Microsoft Dynamics AX Automated Sales Reporting
Are you researching the market for a Microsoft Dynamics AX automated sales reporting solution to automatically run and distribute sales reports to team members and other important stakeholders? And are you or your colleagues expected to create and distribute ad-hoc sales reports when certain business rules are approached or broken e.g. slow product line sales or monthly sales figures are below target?
Codeless Platforms' Microsoft Dynamics AX Automated Sales Reporting solution enables organisations of any size to quickly and cost effectively automate the creation and distribution of scheduled or event-based sales reports.
Download BrochureMicrosoft Dynamics AX Automated Sales Reporting Scenarios and Benefits
Common automated sales reports and documents for Microsoft Dynamics AX include:
- Monthly/weekly/daily sales performance by sales representative
- Monthly/weekly/daily sales by product line, region or other criteria
- Event based reports e.g. sales below targets or large orders placed
- Monthly/weekly daily reports on discounts provided
- Monthly/weekly daily sales reports by profitability
- Inbound/email or SMS triggered sales reports
Our Automated Sales Reporting solution can automatically create and send your reports via email, FTP, attach the report to a CRM record or place the report on a network location.
Common commercial advantages achieved by automating sales report creation and distribution include:
- Removal of repetitive administration and reporting errors
- Increased visibility of business information to aid decision-making
- Improved compliance and company procedures
Microsoft Dynamics AX Web Service Integration



Automated Sales Reporting for Microsoft Dynamics AX Brochure
Discover why automating your sales reports will improve visibility and employee productivity.
Download BrochureMicrosoft Dynamics AX Automated Sales Reporting starts from
Pricing
BPA Platform
MS Dynamics AX Base Server
Starts from:£3,500
Configuration day(s) required subject to requirement.

Report & Document Automation
The Report & Document Automation capability automates the creation and distribution of internal or external reports or documents.
Drag and drop scheduler
Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.Automate reporting tools
Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.Save and send
Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.Got a question?
Send us your questions and we will provide you with the information and resources that you need.
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