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AX 2012 and Microsoft Lync / Microsoft office Communicator

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Hi folks...........

AX 2012 is simply powerful.........Microsoft Lync & Microsoft office
Communicator have been integrated
with AX 2012 and its pretty simple to do it............

But the Pre-requisites are AX 2012 client should be installed on 
                               your machine and you have to be logged into 
                               Microsoft Lync / Microsoft office Communicator.
 Open Customer Details form
  ( Accounts Receivable - > Common - >Customer -> All Customers)
  1. Click on New Customer button on the top of the form.
  2. Set the record type to 'Person' and fill other mandatory fields .
  3. and click on Save then close the form.


4.  Double Click the newly created customer record  on the 
                     Customer master form.
5.  Go to Contact Information - > More Options -> Advanced


6. Click on 'Add' to create new contact information 
of customer and fill the e-mail address(Should be accessible 
through OC/Lync) and mark the option 'Instant messenger sign-in'.


7. Now we can notice that the Status symbol is displayed 
against the customer Id and some other OC/Lync options 
like Add to Communicator contacts (This option appears if it 
hasn't been added before),Send an Instant Message, 
Send an E-mail Message, Call, Share etc.,


I hope this will be a useful tool and could help in AX.


happy Daxing......!

opied From http://www.msdynamicsax.info

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