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説明
DynAX provides users full access to AX’s Sales & Marketing module on their iPhone & iPad devices.
The app supports real-time/offline usage and provides complete mobility to field sales and marketing teams. DynAX supports all versions of AX and their security frameworks.
With on-the-go access to Dynamics AX CRM data, DynAX facilitates direct, person-to-person contact with customers. It also makes it easy for field sales and service professionals to follow up on marketing initiatives, sales leads and customer support queries.
KEY FEATURES
* Real time access to Dynamics AX contacts, leads, prospects, opportunities, activities and customers.
* Access & update general details, addresses and contact info for all entities
* See all the activities you need to perform including Actions, Appointments, Events and Tasks
* View all recent sales orders, sales lines, activities, contacts and opportunities associated with any customer account
* View customer specific sales order listings and lines under customer details
* Integration with the device’s calendar
* Offline data creation/editing capabilities
* Integration with device contacts for one-touch calling
* Integration with mapping app(s) for quick navigation
* Real-time search for filtering data in each module
SETUP INSTRUCTIONS (TRIAL VERSION)
- Launch the app and go to the Server Settings screen using the link below the login fields. Add this Service URL (http://axdemo.folio3.com:8087/service.svc/json). Click on 'Test Connectivity' and then Save on top right before navigating back to the login screen.
- When back on the login screen, enter the following credentials to get into DynAX:
User : administrator
Password : pass@word1
Domain : contoso
Company : USSI
DEPLOYMENT:
DynAX mobile solution supports two models for deployment:
Cloud Model
The app can be deployed on cloud services like Azure. The Middleware hosted in Azure can connect to the AX server using the secure Azure Service Bus.
On-Premise Model
Using this model, the middleware can be deployed to a Windows Server instance running IIS server which could natively connect to Dynamics AX.
Business & Enterprise Plans
From small biz to startup teams to enterprise companies, learn how DynAX can work for you.
One size does not fit all - that’s why we've created flexible packages so you can choose one that works for your business.
You can choose from:
• Business Plan <= 25 Users
• Enterprise Plan <= 50 Users
If you need more than our Business or Enterprise plan offer then contact us and we will tailor a package that’s the right fit for you!
For questions or queries please regarding the setup & usage of the DynAX app, please get in touch with us at dynamics@folio3.com.
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