Microsoft Dynamics Axapta Technical,Functional Coverage

Customer Portal in Axapta Customer Portal gives service customers access to their service related data over an enterprise portal whenever required, thereby providing a new 365 days a year,24 hours a day kind of interaction between the service company nd the customer. A decrease in the tasks associated with giving service customers access to the data through other communication channels (telephone, e-mail messages, and so on) is expected. Basically, Customer Portal helps the Service customer who has two groups of requirements: • The need to view the data relevant for the service operation done on service items • The need to connect to the service company to initiate a service request

Tasks in Lead Management of Axapta CRM Lead Management enables users to manage and maintain lead records by: • Creating records - manual entries in the Lead maintenance or Lead entry forms • Reviewing records - records can be viewed in multiple ways such as by status or subject • Modifying records - specific information about a lead can be changed to update records • Deleting records - permanently remove lead records from the database. Users have the option to restrict deletion of records that a company does not want deleted

Lead Management in Axapta CRM Lead Management is a feature of Sales Force Automation that enables sales teams to collect and store information about a lead and also develop sales activities and tasks that qualify leads into opportunities. Lead Management consists of two main components: • Lead Management - creating, reviewing, updating, and deleting lead information. • Lead Qualifying Process - creating, reviewing, updating, and deleting stages or steps and also activities that are needed to qualify or disqualify a lead.

Introduction of CRM module in Axapta Microsoft Dynamics™ AX 2009 has many new features in the CRM module that enable a clearer view of a company’s sales processes. These clearer views enable companies to better manage and conduct their sales processes, as well as enable better documentation of processes and procedures for future use. The CRM module, together with the rest of the modules in Microsoft Dynamics AX 2009, has new navigation features that enable users to configure their own workspace. Users can decide what forms and lists to display on their home page to avoid having to search for forms and lists used most frequently. Preconfigured role pages help users in setting up their home page. Another new feature is the ability to view and conduct sales force activities through the Enterprise Portal. Almost any sales force activities in the application can now be performed through the portal. This enables mobile workers, customers, and vendors access to information and tasks t

Create a Quality Miscellaneous Charge in axapta To create a quality miscellaneous charge, follow these steps: 1. Open Inventory management > Setup > Quality management >Quality Miscellaneous  . charges. 2. Press CTRL+N to create a new quality miscellaneouse charge. 3. In the Misc. charges code field, type the name or identifier. 4. Optionally, type the description in the Description field. 5. Press CTRL+S to save the new record

Exporting Project Controls to Excel in Axapta 1. Click the Export to Microsoft Office Excel button 2. Designate the file name and location. 3. Select the measurements to be included in the pivot table. These measurements are the data fields generated by the Project control screen. 4. Select the dimensions to be used in the pivot table. These dimensions will vary by control screen, but will frequently include things such as Project, category, employee/item, transaction type, project date, and more 5. Select desired layout options (these vary by project control screen). 6. Click the OK button to generate the pivot table

Batch Framework of Inventory closing in axapta The new design of the batch framework helps users secure the running of an inventory closing in a batch, and the help machines for the closing will now be started automatically.