Murray Fife's Blog, page 42
February 23, 2014
Second Edition of Introduction To Dynamics AX Is Available
A couple of months ago I published the first edition of my Introduction to Dynamics AX book, which illustrated the “cooking demo” that we usually start with when we are giving foundation demonstrations for Dynamics AX 2012.
This weekend we updated the book to include another 200+ pages that also illustrate all of the common functional features that we show during a soup to nuts demonstration of Dynamics AX, making it a great companion book now for anyone who is trying to figure out at a high l...
February 21, 2014
Configure Notes To Print On Standard Forms Like The Order Confirmation
Originally posted on Dynamics AX Tip Of The Day:
The forms standard forms like the Order Confirmation are a lot more dynamic than you may think. If you have standard notes that you want to include on every document, or if you need to add record specific notes to the header of the lines then they can be configured to pick up the document attachment notes all without a single line of code.
No more sticky notes on your documents.
February 20, 2014
A Distributors Guide To Dynamics AX Available To Everyone
Last week we test drove an idea at a demo, and rather than giving them a PowerPoint, we created a book as a handout that we gave to almost all of the people there. It shows all of the initial orientation demonstration that includes navigation, reporting etc. and also includes screen shots of all the areas within Dynamics AX that a Distribution based companywould be interested in including all of the Advanced Supply Chain Software add ins that we have developed here at I.B.I.S.
Some people saw...
Convergence 2014 Presentation Sneak Peek: 50 Tips And Tricks For Dynamics AX
Originally posted on Dynamics AX Tip Of The Day:
With Convergence coming up I have been preparing for my presentation that I’ll be giving on the Friday of that week (
UBAX002: How2: 40+ tips in 90 minutes in Microsoft Dynamics AX 2012
) – which if you are attending Convergence I would love to see you there.
In the process of planning it out, I thought that I would compile all of the content ahead of time and I converted it over into a small 400+ page book for you all, in case you want to get a s...
February 19, 2014
Creating a Mail Merges In Word From Campaign Target Lists
Originally posted on Dynamics AX Tip Of The Day:
Sometimes you need to create a more traditional paper mailing for your campaigns, but that doesn’t mean that you need to jump through a lot of hoops in order to get it done. The Campaigns function within Dynamics AX 2012 has the ability to create mail merge exports directly from the application that can then be married up to Word mail merge templates. Once you have set this up, your standard mailings are just a matter of clicking a couple of bu...
February 18, 2014
Creating Request For Quotations During The Requisitioning Process
Originally posted on Dynamics AX Tip Of The Day:
The good thing about requisitions is that the users are able to ask for almost anything, although when they ask for something that you have never purchased before, someone has to source it. Dynamics AX makes this a lot easier, because you are able to create a Request For Quotation for any of the requisitioned lines directly from the Requisition itself that then automatically updates the requisition lines when a vendor quote has been approved.
No...
February 17, 2014
Archive Excel Exports Automatically In SharePoint Document Libraries
Originally posted on Dynamics AX Tip Of The Day:
When you export data from Excel, by default it creates a temporary export file locally on your workstation, although there is an option that you can use that will allow you to automatically archive the export to a default directory. This has the added benefit that you are also able to archive the files then to SharePoint. If you would like to make your exports sharable, or would just like to have a place to go to see all of the exports that you...
February 15, 2014
Send Personalized Emails To Contacts Through Campaigns
Originally posted on Dynamics AX Tip Of The Day:
The Campaigns feature within Dynamics AX is a great way to plan & manage marketing projects, but it is also a great way to market to your prospects and customers as well. Once you create your campaign, you can broadcast it through traditional methods like snail mail, or through e-mail blasts with the click of the button.
Getting the word out has never been so easy.
February 12, 2014
Synchronize Your Contacts Between Dynamics AX And Outlook And Back Again
Originally posted on Dynamics AX Tip Of The Day:
If you have linked Dynamics AX with your local version of Microsoft Outlook, then you have probably ran the synchronization that adds all of the appointments, tasks, and also the contacts to Outlook. But there is a more powerful option that allows you to synchronize not only from Dynamics AX and Outlook, but with Outlook back to Dynamics AX giving you an even more useful form of contact synchronization.
This is a great way to keep your contacts...
February 11, 2014
Publish Queries As OData Document Sources For Users To Query In Excel
Originally posted on Dynamics AX Tip Of The Day:
If you want to publish out data to the users so that they can create their own reports, or run their own analysis, there is in a simple and secure way built into Dynamics AX. You can register your queries as Document Data Sources and then they automatically become available through the OData service within Dynamics AX. Additionally, all of the default security that you put in place around the data will be respected by the service because you ar...
