Saving time and money is important to your business. Microsoft Dynamics Snap-part of the new breed of applications called Office Business Applications (OBAs)-can help your people more easily get timely and accurate data out of or into the Microsoft Dynamics applications without ever having to leave the Microsoft Office applications they're most familiar with. This helps save time, boost productivity, speed collaboration, and improve processes. Because Microsoft Dynamics Snap applications in Technical Pre-release are distributed under the Microsoft Permissive License, Microsoft partners can easily extend and customize the applications, and even use components within applications they've developed. On This PageView Demos of the Microsoft Dynamics Snap ApplicationsSnap-in applications enable you and your people to work within the familiar environments of Microsoft Office applications, such as Microsoft Office Outlook, Word, Excel, and SharePoint Server. This page provides examples of these applications combined with the functionality of Microsoft Dynamics AX and Microsoft Dynamics CRM. You'll see how you can help people be more productive and save them time—as well as decrease training costs and IT complexity—IN A SNAP! View the demos below. Business Data Search Snap-inNow all the information you need is at your fingertips with powerful search capabilities that allow you to search for information across your Microsoft business systems including Microsoft Dynamics CRM, Microsoft Dynamics AX and SharePoint Server portals from within Microsoft Office Outlook as simply as you search your email. This takes a process that was once laborious and time consuming and makes it quick and easy. | • | For example, imagine a salesperson who has been contacted by a customer with a question about the price of an item. In this situation, he needs to find out all the information about that particular item, as pertains to that customer, throughout the system. Typically, he would be forced to manually search through each existing system or even have to depend on others to provide him with the information. But with the Business Data Search snap-in, he can easily search and retrieve this information from all systems using a single search query. And all of this can be done from within Outlook where he is creating his response. |
Click to view larger image
Watch the demo Read the White Paper
Microsoft Dynamics Snap for Business Data Search--AX 4.0, CRM 3.0 and SharePoint 2007
267 KB
Microsoft Word file Business Data Lookup Snap-inInstantly insert relevant data from Microsoft Dynamics AX or Microsoft Dynamics CRM directly into the Word document, Excel workbook or Outlook email you are currently working on. By delivering vital access to relevant data, you'll help workers and partners across your organization increase productivity. | • | For example, consider a sales associate who wants to respond to a customer request regarding the order status of a product. Prior to the Business Data Lookup Snap-in, she would have had to depend on someone else to provide her with this information, creating unnecessary use of time and delaying her response to her customer. The Business Data Lookup Snap-in enables the sales associate to easily get this information herself from within the Microsoft Office applications she is most familiar with. She can quickly open the Business Data Lookup task pane in Microsoft Word and easily locate the Microsoft Dynamics sales order information she needs for the customer. This leads to a quick response which not only boosts efficiency; it also helps improve customer satisfaction. |
Click to view larger image
Watch the demo Read the White Papers
Microsoft Dynamics Snap for Business Data Lookup--AX 4.0 and Office 2007
672 KB
Microsoft Word file
Microsoft Dynamics Snap for Business Data Lookup--CRM 3.0 and Office 2007
738 KB
Microsoft Word file Custom Report Generator Snap-inSimply extract, view and analyze relevant data from Microsoft Dynamics AX or Microsoft Dynamics CRM in a neatly formatted Microsoft Office Excel report. Surfacing business data in an easily customizable manner can improve the decision making ability of your workers as they use the analysis, visualization and data modeling features of Excel. | • | For example, imagine your finance controller wants to analyze the operating performance of the company against the budget and drill-down into the data to understand areas that might require his attention. Before this snap-in, this would require manual gathering of data, report creation and formatting, quite possibly requiring the help of others. With the Customer Report Generator Snap-in your controller can view the latest information, right when he needs it, with a simple click of a button. And customizing reports to meet the needs of other information workers is accomplished by easily configuring the XML metadata for the excel worksheet. |
Click to view larger image
Watch the demo Read the White Papers
Microsoft Dynamics Snap for Custom Report Generator--AX 4.0 and Office 2007
697 KB
Microsoft Word file
Microsoft Dynamics Snap for Custom Report Generator--CRM 3.0 and Office 2007
803 KB
Microsoft Word file Timesheet Management Snap-inNow you can use your Outlook Calendar entries to submit timesheets without having to log into Microsoft Dynamics AX directly. Using the Timesheet Management Snap-in requires minimal training, saves times and reduces errors. | • | For example, consider a consultant who needs to track time spent by project. Although she manages all her meetings using the Microsoft Office Outlook calendar, prior to the Timesheet Management Snap-in she had to maintain the same information in two places: in her Microsoft Office Outlook Calendar and in a Microsoft Office Excel spreadsheet that she would submit at the end of each week for entry into the system. With the Timesheet Management Snap-in, she can use the same Microsoft Office Outlook appointments she already keeps to get her time utilization reports into Microsoft Dynamics AX. She can also use the snap-in to view her time utilization allowing her to manage her time more effectively. |
