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Posts Tagged ‘Microsoft Dynamics AX’

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 dynamics@ignify.com.

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.

City of Long Beach and Microsoft form a ‘Digital Alliance’

July 1st, 2015 Brianne Schaer No comments

Ignify is proud to call the city of Long Beach our home. Headquartered in downtown Long Beach since 2011, we have embraced the city’s laid-back atmosphere while still working to provide the highest level of software services to maximize efficiency and streamline business processes.

Our Microsoft Dynamics AX customer, The Port of Long Beach, supports more than 30,000 jobs in Long Beach and is recognized internationally as one of the world’s best seaports. Ignify’s partnership with the Port has led to improved operating efficiency due to automated financial processes and increased visibility into reporting and analytics.

As a Microsoft Partner with strong ties to the city of Long Beach, we would like to share the collaboration between Microsoft and the Long Beach City Council to form a Digital Alliance. The Digital Alliance program was launched in 2012 in Washington, D.C. and aims to bring increased technology access, education and training to students, residents, and small businesses.  

Check out the article below, released by the City of Long Beach.

The Long Beach City Council has agreed to collaborate with the Microsoft Corporation to bring Digital Alliance programs to the City and its residents. Partnering with local governments, Microsoft provides staff expertise and capacity building workshops designed to inspire young people as well as entrepreneurs.

“This new partnership is part of our commitment to creating a tech culture and economy in Long Beach,” said Mayor Robert Garcia. “Microsoft is a global leader in innovation and I'm excited that they are going to leverage their expertise and talent to support workforce and economic development programs for local residents and students.”

Currently, two types of events are proposed in Long Beach: Digi Camps and a BizSpark session. Digi Camps, which offer separate sessions for girls and boys, give kids a chance to take on technology challenges through small-group work, interact with Microsoft executives, and learn more about technology-related careers. The BizSpark session will serve local entrepreneurs and demonstrate how technology can simplify everyday tasks, increase their productivity, reduce business operations costs, and grow their business.

“By combining the numerous digital and training assets of Microsoft with the Mayor and City of Long Beach’s focus on education and investing in the technology sector, we know that this relationship will empower the citizens of Long Beach to realize their full potential,” said Tori Locke, General Manager for Microsoft’s State and Local Government business. “Microsoft is excited to support the City in its efforts to create more economic development and educational resources for the businesses and youth in Long Beach.”

The City and Microsoft will determine the best dates and locations for the events. Once planned, up to 100 girls, 100 boys, and 200 local business owners will be able to participate.

Brianne Schaer is a Product Marketing Specialist at Ignify. Ignify is Worldwide Microsoft Partner in 2015, 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 businesses in North America for seven years in a row by Inc. Magazine and Deloitte in the FAST 500 from 2008 to 2013.

User Types in Microsoft Dynamics AX 2012

February 10th, 2015 Brianne Schaer No comments

Before committing any dollars to purchase Microsoft Dynamics AX 2012, it is important to know what the user types are and what kind of functionality each provides. Under Microsoft Dynamics AX 2012’s Client Access License (CAL), employee roles are mapped into four user types:

  • Enterprise
  • Functional
  • Task
  • Self-serve

By knowing which roles are needed for your company, you can ensure that you buy the exact licenses required to meet the needs of individual users. No more – no less!

The user CALs allow access to Microsoft Dynamics AX 2012 through any and all modes of access-whether a rich client, a portal, a mobile device, a web client, or any other mode. This enables you to select users based on what they do and how they do it. It is important to note that as you move up in the hierarchy of user CALS, the rights of less expensive user types are included in that user type.

Check out the below graphic for an at-a-glance look at the four available CALs in Microsoft Dynamics AX 2012.

Enterprise User  
  • Unrestricted access to all functionality in the server software across the ERP solution
  • Drives the business, manages or administers the company
  • Manages processes across the organization
  • Sample job title: Financial controller
Functional User  
  • Manages a business cycle within a division or business unit
  • Does not perform activities that cut across divisions or business units
  • Sample job title: Customer service rep
Task User  
  • Performs tasks to support a business process or cycle
  • Completes tasks such as: entering time and materials, record and approve expenses, and operating a POS device or a Warehouse device
  • Sample job title: Field technician
Self-serve User  
  • Lowest CAL functionality
  • Uses the system to manage their own data not related to their job function, like change of address or tax information
  • Sample job title: Field tech assistant

For more information on Microsoft Dynamics AX, please email dynamics@ignify.com.

Brianne Schaer is a Product Marketing Specialist at Ignify. 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.

Personalize, Connect, Share: Extend the Value of Microsoft Dynamics AX by Using the Microsoft Dynamics Business Analyzer App

February 4th, 2015 Brianne Schaer No comments

Keep up with today’s changing business landscape by embracing innovative tools that can change the way your customer’s think about your products and services. Your internal team-from sales reps to warehouse managers-also rely on cutting-edge tools to organize and consolidate data when expanding into new markets.

This data must be accessible, yet thorough. The Microsoft Dynamics Business Analyzer App brings the best of both worlds via its flexible cloud program that enables users to quickly build, deploy, and manage applications globally. Whether in the office or on-the-go, users can easily view and analyze data from a mobile or tablet device at any time, and in any place.

