Intuitive document creation with dox42 seamlessly integrated in Microsoft Dynamics AX

CHRISTIAN BAUERCEOdox42

Intuitive document generation with dox42 seamlessly integrated into Microsoft Dynamics AX

SIMON KLINGLERSolution ArchitectSolutions Factory

MARCUS FARKASConsultantSolutions Factory

Connection via audio on your computer or via phone:Webinar will be recordedhttps://www.youtube.com/user/dox42comhttp://www.dox42.com/Resources

If you use your phone:Access Code: 601-747-705

Housekeeping

For Questions

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https://www.youtube.com/user/dox42com

http://www.dox42.com/Resources


Intuitive document generation with dox42 seamlessly integrated into Microsoft Dynamics AX



Introduction dox42, Solutions FactoryMicrosoft Dynamics AX and documentsDocument automation with dox42Overview and live DEMO dox42 AXRequirements? + !

Agenda

Innovative software product for document automation and data integrationFlexible, powerful and intuitiveGeneration of high quality documents including dynamic charts and tables, images, bar-codes, text modules, conditions and calculations from all data sources

www.dox42.com

Solutions Factory is Microsoft Dynamics AX Partner15+ years of experience with Microsoft Dynamics AXAdd-ons

Security & License CockpitProduct Budgetingdox42 AX


Agenda

SSRS is not the best tool for document creation (e.g. invoices, labels) Report modification in SSRS is difficult for users (requires expert knowledge)Dynamics Add-Ins have limited functionality for document automationCooperation across business/IT departments is time-consumingRequired layouts and functional needs are often hard to fulfilHigh costs for report design

SQL Server Reporting Services (SSRS) as primary tool for reports & documentsDynamics Add-Ins for Word and Excel in defined areasManagement Reporter for financial reportingZPL based label printing

Challenges:

Microsoft Dynamics AX and documents

Sales invoice: Where we are?

Sales invoice: Where do we want to go?

Are all needed features supported in SSRS?Different page setup on various pages?Additional data sources, e.g. for promotions?Barcodes and QR Codes?Background Images?

Is the desired layout feasible?Can we use the template from the design department?„What You See Is What You Get” experience?

Are any modifications in AX needed? Will the document be easy to maintain?Effort estimation?

To be considered


Agenda

A whole world of documents

Dokumente automatisieren, Daten integrierenFlexibel, mächtig und intuitiv

Automated documentsBusiness User must be able to design templates!

Select, for each Calibri .

15

Excite customers with additional value

Immediate document generation or 7x24 with dox42 Server

Integrate data from various sources

WebService

Datenbank Custom

SharePoint

MS Dynamics

Office 365 & on Prem

CRM, NAV, AXOnline & on premises

Template design in Microsoft® Office

Use Microsoft® Excel as calculation and charting-engine

QR-Codes, Bar-Codes

Output Management Automation

<HTML>

Images

CustomPostScript

Mail

Print

Data Base

Add-InsDesign Test Deploy

ServerUsersDocumentsChannelsun

limit

ed


Agenda

Report call Data preparation

Report preparation

Report publishing

• Via the menue a report in AX will be opened

• Filter for data selection • The final print destination

triggers the output channel (Screen, printer, file)

• Execution of business logic for the calculation of the necessary report data

• Collection of the AX data through the report server(SSRS / Microsoft SQL Server Reporting Services)

• Rendering of the layout based on the provided data

• Publication of the report on the defined channel:– Screen– Printer– File

• Collection of data through dox42 Server

• Integration of additional data sources (texts, documents, pictures, …)

• Creation of the layouts

Report call Data preparation

Report preparation

Report publishing

• Publication via dox42 Server– File– Printer

• Publication in AX– Screen (PDF)

Process with dox42 AX

Process overview „AX + SSRS Reports“

dox42 AX: Seamless integration of dox42 into AX 2012 Selected reports can be designed and printed with dox42Existing reports can still be usedAccess of dox42 reports for users is the same as for standard reportsMinimal loading timesCompany, language and customer/vendor specific

dox42 is flexible and offers various areas of applicationDocuments (e.g. invoice, quotation, delivery note, certifications …)Labels (e.g. pallet-labels,…)Reports (e.g. production overview, costing sheets…)Barcodes, QR codes, pictures, diagrams, charts, data from different data sources, different printing directions, different page setup on various pages

Overview dox42 AX

Sales invoiceCreate a sales invoice based on a Microsoft Word template without AX code update from scratch

License plate label Print a license plate label where fields are populated with data from AX data methods

Production overview Show production costing information including a Microsoft Office Excel Chart

Demo Cases

Demo

Sales invoice: Where do we want to go?

Sales invoice

Another sales invoice layout

Answers to the raised questions

Are all needed features supported in SSRS?Different page setup on various pages?Additional data sources, e.g. for promotions?Barcodes and QR Codes?Background Images?

Is the desired layout feasible?Can we use the template from the design department?„What You See Is What You Get” experience?

Are any modifications in AX needed? Will the document be easy to maintain?Effort estimation?

YesYes

YesYesYes

Yes

No

Yes

< 30 minutes (in demo)

Yes

Yes

The first cost estimates for modifying the forms in AX made it clear to me that we needed to look for alternatives.

dox42 for AX allowed me to design the documents based entirely on my own ideas and concepts, in Microsoft Word, completely intuitively and with minimal time and cost inputs.

It was also important for me that there is no difference for users to the usual report processes in AX. This is ensured – with the additional benefit being that the dox42 reports, in contrast to AX standard reports, are also be displayed fast, which increases efficiency levels in our work.

I have now been using dox42 AX for the past three months and am amazed by the options that this tool offers me. I am therefore delighted to act as a reference customer for this tool.

Success Story

Gerald KrallFinancial Controller ERP Project Manager CCL Label GmbH Völkermarkt www.ccllabel.at

8 customer specific documents in 3-4 working days after 1,5 days of training

http://www.solutionsfactory.at/en/testimonials/ccldox42ax/

http://www.dox42.com/References/Gerald-Krall

http://www.solutionsfactory.at/en/testimonials/ccldox42ax/

License plate label – Use of AX data methods and relations

Production order cost overview – Excel chart integration


Agenda

dox42 Serverdox42 Word Add-in (optional: Excel/PowerPoint)dox42 AX Data Source

Access to AX-meta data via web-servicesAccess to AX-data via SQL

dox42 AX extension (XPO, Model)AX 2012 R2 CU8+, R3 CU8+Further AX 2012 versions upon requestThe New Microsoft Dynamics AX (AX7) version under development

Requirements AX


Agenda

Appealing documentsDesign in Microsoft OfficeIntegration of multiple data sourcesEasy to deployFast printing

Time and cost savings

? + !

Why dox42 for AX?


Thank You!



www.dox42.com

Software

Intuitive document creation with dox42 seamlessly integrated in Microsoft Dynamics AX