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Extending Microsoft Dynamics AX 2012 Cookbook

Extending Microsoft Dynamics AX 2012 Cookbook

By : Murray Fife
4.5 (10)
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Extending Microsoft Dynamics AX 2012 Cookbook

Extending Microsoft Dynamics AX 2012 Cookbook

4.5 (10)
By: Murray Fife

Overview of this book

Dynamics AX is built on a number of foundation products from Microsoft that are used to make it bigger, better, and stronger than the average business system. Taking advantage of these products will make your life easier. Use these tools to maximize the efficiency of your business management, taking advantage of a powerful and centralized tool set. "Extending Microsoft Dynamics AX 2012 Cookbook" will show you how to use tools that you already have to extend out Dynamics AX and discover potential new directions. You will be surprised at what you can do on a shoestring budget. The book will allow you to streamline your work processes, and use the system's powerful and centralised features to the advantage of your organization. "Extending Microsoft Dynamics AX 2012 Cookbook" will show you how to maximize the potential of Dynamics AX with common and popular tools to enhance your business management systems. We will begin by exploring how to extend Dynamics AX out with SharePoint. After this, the book will guide you through important elements in maximizing business management efficiency, focusing on key aspects like reports, dashboards, and workflows. The book will then finish by teaching you how to customize your management systems, achieving a comprehensive coverage of the most important extension processes relevant to you and your business with very little programming. This is a book for those of you that want to make the most out of Dynamics AX by using what you already have, and without breaking the bank.
Table of Contents (18 chapters)
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Extending Microsoft Dynamics AX 2012 Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
1
Index

Introduction


Sometimes you don't have to leave Dynamics AX in order to extend out your business processes. With Dynamics AX 2012, a new feature was added called Cases that allows you to record interactions, issues, and incidents throughout the system, assign them to users for investigation or management, and then track all information collected along the way. It works like a traditional Case file, hence the name. Cases are not just a filing system though. Cases can be automatically routed to different people for review and investigation, and they can have standard processes assigned to them so that you can track their progress from creation to close, which may be different based on the Case category. The Case owners are able to assign tasks and create appointments linked to the Cases, or have the system automatically recommend them based on a suggested process.

By linking Knowledge Base articles with Case categories users are able to quickly access standard information in order to try to...

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