Tom's DAXOmatic Blog

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Using Case Management for Resource Reservations -- A sample walkthrough

Posted over 1 year ago

by Tom Patton in Dynamics
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...
Using Case Management for Resource Requests - Setting it up

Posted over 1 year ago

by Tom Patton in Dynamics
- 2 Comments
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...
Troubleshooting the Project Client Add-in

Posted over 1 year ago

by Tom Patton in Dynamics
- 9 Comments
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...
Using Case Management to handle Resource Requests - Overview

Posted over 1 year ago

by Tom Patton in Dynamics
- 2 Comments
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...