Questionnaires: How to create Questionnaires in Dynamics AX 2012

This is the second post in the series related to Questionnaires in Microsoft Dynamics AX 2012.

Questionnaires are not difficult; they are just extremely flexible. In an ERP solution, you may think that standard and/or best practices should be part and parcel; but Microsoft Dynamics AX 2012 offers some features that are not only extremely flexible, but they allow for a huge amount of creativity as well!

Do you realize that questionnaires could be used for literally anything? One such example is the little case we had talked about last time; a customer opening form. In a real life scenario, a Sales Person sends a request to an Accounts Receivables Manager to create a customer within Dynamics AX 2012. Some preliminary information is requested from this Sales Person as part of the standard operating procedures.

Let us now see how a questionnaire is formulated:

Step 1: Plan your questions for the questionnaire.

We have three questions we need to ask: Customer Name, Customer Contact Number, Payment Terms.

Step 2: Decide on the Types of Answers that will be received.

Customer Name and Customer Contact Number are simple text fields; Payment Terms would be a radio button.

Step 3: Take the “Choice” Type of questions and formulate your answer groups:

Home > Common > Questionnaires > Design > Answer Groups

Create a New Answer Group: Payment Terms

answer group

Now click on Answers and create your answer list:

We created two answers: Cash, Credit:

Answers

 

Step 4: Now, create your questions and select the different answer groups where applicable:

Home > Common > Questionnaires > Design > Questions

Questions

You’re almost done!

The deal with questions, answers, answer groups and questionnaires is that you create standard solutions for each and then mix and match where required. Say for example, you have several trainings or courses that your company offers. You could create questions that could be mixed/matched as necessary, on several questionnaires to assess these trainings. Makes sense?

Step 5: Now, create your questionnaire for use:

Home > Common > Questionnaires > Design > Questionnaires

Questionnaire

Now click on Questions and add the ones that you had created in step 4.

You’re done!

I used these questionnaires in the Cases that Dynamics AX 2012 has; you could use them for any other purpose.

The above tutorial is very simplistic in nature because of the nature of the work that was needed in the questionnaires. More complicated questionnaires can be created as well to add conditional questions, scoring and evaluation criteria; but more on that later!

Was this tutorial of help? Do leave some comments in case you have any questions.

 

 

About the author

NoorJehan Arif is a relatively senior business analyst who has worked with MS Dynamics CRM 4.0 and 2011 for a few years, analysing, designing and implementing solutions on the client side. Dabbling in AX 2012 at the moment, she aims to work her way through, to learn more ways to help business gain their goals successfully and optimally utilize her MBA degree. Her never ending list of aims also include, among other things, obtaining PMP certification, exploring her areas of interest in Dynamics AX (Supply Chain, Retail and Manufacturing), and finishing up writing and publishing her work of contemporary fiction.

COMMENTS (1)
Reply

Hi Arif,
Thanks for the post.
Would it be possible to link a questionnair as a kind of ‘checklist’ to a project?
E.g. to check if certain checks have been passed before updating the project from ‘created’ to ‘in process’. Or before ‘releasing’ a Product.

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