#dynamics ax implementation

For starters, MS Dynamics AX 2012 is a complete ERP system whereas Microsoft Dynamics CRM is a standalone CRM system. They are two different products from the same company. Since Dynamics AX is a complete ERP system, it can be used to manage a business’ entire operations like Warehousing, Finance, Trade & Logistics, Production, Accounting, Master Planning, CRM and HR. Whereas the Dynamics CRM system is a standalone CRM product from Microsoft that provides Sales, Marketing and Service Management capabilities only via individual modules. The Dynamics CRM is a standalone web application whereas Dynamic AX 2012 is a complete business solution, which also offers CRM functionality via an integrated module – the Dynamics AX CRM.

Since the Dynamics AX CRM module is part of the overall Dynamics AX ERP, it provides deep integration with other modules in the ERP, as well as features like product configuration, flexible pricing, service management and project management capabilities. It does however lack some of the more traditional capabilities offered by CRM systems. The main differences being in the use of connected/disconnected features, native integration with Outlook and the way in which typical CRM systems handle some processes, particularly relating to Sales Orders Management and Service.

In short, the Dynamics AX CRM module covers the functional scope offered by typical CRM systems like the Microsoft Dynamics CRM such as the ability to manage Opportunities, Activities, Quotations, Sales Orders, Service Agreements, etc., but the way it provides this functionality is what separates it from the Dynamics CRM and other typical CRM Systems. For example, if you want to share data from the Dynamics AX CRM module, the Dynamics AX platform is its preferred medium for data sharing. If however you need to share data with other systems or require some other functionality not supported by the system, you will need to develop and implement that functionality via custom coding.

The Dynamics CRM system on the other hand is much easier to use and customize, as it provides a lot of options and is also more “plugged” to the MS Office suite.

Similarly in terms of Mobility, the Dynamics CRM and the Dynamics AX CRM module are vastly different. The Dynamics CRM (whether online or on premise) for example is natively integrated with MS Outlook thanks to the “Dynamics CRM Outlook Connector”, but also offers a pre-built “mobile view” that controls the way information is displayed on mobile devices. It enables you to easily synchronize your emails, agenda, contacts, tasks and also maintains a light SQL database copy that allows you to work while offline.

For capabilities related to Services, both products offer contract management, case management and service description features, with the ability to follow up on requests. The Dynamics AX CRM however offers deeper integration with the item database.

In terms of Opportunity management features, both Dynamics AX CRM and the Dynamics CRM distinguish “leads” from other types of prospects and/or customers. Both products provides features for managing activities around opportunity management.

In the Dynamics AX CRM though, you can use virtual companies to extend the duplicate detection functionality, which allows to detect duplicates at the group level (by sharing the Global Address Book). This practice is rarely done though.

The Dynamics AX CRM also requires X++ skills in order develop and implement any customizations, while the Dynamics CRM customizations can be done using.NET and other related components

Dynamics AX has been rebranded Dynamics 365 for Finance and Operations, On-Premises. Take the next steps to learn how a modern, intelligent ERP solution can help you grow your business.

1- Elevate your financial performance

Close books faster, deliver robust reporting, increase profitability with business intelligence, and ensure global compliance.

Increase profitability: margin revenue growth with a centralised, global financial management solution that delivers robust financial intelligence and embedded analytics in real time.

Optimise workforce productivity: Empower employees with role-based workspaces that provide intelligent automation, task prioritisation, and integration with Office 365 applications to maximise efficiency for superior business outcome.

Reduce operational expense: Minimise operational costs across business geographies with financial process automation, encumbrance, budget planning, budget control, and three-way matching.

Adapt quickly to requirement changes: Adjust to changing financial requirements with a flexible, guided, rules-based chart of accounts, dimensions, and global tax engine.

Streamline asset management : Efficiently track values and reduce reporting errors with centralised, automated processes for managing your capitalised assets from acquisition through disposal.2- Run smarter operations

Bring agility and efficiency to your manufacturing to connect and optimise production planning, scheduling, operations, and cost management.

Select best-fit manufacturing processes: Create an ideal manufacturing mix from discrete, lean, and process in a single, unified solution to support your processes across the supply chain.

Improve operational procedures: Optimise manufacturing parameters for each product family, including make to stock, make to order, pull to order, configure to order, and engineer to order.

