, in Microsoft Word, completely intuitively and with minimal time and cost inputs. It was also important for me that there is no difference for users to the usual report processes in AX. This is ensured – with the additional benefit being that the dox42 reports, in contrast to AX standard reports, are also be displayed fast, which increases efficiency levels in our work. I have now been using dox42 AX for the past three months and am amazed by the options that this tool offers me. I am therefore delighted to act as a reference customer for this tool. Gerald Krall Financial Controller ERP Project Manager CCL Label GmbH Völkermarkt www.ccllabel.at 8 customer specific documents in 3-4 working days after 1,5 days of training http://www.solutionsfactory.at/en/testimonials/ccldox42ax/
- 35. Introduction dox42, Solutions Factory Microsoft Dynamics AX and documents Document automation with dox42 Overview and live DEMO dox42 AX Requirements ? + !
- 36. dox42 Server dox42 Word Add-in (optional: Excel/PowerPoint) dox42 AX Data Source Access to AX-meta data via web-services Access to AX-data via SQL dox42 AX extension (XPO, Model) AX 2012 R2 CU8+, R3 CU8+ Further AX 2012 versions upon request The New Microsoft Dynamics AX (AX7) version under development
- 37. Introduction dox42, Solutions Factory Microsoft Dynamics AX and documents Document automation with dox42 Overview and live DEMO dox42 AX Requirements ? + !
- 38. Appealing documents Design in Microsoft Office Integration of multiple data sources Easy to deploy Fast printing Time and cost savings
Editor's Notes
- We tried several approaches to resolve these challenges, nothing worked smoothly, nothing enabled the customers to do their reports themselves with reasonable effort.
- Which field shows which data? What you see is what you get?
- Nice design QR code Picture - promotion Different page setup for terms & conditions
- schrift
- symbol
- symbol
- Nice design QR code Picture - promotion Different page setup for terms & conditions
- Fragen / Zu bedenken:
- Use of background image!
- Labels with pictures, barcodes, QR codes, different printing directions, conditional printing of report elements
- Reports with charts, diagrams, calculations
- Seamless integration – no changes for the user and the usual reporting procedure in Microsoft Dynamics AX 2012. Numerous potential uses – forms, labels, reports, … Intuitive report design – in Microsoft Office instead of in Microsoft Dynamics AX 2012. Time- and cost-savings – instead of extensive report modifications.