use your system to the max

Post on 13-Apr-2017

182 Views

Category:

Technology

1 Downloads

Preview:

Click to see full reader

TRANSCRIPT

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…?

top related