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Functional

Add-ons, libraries, extensions, ... : Everything that extends the functional abilities of Dynamics Ax.

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Built for AX 2009
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Enterprise Portal

VeraTrack

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Categories: Functional

Author: Veratem

Construction and contract management solution.
VeraTrack provides functionality from planning and estimating through project management to billing and cost control. Its features and functions includes all legislative compliance requirements and integration to many third party applications. Ten years of development and analysis ensure that it hits all the key requirements of its sector.

Built for AX 2009
Built for AX 2009
Add-on
Add-on

Project Forecast Entry

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Categories: Functional

Capture project cost, item, hour and revenue forecasts in a single screen.

Built for AX 4
Built for AX 4

Report Mailer

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Categories: Functional

Author: Dyxon

Have you ever sent reports as e-mail attachments directly from Dynamics AX (formerly Axapta) and would have liked to have a more user-friendly layout? Do you also think that the Outlook dialogue requiring you to confirm that the report e-mail is sent is unnecessary? Would you like your reports such as purchase orders and sales confirmations to be sent automatically?

Features

* The e-mail text can be defined by using e-mail templates. Thus you can create your own HTML e-mails with your individual content.
* For each report, there can be one template.
* E-mails are sent by either MAPI, extended MAPI (Outlook), CDO (SMTP) or .Net 2.0 mail (SMTP). With the SMTP option, the e-mails are sent directly through the mail server. In this case, Outlook does not have to be installed and the Outlook security dialogue will no longer be shown.
* If Lotus Notes is your e-mail client, e-mails can be sent through the Lotus Domino Server using one of the SMTP options.
* In the accounts payable and accounts receivable module, documents can rapidly and easily be sent to contact persons by e-mail without your having to modify the printer settings (see illustration).
* Lookup e-mail addresses in the print dialog, thus no manual search of e-mail recipients is required.

Examples of use

* Send sales confirmations to the e-mail address saved in the sales order or to the client's contact person rapidly and by simply ticking the corresponding box in the posting form.
* Design HTML e-mail templates for purchase orders, sales confirmations, invoices etc. in different languages. The language is chosen automatically according to the language of the report.
* Avoid the Outlook security dialogue by sending your e-mails by SMTP.

Built for AX 2009
Built for AX 2009
Built for AX 4
Built for AX 4
Tool
Tool

Cross Docking

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Categories: Functional

Author: Dynamics Software

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

Email Manager

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Categories: Functional

Author: Sable Systems

Sending documents to trading partners from Dynamics AX without
manual intervention.
Sending confirmations, quotations, delivery notes, invoices or
statements without printing, folding into envelopes and posting.
Sending purchase orders without having to key the vendor’s email
address.

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

External Catalog Concept

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Categories: Functional

Author: Dynamics Software

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

Engineer To Order

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Categories: Functional

Author: Dynamics Software

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

Company Color Change

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Categories: Functional

Author: Sable Systems

Enable staff working within multiple company accounts to easily
discern the company they are working with at any time.
Limit the number of times users unintentionally process in the
wrong company.

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

Order Entry Assistant

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Categories: Functional

Author: Sable Systems

Shorten the time to manually create Sales Orders for customers
with repeat buying patterns.
Shorten the time to manually create Purchase Orders for frequently
purchased items.
Provide excellent customer service when taking new orders by
having the system make suggestions based on historical buying
patterns and knowledge of related items (e.g. accessories).

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

Purchase Order Requisition Approval

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Categories: Functional

Author: Dynamics Software

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

Bulk Data Modification

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Categories: Functional

Author: Dyxon

With the "Bulk Data Modification" add-on, bulk data updates (modifications of large amounts of data) can be done in an efficient way. You do not need to be proficient in SQL nor use Excel as a helping tool. Any Dynamics AX user with the corresponding access rights can work with the Bulk Data Modification tool without any problems.

Features

* Security: The tool takes into account the field settings (active/inactive) of tables and masks and performs standard validations when modifying data. This ensures that the data cannot be modified by mistake. Other methods of bulk data modification do not include verifications and can thus easily generate corrupt data.
* Easy to use: Any Dynamics AX user can work with the tool. It is therefore not necessary to contact an AX administrator every time a large amount of data has to be changed.
* Access rights: It is possible and makes sense to restrict the access to the tool to certain users.
* The tool can be accessed from any mask through the function "Record information". The records filtered in the mask are modified. The number of records to be changed is shown in the modification mask.
* The values of each data type can be changed: numerical, text, date, time and selection (dropdown and checkbox)
* Calculations: Numerical values can be replaced or changed in relation to the existing value (addition, subtraction, multiplication, division).
* Text values can either be replaced or pre- or suffixed.
* If a field contains look-up or default values, only these values can be selected.
* Date values can be replaced or a new date can be calculated based on the existing one.
* If necessary, the record validation can be skipped.

