Murray Fife's Blog, page 39

Track Social Media Information Against Contacts

Originally posted on Dynamics AX Tip Of The Day:

The contact management feature within Dynamics AX allows you to track an unlimited number of phone numbers, email addresses, and websites against a contact. But these are just the direct contact types. We live in the age of Social Media, and there are so many other different sources of information that we want to track against our contacts. Don’t’ despair, with a small tweak to the configuration within Dynamics AX, you can add additional contac...

Copy Data From One Partition To Another Using The Data Import Export

Originally posted on Dynamics AX Tip Of The Day:

Creating new partitions is a great way to create new instances of Dynamics AX without the overhead of creating new databases, and installing new AOS servers, because it piggybacks on the existing infrastructure you have. But it also means that you need to set up all of the data in the partition because it start’s off as a blank system… or do you? Dynamics AX has an inbuilt export and import function that allows you to export out all of the data...

Track Relationships Between Parties Through The Global Address Book

Originally posted on Dynamics AX Tip Of The Day:

In addition to needing to track all of the common information within Dynamics AX like the Customers and Vendors, there is a lot of relationship information that you may want to record as well. You may want to track relationships between companies such as lenders, subsidiaries etc., between people such as recruiters, family members etc. or even between companies and people like board members, founders etc. The good news is that through the Globa...

Create Online Surveys Within OneDrive To Capture Leads

Originally posted on Dynamics AX Tip Of The Day:

Surveys are a great way to get interaction from all of your customers and followers, and

OneDrive

has a very cool option that allows you to create and capture surveys online.

Quick call the vet, I think Survey Monkey just passed away…

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Showing Contacts First Names Last and Last Names First

Originally posted on :

The order in which contacts names are displayed is a divisive debate that has been raging ever since there have been address books. Should the first name come first, or the last name? Microsoft Dynamics AX has made it’s stand by showing the first name first, but if you are a firm believer that the last name is king, then don’t worry, with a quick parameter change you can change the way that all of the contact names are displayed.

Now everyone is...

My Dynamics AX Resume

I have created a fewreference books that are available on Amazon that combine all of the information I post about into an easy to reference and lightweight format. When working through some of the more lengthy configurations these are a much better resource than the blog posts. Also, as I compiled these I was able to add additional notes and sections that you were not in the original posts, so you may find even more useful information in them.

You can view my Author page on Amazon here: http:/...

Add Additional Email Purposes To Route Emails

Originally posted on Dynamics AX Tip Of The Day:

The

Print Management

function within Dynamics AX is great, and got even better with the CU7 release of R2 when the ability to tokenize your e-mail destinations were added. But by default, there are only a handful of ways that you can segregate out your contact details, and if you have a customer that has multiple departments and you need to send out emails to different people depending on the purpose, it is still a little restrictive. Don’t wor...

Change The Default Party Types From Organizations To Person

Originally posted on Dynamics AX Tip Of The Day:

When you create a new Party record like a Customer, Vendor, Prospect etc. The default

Record Type

that is used is

Organization

, which is OK if you are always working with companies. But if you are working with people as your main account, then every time you create the record, you need to change the

Record Type

to

Person

. This soon becomes a little annoying.

Rather than torture yourself, just change the default Record Type for those Parties to P...

Add SharePoint Documents Libraries As Menu Links

Originally posted on Dynamics AX Tip Of The Day:

Storing documents within SharePoint is cool. It allows you to browse through the documents, it allows you to have version control, it allows you to add metadata that you can use to search for documents, it does everything. The problem is that if you work in the AX client all the time, then you have to switch out of the application in order to view all the related documents. Don’t worry. If you want to access all of the documents from within Dyn...

Clock Workers In And Out Using Job Registration

Originally posted on Dynamics AX Tip Of The Day:

The Job Registration screens within the Production Management area gives you a great way to update your production jobs through touchscreens, but it can also be used for a lot of other functions as well including time clock checking in and out.

Workers just need to swipe their badge and the clock starts ticking.

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