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 smartphone & tablet 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 to 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, 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 for quick navigation

* Real-time search for filtering data in each module

TRIAL VERSION SETUP INSTRUCTIONS

- 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.