In Service Industries there are moments-of-truth when organizations either achieve or fall short of excellence in client service. Nowhere is this more evident than in the execution of handoffs between client service professionals, and particularly between pre-sales pursuit and post-sales service delivery teams. Internal miscommunications and misunderstandings of project scope, cost estimates, and fee proposals often lead to incorrect client expectations and sow seeds of future dissatisfaction or write-offs.
With the following new capabilities, we help bridging the gap between project sales activities that occur in Microsoft Dynamics CRM and the project delivery activities that occur in Microsoft Dynamics AX. For example, a sales professional can view up-to-date project status information right in Microsoft Dynamics CRM. A project manager can see project quotation information right in Microsoft Dynamics AX. This enables the project sales and project delivery teams to use role-oriented tools of choice to collaborate effectively.
Here is a scenario flow that will be enabled:
This is a new scenario to be supported by the existing Connector for Microsoft Dynamics. The solution adds a new project construct to Microsoft Dynamics CRM and then extends the existing sales quotation to support project quotations and synchronize related data with Dynamics AX.
Ready to dive in and learn more?
Global Industry Director, Services, MBS
Microsoft Dynamics AX 2012 R3 is a pre-release product under development. All features and dates are preliminary based on current expectations and are subject to change without notice. The information herein is for informational purpose only and represents Microsoft’s current view as of the date of this blog. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft.
I cannot find the standard template for the same in my existing Connector ????
Great post. This mode gives deeper integration.
When trying to install the Integration Solution for Dynamics AX projects and Microsoft Dynamics CRM, I cannot generate the mapping for the new entities (mbs.microsoft.com/.../MSDCRMAXIntegrationSol). I followed the installation guide, however it seems that the exe file is corrupted.
When getting to the stage of installing the mappings for the new services (Step 5 Page 18 of the installation guide), I cannot access the exe file.
Another ways is to create the map from the file map. When doing that I get an error in the Event Log
Unexpected service error on call : www.microsoft.com/.../CreateMap
--- Exception Dump ---
Caught Exception: [System.InvalidOperationException] There is an error in XML document (252, 37).
at System.Xml.Serialization.XmlSerializer.Deserialize(XmlReader xmlReader, String encodingStyle, XmlDeserializationEvents events)
Has anyone reported this issue?