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AX for Dummies !

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The IT world is probably full of more jargon than any other industry , therefore this page attempts to sum up what Microsoft Dynamics AX actually is , in simple non-techie, layman's terms.

AX is a software package that runs your everyday business processes and makes them more efficient.

Once the  core software is installed , on a windows based computer (and there is a database AX can connect to for storing the actual information you enter) then you can connect to AX from any number of PC's or laptops.

When you connect to AX ,the menu and the  programs that you can  use are then dependent upon the permissions you have been given.

The programs within AX cover everything you would find in a normal business, and whilst everything it can do is not listed here , these include things like ;

HR ( you set up and record your staff details)
Accounts (General (nominal) , Sales and Purchase ledgers)
Bank management (statement reconciliations)
Payroll
Assets Management (recording and depreciation etc)
Manufacturing (Bill of materials, job scheduling)
Purchasing
Stock Control
Sales Orders , Quotations , Invoicing  
CRM (contacts ,customer, business relationship management)
Warehouse Control
Projects and Service contracts
A built in report writer , so you can easily write your own reports ( if the hundreds of reports that come as standard do not quite fit the bill)

You ( as a user) can also change what is shown on the screens you see - so you can remove or rename things so it makes more sense to you 

You can then also work with the other Windows Office products  very easily , for example ; 
 
In word you can write a letter and include the customer or any other details that exist in your main AX system , without actually leaving Word.

You can enter appointments in Outlook and then automatically transfer this information into AX so you can keep track of your time and costs and possibly charge the end customer. This can also come under the heading of time sheet management , but again you can do all this without actually going into AX.

Expense claims can be handled through Excel but AX will also be updated 

AX has built in functionality  to send reports straight to Excel

You can have a Web site for your own internal use and personalise each page ( often known as Portals)   and of course you can let your customers and suppliers use the Web to access information or place orders , making life simpler  for everyone.

AX is really a complete solution , but if you do not manufacture anything , or do not  have a warehouse you simply leave these applications "switched off" and AX won't try and use them.  

You may only have a few employees, but that is ok too , AX can scale from two users to hundreds.

We hope this helps you to understand a little more what AX is all about. 


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