In previous posts, I've described how to utilize the case management facility in Dynamics AX to manage staffing requests from project managers (Prakash) to Resource Managers (Reina). Here we'll walk through a typical usage of the configuration that was described in the previous post. Prakash formulates his team Using the new "Project Team and scheduling"…
Using Case Management for Resource Requests – Setting it up
In a previous blog post, I described how Case Management in Dynamics AX can be used to manage resource requests in a Service Industry environment. Here, we'll take a look at how to configure the system to meet these requirements. A case in Dynamics AX is defined as a check-list of phases and tasks that guide the resolution…
Troubleshooting the Project Client Add-in
There have been a few reports of issues with the new project integration feature we implemented in CU7. Here are some things to try if you are running into issues: Verify add-in install: Open Microsoft Project, and make sure that the “Dynamics AX” tab is present in the Ribbon UI. The add-in will be installed…
Using Case Management to handle Resource Requests – Overview
Some professional service organizations use a centralized resource management function to manage staffing and resourcing of projects. The Service Industries customer model that we use in defining customer scenarios has a persona specifically for this function. Her name is Reina. In this series of blog posts, I’ll show you how you can use the Case…