Monthly Archives: October 2013

Use Cases to Track Customer Issues and Complaints

Use Cases to Track Customer Issues and Complaints

With the 2012 release of Dynamics AX, a new feature called “Cases” was introduced that allows you to create case files for just about anything that you care about within the business.  This is not just a logging system though, you can attach files to the cases, record activities against the case, and also create workflows and business processes that track the progress of the case so that things don’t slip through the cracks the way that the old fashioned paper method if prone to happen.

One way that you can use Cases is to track customer issues and complaints, because you can create cases directly from the main forms within Dynamics AX.

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Use Print Management to Automatically Email Documents to Customers & Vendors

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.

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Tip Of The Day - Tuesday, October 29, 2013

Update Dynamics AX records through Excel using the Excel Add-in

The Excel Add-In does more than just download data to Excel, you can also use it to publish data back to Dynamics AX, making it a great tool for performing mass imports of records, and also for tweaking your data after you have it within Dynamics AX.

This is a much better option than ODBC connections, which has been the usual method that people use to connect and update data because all of the updates are performed through Dynamics AX, so if there are rules, or security considerations that have been put in place, then the update will honor them.

Tip Of The Day - Monday, October 28, 2013

Use Export to Excel and the Excel Add-in for Dynamics AX to create Reports in Excel

When you have the Dynamics AX Add-In for Excel installed, the Export to Excel function within Dynamics AX automatically links the data table that you exported back to the data within Dynamics AX.  This means that you are able to refresh the data at any time, returning back the latest information without having to re-export from the client.

Once you have created the linked worksheet, you can build your own dashboards and reports from it within Excel and they will always be up to date.