Examples of use

* Price changes: Increase of the cost price in the item master by 2% by simply multiplying the existing price by 1.02 (see illustration).
* Modification of the price group in the customer master table for customers of a certain customer group
* Replacement of sales responsibles in all open sales orders

Built for AX 2009
Built for AX 2009
Built for AX 4
Built for AX 4
Built for AX 3
Built for AX 3
Tool
Tool

Textile-Apparel-Footwear

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Categories: Functional

Author: Sunrise Technologies

Sunrise Technologies is the premier provider of Microsoft Dynamics AX for the textile, apparel, and footwear industries. Sunrise combines industry expertise with specific functionality available in Microsoft Dynamics AX to help textile, apparel, and footwear companies meet their unique business requirements.

Built for AX 2009
Built for AX 2009
Built for AX 4
Built for AX 4
Built for AX 3
Built for AX 3
Add-on
Add-on

Sunrise Vertex O Integration

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Categories: Functional

Author: Sunrise Technologies

Sunrise Technologies, Inc. has created a base package that seamlessly integrates Microsoft Dynamics AX 4.0 with the Vertex O Series for effective management of corporation’s sales tax responsibilities. In addition to the base package, Sunrise provides customization and implementation services to help companies meet their unique sales tax requirements.

The base package includes the following features:

• Fully embedded to Microsoft Dynamics AX
• XML based communication to Vertex O Series
• .NET based integration platform
• Vertex customer and product class maintenance
• Tax area identification look-ups based on shipping address
• Sales tax calculation from sales quotation and sales order forms
• Fast seamless integration

Built for AX 2009
Built for AX 2009
Built for AX 4
Built for AX 4
Built for AX 3
Built for AX 3

Sable Import Costing

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Categories: Functional

Author: Sable Systems

Accurately record the landed costs of an item using various apportioning methods including weight and volume. Grouping costs across multiple Purchase orders and vendors by allocating purchase order lines to shipments and optionally to containers/folios. Allocating costs across 2 or more entities sharing shipment or container. Tracking and updating dates in one place. Do all of this efficiently and simply using a new stan-dard for import costing modules whilst retaining the advanced features and complexities required by a single entity or a group of 20 compa-nies based in various locations around the globe.

Built for AX 4
Built for AX 4

Claims Management

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Categories: Functional

Apply management controls to claims processing.
Ensure visibility and traceability of claims processing.
Minimise the administrative burden related to claims management.

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

Advanced Warehouse

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Categories: Functional

Author: Sunrise Technologies

The Sunrise Advanced Warehouse Management System is fully embedded into Microsoft Dynamics AX and leverages existing Microsoft Dynamics AX functionality. It offers complete end-to-end warehouse management functionality, including insight into production inventory flows.

Sunrise's WMS is an integrated warehouse management solution:

* Written in X++ code using the Microsoft Dynamics AX development environment
* Web browser based applications (used by wireless devices) are developed in .NET using the business connector
* Uses existing objects wherever possible, extending them as needed
* Introduces new objects that fully integrate to the existing objects
* Follows Microsoft Dynamics AX best practices on user interface, inheritance, etc.
* Offers a comprehensive set of warehouse management functions including inbound shipments, receiving, put away, material issue, production reporting, wave planning, picking, packing, shipping, slotting, flushing, and cycle counting

Also supports:

* Reverse logistics functions including returns, cartonization, and restocking
* Integration to 3rd party systems such as EDI solutions, bar coding packages, and parcel shipping applications

Built for AX 2009
Built for AX 2009
Built for AX 4
Built for AX 4
Built for AX 3
Built for AX 3

BlueStar PDM/PLM

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Categories: Functional

Author: PDM technology

In overview, BlueStar PDM/PLM incorporates all the benefits of engineering business process automation, ranging from superior sales order BOM generation to improved management of the product and production data via its integration with Dynamics AX. BlueStar PDM/PLM PLM features the following main modules:

DMS - Document Management System
The DMS module utilises an “Information @ your fingertips ” approach in an EN/ISO 9000 compliant electronic archive with full revision management of data and documents and a built-in viewer for 2D drawings, videos, pictures, text documents and 3D solids.

