Murray Fife's Blog, page 17

August 23, 2016

Project Collaboration Using Dynamics ERP and Office 365

Dynamics ERP is great by itself as a transactional system, but when you incorporate all of the other services that are available through Office 365, it becomes even more powerful.

In this worked example we will show a quick scenario to illustrate this where the users can collaborate using these tools, and show how a Project Administrator is able to quickly find out information about a questionable project that just landed within their workspace.

How it works…

The project administrator log...

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Published on August 23, 2016 09:13

August 22, 2016

Managing form security through Security Diagnostics within Microsoft Dynamics AX

Managing security within Microsoft Dynamics has just got a little easier because there is a feature called Security Diagnostics that is built into all of the forms that allows us (if we have rights that is) to see all of the Roles, Duties, and Privileges that have access to a form, while we are on the form itself.

Also this feature allows us to even update the user security access while we are browsing this information as well, so if we want to give someone access, we don’t have to guess wh...

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Published on August 22, 2016 08:50

August 19, 2016

Adding LinkedIn Content Feeds into Dynamics Workspaces

With Update 1 of Microsoft Dynamics, a new feature was introduced which allowed us to inject social feeds into the Workspaces.

Initially this was just for Yammer and Twitter, but with Update 2, LinkedIn was also added as additional feed options, allowing us to add tiles for User Profiles, Company Profiles, Company Insider information and even Alumni feeds.

This is a great way to add more social intelligence to Dynamics, and the following set of walkthroughs show how it all works.

Getting...

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Published on August 19, 2016 06:34

August 12, 2016

Just Released the 80741AE Manage Products and Services for Sales in Microsoft Dynamics AX Study Guide

If you are like me and having to study up on the MB6-892 Microsoft Dynamics AX Distribution and Trade content so that you can get your certification, then I may have something that you all would be interested in. After creating the master study guide for the course this week I decided that it would be a good idea to reformat all of the individual courses that are recommended as study content into mini study guides, and also add in a little more content for you all as well.

As a result, I hav...

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Published on August 12, 2016 14:37

Creating PowerApps Using The Common Data Model

The Common Data Model is a feature within PowerApps that allows us to store data within a separate database that we can populate with data from other data sources and then within PowerApps. This allows us to create apps that don’t need to be connected to the lower level databases.

In this walkthrough we will show how we can take advantage of this and create a simple mobile maintenance form.

Configuring the Common Data Model Data

Before we start creating our PowerApps we will need to make s...

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Published on August 12, 2016 11:16

July 16, 2016

My Author Tools Project just got a whole lot better

Over the past couple of weeks, I have been working on my Author Tools project, and I wanted to pass along an update just in case you all are interested.

If you haven’t heard about this tool, it’s an add-in that I have written for PowerPoint that allows me to layout structured walkthroughs and notes within PowerPoint, along with structure and different types of page elements like this:

And then with a click of a button, convert it into a Word document with all of the headings, formatting, con...

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Published on July 16, 2016 07:57

July 14, 2016

Creating New Partitions within Dynamics AX Online

Dynamics AX 2012 allowed us to create Partitions which were great for demonstrations and training because they allowed you to create new Dynamics AX instances within the same database.

The business data in each partition is isolated from the data in all other partitions in the same installation of Microsoft Dynamics AX.

Business data that is shared among companies is shared only among companies that are in the same partition.

Each Microsoft Dynamics AX client session starts in a partition. Th...

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Published on July 14, 2016 08:28

Just Released the 80740AE Manage Customer Relationships in Microsoft Dynamics AX Study Guide

If you are like me and having to study up on the MB6-892 Microsoft Dynamics AX Distribution and Trade content so that you can get your certification, then I may have something that you all would be interested in. After creating the master study guide for the course this week I decided that it would be a good idea to reformat all of the individual courses that are recommended as study content into mini study guides, and also add in a little more content for you all as well.

As a result, I hav...

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Published on July 14, 2016 06:55

July 12, 2016

Just Released a MB6-892 Microsoft Dynamics AX Distribution and Trade Study Guide

I have to get certified on MB6-892 Microsoft Dynamics AX Distribution and Trade this year so I started looking at all of the prep guides that are available, and although there is a lot out there, it really isn’t in a format that is easy to sit down and study. So over the past few days I have been compiling all of the information that I can into something that is a little more useful for anyone else that is wanting to get certified on Distribution and Trade for the new Dynamics AX.

The Study...

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Published on July 12, 2016 09:38

Just Released a MB6-892 Microsoft Dynamics AX Distribution and Trade Stud Guide

I have to get certified on MB6-892 Microsoft Dynamics AX Distribution and Trade this year so I started looking at all of the prep guides that are available, and although there is a lot out there, it really isn’t in a format that is easy to sit down and study. So over the past few days I have been compiling all of the information that I can into something that is a little more useful for anyone else that is wanting to get certified on Distribution and Trade for the new Dynamics AX.

The Study...

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Published on July 12, 2016 09:38