Click to view larger image
Watch the demo Read the White Paper
Microsoft Dynamics Snap for Timesheet Management--AX 4.0 and Office 2007
1 MB
Microsoft Word file
Vacation Management Snap-inNow you can use your Outlook Calendar to submit vacation requests without having to log into Microsoft Dynamics AX directly. The Vacation Management Snap-in simplifies this entire process, saving time and reducing data duplication errors while allowing you to use the Microsoft Office applications you are most familiar with to get things done. | • | For example, imagine that an employee wishes to get approval for some personal time. Prior to the Vacation Management Snap-in, filing a vacation request often required going to an internal web-site, entering the vacation request details that would get routed for approval, and following up with an email. The whole process required multiple entries of the same information and toggling back and forth between different applications. Now, it is as easy as sending an email to kick-off a vacation request. And equally straightforward to view the vacation history and give your approval to such a request. |
Click to view larger image
Watch the demo Read the White Paper
Microsoft Dynamics Snap for Vacation Management--AX 4.0 and Office 2007
672 KB
Microsoft Word file
Expense Management Snap-inEasily create, submit and approve or reject expense reports in SharePoint, without having to log into Microsoft Dynamics AX directly. The Expense Management Snap-in simplifies this entire process, saving time and reducing data duplication errors while allowing you to use the Microsoft Office applications you are most familiar with to get things done. | • | For example, imagine that an employee wishes to submit expenses for a business trip. Prior to the Expense Management Snap-in, submitting an expense report often required going to an internal web-site, entering the expense details that then get routed for approval. Now, this can be done simply and easily in SharePoint. |
Click to view larger image
Watch the demo Read the White Paper
Microsoft Dynamics Snap for Expense Management--AX 4.0 and Office 2007
781 KB
Microsoft Word file
Customer Journal Snap-inMake your customer meetings more productive with direct access to all the relevant information you might need about your customer right on your laptop. The Customer Journal Snap-in uses InfoPath to capture details like open orders and credit history from your business solution database in one, convenient and easy-to-use document. You can then take notes offline when visiting with your customer and synchronize the notes when you're back in the office. | • | For example, imagine a sales manager who is preparing for his monthly meeting with a customer. Prior to Customer Journal Snap-in, he would have had to go to various sources throughout the organization to capture information to prepare. With the Customer Journal Snap-in, he can get a comprehensive 360 degree view of his customer including recent transactions and their status clearly presented in an InfoPath form. And he can use the same form to add new information or edit any existing information during his meeting and update Microsoft Dynamics AX once he is back online. |
Click to view larger image
Watch the demo Read the White Papers
Microsoft Dynamics Snap for Customer Journal--AX 4.0 and Office 2007
588 KB
Microsoft Word file
Microsoft Dynamics Snap for Customer Journal--CRM 3.0 and Office 2007
849 KB
Microsoft Word file
Watch for upcoming snap-in applicationsBased on feedback from customers like you, Microsoft will continue to deliver Microsoft Dynamics Snap applications that can help increase productivity—from those that simply allow people to work with business data in the familiar Office environment, to applications that can help enhance teamwork and collaboration between employees, customers, and vendors. Tailor Microsoft Dynamics Snap applications to fit your needsMicrosoft Dynamics Snap applications in Technical Pre-release are distributed under the Microsoft Permissive License. Microsoft partners can easily extend or customize the applications, or use components of them within their own applications. Microsoft Dynamics partners are encouraged to use the snap-in applications as examples to create snap-in applications for specific roles, verticals, and industries—and to share them within the business community.  Note Applications modified or created by Microsoft partners or independent developers might not have been tested by Microsoft. Be sure any modifications or customized applications you're using have been created by a certified Microsoft partner, and be sure to ask the partner or developer about his or her testing process. Microsoft Dynamics Snap applications in Technical Pre-release can be found on the Codeplex Web sites (http://www.codeplex.com/axsnap and http://www.codeplex.com/crmsnap). You can also ask your local Microsoft partner how you can get and use the applications to best benefit your business. Next stepsIf you're already using Microsoft Office and Microsoft Dynamics, let us help you get the best value from your existing investments. Find out how Microsoft Dynamics Snap can help you, your people—and your business.
| 