CMS - Configuration Management System
The CMS module is a full item and BOM revision management system with direct links to CAD documents and full traceability on all changes.

CAD/ERP CAD Integration
The CAD/ERP CAD Integration module integrates all major 2D/3D/ECAD CAD systems with bidirectional exchange of BOMs, items, and 3D file-management. It also implements a “4-click” efficient approach to revision management, check-out, check-in, and release.

ECM - Engineering Change Management
The ECM module implements change procedure control stretching from customer complaints to implementation of the change. The graphical workflow implements electronic workflow handling for managing business processes. The ECM module tightly integrates with AX modules, such as purchase, production and sales across AX companies.

CLS - Classification and Retrieval System
The CLS module is a tree and attribute based classification and retrieval system of components and items which ensures extensive reuse of existing components, items and BOM structures.

PFM – Product Family Model Parametric BOM
The PFM module is a fully parametric and rule based configuration engine with multilevel BOMs and full CAD integration for automatic generation of CAD and manufacturing data.

CS - Cluster Service and Citrix
The CS module delivers local access time for all data, documents and 3D files in a distributed environment using Citrix or terminalserver technology.

BlueStar PDM/PLM is mainly written in X++ and .net and is a fully immersed Dynamics AX add-on that exploits all the functionality of the Dynamics AX environment and technology stack.

BlueStar PDM/PLM is available for Microsoft Dynamics AX 3.0, 4.0, SolidWorks, Inventor, SolidEdge, AutoCAD, CoCreate ME10, Catia, Pro/E, Microsoft Office, electronics and electrical CAD.

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

Enterprise Portal for Service Management

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Categories: Functional

Author: Dynamics Software

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

Computer Telephone Integration

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Categories: Functional

Author: Dynamics Software

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

Advanced Credit Control

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Categories: Functional

Author: Sable Systems

Control customer credit with minimal impact on customer service.
Ensure credit is not over-extended or unnecessarily withheld.
Ensure goods are not delivered to customers that have exceeded
their credit limit, subject to other business rules.
Ensure release of credit holds is timely and based on an accurate
assessment.

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

Advanced Alerts

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Categories: Functional

Author: Dyxon

Do you want to set up the same Alerts for several users? Do you need to send Alerts to users or employees who are set in a field of a particular record, e.g. contact person on a sales order or purchase order?
The alert e-mail has been extended as well. It can contain any field values from the alert record.

Features

* Send Alerts not to just one, but many users at the same time with only one Alert rule.
* Alerts can be sent to AX-users, user groups, employees, and any e-mail recipient.
* Recipients can be set up on the Alert rule, or recipients can be extracted from an Alert or linked record field.
* Additional variables (placeholders) in the alert e-mail template can be populated with values from the Alert or a linked record.
* A separate e-mail template can be set up for each Alert rule.
* Only users with sufficient access rights can set up Advanced Alerts.

Examples of use

* Send Alerts to the sales responsible, the customer's contact person, any AX user, and additional e-mail recipients when the sales order ship date changes (see illustration on the right). Only one Alert rule is required!
* The purchase order responsible (orderer) can be notified automatically if the goods are not received on time. One Alert rule is sufficient for all orderers; amendment of the rule is not necessary when the purchasing department hires additional staff.
* Add the contact person name to e-mails sent to customers. The contact person name is automatically extracted from the sales order (see illustration on the right).

Built for AX 2009
Built for AX 2009
Built for AX 4
Built for AX 4

Sales Price Settlement

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Categories: Functional

Author: Dynamics Software

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

Select Last Record

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Categories: Functional

Author: Dyxon

When opening a form, this add-on highlights the record that was selected before the form was closed. Thus, the user doesn't waste time finding the entry last edited. The function can be activated for each form individually.

Features

* Highlights the record that was selected before the form was closed.
* The opening of forms is not delayed if this add-on is activated.
* Each User can individually enable the Select Last Record mode per form.
* No form is modified, just two standard elements, therefore no problems arise when upgrading Dynamics AX.
* All forms whose main data source table has a unique field are supported.

Built for AX 2009
Built for AX 2009
Built for AX 4
Built for AX 4
Built for AX 3
Built for AX 3
Tool
Tool

Celenia CRM Connector

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Categories: Functional

Author: Celenia Software

Celenia CRM Connector easily automates and streamlines the flow of an organization’s internal business data. With Celenia CRM Connector integration can be achieved at far lower costs than development of custom communication applications. Furthermore, Celenia CRM Connector facilitates more accurate and efficient internal data exchange and application level integration than can be achieved by manual processes.

