Murray Fife's Blog, page 33

June 23, 2014

Add Menu Items To The Tools Menu

Originally posted on Dynamics AX Tip Of The Day:


You probably know already that you can create your own menu items and menus within Dynamics AX, but in addition to being able to update the navigation menus for the area pages, you can also update the Tools menu as well to add any utilities and forms that you may want users to access. This way the users don’t have to have access to AOT in order to open up those common hidden utilities.



If you really want to be clever, you can even add Tetris.


Vie...

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Published on June 23, 2014 06:40

June 21, 2014

Configuring The General Ledger Bare Bones Configuration Guide Draft Available On Dynamics AX Companions

I just published out the draft copy of the Configuring The General Ledger Within Dynamics AX 2012 (Volume #3 of the Bare Bones Configuration Guides series) on the Dynamics AX Companions website.


If you want to take a peek at what I am working on then here is the link: http://www.dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-The-General-Ledger-Within-Dynamics-AX-2012


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Published on June 21, 2014 08:13

Configuring Cash Management Bare Bones Configuration Guide Draft Available On Dynamics AX Companions

I just published out the draft copy of the Configuring Cash Management Within Dynamics AX 2012 (Volume #4 of the Bare Bones Configuration Guides series) on the Dynamics AX Companions website.


If you want to take a peek at what I am working on then here is the link: http://www.dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-Cash-Management


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Published on June 21, 2014 08:11

June 20, 2014

Attach OneDrive Documents To Business Process Models Within Lifecycle Services

Originally posted on Dynamics AX Tip Of The Day:


Lifecycle Services is the backbone to your Dynamics AX implementation since it allows you to model all of your business processes, and also track any changes that you may be making as you are getting up and running. It also has an option to attach documents to your projects and business process models. But the documents are stored within Lifecycle Services as links, and not as uploaded documents – probably because Microsoft doesn’t want you fil...

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Published on June 20, 2014 08:17

Dynamics AX Companions Website Is Live

Yay! Today I launched my new Dynamics AX Companions (dynamicsaxcompanions.com) website which despite what you may imply from the name is not a dating site for Dynamics AX users.


It is a consolidation site where I am going to post all of the blog posts that are scattered about on WordPress to make it easier to find the information that I have created for you all.


This is also where you will be able to download the source files for all of the presentations that I have posted to SlideShare, and Sc...

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Published on June 20, 2014 06:05

June 19, 2014

Start The Workflow Processor From The Tools Menu

Originally posted on Dynamics AX Tip Of The Day:


If you have done any development and testing with workflows in Dynamics AX, then you are probably all too familiar with the on-demand Workflow Processor application that you can run at your leisure in order to see all of your workflows in action. It is great for testing because you don’t have to have a batch process running in the background. The only problem is that since it’s more of a development tool, accessing it requires you to search for...

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Published on June 19, 2014 06:59

June 18, 2014

Create Simple EDI Mappings To Allow You To Send Price Lists To Customers Electronically

Originally posted on Dynamics AX Tip Of The Day:


Even if you are not requiring full blown EDI communications with your customers, it doesn’t mean that you can’t update your customers electronically with information like price lists, discounts, invoices etc. Dynamics AX has inbuilt features that allow you to create electronic mapping files, for these transactions and then send updated to the customers directly from the main forms. This allows you to configure the one or two EDI transactions th...

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Published on June 18, 2014 03:56

June 17, 2014

Tweet Campaign Details Directly From Sales And Marketing

Originally posted on Dynamics AX Tip Of The Day:


Twitter isn’t just for used for telling people what you had for lunch, it is also great tool, for keeping your customers updated, and also for communicating with others about any promotions or campaigns that you may be running. And you can link Dynamics AX directly to your Twitter account and have it post alerts and notices for you without even having to go to the twitter site.



Now everyone can tweet even if they don’t know what twitter is…


View...

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Published on June 17, 2014 02:55

June 16, 2014

Configuring Demand Forecasting

Originally posted on Dynamics AX Tip Of The Day:


Dynamics AX has always allowed you to enter in Demand Forecasts against products and customers, but with the R3 release of 2012, a new feature was added that allows your to have the system create your statistical forecasts based on the history in the system and then allow you to adjust the forecasts through Excel before automatically uploading them back into the demand forecast tables. Although there still may be cases where you want to use a c...

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Published on June 16, 2014 02:59

June 13, 2014

Updating Your Pricing Journals Through Excel

Originally posted on Dynamics AX Tip Of The Day:


If Dynamics AX is the body of all your businesses data, then some may consider pricing to be the heart and soul, because making sure that everything is priced correctly is vital. And just like your own heart, you need to keep it pricing healthy and fit by adjusting it to meet the customer’s wishes and whimsy’s so that you are the most competitive in the marketplace. This doesn’t have to be a huge data entry chore though because Dynamics AX allo...

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Published on June 13, 2014 03:32