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If you haven’t used Lync yet, then you are not one of the cool kids any more. As a unified communicator for the company Lync is great, allowing you to IM, call, video conference, and share desktops at the click of a button. Also you can immediately see if people are available to collaborate with.Dynamics AX 2012 takes advantage of that by allowing you to integrate the presence features directly into the client application so if you have business questions that need to be answered immediately, you can start the conversation without leaving the Dynamics AX client.The following walkthrough shows how you can configure the Lync integration.
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© 2013. All rights reserved.
ENABLING LYNC PRESENCE INTEGRATION IN
DYNAMICS AX
Dynamics AX | Lync
If you haven’t used Lync yet, then you are not one of the cool kids any more. As a unified communicator for the company Lync is great, allowing you to IM, call, video conference, and share desktops at the click of a button. Also you can immediately see if people are available to collaborate with.
Dynamics AX 2012 takes advantage of that by allowing you to integrate the presence features directly into the client application so if you have business questions that need to be answered immediately, you can start the conversation without leaving the Dynamics AX client.
The following walkthrough shows how you can configure the Lync integration.
© 2013. All rights reserved.
First Make Sure
That You Are
Licensed
The first thing that we need to do is check that the Lync integration is licensed on your environment. To do this, go to the System Administration menu and find the Licensing Configuration item in the Setup group.
© 2013. All rights reserved.
First Make Sure
That You Are
Licensed
Expand out the Administration node and make sure that Presence Support is enabled.
© 2013. All rights reserved.
Lync Your
Employees
The next step is to register your employees Lync IM ID. To do this go to the Workers in the HR module.
© 2013. All rights reserved.
Lync Your
Employees
Find your employee that you want to enable Lync Presence for.
© 2013. All rights reserved.
Lync Your
Employees
And in the Contact Information section you want to add their Lync IM e-mail account.
© 2013. All rights reserved.
Lync Your
Employees
If it is not there then just add a new contact information for the e-mail account.
© 2013. All rights reserved.
Lync Your
Employees
To make them show up, there is one last step that you can access through the Advanced option.
© 2013. All rights reserved.
Lync Your
Employees
In the Advanced options for the e-mail, make sure that the Instant messaging sihn-in is enabled.
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Lync Presence In
Action
Now, anywhere that the Employee ID is shown, it will be replaced with a presence indicator.
© 2013. All rights reserved.
Lync Presence In
Action
You can see if the person is available, and access all of the Lync communication options directly from Dynamics AX, including live conference calls.
© 2013. All rights reserved.
Lync Presence In
Action
Or if you just want to ping their cell phone or tablet through the Lync clients, you can track the person down no-matter where they are through the Lync IM feature. How cool is that.
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