Communicating with contacts from within Dynamics AX
You don't have to leave Dynamics AX in order to start e-mailing and instant messaging with contacts. As long as your contacts have e-mail addresses defined against their record, you can start communicating with them directly from the application. This quick recipe will show you how to do this.
Getting ready
In order to e-mail and instant message from Dynamics AX to a contact, you just need to make sure that you have the e-mail addresses defined against the contact itself. To do this:
Open up the contact record and make sure that the Contact Information is populated:
How to do it...
To start e-mailing directly from the contact on the Dynamics AX form, follow these steps:
Anywhere that a Contact ID is shown in Dynamics AX, you should be able to see a presence indicator (a small round ball) before the ID. If you right-click on the ball, then a pop-up menu will show that will allow you to create e-mails using any of the contact information that is...
