Book Image

Extending Microsoft Dynamics AX 2012 Cookbook

By : Murray Fife
Book Image

Extending Microsoft Dynamics AX 2012 Cookbook

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)
Extending Microsoft Dynamics AX 2012 Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Associating additional business entities to Cases


Cases are linked to business entities (such as customers, products, and vendors) within Dynamics AX through associations. When the cases are initially created, they are automatically linked with that entity so that you can always link back to them. As a case is processed though, more entities within Dynamics AX may be associated to it making it visible within other areas of the system.

Examples of this may be that a customer creates a complaint. Initially the Case will be associated with the customer. When the defective product is identified, then this should be associated with the Case. If it is decided that this was caused by a vendor shipment issue, then the Case should be associated with that as well. Now, when looking at the customer, product, or vendor, the user will be able to track back to all of the Cases associated with them.

In this recipe, we will show how easy it is to create additional associations from a Case to other records...