Murray Fife's Blog, page 27

Convergence ’15 is over, but not the giveaways

Thanks for everyone that stopped by to see me at Convergence this year. It was great to see all of you in person and connect with you all in real life. I enjoyed giving you all the free copy of the book that I created for the conference – I don’t think that there were any left after the first few days.

For those of you though that did not manage to make it to Atlanta, Georgia for Convergence ’15 I thought that I would drop you all a note with a link that will let you download a free copy of...

An Introduction To The Dynamics AX Companions Project

When you first start implementing Dynamics AX, it may seem like you have bitten off more than you can chew and it may seem a little overwhelming. Even though you know your business inside and out, you don’t know how this is supposed to translate into the setup and configurations required by Dynamics AX. To make it even worse when you talk to implementation consultants, initially it may seem like they are talking a different language because they know the application, and you can barely pronou...

The AXUG Academy AX Accounts Receivable Setup Class Is Around The Corner

I just wanted to drop you all a quick note to remind you that the AXUG Academy Class that I am teaching on Accounts Receivable Configuration within Dynamics AX 2012 is coming up in two weeks. This is the third in the series, and continues on from the General Ledger, and Cash and Bank Management classes that we have held over the past months. Even if you are one of the enlightened ones that have already started taking these classes, you can easily start with this class. Here is the link to t...

Seats Still Available for the AXUG Academy Cash And Bank Management Configuration Class

There are still a couple of spaces left in the AXUG Academy Class that I am teaching tomorrow (Feb 13th) on Cash & Bank Management within Dynamics AX 2012. Don’t be fooled by the title, in this class we will be going through, Cash Management is a cool feature within Dynamics AX, and we will be stepping through:

Configuring Bank Management Controls


Configuring Bank Accounts


Configuring Advanced Bank Reconciliation


Configuring Positive Pay

Along the way you will be

creating workflows for the approval...

New & Expanded Version of Configuring Cash & Bank Management for Dynamics AX 2012 Now Available

I have to confess that I may not have told the truth a while back – I had said that I had completely finished the Financial portion of the Bare Bones Configuration Guides when I completed the Accounts Payable and Accounts Receivable Guides. And that’s because the Cash & Bank Management guide was more bare than bones, and only contained enough information to get a bank up and running.

As I was preparing for the AXUG Academy class on Cash & Bank Management that is being held on the 13th of Febru...

Creating One Master Menu to Get Just What You Need

Sometimes the menus within Dynamics AX can be a little overwhelming because there are so many different menu items, and really you just use a handful of the menu items on a daily basis. Also, sometimes to perform a business flow you need to go to a couple of different area pages in order to find all of the things that you need.

You can use the Favorites to create a collection of all the menu items that you use, but if you really want to be clever you can create your own custom menu which will...

Getting The Most Out Of Dynamics AX Data With PowerBI

I absolutely love Power BI, and a couple of weeks ago, Microsoft snuck out a preview product which takes all of the good parts of the PowerBI that we like in Excel (which is pretty much everything – PowerQuery, PowerPivot, PowerView etc.) and packaged it up into a nice little standalone product that they call the Power BI Designer. And you can download it for free directly from your PowerBI portal within Office 365.

You can also post everything that you create within the Power BI Designer to t...

Dynamics AX For The Musophobic

One of the most debilitating afflictions within the Microsoft Dynamics AX community is Musophobia which is the abnormal fear of the mouse. It is commonly accompanied by a severe case of Clickarexia which is the unnatural avoidance of mouse button clicks, and the goal to achieve the golden number of 0 clicks each day.

Don’t worry though, there is hope for you all because you can do almost everything that you need to do within Dynamics AX without having to take your fingers off the keyboard. In...

An Introduction to Self Service Portals within Dynamics AX 2012

The self-service portals within Dynamics AX are great features to take advantage of in order to help you collaborate more with your Vendors, and also to allow Customers to take care of a lot of the administrative queries that they would usually have your customer service group answer. They are made even more appealing because of two other features. The first is that there are no additional licenses required in order to give the customers and vendors access to the portals because they are free...

An Introduction To Self Service Portals Walkthrough Available

Last week I hosted a webinar for I.B.I.S. Inc. focused on the self-service portals within Dynamics AX and showed:

how you can use the Vendor Self Service Portals to allow vendors your vendors to track all of their purchase orders and even type in invoices that will be available within Payables for approval without double entry
how you can create Request For Quotations and have the vendors respond to them on-line through the Vendor Self Service Portal
how you can use the Vendor Requests function...