Winfosoft is now utilizing a web portal tool to better customer support. Winfosoft’s customer portal allows users to log in and create, modify, and monitor support cases in an intuitive and easy to use manner. Winfosoft’s customer portal uses Microsoft Dynamics CRM 2011 as a back end component, therefore all support cases are automated and tracked utilizing the powerful workflow and organizational capabilities of Microsoft Dynamics CRM. The customer portal itself utilizes a technology developed by ADX Studio, with whom we are now a proud partner. Please visit www.adxstudio.com for more information regarding the portals and their capabilities and please contact the Winfosoft sales team for all inquiries into how Winfosoft can take your customer relations and management to a new level with Microsoft Dynamics CRM 2011 and ADX Studio portal technology!

You may run into an error deploying SSRS reports when you move an instance / database to another environment and / or domain.  We do this often when developing on our servers and moving the entire instance to a customers site (usually the first move of the Pilot instance during the implementation). The user that it throws as an error for is the AOS service name from the source system.  I found that if you look at the data in the table “SysServerSessions” after you move the environment, the AOS information from the source system is still there.  In SQL you can remove the invalid server sessions and reploy the reports without error. Best regards, Kevin

Workflows have the simple purpose of allowing an organization to have checks and balances in place.  It serves as an approval process and notification to management or different levels in the company to have control over their cash flow and postings in the system. Thus, you can create your own logical workflows, templates already provided by Microsoft in Dynamics AX.