For many records, such as Items, Customers, and Vendors, users have to enter the same sets of data again and again. This is tedious, error-prone (users forget to enter a field or they choose the wrong group), and difficult to learn for some users.
Consider a scenario where you are running AX 2012 R3 and you want to import data from Excel files using ODBC. Having recently worked a case on this topic, I thought I’d share some of the details on how this can be set up. 1.
As any brand or organization that’s implemented a customer self-service offering knows, build it and they will come. But will they be pleased when they get there? Satisfied when they leave?
In field service, as in other areas of commerce and industry, the most successful businesses are those that let their  customers drive change and progress .
This pattern implements a generic mechanism for dynamically restricting and allowing usage of a record by the business process administrator. Problem A Dynamics NAV record can be used in a number of functionalities across the application.
There’s a big difference between putting up good numbers and operating a world class sales organization. To perform well you need to hire top talent, train reps well, and help them meet quotas.