SlideShare a Scribd company logo
Use your system to the mAX
Value-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 Outlook
Improve CRM in your business
Quick Reports in Word
Creating reports in Word using AX data
Produce ad-hoc formatted reports to send to
reps / agents / suppliers
Employee Questionnaires
Create surveys in AX
Capture information from employees,
suppliers or customers
Exchange Rate Import
Automatically import the latest rates daily /
hourly
Use that data for selling / valuation purposes
Customer Self Service Portal
View Invoices, change details and create
orders via portal
Let 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 form
Lets agents sell rather than search for
products!
Thank You!
This is just a flavour of what AX can do!
Any questions…?

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Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

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