Skip to main content

Microsoft Dynamics Axapta 2009 CRM Module Introduction


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 that they need with only an Internet connection.

Popular posts from this blog

strScan and Find a first occurrence of a string in a string using x++

strScan (Find a first occurrence of a string in a string) info("int strScan(str _text1,str _text2,int _position,int _number)"); info("Searches a text string for the occurrence of another string."); info("_text1 - The text string to search."); info("_text2 - The string to find."); info("_position - The position at which the search should start."); info("_number - The number of characters that should be searched."); info(int2str(strScan("ABCDEFGHIJ","DE",1,10)));

Get record from table on the basis of field id in Microsoft dynamics axapta x++

How to Get record from table on the basis of field id in dynamics axapta x++. just try following code in job to understand better way. emplTable emplTable; FieldId fieldId; ; fieldId = fieldNum(emplTable, Emplid); select emplTable; info(emplTable.(fieldId)); select emplTable where emplTable.(fieldId) == '1101'; info(emplTable.Name);

Code to get customer Primary Address in Ax 2012

Below Code to get customer Primary Address in Ax 2012. CustTable custTable_P; DirPartyTable dirPartyTable_P; DirPartyLocation dirPartyLocation_P; DirPartyLocationRole dirPartyLocationRole_P; LogisticsLocation logisticsLocation_P; LogisticsLocationRole logisticsLocationRole_P; LogisticsPostalAddress logisticsPostalAddress_P; LogisticsPostalAddress primaryAddress_P; while select custTable_P where custTable_P.AccountNum =='ED_01029' join dirPartyTable_P where dirPartyTable_P.RecId == custTable_P.Party join dirPartyLocation_P where dirPartyLocation_P.Party == custTable_P.Party && dirPartyLocation_P.IsPrimary==NoYes::Yes join dirPartyLocationRole_P where dirPartyLocationRole_P.PartyLocation == dirPartyLocation_P.RecId join logisticsLocationRole_P where logisticsLocationRole_P.RecId == dirPartyLocationRole