Murray Fife's Blog, page 18

Using New Explorer Sessions to Show Multiple Demo Personas

To showcase Dynamics AX’s full potential within presentations, you really want to work with multiple personas with different job roles. This highlights the different access that all of the different people have, it cuts down on the number of functions that users are allowed to access, and also it just looks nice to change the view of the Dynamics AX world every now and then.

The problem though is how do you log into multiple personas at once. All of the session information is held in the bro...

Sending Statements to Customers Through Exchange within Dynamics AX

With Update 1 of Dynamics AX, a new feature was added that allows you to use Microsoft Exchange Server as the e-mail provider for both workflows and also for sending e-mails directly from Dynamics AX. Previously the email transport options were SMTP and the client applications.

This is an important feature because it means that the outgoing emails are tracked within Exchange and stored as sent mail just in case you need to go back and reference them later on. With SMTP, you have no record of...

Surfacing Dynamics AX Documents within Delve

Dynamics AX allows us to Save document attachments in a number of different locations including within SharePoint. This is a great option because not only do you have a way now to index and manage the documents, but also the documents are also indexed and made available to users through other Office 365 tools like Delve. This provides an enterprise indexing and search option which is extremely helpful, without adding any additional work for the administrators.

Getting ready…

Step 1: Create a...

Make your Mid-Years Resolution to Learn how the General Ledger in Dynamics AX works

I’m sure that you all are thinking about your mid-year resolutions, and we can’t think of a better one than to learn how to configure Dynamics AX.

To help you along we have been busy revising and updating our Bare Bones Configuration Guides to make them even more helpful. The first one that we have updated is our Configuring the General Ledger within Dynamics AX 2012 guide, and we are happy to say that it is now available for you all to download.

We listened to all of your feedback from...

Now You Can Become A Bare Bones Configuration Trainer With These New Resources

We’re sure you all know about the Bare Bones Configuration Guides for Dynamics AX that we slaved over for about two years to compile. Just in case though and as a reminder there are currently sixteen guides now published that will allow you to lean Dynamics AX by implementing a simple company from scratch. The series includes the following guides:

Configuring A Base Dynamics AX 2012 Test System
Configuring an Organization within Dynamics AX 2012
Configuring the General Ledger within Dynam...

How I use my Author Tools to format and publish content

I just wanted to drop you all a quick note to show you something that I have been working on over the past 207 days.

Up until then I had been creating PowerPoint Slideuments that I used to document processes and save away all of my notes that I had been making. The problem was that in order to publish them I had to transfer all of the content by hand over to Word documents and then also try to keep all of the formatting consistent. For a typical walkthrough guide that I was developing this w...

50 Tips & Tricks For The New Dynamics AX now available in German – Just in time for the AXUG Congress in Stuttgart, Germany

The AXUG European Congress (http://www.axugcongress.com/home) starts is just under a week and if you are going, then make sure that you track me down, I will be speaking at a few of the sessions and I will do my best to entertain you all, and hopefully educate you on Dynamics AX along the way.

We are doubly excited because with the help of Kurt Mekelburgwe have been able to also fully translate the latest guide on Dynamics AX – 50 Tips & Tricksfor the New Dynamics AX into German and this wou...

Logging in through Dynamics AX tenant personas for better Demos

With Dynamics AX the best way to configure a demo environment is through a separate demo tenant (domain name) that is then provisioned and linked with AX. The other option which is to demo AX using your corporate account causes logistical problems with that is we have multiple personas because you are logging into a browser and making sure that it is not inheriting our main account (for me @microsoft.com) for the authentication becomes troublesome.

Yesterday I sat down and this is what I did...

Twenty Books For Dynamics AX Are Available For Download For Free (For Dynamics AX Companion Premium Subscribers)

Last week we announced that we started working on publishing out as much of the content from the old Dynamics AX Companions resource site (www.dynamicsaxcompanions.com)
over to the new Dynamics AX Companions eBook
Store (shop.dynamicsaxcompanions.com) in preparation for the merging of the two sites.

Also along the way some of you picked up on a small note that said that if you were an eBook subscriber on the original website then you would automatically receive a Premium Subscription to the...

New Configuration Blueprint Available: Developing New Workspaces Within Dynamics AX

Workspaces are a great addition to (the new) Dynamics AX because they allow you to have all of the functions that you need in order to perform a job task in one place. Out of the box, there are about forty workspaces that have been deployed, but that doesn’t mean that those are the only ones that you need to use. If there are some users within the organization that don’t quite fit into those roles, or if there are users that are a little more specialized, then you can easily create new worksp...