Business Analyzer is easily personalized and boasts an impressive amount of interactive charts and graphs to support key business decisions. 

The benefits of Business Analyzer include:

  • Personalized experience – Design your workspace just for you and find key data quickly
  • Data interaction – Explore and analyze key metrics data at your fingertips
  • Real-time collaboration – Scale up (or down) easily to meet the changing needs of your business

Check out the following screenshots for a glimpse into the exciting features of Microsoft Dynamics AX available in Business Analyzer.

The easy-to-navigate home screen displays key charts and  metrics front and center

The easy-to-navigate home screen displays key charts and metrics front and center. Switch between companies and organizations with a single swipe to view data for different lines of business.

Interactive reports are displayed in a list format to select which data the user wants to see

Interactive reports are displayed in a list format to select which data the user wants to see. This is customizable by role, with the above screenshot an example of what a practice manager might see.

Charts, graphs, and KPI’s can be updated based on the information that is needed at the time

Charts, graphs, and KPI’s can be updated based on the information that is needed at the time.

Drill into project details, such as resource scheduling, invoice, actual costs, actual cash flow, and more

Drill into project details, such as resource scheduling, invoice, actual costs, actual cash flow, and more. Team members involved in the project are also shown, making it easier to reach people for additional information.

Drag-and-drop charts to continue to analyze data

Drag-and-drop charts to continue to analyze data.

Share information with the rest of your team right in the app using Lync

Share information with the rest of your team right in the app using Lync.

The Business Analyzer App works with touch devices that are running on Windows 8 to access information from Microsoft Dynamics AX. For more information about Microsoft Dynamics AX, please email us at dynamics@ignify.com.

Brianne Schaer is a Product Marketing Specialist at Ignify. 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.

Webinar: Tips for Surviving the Changing Digital Landscape

June 11th, 2014 Brianne Schaer No comments

As digital technologies continue to transform the way consumers shop, businesses in the retail and consumer packaged goods industries must be able to keep up in order to remain competitive. Enterprise resource planning software is becoming more common to perform operations and manage inventory. Regardless of the tools available, there is a shift among the businesses that acknowledge digital disruption and those with a solid, attainable digital strategy.

A recent Forrester Research report titled “The State of Digital Business in 2014” found that while 74 percent of today’s business executives say their company has a digital strategy, only 15 percent believe that their company has the skills and capabilities to execute that strategy. The report reveals the reality of digital business in 2014 by examining digital business strategy, responsibilities, and organization structures.

Ignify’s new webinar titled “Digital Disruption: Threats and Opportunities for Retail and CPG Leaders” provides cutting-edge advice and tactics to build a successful technology strategy. Guest presenter George Lawrie of Forrester Research discusses new industry trends, how those trends are impacting the way retailers and consumer packaged goods companies do business, and how business applications allow companies to meet both threats and opportunities head-on.

Digital technology

Source: newretailblog.com

Consumers expect to find an in-store item on their smart phone at the tap of the screen. View our webinar to learn more about how digital technology has changed the way retailers do business.

The webinar features three main sections aimed at making leaders successful in the changing digital landscape. It culminates with a conclusion highlighting what these major points mean for a business developing a digital strategy as well as potential next steps.

Changing Consumer Behavior

Lawrie discusses how digital disruption can generate better ideas faster, as there is more competition between retailers online as opposed to just brick and mortar stores. Additionally, buyers are completing much more research before purchasing an item, and expect the retailer to provide a seamless experience across channels. With the Internet, consumers expect retailers to provide facts, data, and comparisons to paint accurate portrayals of their products.

Supply Chain Proliferation

Digital disruption has ushered in an increase of value-added services and precise tracking of items. Merchandise must be personalized to varying audiences; businesses must be able to supply goods for different demographics with varying demands.

Application Strategy for the Age of the Customers

In order to remain competitive in the digital age, businesses must provide useful, usable, and enjoyable experiences. These experiences will have to be transmitted across all channels, as more consumers will be turning to computing trends, such as mobile devices and wearables, to research their purchases. Lawrie discusses fascinating new data regarding this “mobile mind shift” during the webinar.

The full webinar is available here and may be viewed after completing a short registration form. For more information regarding Ignify’s ERP solutions, please email dynamics@ignify.com.

Crucial Webinar Insights:

  • New Forrester data on customers' and employees' changing expectations.
  • How changing expectations impact retailers' and CPG manufacturers' enterprise applications, such as supply chain.
  • How applications enable companies to evolve with these shifts and provide customers the service they demand.

Brianne Schaer is a Product Marketing Specialist at Ignify. Ignify is a technology provider of ERP, CRM, eCommerce, and Point of Sale software solutions to organizations. Ignify is winner/finalist of the worldwide Microsoft Partner of the Year Award in 2014, 2013, 2012 and 2011. Ignify has been included as the fastest growing businesses in North America for seven years in a row by Deloitte, Inc Magazine and Entrepreneur Magazine from 2007 to 2013.