Integrations Directory 
Microsoft Dynamics AX
Microsoft Dynamics AX is an enterprise resource planning (ERP) software solution designed for mid-sized to large enterprises that helps manage financial, supply chain, manufacturing, project and service management, and human resources processes.
- Employees
- Roles
- Responsibilities
- Accountabilities
- Meetings
- Decisions
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Daily Operations Checklist
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Module:Operations
Entity:Operations Task / Checklist
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Project Initiation / Change Request
Propose new projects or request scope, schedule, or resource changes to active projects.
Module:Operations
Entity:Project
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Payment Request
Request payment from customers or initiate payment to vendors.
Module:Finance & Accounting
Entity:Invoice
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Event Promotion & Follow-up
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Module:Marketing
Entity:Event Campaign
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