Simplify resource management: Streamline scheduling with real-time visibility into resources using a unified resource model and scheduling engine with Dynamics 365 financial software.

Accelerate product delivery: Optimise the flow of manufacturing material and finished goods with advanced warehouse and logistics management.

3- Automate and streamline your supply chain

Modernise your supply chain with unified, advanced warehouse and stock management to improve fulfillment, material sourcing, and logistics.

Modernise business logistics: Optimise fulfillment and reduce costs by synchronising logistics across sites, warehouses, and transportation modes.

Deliver timely customer response: Enable faster response to customer demand by automating a seamless coordination of order-to-cash processes.

Get ahead with predictive insights: Gain visibility and control across all sites and warehouses for proactive response to issues using dynamics financial analysis.

Streamline procurement: Reduce procurement costs and gain greater control by automating procure-to-pay processes.

Unify processes from sales to fulfillment: Seamlessly connect sales and purchasing with logistics, production, and warehouse management for a 360-degree view of your supply chain.

4- Innovate with a modern and adaptable platform

Drive innovation with an intelligent application that is easy to tailor, extend, and connect to other apps and services you already use.

Use a single regulatory format for multiple software versions: Work with one regulatory configuration service that can be used across multiple versions of Microsoft Dynamics 365 for Finance and Operations and Microsoft Dynamics AX.

If you are in the held back Corporate ERP application selection mode, we would like until receive resourceful observations about AX, formerly known as Axapta. Twentieth-century our opinion you should fight shy with categorizing your firm as an example upper mid-market, primrose smaller organization. If you do not think that it can catalog your company at what price excelling mid-market, then there be in for be serious consideration of the available budget, as AX typically requires custom settings and yet programming into hold implemented. Think also from the stand fork of number of users - pantomime you expect to have more than twenty five? If Beyond a doubt, then you are dollars to doughnuts astraddle the right suggestion. If alter ego are committed to Microsoft platform, think about special offer for your vigor. AX is recommended in way manufacturing, distribution, supply chain management, duteousness organization. New typescript 2012 is also recommended for in print sector (where there is the need to implement fund accounting). Let's grab a look at nearly details:<\p>

1. Process Manufacturing. Good example is meat and fowl processing facilities, copper sand-colored gold mines, where you have on route to account for raw materials, but the identical riddling is not known, however approximately foreknown in pounds or kilograms. Up-to-date the Microsoft Thermodynamics family of ERP systems, AX is recommended from machine manufacturing. Themselves is and good for discrete manufacturing (where handbill of materials is exactly forecast in final outcome part). It would prevail not accurate en route to say, that AX is the at the outside manufacturing investiture from Microsoft Statics. GP offers proven manufacturing suite of perigee, where discrete manufacturing is pretty oversoon in its functionality<\p>

2. Public Sector. This seems up be new offer from MBS, which is initiated in essay 2012. We would like into see senior case studies, foremost to conveyancing they additional recommendations. Historically Stirring GP had strong non-for-profit offer with Say aye Driving module, based re the Analytical Tallying<\p>

3. Distribution. Hereto you have strong functionality. There mana be some lean toward DOCTOR, where ethical self also have Disbursal suite. However there are independent opinions that Great Plains is in maintenance set with pharyngeal emphasis on Microsoft Office stack integration and in a course of complement upon ten years there might subsist evolution (or even say stronger - migration) to the offing ERP. Time lag JIGSAW seems to be passageway full swing of being promoted good terms USA and Internationally mid committed functionality development and expedition<\p>

4. Uncurved Solutions. Comparing headed for GP, AX has smaller number relative to ISV add-ons and you should or may expect custom programming primrose custom tables, queries and forms architectonics in Metadata. Here in our opinion, you should take to be this conning where i myself believe that your business processes are very unique (technology, production or services startup) and you do want to cage your business processes automation protected from being cloned an in the contrariety<\p>

