Archive for January, 2016

How To: Simplify Recruitment with Human Resources in Microsoft Dynamics AX

January 29th, 2016 Brianne Schaer No comments

Whether due to company growth or out of necessity to replace a prior employee, hiring can be a dizzying process to get through. Let Human Resources in Microsoft Dynamics AX navigate you through the time consuming act of reviewing resumes, from matching skills and experience to tracking the status of each applicant. Your recruitment team will thank you for the amount of time saved and lower volume of manual activities once they have Microsoft Dynamics AX’s unique databases and tracking capabilities at their fingertips.

Get the Ball Rolling: Create and Start a Recruitment Project

A recruitment project in Microsoft Dynamics AX enables your team to better manage the recruitment process. By setting up a recruitment project, important information such as the job position and department, the name of the recruiter, and the status of the project are easily accessible and stored in one convenient location.

Anything related to the project or job can be tracked in the recruitment project, and the information can be added to the enterprise portal or other outlets.

To create a recruitment project:

Step 1: Click Human Resources > Common > Recruitment > Recruitment Projects

Step 2: Click New > Recruitment Project

Recruitment window

Step 3: Fill out the form, including the name and description of the project, the department in which it is located, the number of job openings available, and the hiring manager. Define the period during which the recruitment project is active by entering the start date and end date in the open and close date fields.

Recruitment Form

Step 4: Click on Media to add information on where the job will be posted.

Media Details

Step 5: Click Job ads to create the ad to be displayed in enterprise portal.

Job Ads

Step 6: Click Start under Recruitment project status to initiate the recruitment project.

Recruitment Project Status

Information at a Glance: View Application Status and Manage Applications

Keep track of all applicant information within Microsoft Dynamics AX. Information such as interview dates and times, references, competencies, accommodation requests, and personal information can all be stored and easily accessed in Microsoft Dynamics AX. Once an applicant is offered employment, switching his or her status is as simple as one click. By changing the status of an applicant to employed, all of the information will be associated with a new worker record, which reduces data entry and saves time.

To create an application:

Step 1: Click Human Resources > Common > Recruitment > Applications

Step 2: Click Application to create a new application.

Application Window

Step 3: Fill in all necessary fields. Anyone who views the application will have a detailed understanding of who the applicant is, how they found the position, upcoming interviews, and contact information.

Application Window Details

To add competencies:

Step 1: View the current list of applicants by clicking Human Resources > Common > Recruitment > Applicants

Step 2: Select the desired applicant and click on the competency to enter. You can add skills, professional experience, education, tests, certificates and more to better complete the applicant’s profile.

Adding Competencies

To schedule interviews:

Step 1: Click Human Resources > Common > Recruitment > Applications

Step 2: Select the desired candidate and click Applicant interviews. Add new lines in the form or schedule through Microsoft Outlook.

Interview Schedule

Step 3: Enter the date of the interview, start and end time, the person in charge of the interview, location and the status. Note that the interviewer may change the status to completed or canceled.

Track where an applicant is in the recruitment process:

Once your team evaluates the candidate, change the application status to either confirmed (which can send a notice to the applicant to confirm receipt of application), interview (which can send an invitation to interview the applicant), rejection (which can send a rejection letter to the applicant), or canceled (which can send a withdrawal confirmation to the candidate) based on the course of action desired for the candidate’s application process.

Tracking applicant's recruitment progress

Promote from Within: Use Skill Mapping and Gap Analysis to find Current Employees Better Suited for a New Position

Sometimes there is no need to look any further than existing employees to find a perfect fit for an open positon. These resources must not be overlooked, and with Microsoft Dynamics AX you can us a skill gap analysis to compare a person’s skill profile with a profile for a particular job. This allows you to compare a person’s actual skills with target skills. Likewise, you can compare an applicant’s skills to those needed for the job he or she applied for. This comparison identifies strengths and weaknesses in applicants as well as who is the best match for a particular position.

Step 1: Click Human Resources > Inquiries > Skill Analysis > Skill gap analysis job – person

Step 2: Select the worker you are interested in comparing skills, the date, and the job to run the analysis for.

Skill Gap Analysis

Note: by checking the Jobs related to reference box, only jobs that the person is or has been affiliated with will populate the jobs list.

Checking the Jobs Related Reference Box

Found the Best Match? Hire an Applicant

Once your team has evaluated all applicants and determined a fit for the position, it’s time to wrap up the process and hire your top applicant.

To hire someone:

Step 1: Click Human Resources > Common > Recruitment > Applications

Step 2: Select the applicant for hire. Click Hire under application status. Select the Employment start date and click Continue to hire the applicant.

