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5 Ways Customer Service Can Support Marketing
Many brands and organizations are making it a priority to create a consistent and satisfying customer experience no matter what channel, department or individual the customer (or potential one) connects... -
Restrict access to CRM Online with trusted IP Rules
Applies To: Dynamics CRM Online You can limit access to CRM Online to users with trusted IP addresses to reduce unauthorized access. When trusted IP address restrictions are set in a user’s profile and the user tries to log in from an untrusted IP address, access to CRM Online is blocked. Requirements A subscription to -
4 ways IoT is improving the field service industry
Oftentimes, focusing on keeping costs down while improving customer service relationships can be difficult for organizations in any industry. But with exponential potential to improve the field service... -
Backup and restore your CRM Online instance
Protecting your CRM data and providing continuous availability of service is important for you and for us. You have multiple options for backing up and restoring your CRM Online instances. For CRM Online 2016 Update 1, we’re introducing on demand backups that you can perform on CRM Online 2016 Update 1 Production and Sandbox instances. -
Setup Standard Audit File (SAF) reporting service for Poland – DAX 2012
The SAF will be required for large taxpayers (within the meaning of the Business Freedom Act) starting 1 July 2016 (either on demand from the tax authorities or automatically by virtue of law), and will be optional for medium and small enterprises from 1 July 2016 through 30 June 2018 (however, with filings regarding value -
How to enable “Add other text to default descriptions” feature in all Countries
In Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3, for certain transaction types in some countries/regions, you can include text in your default descriptions that come from fields in the Microsoft Dynamics AX database that are related to those transaction types. The following list shows the transaction types and countries/regions for which -
Regulatory Feature Update for Poland – Standard Audit File (SAF)
We have released a feature update for Standard Audit File (SAF) in Poland for Microsoft Dynamics AX. Overview. This updates includes batch processing, bug fixes. Download. AX 2009 SP1. KB3187695 released 23 Aug 2016, includes all previously released updates to the feature, including the originally released KB3165114. AX 2012 R3. After installing the feature (KB3165114) install KB3178394 and -
Why Every Employee Should Own the Customer Experience
Who should own the customer experience? Some say it’s the CIO . Some say it’s the CMO and the marketing department. Not very many have said it’s customer service, although that seems... -
LCS – Dynamics AX Platform version 7.2 (August 2016) release notes
The Microsoft Dynamics Lifecycle Services team is happy to announce the immediate availability of Dynamics AX Platform version 7.2 (August 2016). NEW FEATURES Dynamics AX Platform version 7.2 (August 2016) is now available Starting today you can deploy Dynamics AX Platform version 7.2 from LCS. Platform version 7.2 will be deployed using Azure Resource Manager -
Budget Planning using allocations
In this blog I am going to describe the setup required for automatic allocation examples that can be used within Budget Planning: Distributing budget plan lines from a parent to a child budget plan Copy budget plan lines from one scenario to another using Period Allocation Allocating budget plan lines monthly also using Period Allocation -
How to validate and investigate SAF reports for Poland using Notepad++
Standard Audit File (SAF) report can be validated by using Notepad++ and the XSD files provided by authoroties. Attached document is gives user a practical example how to use Notepad++ and where the XSD files can be found. In addtion, the document includes an example, how to find the requierements for tags on the report