The Experience - Shared !

The issue with email templates encountered by us is as follows. - When we setup alerts template for email from Organizational Administration > Setup > Alerts > Alert parameters The selected Email ID will only be used when the created alert is not GLOBAL . That is, Organization-wide must not be checked for the alert if these defined template must be used for the specific alert. In case GLOBAL is checked, then the default Template setup in System Administration > Setup > System parameters > Alerts  Email ID  will be used.

We can follow this demo script to complete a demonstration to any CRM Lead - We have created a Phone call initially. Quick Create button + sign - A new phone call is created with some query - Convert this phone call to the opportunity. And fill the required fields. - Add Products required in this opportunity and then finally create a Quote. - Activate the Quote - Create Order - Full fill the order - Create invoice - Invoice Paid For Marketing Perspective Create a new Marketing List - can be dynamic or static list. Create a new Campaign. New Campaign response and then convert it to the Opportunity. You can convert that to Lead or anything as well Finally show some Outlook integration and related stuff. Email stored as activity and its tracking.

The error when we Enroll any worker to a Benefit "The conditions required by a benefit eligibility rule were not met, or there was no eligibility record for the selected worker" Easy Solution Bypass eligibility process. It will en-roll all the workers and allow you to manually en-roll anyone. Otherwise follow the process of Eligibility and En-roll the worker properly Follow Human Resources > Set up > Policies Benefit eligibility Benefit eligibility policy rule type

Few parameters need to be setup for generating Earning Statements and Pay Statements for the employees. The default setup should be as follows Annual regular hours - as standard must be setup to 2080 (52 weeks X 40 hours per week) Pay Cycle - The default pay cycle the employee would be getting the salary for Paid By -   Must be properly setup to hit proper accounts and avoid any errors for "No earning statements generated"  etc. "The selection criteria did not return any results."

We can use the following Email Template as referred by Microsoft Copy Paste the following HTML template Source http://technet.microsoft.com/en-us/library/aa834376(AX.50).aspx %subject% %message% Go to   %for% Microsoft Dynamics AX alert details Occurred: %occurred% For: %for% Company: %company% Event: %subject% Data: %data% View alerts Manage alert rules Note: You may receive an error if Microsoft Dynamics AX cannot be launched from this computer. %message% Go to   %for% Microsoft Dynamics AX alert details Occurred: %occurred% For: %for% Company: %company% Event: %subject% Data: %data% View alerts Manage alert rules Note: You may receive an error if Microsoft Dynamics AX cannot be launched from this computer.

Very important information related to accounts setup for payroll elements POST pay statement will: Summarized Information Title Debit Credit Earnings Earning Code Account Expense Payroll Parameters - Salary Payable Clearing Account Salary Payable Benefit Deductions Payroll Parameters - Salary Payable Clearing Account Salary Payable (Lowers the payable) Benefit Plan Account Expense Benefit Contributions Benefit Plan Account Benefit Expense Posting Definition Allowance Payable or Salary Payable Employee Taxes Payroll Parameters - Salary Payable Clearing Account Salary Payable Tax code account. Tax Expense. Read details for Expense credit rule Employer Taxes Tax code account. Tax Expense Expense for the company Posting Definition Tax Payable - need to pay to the authority. Earnings : The earning cost is debited to the main account specified on the earning code...

As per the Human Resources terminology, the term Fringe Benefits is used as follows DEFINITION OF 'FRINGE BENEFITS' A collection of various benefits provided by an employer, which are exempt from taxation as long as certain conditions are met. Any employee who receives taxable fringe benefits will have to include the fair market value of the benefit in their taxable income for the year, which will be subject to tax withholdings, and social security benefits payments. INVESTOPEDIA EXPLAINS 'FRINGE BENEFITS' Fringe benefits commonly include health insurance, group term life coverage, education reimbursement, childcare and assistance reimbursement, cafeteria plans, employee discounts, personal use of a company owned vehicle and other similar benefits.