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Using Cases to Track Quality Issues and Complaints

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

Cases within Dynamics AX 2012 are a great way to track issues and complaints throughout the organization. Case management may be linked to prospects, customers, vendors, products, transactions and more, and incorporate activities, process management and workflow capabilities. In this worked example we will show how you can use cases to track consumer complaints. Step …

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Book Club – How to Win Friends and Influence People

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

In our line of business, people skills are essential. It’s a cruel fact that sometimes, you may have the best product or service for the customer, but if they don’t like you, it’s a hard road to travel to get them to let you help them. So this week’s book club post is focused on …

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Book Club – TCOK Is Treatable

Posted by Author, Canine & Equine Choreographer, Citizen AI Data Scientist, and Dynamics 365 Global Black Belt at Microsoft on

I don’t know about you all, but I have a common affliction called TCOK (The Curse Of Knowledge – http://en.wikipedia.org/wiki/Curse_of_knowledge). I expect everyone to know as much about something as I know, so I am always trying to make myself remember that a lot of the things that I show in demonstrations may be completely new to my audience, and I need to ratchet the explanations back a little so that customers and prospects can follow me.

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Book Club – TCOK Is Treatable

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

I don’t know about you all, but I have a common affliction called TCOK (The Curse Of Knowledge – http://en.wikipedia.org/wiki/Curse_of_knowledge). I expect everyone to know as much about something as I know, so I am always trying to make myself remember that a lot of the things that I show in demonstrations may be completely …

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Creating Automatic Email Confirmations From Dynamics AX

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

Automating e-mail communication is a great way to streamline your business processed. One example of doing this would be to have sales order confirmations sent out when they are approved within the ERP system. You can do this through workflows if you want, but in this example we will show how you can add a …

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