After our first release in February, we have been working on phase 2 of the Microsoft Dynamics Snap program wherein we are developing the next set of snap-ins which demonstrate scenarios to enhance productivity of users by integrating Microsoft Office 2007 with Microsoft Dynamics AX 4.0 and with Microsoft CRM 3.0. Our plan in phase 2 is to keep releasing the preview versions of snap-ins that reach the beta stage to receive and incorporate the early feedback from the community before the final release planned for October.
The current release makes available for preview the counterparts of the snap-ins of the last release – Customer Journal Snap-in for Microsoft Dynamics CRM 3.0, and Custom Report Generator Snap-in for Microsoft Dynamics AX 4.0.
The Customer Journal Snap-in allows a sales professional to view and carry with him to a sales meeting, the relevant details of a customer (e.g. contact info, orders, service requests and more) which are copied over from Dynamics CRM to an Microsoft Office Infopath 2007 form. The Sales professional can make changes and take notes using this InfoPath form in offline mode during the meeting and later synch them back to Microsoft Dynamics CRM 3.0 server on the click of a button.
The Custom Report Generator Snap-in is a configurable Microsoft Excel 2007 report generator that allows a power user or an ISV to create a gamut of reports by binding data from Microsoft Ax 4.0. It also allows updating some of this data back into the Microsoft Dynamics Ax system. The snap-in ships with example reports that are useful for Finance and Budgeting domain.
Take the link to GotDotNet on the Microsoft Dynamics AX Blog Links to get the code…..
Posted by Fee Nolan