One View of the Customer Isn't What You Think It Is
It’s So Much More. We've said it before: companies trapped in their silos can't see what the customer is really doing. Companies that stay trapped fail. There's a simple reason…...
Blog Posts for Tag: customer
How to consolidate intercompany customer invoices
Recently I shared a post explaining how to consolidate intercompany vendor invoices. In this post I will cover how to consolidate intercompany customer invoice. Go to customer account then go to Setup group and select Summary update, in default values for summary update mark invoice check box. Press Arrange button, then the system consolidated the...
How to auto-populate the Country/Region code when adding addresses in Dynamics AX 2012
This post will cover how to auto-populate the country code when adding new addresses in Dynamics AX 2012. This can be very helpful, and save time if you have users in multiple regions that are entering new addresses for Vendors, Customer and Workers to name a few. The Country/Region Code in AX, when adding new...
Five Surefire Customer Service Solutions to Bring You Cheer
April flowers are here and it is time to celebrate! Even if there is still snow on the ground in your neck of the woods, the idea that summer is near is a reason to celebrate. The reason that your local…...
Sending email notifications for Retail orders [AX 2012 R2 and R3]
Microsoft Dynamics AX 2012 R2 had introduced a new feature to automatically generate email messages to recipients based on specific events for Online Orders such as order created, picked, packed, shipped, etc. With the addition of Call Center in AX 2012 R3, this feature was expanded to encapsulate other Retail orders. This feature was designed to only...
The Cold Call is Dead: How Sales is Changing in the Era of Personalization
Predictive text on search engines can shed a lot of light on what people believe, and one of the latest adages to take hold in the B2B sales and marketing space is the idea that the cold call is dead…....
AX 2012 for Retail – Assigning customer address books to retail stores
The address book is not a new concept to AX, but in AX 2012 the use of the address books to associate customers was added to retail stores. In working with this topic I have noted and recommend being on at least CU3 for AX 2012 for this to work properly. To assign address book(s) to retail stores,...
Rebate Agreements in AX 2012
Rebates are payments or credits that are payable to customers based on pre-established agreements to purchase certain items in specific quantities or amounts. There can be distinguished between three Rebate types in process manufacturing: Rebate – The rebate type is typically processed by sending a check to the customer or by deducting the rebate amount from...
Unexpected customer on Invoice after changing project contract
I came across an issue where we had posted some project transactions and found that the project contract (customer) was incorrectly set. We change the project contract and we want to create an invoice to the customer. In AX 2012 we see that the invoice is created, but for an old customer. The reason is...
Calling the Update Operation on Services in AX 2012
Calling the update operation on web services can range from simpleto very complicated depending on the entities/tables you are updating. If the entity you are calling is not a dateeffective entity, then the service’s update method is easy to call. You can tell if a table is date effective by going in theAOT to the...