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Using Case Management for Resource Reservations -- A sample walkthrough

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In previous posts, I've described how to utilize the case management facility in Dynamics AX to manage staffing requests from project managers (Prakash) to Resource Managers (Reina). Here we'll walk through a typical usage of the configuration that was described in the previous post. Prakash formulates his team Using the new "Project Team and scheduling" found on the project form, Prakash fills out the roles he will require for his project, and puts the appropriate start date...(read more)

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