With Dynamics AX2012, Microsoft are unveiling a simple and powerful new feature known as Case Management. Read about this in entry #4 of our top 10 features in AX2012.
Now we’re down to the last four in our Dynamics AX top 10 and although AX2012 is now available, our countdown will coincide the AX2012 virtual launch on the 8th September.
With AX2012, Microsoft are unveiling a new feature known as Case Management.
A “Case” can be thought of as an issue that requires a resolution and almost all businesses can benefit from using Case Management in one way or another. Off the top of my head, here’s a few ideas:
- Customer product inquiries
- An internal IT support desk, where employees log issues with IT admin.
- Customer’s reporting issues with your website
- Expense audits
- HRM processes such as onboarding, grievances and discipline
- Health and Safety- accident reporting
- Product quality control
Cases can be linked to customers, vendors and employees and are therefore located in the Home ‘module’ although they can also be created in the Enterprise portal. Once a case is created, a service level agreement (SLA) can be assigned. The case creator can then search through a list of existing knowledge articles to see if a similar case has already occurred. Each of the similar knowledge articles can be marked as helpful in resolving a problem.
Cases can be elevated to other employees and activities can be automatically created to follow up on the case until the case is resolved and closed. Before doing this however, a new knowledge article can be created to help with the resolution of future cases.
Using case management strategically in your business will help drive down costs through faster, simpler processes and will help you manage compliance and you may have notice that these are becoming central themes with Dynamics AX2012.
To see Case management in action, or to discuss how Case management can be used in your business please contact us via www.tecman.co.uk
A significant portion of Microsoft’s annual $9bn R&D spend goes into integrating their products. In post number 6 of our AX2012 top ten, see how easy it is to import data directly into Microsoft Dynamics AX using Microsoft Office Excel.
So what's new about using Excel to import data into AX? Haven't we had this option since the Axapta days?
Yes, but this involved the creation of templates in AX first, and importing anything remotely sizeable or complex typically required the writing of scripts.
Now this process is much simpler and definitely warrants an entry in our top ten.
As mentioned in entry number 9, of our AX2012 top ten, it is possible to pull AX data directly into Excel.
To push data back the other way- it's as simple as this:
1. Open up Excel and click on the Microsoft Dynamics AX tab. Click "Connection" and check the legal entity you are connected to. Use the dropdown to change this if you wish.
2. Click Add Data, select Tables and in the filter box, type the name of the table you want to populate. In this example we'll add a couple of customer groups by selecting the CustGroup table.
3. Drag and drop any other Customer group fields you wish to populate.
4. Click the Design Mode button, to exit the design mode. Then click refresh if you wish to view existing data.
5. Enter data into the table, optionally using the Field Lookup button to view existing data in lookup tables. In this example, I've added customer group 50 and 60.
6. Click Publish Data to send this data to Dynamics AX.
7. Let's switch over to AX to view the results
We continue the rundown of our favourite features in AX2012 with an overview of Manufacturing functionality.
Dynamics AX has always provided a powerful and flexible set of manufacturing features for customers who run a discrete manufacturing operation.
Manufacturing could be configured to manage something as simple as kitting a BoM with no routes, right through to advanced setups such as creating route networks and selecting work centres based on finite capacity, finite properties (e.g. red paint, blue paint) and even requirement based capabilities (e.g the CNC machine can perform a basic milling operation, but preferably use a lathe as it's cheaper).
These kind of features have always been great for Discrete manaufacturers. However Dynamics AX wasn't especially well regarded for its out of the box Process manufacturing capabilities. It is true that many "process type" manufacturing operations could be managed in a discrete solution by running a manufacturing process as a large batch, but customers with fairly simple requirements such as Catch weights, Reverse BoMs and a requirement to manage co- and by-products always had to find workarounds.
In recent years, an excellent process manufacturing add-on solution came to market which solved many of these problems, but this came with additional costs, complexities and an increased time to ROI. In addition, if the company had adopted LEAN principles and wanted to use Dynamics AX to manage Kanbans for example, then a further add-on solution would be required.
AX2012 Kanban scheduling
In Dynamics AX2012 it is now possible to run discrete and process manufacturing in a single installation and in combination with LEAN manufacturing. Customers won't find themselves having to compromise on functionality and shoehorn themselves into a manufacturing ERP solution that provides most, but not all of their needs.
So regardless of the products you manufacture (or however you make them), you now have a solution in the form of the powerful simplicity of Dynamics AX and the Manufacturing knowledge and experience of Technology management.
We continue the tour of our favourite features in Dynamics AX2012 with the Enterprise Portal.
For those of you that aren't familiar with Dynamics AX, Enterprise portal allows business data and logic to be accessed by users via a web browser.
For those of you that are familiar with AX, you may be thinking: "Hang on- is this really new? Hasn't this funcationality been a part of in AX in various guises since the year 2000?"
Well, yes- but now this funcationality has come of age, and definitely merits a mention in our AX2012 top 10
In ealier versions of AX, the enterprise portal only provided a lighweight method of accessing business data. The look and feel of the web interface was at odds with the user experience on the rich client. The benefit of mobile and remote access to AX had corresponding cost in terms of speed and usability.
Now with the Model driven layered architecture (MDLA) in AX2012, list pages of data (e.g. the Customer form) have an almost seamless look and feel whether the user is at their desk in the rich client or working with AX on the road via the web on a tablet.
To demonstrate this, view the two screenshots below- one is a view of the customer form in the rich client, the other is via the web.
I deliberately didn't label the images above- you can work out which is which for yourselves. You'll notice that the UI is amost the same. Users who work in the rich client can work with the web version in the same way (and vice-versa) without any additional training.
Any new list pages a can be built declaratively without writing new code, with the same model allowing the rendering of those pages via the rich client or the enterprise portal.
This means that any custom forms created forthe rich client can be deployed to the web with just a single click.
With approximately ten weeks to go until Dynamics AX 2012 becomes generally available, we’ll countdown our top 10 new features from the 1,200 exciting enhancements available in AX 2012. We’ve had some difficulty in boiling down such a huge list of features to the ones we think will benefit our customers the most, but I’ll kick things off at number 10 with a very powerful feature known as date effectivity.
Wouldn’t it be great to travel backwards (and forwards) in time through your business data? Tracking revisions and corrections to pricing, customer information, machine capacity, safety stock, emergency contact information and almost anything you can think of?
Although there were isolated examples of date effective tables and forms in AX2009 and earlier versions, AX developers didn’t have the facility of a consistent, system wide approach when modelling date effectivity. Dynamics AX2012 now allows almost any table and form to be configured with date effective properties; whether this results in the tracking of a single piece of reference data, a collection of data, or a changing relationship between two data entities, for example an employee’s promotion history through various positions in your organisation.
In summary, date effectivity provides a powerful new framework for modelling changes to your data through time.