Difference between CRM and ERP

To integrate CRM and ERP systems is common here at BKD, and the conversation rarely starts with technology. The reasons vary, but most often the end goals are to break down silos of data, enable collaboration, automate workflows and unify the business from end to end. Integrating CRM and ERP is a game changer, but it also can be complicated—until now. Microsoft has removed many of the integration barriers between CRM and ERP with the introduction of Dynamics 365.

Finance in Dynamics AX

Financial Management Overview

Microsoft Dynamics AX ERP solution facilitates effective financial operations management with a comprehensive view of financial data across the entire organization. The financial management capabilities provide flexible processes that adapt to the specific needs of manufacturing businesses. Purchase and activate additional functionality as needed. Improve strategic planning with a 360-degree view of business performance. Access real-time information with user-friendly inquiry tools to foster robust analysis and reporting capabilities. Manage revenue, payables, receivables, and cash flow efficiently.  

The Microsoft Dynamics AX Financial Management module fully integrates with other functionalities within the enterprise resource planning system such as logistics, project finance, trade, production, etc. Register financial data in the ledger in real time for accurate and fast financial reporting that reflects the actual business flow. Connectivity between modules allows transactions to be traced to their origin for immediate verification and analysis. Ensure the security of critical data by enabling access based on personalized criteria.

The Financial Management module in Microsoft Dynamics AX helps to automate business-critical financial procedures and offers the power to perform fast and reliable accounting, financial reporting, and analysis. Effectively manage cash flow by analyzing liquidity with cash flow forecasts using the Financial Management tools in Microsoft Dynamics AX ERP software.  

The following features are available in the Financial Management module within Microsoft Dynamics AX ERP solution:

• Bank Management helps to reconcile accounts; monitor and report deposits, payments, and balances; and format and customize paper checks. The electronic payment option can automatically import customer payments into journals and make vendor payments.
  
  

• Specialized Role Centers present relevant tasks and information via a personalized view allowing individuals and teams to work smarter and faster. Effortlessly access activity stacks, charts, and alerts to monitor trends and performance. Users can drill down into pertinent accounting processes and create custom workflows such as automated approvals for selected financial journals.
  
  

• Global Functionality supports multiple currencies and languages and manages fluctuating exchange rates.
  
  

• Financial Dimensions deepen analytical capabilities without complicating account charts. Multiple financial dimensions break data into categories for more detailed analysis. Analyze and measure financial information across departments, cost centers, product lines, regions, and other customizable aspects.
  
  

• Advanced Reporting Tools offer multiple import and export options for generating financial reports including XBRL and hardcopy. Aggregate figures into a framework for strategic analysis. Analyze actual results against multiple budgets to manage cash flow effectively. Create graphical displays and reports. Conduct targeted analyses of detailed information to make strategic, informed decisions.

FactBox in ax 2012

A Part is a specialized type of control you use to retrieve and show a collection of data. A part specifies how to retrieve the data that appears in the FactBox pane of a form, the preview pane of a list page, or the enhanced preview of a control. You use parts to provide information related to a record that appears in a form.

An info part is a type of part that you use to add a collection of fields and values to the FactBox pane of a form, or the preview pane of a list page. An info part that appears in the FactBox pane of a form is called a FactBox.

A form part is a pointer to an existing form. You use a form part to make the form appear in the FactBox pane of a form, the preview pane of a list page, or the enhanced preview of a control.

What is Dynamics AX Azure

Azure is an open and flexible cloud platform that enables you to quickly build, deploy, and manage applications across a global network of data centres that are managed by Microsoft.

Azure enables cloud computing. Cloud computing is the delivery of computing capabilities as a service. Cloud computing makes it easy to access IT resources such as computers, networking, and storage. As with any utility, you generally only pay for what you use with cloud computing. By using cloud services, you can harness the power of massive datacenters without having to build, manage, or maintain costly, complex IT building blocks. With the cloud, much of the complexity of IT is abstracted away, letting you focus on the infrastructure, data, and application development that really matter to your business.
You can deploy AX 2012 R3 on Azure. When you do, you may realize the following benefits:
Reduce costs
Since you don’t have to build out or manage infrastructure with Azure, IT costs may be greatly reduced.
Save time
An on-premises AX 2012 R3 environment may take weeks to plan, acquire necessary hardware, and deploy. By using the Cloud-hosted environments tool in Lifecycle Services, you can deploy an AX 2012 R3 environment on Azure in hours.
Gain flexibility

The cloud enables you to easily scale up (or scale down) to meet the changing needs of your business.

Joins concept in AX

Regarding the joins concept the below link will describe  all the types which includes pictures.


http://msdaxtech.blogspot.in/2015/03/joins-and-link-types-in-ax-2012.html


OR


https://community.dynamics.com/ax/b/axhari/archive/2014/09/24/form-data-source-link-types-active-delay-passive-inner-join-outer-join-exist-join-not-exist-join.aspx

What are the classes, Tables, Forms and Methods used to post the sales orders in AX

SalesTableType and SaleslineType classes will get called while creating the orders.

SalesFormLetter* classes will be used to post the sales order at various document

status(packing, invoice etc).

SalesParm* tables are used to prepare the data for posting 

CustConfirmJour, CustConfirmTrans - when a sales order gets confirmed

CustPackingSlipJour, CustPackingSlipTrans - when a packing slip is posted.

CustInvoiceTable,CustInvoiceTrans - when an invoice is posted.

These are some of the mainly used tables.

What are the keywords used to access data from multiple companies and one company to another company in AX

A cross-company query returns data for several companies in a single run.

To create a cross-company query:

In X++, use the crossCompany keyword on the X++ select statement.

In X++, set the allowCrossCompany property method to true on an instance of the Query class.

In the AOT, set the AllowCrossCompany property to Yes on a node under Query.