Murray Fife's Blog, page 44

Create Reports Instantly with Autoreports

Sometimes you need to send someone a copy of all the data that you have on your current screen for reference. Although you can send them a screen shot, there is a much better option for you which is called an Autoreport. To create it, all you have to do is press CTRL-P and Dynamics AX will do the rest for you.

Autoreports are great because they will create reports on all of the data that you have in the query regardless of if you have multiple pages, they have hyperlinks back to the main data...

Creating Lifecycle Services Business Process Models with the Task Recorder

Reblogged from Extending Dynamics AX:

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.

Read more… 447 more words

Creating an Excel template for Updating Product Costs and Prices

Everyone uses Excel to prepare information for updates within Dynamics AX because it gives you a little bit more freedom as you are massaging the data. If you have the Dynamics AX Add-In for Excel installed on your computer then you don’t even have to key in the data once you have created it because you can create an Excel template that securely updates Dynamics AX from Excel.

In this example we will show how you can use the Dynamics AX Add-In for Excel to create a template for updating produc...

Additional Blog Sites and Blueprints

One of the requests that I have always got after people have browsed and downloaded my posts from SlideShare is that the image quality has not been the best because SlideShare compresses the images when the post them. Another is that it is slow to download the slides, and with 100 slides in some of the presentations, this can be frustrating – especially if you are looking for some particular content. Even when I forward on the PDF, then you may not be able to quite make out the particular cod...

New Dynamics AX Blog Posts and Blueprints Available

One of the requests that I have always got after people have browsed and downloaded my posts from SlideShare is that the image quality has not been the best because SlideShare compresses the images when the post them. Another is that it is slow to download the slides, and with 100 slides in some of the presentations, this can be frustrating – especially if you are looking for some particular content. Even when I forward on the PDF, then you may not be able to quite make out the particular cod...

Developing a Product Approval Workflow in Dynamics AX 2012

There are a lot of workflow templates that are delivered with Dynamics AX 2012, but that doesn’t mean that those are the only ones that you can use. Developing new workflow templates and actions are pretty straight forward and you can easily extend out the system to incorporate other workflow scenarios that have not been added yet.

In this blueprint we will work through one example and show you how you can develop your own workflow process for product approvals that allow you to submit, track...

Using Vendor Requests to Manage On-boarding New Vendors

Built into Dynamics AX is a feature for managing the setup of new Vendors which allows users to request for new vendors to be added, for the purchasing group approval process by the way of workflows, and finally automatically create new vendor records. Additionally, if you are using the Vendor Portal, the on-boarding process will allow you to co-ordinate the setup of the vendor users, and if you want to, you van also have the prospective vendors update and approve their information before the...

Using Export To Excel in Dynamics AX to Create Reporting Data Sources

The Export to Excel button may not seem like the most impressive feature of Dynamics AX, but don’t be fooled. If you look closely, you will notice that the when the data is exported to Excel, the data is still linked to Dynamics AX through the Excel Add-In, which means that once it is in your workbook, you can refresh it at any time without having to re-export. Also, if you want to add additional fields after the export from AX, then you can do that directly from Excel. This means that you ca...

Using Power BI to Analyze Your Dynamics AX Data

Everyone has used Pivot Tables within Excel at one point in time to create simple reports against Dynamics AX, and some of you may have also used Power Pivot to create more elaborate dashboards and charts. Recently Microsoft extended out the query and reporting capabilities within Excel with the Power BI suite. In addition to extending the Power Pivot capabilities, they also added three more tools called Power Query, Power View & Power Map, and that means that you have a whole new set of repo...

Using PowerPivot to Analyze Dynamics AX Data

Perhaps you have heard about the new tool in Excel 2010, PowerPivot, but wonder how it can enhance your use of Excel.

In this session, geared towards beginner PowerPivot users and those wanting to learn more about the features of PowerPivot, learn how PowerPivot can assist you with advanced data analysis and reporting, making those extracts from Dynamics AX to Excel even more valuable.

Using Pivot Tables to Analyze Dynamics AX Data

At one point or another, everyone has probably used Pivot tables...