08.08.2006, 16:06 | #1 |
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This preview release makes available for preview two new snap-ins, namely - The Customer Journal Snap-in for Microsoft Dynamics CRM 3.0 and The 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. As always, we await your feedback and suggestions. Please use the message board thread titled 'Feedback on Phase 2 Snap-ins for AX 4.0' on the Microsoft Dynamics Snap Sandbox http://codegallery.gotdotnet.com/dynamicssnap and the 'Microsoft CRM Snap' message board thread on the Microsoft CRM Sandbox http://www.gotdotnet.com/codegallery/codeg...8e-ee9cbc71a404 to let us know your feedback on the AX 4.0 and CRM 3.0 Snap-ins respectively. Источник... http://www.gotdotnet.com/codegallery/news/...0a-0755cad83385 |
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