Transcript Global Address Book

Global Address Book in Microsoft Dynamics® AX
2012
Organize, Reuse, and Secure Parties in an
Organization
Value Proposition
New features in Microsoft Dynamics AX 2012 allow you to:
 Negotiate agreements based on a comprehensive understanding of all activity
your organization has with a particular party.
Internal abstraction of a party setup enables reuse of the same information in a different context.
For example, employees or customers can also be set up as vendors without re-entering all of the data.
Accessing that party’s information will give an all-up view of all the activity with that party.
 Identify strategic relationships to help negotiate and close a sale.
Manage roles and relationships of individuals with organizations.
 Identify potential partnerships even with competitors.
 Allow transaction processing within and between companies by using the same
forms and business logic.
Provide easy access and information sharing by organizing all party information into address books and
setting up address book security by teams and legal entities.
 Capture rich data to optimize customer service.
 Identify potential conflicts of interest.
 Provide rich historical data for data mining.
High-Level Conceptual Model
Party
Location
Address book
Quotation
Prospect
Worker
User
Vendor
Competitor
Applicant
Contact
Sales order
Transactions
Party Roles
Customer
Invoice
Request for
Quote
Purchase
Order
Setting Up an Employee as a Vendor
1.
2.
3.
4.
The employee record is set up by the Human Resources
administrator.
The employee goes on a business trip and submits an
expense report.
The Accounts Payable team accesses the employee
record and adds a new relationship of type “vendor” to the
record.
The employee appears in both the Vendor list and the
Employee list.
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