Make Dynamics AX less Chatty by turning off Infolog Notifications
Although getting notifications from Dynamics AX about what it is doing, and any problems that it has come across is good, as you start getting more comfortable with the system, it may be just the errors that you are interested in seeing, and you don’t want to have to close down the InfoLog box every time a new journal entry is created.
Luckily, there is a setting that will control the level of detail that Dynamics AX shares with you and you can easily tell it that you just want all, some, or no messages as you performing transactions, letting you really get down to business without pop-up boxes appearing.
Let your vendors enter their own invoices in through the Vendor Portal
If you want to streamline part of the Accounts Payables processing, why not let your vendors post their invoices themselves through the Vendor Portal rather than with a stamp through the USPS. Through the portal they are able to enter in all of the billing information and line details, and also attach any supporting information as document attachments that will then show up within the Payables area page as pending invoices. The invoice then just needs to be reviewed and approved and it will be ready for payment.
You will become more efficient, because you don’t have to re-key in invoice details as they arrive in the paper format, and also the vendors should be happier because you will be able to pay them sooner because there isn’t any lag between the invoice being posted and it being available for review for the payables group. Everyone’s a winner.
Exporting Data to your client version of Excel when using Remote Desktop
Just because you are using a remote desktop to access Dynamics AX, doesn’t mean that you have to do everything there. One example of this is that you can choose to export data to your local version of Excel rather than to the version of Office that may be running on your remote desktop. All you need is to change one of the options within the Dynamics AX client.
This allows you to work with the exported data after you are disconnected from the remote desktop, it allows you to use any additional extensions that you may have installed on your local machine within Excel, and most importantly saves you the hassle of having to cut and paste the worksheet from the remote desktop over to your local machine.
Use shorthand to enter dates
Dynamics AX has a lot of shortcut keys that you can use to navigate around the system and save you from clicking the mouse too much, but in addition there are some shorthand annotations that you can use in the fields to help you with your day to day data entry.
One example of this is that you don’t have to specify the full date (i.e. 12/25/2013) when you enter them in. You can use tokens for the current date and also partial dates (i.e. 1225) that will be translated into the full date. When you are trying to get information in as quickly as possible, then this is incredibly useful.
Using the Query Dialog to create more advanced filters
There are a lot of different ways that you can filter out the information in Dynamics AX, but the most flexible one is the Query Dialog. You are probably familiar with this because it shows up a lot when you run updates and reports as the selection box. But you can also access it any time that you are on a list page by pressing CTRL+F3.
This allows you to quickly create custom filters on your data on that is both on the form, and also any additional fields that you may want to add to the query, without having to add additional fields to the form through the personalization. This makes it an incredibly useful way to refine your searches.
Create PowerView Dashboards directly from Dynamics AX
If you pay attention to your Dynamics AX screens, you may notice a new button has shown up with an Analyze This label. When you see it, click on it as soon as you can because it will open up a PowerView reporting dashboard that allows you to create your own reports on the fly.
With this new tool you can create your own dashboards and reports without having to bother your IT department.
Export to Excel when there is no Ribbon Bar
Not all of the forms within Dynamics AX have the ribbon bar enabled with the Export to Excel icon handy for you to use when you want to gram a copy of the data, but that doesn’t mean that there is no way to quickly get your data moved over to a linked worksheet.
All you need to do is select the Export to Microsoft Excel menu item from the Files menu, or for those of you that love shortcut keys, just press CTRL+T and Dynamics AX will create an Excel Workbook with all of the data from the form populated in it.
How to not find something in Dynamics AX
The filtering within Dynamics AX is great and it’s easy to use to find just the records that you are interested in. But what if you want to filter particular pieces of information out of the query rather than search for particular information.
You can easily do this with the special filter operator “!” (also known as Not) – all you have to do is put this in front of the values that you don’t want to return and those records will be filtered out for you.
Filter your favorites menu item
You all probably know that you can add any menu item link to your own personal favorites menu, but you don’t have to stop there. You can personalize those favorites also to automatically apply a filter so that you get just the records back that you need.
By doing this, you can create multiple favorite links to the same menu item that returns different sets of data depending on what you are working on, saving you a few extra steps.
Have Dynamics AX calculate the last day of the month
There are a lot of small features within Dynamics AX that can save you time and energy of trying to mentally calculate what you should do. One example of this is to do with entering in dates. If you have ever had to type in a date for the end of a month, and then had to pause to work out of the month has 28, 29, 30, or 31 days. Next time, just use the date of 31, and Dynamics AX will convert the date to the right value.