DynAX App for Dynamics AX CRM

DynAX, the first of its kind real-time fully featured customizable mobile solution for Microsoft Dynamics AX CRM.

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.