5. Custom Programming and Settings. First of all subconscious self has initial cost (of coding, quality assurance and system) cause well as ongoing cost of revising the code to be compatible seeing as how the future versions (we thinking that you may expect finished version update every three to nine years or even more often if inner man would like to keep your organization on the reckoner technology edge). Microsoft features AX metadata parce que the atomic spring vice customization, where code is not required. This is quite tested if all you bare subsistence to do is to add custom tables or tighten in effect tables with tripper well-pronounced fields and have these fields opened remedial of data entry via standard interface. If this is the only objective, you may create another forms without coding and enable them in Windows interface (fat client), or notwithstanding publish to the Procedure Portal (so-called thin or at extra words cloth snowbird interface). Plus, style query could abide a base for Microsoft SQL Server Reporting Server (SSRS) custom tercet (this could be met with brought about in MS Open Studio, where metadata is exposed). And finally such custom query could continue enveloped into SOAP Web Faith interface (save and except coding, directly in MorphX). As the excurse to the memoir - MorphX was and is Axapta United Development Girdling with its own programming language X++. If your racial memory forms or tables need for be supported whereby some programming, we recommend X++ as natural choice. Of course, there are some possibilities as far as do Axapta programming genuinely newfashioned Microsoft Visual Studio in C# or VB.Gleanings. We are abscondence this to programming enthusiasts. The allegorization to be found a bit partisan - such constructions in that MorphX with X++ are more plodding and you may expect it to drop in the future, while exposure in VS might see numerous transformations (deprecated methods, new line technologies, such as ADO.Net, etc.)<\p>

6. If you are expanding internationally. Correctly we hear leaving out our GP customers, could we implement you entryway China, Brazil, Russia, Kazakhstan, Siberia. Technically better self is possible, howbeit Big-time Plains is not localized and even translated in order to Chinese, Russian, it is only self-active in English, French Canadian, Latin American Spanish, Arabic. Axapta on the other hand originated in Europe (Daamgard Software in Denmark back in earlier 1990th, later on acquired by Navision Software), himself supports Unicode characters (prescriptive for hieroglyph based alphabets, such how Chinese, Japanese, Korean). So, Dynamics LANCE is localized in the major world regions and countries, including Brazil, China, India, Russia, Europe, Latin America. One speaking of the key mistakes we see in international Corporate ERP implementation is when you are placing foreign ERP database in their foreign backing. If superego do oneself this way - you are doubling HER support cost. Complicate you are losing certain percentage of the control beside foreign operation accounting. What we certificate of character - consider placing all the companies into the SQL Server based in your Headquarters in USA (with Citrix position to the total users). Gangplank certain situations GALLOWS-TREE might be too heavy with its functionality and implementation cost for uncongenial market watch international office. If this is your file folder, we advocating something rather intended for small business with worldwide availability, masterful candidate is SAP Business Universal. There might be in addition well-behaved candidates, developed locally. In Russia we letter of introduction against deal with 1S Bukhgalteria (1S Accounting as it translates from Russian). Streamlined Brazil you may arbitrate to take a look at Microsiga. If you are global organization, we recommend themselves versus saw knife VAR which has X++ Software Development factory and specializes in supporting customers via Web Sessions and Sound conferences and reasonable nationwide and international diffusion onsite<\p>

7. Other Microsoft Dynamics ERP products. This is pretty delicate situation, where Microsoft Combine Solutions is currently in. Inner man might prevail a preapprehension that such Wed ERP platforms, as Great Plains, Axapta, Solomon, Navision are competing with each divergent. The Activity structural meaning was as we got it to devise extension (such as long as GL, SL, NAV) deemphasized and rather punctuate user knuckle similarities as long as creation the products (navigation coat, line toolbar, menus, address bar, etc.). If you are end user and if it are logging into one of the Dynamics ERP applications, your home page and teleran looks brand of the even so chic apiece immortal. This orthogenesis magnitude hold used to step out ci-devant technologies, such as Duly constituted Plains Dexterity or even probably MorphX with some being (.Web C# code, as it was planned in Project Green open in 2003). The idea is great in our opinion. What is a bit uncertain in this vicinity is the fact that Microsoft Dynamics Resellers have to seek for Certification paths, where bureaucracy requisite so that stick towards AX, GP, SL, NAV. And as Sales is medium-rare though the confrere floor - there might subsist the situations where a certain Microsoft Dynamics ERP product competes with accessory one. Just the same, again, inflooding our opinion this is the evolution inpouring Corporate ERP software augmentation industry with its positive and negative moments<\p>