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

Introduction


There are two types of processes that you probably want to manage more effectively: business and people. The first one is the easiest because you can generally control how a program or system is going to work. Making sure that the people processes are working correctly is a little trickier.

You would want to:

  • Assign the right people to tasks, some of whom may not use Dynamics AX on a daily basis

  • Have different processes based on business rules

  • Make sure that steps are not skipped

  • Ensure that tasks are done within a reasonable amount of time

Fortunately, Dynamics AX 2012 comes preconfigured with a workflow engine and standard workflow templates that you can use to help wrangle people. All you need to do is create the workflow design and activate it. Don't worry if you are not a programmer, this will all be a zero coding experience.

In this chapter, we will show you how you can design workflows by adding a workflow to manage the case management process within Dynamics AX.