use your system to the max - stephen barker-graham & hanna hewitson

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Use your system to the mAX Value-adding features available as standard

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Page 1: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

Use your system to the mAXValue-adding features available as standard

Page 2: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

The Challenge…

Page 3: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

Map solution to existing business• Projects concentrate on supporting the

core business processes• Not always easy to envisage how it will be

used in a business• Microsoft sales literature mentions

features, not how to use them

Page 4: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

The Response…

Page 5: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

Lets highlight what can be done!• All this functionality is part of the standard

build• Varying levels of configuration is required• Some do require technical deployments,

e.g. sharepoint etc• Most of them are specific to AX 2012

Page 6: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

The Demos…

Page 7: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

Outlook Syncronisation

Add contacts, tasks and appointments from AX into your OutlookImprove CRM in your business

Page 8: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

Quick Reports in Word

Creating reports in Word using AX dataProduce ad-hoc formatted reports to send to reps / agents / suppliers

Page 9: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

Employee Questionnaires

Create surveys in AXCapture information from employees, suppliers or customers

Page 10: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

Exchange Rate Import

Automatically import the latest rates daily / hourlyUse that data for selling / valuation purposes

Page 11: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

Customer Self Service Portal

View Invoices, change details and create orders via portalLet B2B customers manage themselves to a large degree

Page 12: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

Add summary fields to fast tabs

Add relevant fields to the tab summary Reduce record navigation and scrolling

Page 13: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

Find products quickly in Sales

Quick search for products in Sales Order Details formLets agents sell rather than search for products!

Page 14: Use Your System to the mAX - Stephen Barker-Graham & Hanna Hewitson

Thank You!This is just a flavour of what AX can do!

Any questions…?