Benefits:
* Streamlines business processes across your organization and systems
* Increases the efficiency of your sales force
* Empowers employees with up-to-date data
* Reduces manual work
* Eliminates errors

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

Real-Time Warehouse Management

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Categories: Functional

Author: Dynamics Software

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

Smart Query

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Categories: Functional

Author: Dyxon

With the "Smart Query" add-on, records for which there are no records in the table attached can be found quickly in a very simple way (not exists join).
It is also possible to use placeholders to search in date fields. Date value filters in batch jobs can thus be set in relation to the execution date.
Queries can be saved for all users, thus the same query doesn't have to be created for every user.

Features

* Easy to use: The tool is integrated into the standard filter mask. For any linked table, the mode can be changed from „exists join" to „not exists join".
* The "not exists join" setting is saved, just as all other filter settings.
* Access rights: It is possible to restrict the access to the tool to certain users.
* Date filters with placeholders: Search for current date, beginning or end of current month, period, quarter or year. Search in relation to “placeholder date” (+- x days or months).
* In case of batch jobs, placeholders are saved in the query and replaced with the corresponding date in every run.
* Save queries for all users. All users can select these queries in addition their own saved queries.
* Select saved queries on the report dialog form; there's no need to open the query selection form.

Examples of use

* Find clients for which no contact person has been entered into the system (see illustration).
* Search for items without record in the bar code table.
* Fins items without stock on hand, or without transactions within a certain timeframe
* View sales orders without positions.
* Find suppliers from whom nothing has ever been ordered.
* Easy search for overdue deliveries (today -10 days) with placeholder “d-10..d”.
* Adding a filter to your favourites in order to display sales orders with delivery date up to “today +10 days” without having to modify the filter every day.

Built for AX 2009
Built for AX 2009
Built for AX 4
Built for AX 4
Built for AX 3
Built for AX 3
Tool
Tool

Bank reconciliation date warning

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Categories: Functional

Author: Sable Systems

This feature adds a new parameter to the Bank parameters which allows the user to specify the number of days (+/-) when they should receive a message. This warning assists users from making errors with the bank reconciliation date, often users will inadvertently enter a date one month or one year from now. This can be difficult to fix once the bank has been reconciled.

Built for AX 4
Built for AX 4
Built for AX 3
Built for AX 3
Tool
Tool
Free or free version available
Free or free version available

Data Import Wizard for PerformancePoint Server 2007

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Categories: Functional

Author: Microsoft

Latest version: 6/16/2008
Added 2009-01-28

The Data Import Wizard provides a simple, guided process that enables users to configure and move data from source systems into Microsoft Office PerformancePoint Server 2007.

The Data Import Wizard is a generic data integration wizard that requires customers and partners to develop their own data providers for integrating source financial data.

Microsoft provides the PerformancePoint 2007 Data Integration Toolkit. This toolkit is a companion tool that provides a data integration framework. You can use this framework to create your own data providers.

Built for AX 2009
Built for AX 2009
Tool
Tool
Free or free version available
Free or free version available

Sales Delivery Assistant

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Categories: Functional

Author: Dynamics Software

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

Service Management

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Categories: Functional

Author: Dynamics Software

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

HR Entré

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Categories: Functional

Author: BPO Management Services

• Wizards built into HR Entré streamline high volume, repetitive business processes: applicant offer letters, new hires, terminations, and time-off entries
• Automated email notifications of date-driven events
• Manages international employee information including currency conversion and international formats for address, telephone, dates, etc.
• Accommodates multiple concurrent jobs, multiple departments/supervisors, and cost allocations
• Stores point-in-time job, organization, and salary history
• Tracks multiple reasons and amounts for salary actions
• Manages temporary employee, contractor, and consultant information
• Links employee electronic records to documents, such as correspondence and performance appraisals
• Maintains complete information on benefit, insurance, and retirement plans, including contact and date-of-birth information for all dependents and beneficiaries
• Keeps historical record of absences and accruals for Time-off and FMLA
• Retains historical record of Grievances and Disciplinary actions

The HR Entré Web Portal module also includes:
• Employee Self-Service
• Manager Self-Service
• Annual Benefits Open Enrollment

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

Mobile Field Service

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Categories: Functional

Author: Dynamics Software

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
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