PowerPoint Integration with Microsoft Dynamics AX (Axapta)

1. Application Area

PowerPoint Integration add-on is oriented towards Dynamics AX (Axapta) salesmen in the very first queue, and presents a technology that allows using of PowerPoint or Visio together with Dynamics AX (Axapta) for sales presentations. This technology could be applied to other tasks as well. It works as automatic launching of particular processes in the running Dynamics AX (Axapta) application by clicking the links in the PowerPoint or Visio by salesman during presentation.

2. Example of Usage

Example of usage can be shown in the following scenario.

Imagine that salesman has prepared a nice presentation with some slides, screenshots, and diagrams in PowerPoint, or Visio. It might be very effective to open Dynamics AX (Axapta) application in parallel to running presentation (for example, on second screen), and automatically open some forms, or start particular Dynamics AX (Axapta) processes when demonstrating business process in PowerPoint or Visio, and pressing on a particular link in the appropriate Office application.

For example, if user presses on the link representing sales order form in the PowerPoint presentation or Visio drawing, Sales order form is opened in Dynamics AX (Axapta) application on the second screen automatically, and if he presents packing slip registration, appropriate process is started in Dynamics AX (Axapta) from PowerPoint just by mouse click.

3. Technical background

For end-user it will look like Dynamics AX (Axapta) processes are started from PowerPoint or Visio by mouse click.

For consultant or programmer, the add-on consists of 3 parts:

  • VBA macros in PowerPoint or Visio.
  • Special DataExchange ActiveX control, used to enable communication between Office application and Dynamics AX (Axapta).
  • X++ code written in Dynamics AX (Axapta) to handle particular events caught by DataExchange ActiveX inside Dynamics AX (Axapta).

4. Conclusion

PowerPoint Integration add-on is useful for Dynamics AX (Axapta) salesmen, who needs to make effective presentation for the customer, and requires minimal presentation-specific programming to launch some Dynamics AX (Axapta) processes, or open Dynamics AX (Axapta) forms.