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Dynamics Software

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Computer Telephone Integration

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Categories: Functional

In cooperation with some customers Dynamics Software realised an interface between
Microsoft DynamicsTM AX and a telephone communication switchboard. The telephone communication switchboard system will route inbound calls to the correct salesteam and/or serviceteam employees and based on the telephone index table, the specific customer information (customer name, sales order or service order information) from Microsoft DynamicsTM AX will automatically pop up on their computer screen. The telephone switchboard will notify employees that an incoming phone call is waiting. Employees can select a specific waiting call from the waiting line.

Built for AX 4
Built for AX 4

Cross Docking

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Categories: Functional

The crossdocking functionality will help reduce the item transaction and stock movement in your warehouse. When items are purchased for a specific sales order the item will be directly available to be delivered instead of first booking them in and later on booking them out. This will save you a lot of transactions

The Dynamics Software Component ‘Crossdocking’ gives you the possibility to separate incoming goods by labels. Stock-items are labelled with an inventory label. Goods that are reserved by a sales order are labelled with a crossdocking label. This can help reducing the stock movement of your warehouse.

Built for AX 4
Built for AX 4

Engineer To Order

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Categories: Functional

Dynamics Software Engineer To Order for Microsoft Dynamics™ AX is the solution for construction, installation and complex project management and manufacturing industries. The solution has been developed based on our practical experience. For many years we consulted for medium and larged-sized businesses in the industrial sector of plant and machine construction. We have consequently used this knowledge to develop our vertical solution based on Microsoft Dynamics™ AX. Based on the requirements of many customer projects a standard software solution for that industrial sector has been created.

The benefit for the Microsoft Dynamics™ AX users is that all divisions of a company can utilize the same standardized and intuitive user interface and have access to the same database.

What is part of Engineer To Order for Microsoft DynamicsTM AX?
* Advanced Project Management
* CRM Quotation for the Project Business
* Import and process of Tender Documents
* Project cost planning and continuous calculation
* Project Items and BOMs
* Item and BOM (Versions) Management
* Class Lists of Characteristics
* Project specific Materials Management
* Preliminary Orders
* Project picking and Project specific Delivery
* Invoicing for the Project Business
* Project Controls
* Project - status and budget reconciliation based on Progress or after Completion
* Financial tools
* Cost Accounting tools

Built for AX 4
Built for AX 4
Built for AX 3
Built for AX 3

Enterprise Portal for Service Management

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Categories: Functional

Key benefits:

* Connects you with customers, and employees via the web
* Provides you with a customized Web browser for business application information and functionality
* Increases your service level towards your customers
* Enter and update service calls via the web
* Update service tasks via the web
* Provide customers with contract and service object data
* Upload counter readouts via the web

Built for AX 4
Built for AX 4

External Catalog Concept

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Categories: Functional

The External Catalog concept will provide you with the possibility to use external (vendor) items without adding these items to your own item list. The complete catalog of your vendors can be imported in the external catalog of your company. Without polluting your own item list, you can still use the items from the external catalog in your sales orders.

Built for AX 4
Built for AX 4

Mobile Field Service

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Categories: Functional

Dynamics Software distinguishes 2 major possibilities for mobile field service:

* Online only solutions. These solutions use the internet to access the service management application and require connection to do data entry. There are 2 alternatives:

1. Access to the back office via the Enterprise Portal for Service Management. Service engineers report their hours and used materials when they are online. This solution can also be used as a customer self service tool for logging service incidents/calls and monitoring the progress of the service call. The client (pc, laptop or PDA) does not require an application to be installed, a standard internet browser like Microsoft Internet Explorer is sufficient. We use the standard Microsoft Dynamics™ AX portal tools to access the service management module.

2. Presenting the back office to the service engineer via a Virtual Private Network, Microsoft Windows Terminal Server or Citrix. Service engineers can report their hours and used materials through a simple form

* Online & Offline solutions. These solutions use communication methods like GPRS or UMTS and operate both online as well as offline if there is no connection. Typically processing service process transactions will be done via PDA’s, laptops, ‘ruggedized’ if required. These solutions offer mostly more functionality compared to the portal solution. The clients require an application and database installed in order to have access to data without being online. Synchronization will take place as soon as there is connection. On average these solutions are more expensive than online only solutions.

Built for AX 4
Built for AX 4

Purchase Order Requisition Approval

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Categories: Functional

Ensure that purchases are authorised by staff with delegated authority and established budget. Recently updated to include web requisition approvals and email templates to make it even easier for managers to approve purchases. Fact sheet will be updated shortly to reflect these improvements.

Built for AX 4
Built for AX 4
Built for AX 3
Built for AX 3

Real-Time Warehouse Management

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Categories: Functional

What is part of Real-Time Warehouse Management for Microsoft Dynamics™ AX”


* ERP and WMS integrated into one system to eliminate inventory differences
* Goods receipt management for both license plates as well as item quantitie
Usage of dangerous goods (hazardous material) classification
* Volume accelerator factor for stackable items
* Cycle counting
* Crossdocking and shipping
* Customer specific labels or instructions on the PDA for the end user
* Ability to promise items for sales based on turnaround time and required delivery dates
* Improved storage and replenishment advisements to reduce empty traffic in the warehouse
* Usage of wireless handheld and reach truck terminals with barcode scanner enabling complete paperless operations

Built for AX 4
Built for AX 4
Built for AX 3
Built for AX 3

Sales Delivery Assistant

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Categories: Functional

When a customer calls and enters a sales order, the customer wants to know which items can be delivered directly or on a, by the customer specified, delivery date.

With the Sales Delivery Assistant for Microsoft DynamicsTMAX this information is only one mouse click away. With one mouse click you can see which items are available on the required delivery date, whether this is today or a day in the future.

With the sales delivery assistant you are able to provide the customer whilst still on the phone with accurate delivery dates. This will increase your professionalism and service towards your customers

Built for AX 4
Built for AX 4

Sales Price Settlement

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Categories: Functional

When have sales order with multiple lines on it, you want to be able to set a sales price for the sales order instead of a sales price for each item on that order.

The Dynamics Software component Sales Price Settlement will give you this functionality. Per sales order an agreed price can be entered.

This agreed price will be proportionally allocated to the individually sales order lines. You sales team will benefit form this functionality since they no longer have to add a discount per line to make sure that the total fixed price equals what is agreed with the customer.

Built for AX 4
Built for AX 4

Service Management

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Categories: Functional

Dynamics Software Service Management for Microsoft Dynamics™ AX is the solution for manufacturing service and professional service industries. This can be the service of buildings, machines, industrial equipment or facility services. The solution has been developed based on our practical experience. For many years we consulted for medium and larged-sized service businesses in mentioned sectors. We have consequently used this knowledge to develop our horizontal solution based on Microsoft Dynamics™ AX. Based on the requirements of many customer projects a standard software solution for that business function has been created. The benefit for the Microsoft Dynamics™ AX users is that all divisions of a company can utilize the same standardized and intuitive user interface and have access to the same database.

What is part of Service Management for Microsoft Dynamics™ AX”?
* Service contracts and Service Level Management
* Service objects and sub objects
* Service request registration (service call) and follow up
* Service tasks
* Resource and item allocation
* Purchase, (graphical) planning and preparation
* Execution and registration
* Evaluation and call closing
* Cost allocation and invoicing
* Service Prognoses
* Statistics

Built for AX 4
Built for AX 4
Built for AX 3
Built for AX 3
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