Murray Fife's Blog, page 41
March 6, 2014
Archive Reports So That You Can Access Then Later On Without Rerunning It
Originally posted on Dynamics AX Tip Of The Day:
When you rerun a report, there is a small chance that you will get slightly different report, because flags have been changed, or the report has been modified. If you want to preserve your report as it was when it was originally ran, then you can easily do that by saving it to the
Report Archive
. Once the report is archived, you can return to it over and over again without even rerunning it.
Now you have your very own microfiche system – minus t...
March 4, 2014
Set Your Home Page To Automatically Refresh
Originally posted on Dynamics AX Tip Of The Day:
The
Home
page within Dynamics AX is one of the most useful pages there is, because it gives you one place that you can go to in order to see everything that you are interested in. You can make it even more useful by having the page set to automatically refresh periodically so that you don’t have to click the
F5
March 3, 2014
Configuration Blueprints For Dynamics AX 2012 (Volume 1) Is Available
Over the past couple of months I have been releasing out a few blueprints that focus on the areas that people want to tackle within Dynamics AX as a phase two or later of their implementation project, but sometimes don’t quite know where to start.
To make it easier to access these blueprints, last week I compiled the some of the more popular blueprints into a larger compilation for easier reference, and published it out as a paperback, and also Kindle version.
The topics that are included in th...
Process Multiple Records At Once By Using The Multi-Select Option
Originally posted on Dynamics AX Tip Of The Day:
A lot of the time you are not just working on one record at a time, you are processing batches of records. For example, you may be releasing multiple orders to picking, confirming multiple purchase orders, or printing multiple order confirmations. Dynamics AX makes this easy as pie to do because a lot of the time, you can use the multiple selection option to choose the records that you want to perform the same action on, and then it will work t...
February 28, 2014
Navigate The Ribbon Bar Like A Street Fighter With Shortcut Keys
Originally posted on Dynamics AX Tip Of The Day:
There are two types of users in the world. Those that are attached to their mouse and want to click through the application, and those that are attached to the keyboard and want to use shortcut keys to do everything. For the latter group, don’t worry, you can navigate through Dynamics AX just as quickly with the keyboard.
With combo keys at your disposal you will be kicking butt like Ken & Ryu.
February 27, 2014
50 Tips And Tricks For Dynamics AX Free On Kindle Today (Feb 28th) Only
Convergence 2014 is only a few days away, and that means that my presentation (UBAX002: How2: 40+ tips in 90 minutes in Microsoft Dynamics AX 2012) is not that far away either. A few days ago I dropped you all a note that I had put together a companion book (50 Tricks & Tips for Dynamics AX 2012) that I will be giving away at the presentation if you have the chance to attend it – but I found out that there will be close to 200 people at the presentation, which means that my 40+ copies will no...
Save Document Attachments To SharePoint
Originally posted on Dynamics AX Tip Of The Day:
The document attachments function within Dynamics AX is super useful, but if you don’t want all of the files that you attach cluttering up your database, or stored away on a local file share, there is another option available. You can save them off to SharePoint. This also has a side benefit of allowing you to take advantage of the features of SharePoint such as document control, versioning, and also workflow if you like to manage the processin...
February 26, 2014
Open New Workspaces To Quickly Access Multiple Areas At Once
Originally posted on Dynamics AX Tip Of The Day:
Sometimes one version of Dynamics AX running on your desktop is just not enough. Rather than reaching for the desktop shortcut to start up another instance of the application, just create a new
Workspace
. They start up so much faster.
February 25, 2014
Track Skills And Education Against Everyone To Help Match People To Jobs
Originally posted on Dynamics AX Tip Of The Day:
If you are always searching for people with certain job skills or education for those more specialized jobs, then why not track the Skills and Education levels Dynamics AX. You can track this personal information not only against employees and workers, but also any contact that you have within the system. Then you can use the Skill Mapping functions to find matches.
Consider this tool your own personal recruiter.
February 24, 2014
Copy Document Attachments From One Record To One Or More Other Records
Originally posted on Dynamics AX Tip Of The Day:
Document attachments are a great feature within Dynamics AX, because it allows you to attach notes and files to almost any piece of data within the system. But don’t reattach the same document over and over again if it applies to multiple records, use the copy and paste option that is built into the Document Management feature.
It’s not plagiarizing to copy documents, it’s just more efficient.
