• Drive your business in your own way

    Drive your business in your own way

  • Your business is dynamic

    Your business is dynamic

    Shouldn’t your ERP & CRM system be too?

Setting up Projects in the new Microsoft Dynamics AX

In this video, we'll review the project setup process in the new Microsoft Dynamics AX Service Industries ERP system.

There are several ways to setup new projects in Microsoft Dynamics AX:

  • From Sales Quotations: a project can be directly setup from a project quotation that was completed in the business development phase.
  • From Templates: You can either use a template as is, or use the template to bring in several standard setups and then add/modify to the project plan.
  • As Fresh Projects: Or you can setup a project from scratch manually.
In this video, we show how to setup a project manually.
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