AX 2012 and Microsoft Lync / Microsoft office Communicator

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