Automation with Dynamics CRM 2011 Process Workflows

Out of the box, Microsoft Dynamics CRM 2011 does provide a Revenue Generated by Marketing Campaign Chart and View; however it does not copy that Actual Revenue amount to a field on the Campaign Form. A recent client wanted to have this field on the Campaign Form in order to perform some ROI calculations (using Java script) on the Campaign Form. We accomplished this goal with these steps:

1. First, create a new field (currency) on the Campaign Form.
2. Create a process workflow on the Opportunity entity that updates the Source Campaign tied to a given Opportunity.

a. Scope = Organization
b. Start when = Record status Changes
c. Add Check Condition Step = Opportunity Status equals [Won]
d. If condition is met Add Step = Update: Source Campaign
e. Click on Set Properties

CRM 2011

f. The Campaign form will open
g. Click in the Actual Revenue field (that was created in Step 1)
h. Select Operator: Increment by
i. Look for: Opportunity
Actual Revenue
j. Click on Add

process workflows

3. Close and Activate the workflow
4. Now, every time an opportunity tied to a Source Campaign is won, the Actual Revenue amount gets incremented/added in that Source Campaign form.

This is just one of the uses of the “increment by” feature in workflows. It obviously can be used to update other numerical /date fields on related entities. There is also an option to “decrement by” and “multiply by” which is also very useful.

Microsoft Dynamics AX is “Leader” in the Gartner Magic Quadrant

Microsoft Dynamics AX is positioned in the Leaders quadrant of the latest Gartner Magic Quadrant (Magic Quadrant for ERP for Product-Centric Midmarket Companies, December 2010).  Microsoft Dynamics AX’s ability to execute is proven by a long track record and above-average growth rates in the midmarket, its intuitive user interface, and by its functionality.  The new Gartner Quadrant is scheduled to be released later in 2012.

Gartner’s report highlights Microsoft Dynamics AX as specifically being targeted at midmarket and upper midmarket organizations. It offers broad and robust functionality in distribution, manufacturing, professional services, retail and public sector, and delivers low TCO through bi-directional integration with other Microsoft products and technologies.  Microsoft Dynamics AX can serve multinational companies in the core and the upper midmarket with out of the box functionality. Microsoft Dynamics AX allows support of multiple sites or business units in one single instance, including those that operate in different countries and need country-specific localizations and currencies.

Magic Quadrant for ERP for Product-Centric Midmarket Companies

Dynamics AX on Gartner Magic Quadrant

 

 

 

Using Navigation Lists in Dynamics GP

Navigation Lists provide an easy and effective way of searching Dynamics GP records across master and transaction data and allowing users to take action on the records retrieved.

The Navigation List can be easily modified to include search criteria relevant to the individual by changing or adding columns, as well as adding filters on the columns selected. Utilizing multiple filters, the resulting query delivers specific data for review and analysis. Once data is retrieved, the list can be easily exported to excel, emailed to a colleague and saved. These saved lists can also be made available to users assigned to a specific role or can they can be shared with just individual users.

The Navigation List contains an Action Pane from which the user can execute transactions related to a particular item in the list. Selecting a task from the Action Pane ribbon links the user to the corresponding transaction screen in Dynamics GP. A big benefit of using the Navigation List to carry out transactions is that the transaction screen will prepopulate with header data related to the selected customer, vendor, account, etc. information, saving time on data entry.

The Navigation List also includes an Information Pane which gives the user the ability to drill down on detail information for each of the selected items in the list, allowing users to quickly review data without having to navigate through various screens.

The Navigation List is a powerful search, data retrieval and workflow tool within all Dynamics GP Series and should be readily utilized. For those users who have completely embraced the usefulness of the Navigation Lists, Microsoft has introduced the Navigation List Builder tool in Dynamics GP 2010. This module serves to further customize and integrate the lists to include exactly the data that they want, whether it is from a table in Microsoft Dynamics GP or any 3rd party product, as well as external SQL tables and views.

Microsoft Dynamics CRM Adapter

The Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP integrates Microsoft Dynamics CRM and Microsoft Dynamics GP data. If your business solutions include Microsoft Dynamics CRM to manage business accounts, leads, opportunities, quotes, orders, reporting analytics, marketing activities, in addition to Microsoft Dynamics GP as the backend system to manage accounting activities, the supply chain, manufacturing, and other master records, the out-of-the-box features of the CRM Adapter provides integration and real-time synchronization of record types, also referred to as “entities”, between Microsoft Dynamics GP and Microsoft Dynamics CRM.

The Microsoft Dynamics CRM Adapter integrates the following entities in Microsoft Dynamics GP and Microsoft Dynamics CRM:
Microsoft Dynamics CRM Adapter

The Microsoft Dynamics CRM Adapter includes a series of map templates that provide default field mapping between source and destination entities. These templates are editable and new templates can be created to support customizations you have made on the source and destination systems. The CRM Adapter is currently available through the partner channel at no charge.

Dynamics AX Financial Dimensions

Financial Dimensions in AX 2009 and AX 2012 provide a means to create additional segments to the main or natural general ledger account in order to track revenues, costs or expenses by a specific attribute, without having to have the segment be imbedded in the natural account itself. Additionally, these dimensions can also be linked to vendors and customers in order to facilitate the dimension tracking for a multitude of transactions.

Standard functionality in AX 2009 offers the three predefined dimensions of Department, Cost Center and Purpose. A big upgrade in AX 2012 is the ability for users to create an unlimited number of Financial Dimensions and link them in any combination to vendors, customers and the chart of accounts, creating one or more Financial Dimension sets or structures. These dimension sets can then be used to establish reporting structures, as well as in the validation of data entered for transactions, minimizing errors. Financial Dimensions offer the flexibility to continue to customize your chart of accounts and data analysis based on your business’ growth and needs.