Posts tagged with: Questionnaires

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.

 

 


Dynamics AX 2012: Questionnaires, what are they and why you should use them

In this two part tutorial, we shall explore and evaluate the true potential of the questionnaires in AX2012. Even though Microsoft Dynamics AX 2012 offers a wide variety of mainstream features in relevant modules apt for a tier one ERP solution; some little known features can help you explore the little nooks and crannies that will make your life a little easier. One such feature is questionnaires in Dynamics AX 2012.

Questionnaires are not lengthy pages of questions that your user will have to fill out. Rather, small checklists, one off questions, evaluations, and even scripts for standardized attendance towards service can be made part of, and through questionnaires. Literally anything can be set up in this tiny function:

  1. Evaluation of a course attended by trainees
  2. Employee performance appraisals
  3. Employee satisfaction surveys
  4. Customer surveys
  5. Vendor evaluation or assessment questionnaire

When designing a questionnaire, some key elements required include:

  1. The type of questionnaire for the question – the area where this question will be used (such as employee evaluation, procurement, etc.) – questions and questionnaires are set up separately and then combined before distribution
  2. Input Type: the type of input such as integer– questions and questionnaires are set up separately and then combined before distribution
  3. Answer Groups: Answer groups are the groups based on which questions can be answered
  4. Instruction: You can guide your user to fill out questionnaires according to some specific instructions (example: script for the person who provides troubleshooting service on phone)
  5. Media Type: type of media that can be attached the question
  6. Rights: You can restrict the questionnaire to a particular group of people (Employees, Contacts – Vendor or Customer, Applicants).

Based on the results gathered, statistics can be calculated and you can generate reports for the answers received on the questionnaires.

This was a little overview on how questionnaires function in Microsoft Dynamics AX 2012. In the next blog post, we shall evaluate a little scenario where the Sales Department fills out a questionnaire for customer evaluation.

This scenario includes the following elements:

  1. New Customer Opening Request
  2. Sales Department generates request
  3. Sales Department fills out questionnaire
  4. Finance Department evaluates request and questionnaire before opening new customer.

We shall only see the questionnaire part of the above scenario.