Connector for Microsoft Dynamics

Integration between Microsoft Dynamics CRM and Microsoft Dynamics ERP products has arrived with the release of Connector for Microsoft Dynamics!

Integration between Microsoft Dynamics CRM and Microsoft Dynamics ERP products has arrived with the release of Connector for Microsoft Dynamics! Customers of all Dynamics ERPs now have access to the same simple, reliable and extendable integration with the CRM product that has shipped for GP, AX and NAV previously. Out-of-the-Box entity mappings provide immediate value by integrating the key data in both systems. That basic integration can be extended by adding new maps, or leveraging the SDK to create custom integrations. Connector is ready for use today!

​Connector for Microsoft Dynamics provides:

  • A robust Dynamics-specific integration that “just works”
  • Easy installation and deployment
  • Minimized architectural overhead
  • Transparency when things may go wrong

Connector for Microsoft Dynamics supports new integrations with the following Microsoft Dynamics products:

  • Microsoft Dynamics CRM 2011, 2013, 2015 & 2016 in all deployments
  • Microsoft Dynamics GP 2013, 2013 R2, 2015& 2015 R2
  • Microsoft Dynamics AX 2009, 2012, 2012 R2 & 2012 R3
  • Microsoft Dynamics NAV 2013, 2013 R2, 2015 & 2016
  • Microsoft Dynamics SL 2011 SP1

This article was written by Sandra Knight, Sales Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider

Dynamics AX: Vendor & Customer Name Change History

This post will help you view Dynamics AX name change history. Business partners (vendors & customers) occasionally change names which can generate questions internally on how to handle, either changing the name in the existing vendor and maintain history, or create a new vendor with the new account and start fresh. If you choose the former option you might be concerned about losing history with the vendor’s prior name.  You should note that Dynamics AX does have the ability to see the history of business partner names changes.

You can inquire on the history by:

  1. Navigating to the master file, either Customer or Vendor
    • Accounts payable/Common/Vendors/All vendors
    • Accounts receivable/Common/Customers/All customers
  2. Select and open a particular business partner record. Note, it is not necessary to “Edit” the record.
  3. In the form, right click on the name field and choose “History”.

Dynamics AX Name Change History

The screen that opens provides a name history for the record in addition to providing the name of the user who made the change and the date of the change.

Dynamics AX Name Change History

This post was written by Matthew Caffrey, AX Application Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

 

 

 

Microsoft Dynamics AX – AR Collections

Managing collections with Microsoft Dynamics AX is facilitated by the built in collections functionality of Dynamics AX 2012. Within the AR module, the collections agent/Manager of an organization can perform most of the tasks below with a few clicks. The built in tools assist with your day to day collection activities and help any organization have a better handle on their cash management.

Collections Management Master Screen:

This is the main screen a collections agent/manager would utilize. Here you have a collections overview showing the list of customers the Collection Manager is responsible for, their aging balances, contact and address details and the credit rating details.

Dynamics AX AR Collections

Collection Manager Customer screen:

This screen allows for viewing and managing of all transactions in one screen for the customer. You have all details required to perform collection activities, create actions, appointments, events and tasks:

Dynamics AX AR Collections

Writing off transactions in just a click:

Dynamics AX AR Collections

Settle Transactions:

Dynamics AX AR Collections

Reprint invoices quickly while customers ask a duplicate copy of it, while on a call with Customer, staying in the same screen and just few clicks:

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Create Collection letters and interest notes and Calculate interests automatically on invoices:

Dynamics AX AR Collections

 

E-mail customer statements and balance details to customer contact person with few clicks with seamless integration with outlook:

Dynamics AX AR Collections

View transactions, statistics and statements with one click:

Dynamics AX AR Collections

Create and Manage support cases and assign to people directly from collections master with integration to the case management feature:

Dynamics AX AR Collections

This post was written by Thomas Nguyen, AX Application Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

 

Year-End Closing Webinar for Dynamics AX

Tridea Partners will move you forward with year-end closing in Microsoft Dynamics AX.

Proper planning and understanding is key to enable a successful year-end close process. Please join our webinar as we go through the general steps of the year end close process and discuss key items that will be required to setup the next fiscal year.

Presenters: Matthew Caffrey & Thomas Nguyen – Tridea Partners

Event Details: January 19, 2016 at 10:00 AM PST

This is one of our most popular webinars. Don’t miss it!

register here