Automation

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Thought leadership

March 31, 2015

1 min read

How to: Automatically assigning a Load template ID to a load in Microsoft Dynamics AX 2012 R3

This blog post assumes the readers are familiar with the newWarehouse Management (WMS) and Transportation Management Module (TMS) in Microsoft Dynamics AX 2012 R3.
Thought leadership

March 25, 2015

2 min read

What Your Boss Needs to Know About Marketing Automation

Hey there, marketing masters and mavens.
Thought leadership

March 5, 2015

1 min read

How to use automatic approval with Project Budgets and Workflow

Project Budgets require workflow to be able to create new budgets.
Thought leadership

March 3, 2015

2 min read

How to use the Automatic Billing Rule for Projects in Microsoft Dynamics AX 2012 R2 and AX2012 R3

This blog is for creating a Automatic Billing Rule in Project Accounting Setup a Journal for Billing Rule Fee Journal – Project Management and Accounting | Setup | Project Management and Accounting Parameters Create a new Project – Project Management and Accounting | Common | Projects | All Projects As you can see I was […]
Thought leadership

February 10, 2015

2 min read

Collect a series of traces automatically with Dynamics AX 2012

Introduction The following steps are one way to collect a series of AX traces on a schedule with all versions of AX 2012 on the AOS server, using standard Windows tools: Perfmon combined with Task Scheduler.
Thought leadership

January 28, 2015

2 min read

Just Set it and Convert It! Closing Deals in Your Sleep with Marketing Campaign Automation

Everything you need to know about marketing automation you learned in the 90s from Ron Popeil.
News and product updates

March 26, 2013

3 min read

Helping Sales Succeed Through Better Automated Marketing

Written by: Seth Patton Closing a sale used to begin with a cold call: meeting a customer who may or may not be happy with the product or service they own, and guiding them through the process of purchasing.
News and product updates

October 19, 2012

2 min read

Microsoft Dynamics CRM Steps Forward in the Marketing Automation Space

The Microsoft Dynamics CRM team continues to execute against a vision to help organizations better attract, retain, and grow their customers.
News and product updates

October 17, 2012

2 min read

Microsoft Dynamics CRM Steps Forward in the Marketing Automation Space

The Microsoft Dynamics CRM team continues to execute against a vision to help organizations better attract, retain, and grow their customers.
News and product updates

October 4, 2012

3 min read

Excel Buffer Using Open XML Instead of Excel Automation (Part 1 of 2)

In Microsoft Dynamics NAV, there are several areas that enable the user to perform analysis in Microsoft Excel.
Thought leadership

October 11, 2011

3 min read

Inside Microsoft Dynamics AX 2012: Automate, Standardize, and Thrive

We are at week 11 of our 12-week series titled “Inside Microsoft Dynamics AX 2012.
Customer stories

August 12, 2010

1 min read

Great Interview with our own Crispin Read in Managing Automation Magazine on the future of ERP

Several months ago Crispin Read, our GM for the Dynamics ERP business, was interviewed by Jeff Moad of Managing Automation Magazine.

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