Using Lync to collaborate with other users directly from Dynamics AX
There may be times when you are looking at some information within Dynamics AX that someone else created, and you need to ask them a question about it. If you have Lync installed and configured, then Dynamics AX gives you a quick and easy way to contact other users, and usually you don't even have to leave the current form that you are in. Through the users name that is shown on the form, you are able to see if they are online, if they are available, and then instant message (IM) them, call them, video chat with them, and even share your desktop with them.
This quick recipe will show how to start a communication with other employees directly from a Dynamics AX form.
Getting ready
Before you are able to use Lync to contact other people in the organization, you need to make sure that there is an IM account associated with the users Worker profile. To do this, follow these steps:
From the HR area page, open up the Workers form...