Murray Fife's Blog, page 43

Make Common Queries Available For Everyone By Saving Them To Office365

Originally posted on Dynamics AX Tip Of The Day:

Queries are like mining for gold, because everyone is searching for the motherload of data that is hidden within Dynamics AX, and once they find it, they mine it until it dries out and they have to start prospecting again. Also, the secret maps to that data are hidden away, usually on someone’s own personal hard drive, and are rarely shared with other prospectors. Office 365 and Power Query changes that because it allows you to share any of you...

Populate Boilerplate Document With Dynamics AX Data Using Word Templates

Reblogged from Dynamics AX Tip Of The Day:

The document management function that allows you to create attachments that are based off a Word template. What makes this a super useful feature is that you can populate the document on the fly with data from the record that you are creating the attachment for.

Everyone has templates that they have squirreled away on their computer that they continually use for boilerplate responses.

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Use Your Own Personalized Template When Creating Documents From The Task Recorder

Reblogged from Dynamics AX Tip Of The Day:

The task recorder is great because it practically creates all of your user documentation for you. The only problem is that the format of the documentation that it created is a little bland. Don’t worry though, rather than reformat all of the documents that are created after the fact, you have the option to change the default template that is used when the documents are created.

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Creating PowerView Reports From Analysis Services Cubes In Excel Using PowerPivot

Reblogged from Dynamics AX Tip Of The Day:

If you have ever tried to create a PowerView report within Excel that is populated directly from an Analysis Services Cube, then you may have come across a small roadblock where PowerView refuses to work. All is not lost though, you can trick Power View into thinking that it is querying a real table by using PowerPivot to craft the query first.

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Create Projects In Dynamics AX Directly From Microsoft Project

Reblogged from Dynamics AX Tip Of The Day:

Every one knows that you can now edit your Dynamics AX projects directly in Microsoft Project, but the integration gets even cooler then that. If you have an existing project plan that you want to turn into a new project, then you can create it directly from Microsoft Project itself.

This is a super easy way to migrate all of your old projects over to Dynamics AX.

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Defining my Achievement Badges for Dynamics AX

Now I just need to work out the mechanics to get this working…

Why I Love My Windows Surface – Reason #132: Access Demonstration Script Through OneNote

I can easily organize my demonstration scripts and then access covertly them through my Surface so that no-one knows I’m using cheat sheets

Setting Up A Retail Store With POS

Dynamics AX 2012 now has a retail module that includes store management, and also the ability to set up Retail Point of Sales (POS) terminals to take orders, manage store inventory and also track customers. It may seem a little bit daunting to set up, but it’s really not that hard.

In this blueprint we will go through all of the steps that are required for you to set up your first retail store and then configure the POS register so that you can take orders through the touch screens.

The topics...

Creating Lifecycle Services Business Process Models with the Task Recorder

The Task Recorder has always been a useful tool within Dynamics AX, but with the release of Lifecycle Services, it has been upgraded to become even more useful. Now the Task Recorder includes the ability to group your recordings into separate frameworks for different purposes, and also allows you to create a hierarchy structure that you can use to organize your tasks and recordings.

In addition to being able to export your task recordings out to Word etc. for off-line documentation, it also al...

Use Print Management to automatically email documents to customers & vendors

The Print Management feature within Dynamics AX lets you override the default document delivery options by customer and vendor. One of the delivery methods is through email, all you need to do is specify the email address.

This allows you to have the system automatically email all of the common documents (i.e. sales order, purchase order, invoice etc.) without you having to generate the document, save it to your desktop, and then manually attach it to an email for the customer.