Business Data Search delivers powerful search capabilities that allow an information worker to search for information across Microsoft business systems including Microsoft Dynamics CRM, Microsoft Dynamics AX and SharePoint Server portals from within Microsoft Office Outlook as simply as searching email.
Business Data Lookup allows an information worker to search for and insert Microsoft Dynamics AX or Microsoft Dynamics CRM data into a Microsoft Office Word document, Excel spreadsheet or Outlook email, all without ever having to leave the Microsoft Office interface. The document or spreadsheet that is created can also be attached to the Microsoft Dynamics record for later reference.
Custom Report Generator enables an information worker to extract, view and analyze data residing in Microsoft Dynamics AX or Microsoft Dynamics CRM as neatly formatted reports within Microsoft Office Excel. Creating a new report or editing an existing one is easy since the reports are generated from meta-data that defines what data to show, where to surface it and what formatting to apply.
Timesheet Management allows an information worker to use their Outlook Calendar entries to submit timesheets without having to log into Microsoft Dynamics AX directly.
Vacation Management enables an information worker to use their Outlook Calendar to submit vacation requests without having to log into Microsoft Dynamics AX directly.
Expense Management allows an information worker to easily create, submit and approve or reject expense reports in SharePoint, without having to log into Microsoft Dynamics AX directly.
Customer Journal enables a salesperson to take an offline InfoPath record of all pertinent customer information to a sales meeting, access that information from their desktop, revise that information as needed, then synchronize their changes in the Microsoft Dynamics AX or Microsoft Dynamics CRM system once they are back online.
