Enterprise Mobility Services on Microsoft Dynamics AX

Business Impact

  • Many industries have started adapting digitalization to replace repetitive and mundane tasks that often undermine productivity.
  • A global survey found that repetitive operations like data entry and file management can occupy up to 60 hours per month of working time.
  • E-procurement solutions streamlines the purchase requisition process for faster approvals, operation transparency, improved spending visibility, paperwork replacement, and minimal errors.
  • OptiSol & a Leading North American provider of environmental services have maintained a strong partnership for the past eight years and built web and mobile platforms for running their services smoothly.
  • They worked together in developing a mobility solution built using Microsoft Dynamics AX.
  • This mobility solution smoothens the appropriate workflow actions of Purchase Order and Purchase Requisition.
  • This Automated purchase requisition processing helped cutdown bottlenecks and labour costs, streamlined purchase order operations, and improved overall efficiency.

The Digital Driver

  • Review and take appropriate workflow actions (Approve, Reject, Request Change, Delegate, Submit, Recall) for both Purchase Order and Purchase Requisition.
  • Allow users to access and view real-time data from Dynamics AX 2012. Receive or cancel product receipts for purchase orders, and also view the list of suppliers.

Trusted and Proven Engagement Model

  • A nondisclosure agreement (NDA) is signed to not disclose any sensitive information revealed over the course of doing business together.
  • Our NDA-driven process is established to keep clients’ data and IP safe and secure.
  • The solution discovery phase is all about knowing your target audience, writing down requirements, and creating a full scope for the project.
  • This helps clarify the goals, and limitations, and deliver quality products & services.
  • Our engagement model defines the project size, project development plan, duration, concept, POC etc.
  • Based on these scenarios, clients may agree to a particular engagement model (Fixed Bid, T&M, Dedicated Team).
  • The SOW document shall list details on project requirements, project management tools, tech stacks, deliverables, milestones, timelines, team size, hourly/monthly rate cards, billable hours and invoice details.
  • On signing the SOW, an official project kick-off meeting shall be initiated.
  • Our implementation approach, ecosystem, tools, solutions modelling, sprint plan, etc. shall be discussed during this meeting.

Business Value


Purchase Order

Users can manage the purchase order along with verification of the order details and approval process anywhere and anytime

Purchase Requisition

User can view the list of purchase requests received along with the details of requesting client or vendor details. They shall have option to accept or decline request.

Quote Management

User can analyze the approved purchase requests for working on quotes and send across finalized quotes to the respective vendors along with option to update quote status.

Vendor Management

Enables users to manage the vendors and their details along with the option to view selected vendor details, view their orders history and status

Real Time notifications of tasks in queue

User gets alerts on actions such as new purchase requests approvals, rejections with reason, order status, etc.

Seamlessly integrated with MS AX

Mobility solution is integrated seamlessly with the existing Microsoft Dynamics application via a secure API service for the mobile application to communicate with legacy application.

Tech Stack

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