Using Case Management for Resource Reservations — A sample walkthrough

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"…

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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…

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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…

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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…

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