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Monday, October 20, 2008

Microsoft® Dynamics™ Snap for Microsoft® Dynamics™ AX Sandbox

What is Microsoft® Dynamics™ Snap?
Microsoft® Dynamics™ Snap applications allow workers to access Microsoft® Dynamics™ data where and when they need it—while working in Microsoft® Office. It's one of the good features of Microsoft® Dynamics™ Ax.


Now Snap for Microsoft® Dynamics™ AX 2009 is available. To download the source code logon to click http://www.codeplex.com/axsnap.


The Business Data Lookup Snap-in enables an Information Worker to look for information in Microsoft Dynamics AX™ 2009 from within 2007 Microsoft® Office system applications. Using a task pane launched within Word, within Microsoft Excel® or within an email in Microsoft Outlook®, the Information Worker can
· Search for records like customers, contacts, sales orders, inventory items etc.
· View details of these records
· Browse data related to a particular record, e.g. all sales orders for a particular customer
· Select and copy data into the document
· Attach the document to a selected record in Microsoft Dynamics AX for reference


Some of available Microsoft Dynamics Snap applications are:
Business Data Search
Provides powerful search capabilities that allow an information worker/user to search for information across Microsoft business systems including Microsoft Dynamics AX and SharePoint Server portals from within Microsoft Office Outlook as simply as searching email.

Business Data Lookup
Allows an information worker/user to search for and insert Microsoft Dynamics AX into a Microsoft Office Word document, Excel spreadsheet or Outlook email, all without ever having to leave the Microsoft Office interface. The document or spreadsheet that is created can also be attached to the Microsoft Dynamics record for later reference.

Custom Report Generator
Enables an information worker/user to extract, view and analyze data residing in Microsoft Dynamics AX as neatly formatted reports within Microsoft Office Excel. Creating a new report or editing an existing one is easy since the reports are generated from meta-data that defines what data to show, where to surface it and what formatting to apply.

Timesheet Management
Allows an information worker/user to use their Outlook Calendar entries to submit timesheets without having to log into Microsoft Dynamics AX directly.

Vacation Management
Enables an information worker/user to use their Outlook Calendar to submit vacation requests without having to log into Microsoft Dynamics AX directly.

Expense Management
Allows an information worker/user to easily create, submit and approve or reject expense reports in SharePoint, without having to log into Microsoft Dynamics AX directly.

Customer Journal
Enables a salesperson to take an offline InfoPath record of all pertinent customer information to a sales meeting, access that information from their desktop, revise that information as needed, then synchronize their changes in the Microsoft Dynamics AX system once they are back online.

For more information you can see the Microsoft website http://www.microsoft.com/dynamics/product/snap.mspx