CoreFace MS Dynamics 365 FO (Finance and Operations)

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FEATURES

Fully automatic transfer of product data

The features of MS Dynamics 365 / AX cover the logistics processes required for the provision, production and assembly of your products. The product data needs to be up-to-date at all times, ensuring that costly production is based on verified data.

Bidirectional
data exchange

Real time execution
(no batches)

Cloud-based
SaaS Application

User-friendly and easy to learn

Connects to Windchill
and Windchill+

Can be controlled via menus and user interfaces

Further details on IFConneX for D365 can be found in our product flyer!

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Available connectors

Microsoft Dynamics AX‎

Microsoft Dynamics 365

FEATURES

IFConneX for Microsoft Dynamics 365

IFConneX has a standard range of features that can be configured or adapted to your specific requirements via customizing.

Product Master

The parts required for a particular product are defined by the design engineer. As soon as an item has to be procured or produced, a product master is created in MS Dynamics 365. The interface allows the creation of a product or product master and optionally the release as an item at the touch of a button. Each CAD part is marked with a product number. This creates a unique association of CAD part to product (master) in MS Dynamics 365. If the CAD part changes, the change can be updated at the touch of a button or automatically on the MS Dynamics 365 Product Master.

Structure browser

The IFConneX interface has been equipped with a PTC Windchill embedded browser for easy selection. The browser facilitates the selection and navigation in the product structure. Documents linked with the Windchill parts are displayed. The system validates the data before it is displayed in the interface browser. The browser then displays the validation result with any appropriate error messages. This ensures that data transferred to MS Dynamics 365 for Finance and Operations meets data quality requirements.

Change process

Changes are requested via change requests in PTC Windchill. After approval of the change request, a change notice is created in PTC Windchill. Once the design engineer has made the changes, all master data in MS Dynamics 365 with reference to the change number are changed and updated at the touch of a button or automatically via IFConneX.

Item BOM

The CAD structure defines the design structure. PTC Windchill automatically creates a corresponding item structure from the CAD structure. IFConneX for MS Dynamics 365 can create an MS Dynamics 365 bill of materials that was extracted directly from the CAD structure or from the part structure in PTC Windchill and stored in MS Dynamics 365. If the structure changes, the change can be transferred automatically to the MS Dynamics 365 item BOM. If required, the user can receive a preview of the MS Dynamics 365 bill of materials or the bill of material changes in the bill of material browser of the interface before transfer to the MS Dynamics 365 system.

Release process

After the design has been completed and the NAV master data has been created or updated via the interface, the design engineer can release the product structure and all descriptive documents. The NAV interface ensures once again that the NAV master data created in NAV is synchronized with the data to be released in Windchill. The item status signals the NAV user that the design data for the item master have been released.

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