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From the Microsoft Dynamics AX blogs: Exchanging CRM data; Offline retail; Cleaning up after AxBuild.exe; DIEF for AX 2012 R2 CU7

by Linda Rosencrance
Contributing Writer, MSDW

A selection of the latest insight from the Dynamics AX blogs:

  • Enabling Project Information Exchange Between Microsoft Dynamics CRM and  AX;
  • Dynamics AX 2012/R2 Retail: Switch from Online to Offline Database is Slow;
  • Cleaning up After AxBuild.exe;
  • How to upgrade Data Import/Export Framework to AX2012 R2 CU7

Enabling Project Information Exchange Between Microsoft Dynamics CRM And Microsoft Dynamics AX

The Microsoft Dynamics AX product team blog say that in service industries there are moments of truth when organizations either achieve or fall short of excellence in client service.

Nowhere is this more evident than in the execution of handoffs between client service professionals - particularly between pre-sales pursuit and post-sales service delivery teams.

Microsoft Dynamics AX CRM interaction 

Internal miscommunications and misunderstandings of project scope, cost estimates, and fee proposals often lead to incorrect client expectations and sow seeds of future dissatisfaction or write-offs.

"With the following new capabilities, we help bridging the gap between project sales activities that occur in Microsoft Dynamics CRM and the project delivery activities that occur in Microsoft Dynamics AX. For example, a sales professional can view up-to-date project status information right in Microsoft Dynamics CRM.

"A project manager can see project quotation information right in Microsoft Dynamics AX. This enables the project sales and project delivery teams to use role-oriented tools of choice to collaborate effectively."

You can see the scenario flow that will be enabled

About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.