Unified Operations & Dynamics AX Forum

Expand all | Collapse all

Internal Communication Tool for D365 FO

  • 1.  Internal Communication Tool for D365 FO

    Posted 17 days ago
    Hello,
    We are going live with D365FO in July and we are struggling with finding a solution for internal communication.  We have the requirement for Sales, Prod Control, Supply Chain, Distribution, and Finance to be able to communicate about a specific order.  We would like it to keep the date and time stamp for historical purposes.  This info would be like date changes, quantity changes, etc.

    Even if it isn't a D365 add-on any 3rd party software would do.

    Thanks,



    ------------------------------
    Robert Schneider
    IT Manager
    Glenroy, Inc.
    Menomonee Falls WI
    ------------------------------


  • 2.  RE: Internal Communication Tool for D365 FO

    TOP CONTRIBUTOR
    Posted 17 days ago
    Would a D365 Sales (CRM) solution work for your needs?

    ------------------------------
    Kelly Kane
    Manager, Information Systems
    Algood Food Company
    Louisville KY
    ------------------------------



  • 3.  RE: Internal Communication Tool for D365 FO

    GOLD CONTRIBUTOR
    Posted 17 days ago
    Not knowing your processes I can envision what your talking about as we have similar need for those department to communicate.  We don't have a specific automated tool for that.  A couple of things I've thought about around that is perhaps a tool like Fast Path Audit Trail where I could then have something emailed to the teams when dates, quantities, etc. change.  We are not a D365 shop but I've started developing Power Apps and Flows.  Thinking you could leverage Common Data Model and create a Flow to help track these changes as well.

    Good Luck

    ------------------------------
    Mark Zerr
    AX Technical Analyst
    New Sunshine LLC
    Indianapolis IN
    ------------------------------



  • 4.  RE: Internal Communication Tool for D365 FO

    Posted 17 days ago
    Thanks!  That is a great idea.  We are looking into Flow as well but haven't thought of the FastPath option.

    ------------------------------
    Robert Schneider
    IT Manager
    Glenroy, Inc.
    Menomonee Falls WI
    ------------------------------



  • 5.  RE: Internal Communication Tool for D365 FO

    Posted 4 days ago
    If you would like to stick with standard functionality, you can see if "activities" would meet your company needs.
    You can assign activities to many entities in D365 FO. It probably would not be as slick as an app or an ISV but it might be good to check it out.

    ------------------------------
    Elif Item
    Item by Item

    ------------------------------