Final stage on hiring the candidate

This is just an introduction to the functionality available within the Human Resources module in Microsoft Dynamics AX. For more information, please email

Brianne Schaer is a Product Marketing Specialist at Ignify – a Hitachi Solutions subsidiary. Ignify is winner/finalist of the Worldwide Microsoft Partner Award in 2014, 2013, 2012, 2011 and 2010, and offers eCommerce, ERP, CRM, Order Management and POS solutions based on the Microsoft Dynamics line of products. Ignify has been included as the fastest growing business in North America for seven years in a row by Inc. Magazine and Deloitte in the FAST 500 from 2008 to 2013.

The Evolving Retailer: Leveraging Online and In-Store Technology to Adapt to a Changing Landscape

January 26th, 2016 Ashley Harbaugh No comments

The retail industry is one of constant transformation. As consumer technology grows and innovates – connecting people with greater convenience and transparency – consumers’ expectations and interactions also change. Why settle for old ways when new ones promise simplicity and ease?

With different channels offering different revenue streams, retail technology offers a crucial way for better managing operations – as well as staying ahead of both the customer and the competition.

Enhance the Customer In-Store Experience

One of the major benefits of shopping in a brick-and-mortar store is the ability to pick up, feel, and try on merchandise before buying. By engaging with customers at each stage of this journey, and by being able to helpfully instruct and guide the customers throughout their buying processes, stores create relationships that lead to repeat purchases.

Using a mobile, modern point of sale system is an important way that store associates can connect with customers browsing in the store. With Microsoft Dynamics AX for Retail POS, store associates can offer customers personalized service, showing them different products that match their interest. Also, store associates can look up customer accounts to get a better understanding of customer shopping patterns and preferences, and can then make informed suggestions.

Coats and Jackets

Microsoft Dynamics AX for Retail POS is a flexible point of sale system fully optimized for mobile. Store associates can show customers different items right on the mobile POS screen, and can look up customers’ past purchase histories.

Optimize Online Presence

With more and more shoppers choosing to make their purchases online, retailers need to make sure their eCommerce sites will attract visitors, and facilitate sales conversions. An eCommerce system must be easy-to-navigate, easy-to-checkout, and appealing to browse.

eCommerce for Microsoft Dynamics provides a user-friendly, easy-to-navigate interface for merchants and shoppers alike – enabling quicker checkouts for customers, and insightful online store management for merchants. With the system’s seamless integration with Microsoft Dynamics ERP and CRM, merchants are able to leverage a powerfully interconnected online selling and IT infrastructure – ensuring customers have access to the most up-to-date prices, inventory, and product information.

Gadgets Online

A sleek, uncluttered eCommerce interface is an important way to connect with customers – and to motivate them to convert. eCommerce for Microsoft Dynamics provides a user-friendly online store platform for shoppers and administrators alike.

Make Mobile-Friendly Online Stores

Smartphones, tablets – it’s not a matter of if people are using them, it’s a matter of how much people are using them. Mobile devices aren’t just for phone calls and text messages – they are key conduits for research, browsing, and making purchases.

eCommerce for Microsoft Dynamics incorporates responsive web design in online stores, enabling the stores to recognize what device a shopper is using, and automatically adjust the design and resolution to the shopper’s screen. By fluidly converting the store to the shopper’s device, merchants ensure that customers on smartphones, tablets, and desktop/laptop computers experience seamless and convenient shopping regardless of device.

Responsive design

Responsive web design provides a seamless shopping experience by enabling online stores to automatically adjust screen size and design to suit a shopper’s device

Create Social Media Connection

Make it easy for your customers to spread the word about your company. With people connected to vast social media networks, allowing them to share your products, and their testimonies, is a remarkably simple, yet productive, form of brand promotion. Because what better way to build trust with potential clients than to have the people they trust endorse you? Adding social media buttons on product pages or marketing collateral makes it easy for clients to show what they like, and what they want.

Building a strong company social media presence is also an important way to get the word out about your company. People want to share new, interesting, cool things, and they want to engage with likable brands. Creating must-visit social channels that listen to shoppers, and share the content they are most interested in, is key to strengthening a significant source of new customers and, most importantly, new conversions.


Social Media

Posting visible social media buttons on product pages make it easy for customers to broadcast your merchandise, and help you leverage free promotion.

For More Information

For more information on how technology can bolster retail systems and processes, please email

Ashley Harbaugh is a Marketing Coordinator at Ignify – a Hitachi Solutions subsidiary. Ignify is a Worldwide Microsoft Partner in 2014, 2013, 2012, 2011 and 2010, and offers eCommerce, ERP, CRM, Order Management and POS solutions based on the Microsoft Dynamics line of products. Ignify has been included as the fastest growing business in North America for seven years in a row by Inc. Magazine and Deloitte in the FAST 500 from 2008 to 2013.