Add Media To Questionnaires To Create Visual Training Exercises and Certifications
Questionnaires are a great way within Dynamics AX to gather information, but you are not just limited to using text in them. There is an option that also allows you to associate media files with individual questions that are showed in conjunction with the questions.
This allows you to create visual training and testing Questionnaires that you can assign to employees to complete if you have training and certification requirements.
Manage Engineering Change Orders Through Cases
With the CU7 release of Dynamics AX, a new Case Category type was added in called Product Change. The Cases functionality has also been added to the Product Management forms to allow you to create and associate cases to the Release Products, Routes, BOM’s and BOM Lines. Additionally the Case Management has been enhanced to allow you to do Where-Used analysis on items, and add related products to the Product Change Request.
What a great way to manage Engineering Change Orders.
Drilling Into AX Detail Directly From The Management Reporter Web Viewer
If you use Management Reporter, then you probably already know that you can drill into the Dynamics AX transactions directly from the Windows based report viewer. You can also do the same through the web based viewer, which is so much cooler.
Now you can browse through your financial reports on your Surface knowing that you can always get back to your detail at any time.
Let Alerts Watch For Changes To Your Favorite Data
Everyone has a little bit of data within Dynamics AX that they are especially attached to and would rather that other people not tinker with because it would throw a spanner into their finely oiled routines. Rather than continually looking over your shoulder and rechecking the data, or even worse waiting for someone to change the data and then be sent into a tailspin days later, you can add alerts to your precious fields that will notify you immediately when a change is made to a field, and you can track down and fix the data right away.
Alerts are your own personal Informants within Dynamics AX.
Configuring the Status Bar To Show Just What You Need
The Status Bar within the Dynamics AX client is there to give you a quick way to see some of the configuration parameters without adding too much extra clutter to the client. But by default it may show you a little more information than you really need. If you like things to be tidy, and not see information that you’re not interested in then you may want to tweak the information that shows on the Status Bar through the System Options.
Like my grandmother used to say… “A tidy status bar is a tidy mind”
Update Your Project Plans Using Microsoft Project
With the CU7 release of Dynamics AX, a new feature was added to the Projects area that allows you to link your projects with Microsoft Project so that you can update the work breakdown structures visually Microsoft Project, and then have all of the changes automatically update Dynamics AX.
Updating project plans will never be a chore again.
Personalize your ribbon bar to make menu buttons easier to find
Everyone knows that you can personalize forms within Dynamics AX to show just the fields that you want. But don’t forget that you can also personalize the ribbon bars to your own tastes as well, by hiding groups of menu items that you don’t use, and also move menu items from one ribbon bar to the other to make them easier to access.
By streamlining your forms, you can get rid of all the kipple that is cluttering up your daily access to Dynamics AX.
Add Entire Menu Item Groups At Once To Your Favorites Menu
Everyone is probably very familiar with the Favorites menu, and knows that you can add any menu item that you like there with just a click of the mouse. Did you know that you can also add groups of menu items as well, that copies all of the structure from the area page menu group over to your favorites as well.
By doing this you can avoid having to spend all that time creating your own personal menu groups in the favorites because they have already been grouped within the area page for you.
Linking Knowledgebase Articles To Help Resolve Customer Complaints
There are no silver bullets when it comes to solving cases like customer complaints, but everyone usually has a library of common solutions that have worked in the past that they rely on as the first line of defense. Dynamics AX allows you to save away these documents as Knowledgebase Articles, and then link them to your case templates so that they are right at your fingertips every time a certain situation arises.
By doing this, you are always prepared to answer those tricky customer questions without having to rustle through your file folder for a particular document, or yell out over the cube wall to see if anyone else has come across the situation.
Share Your Screen Personalization With Other Users
If you have ever had a situation where another user has perfected the exact screen layout, and you want to use that same layout yourself, but don’t have the time to personalize the forms, then don’t worry. If you ask the user nicely they can save away that layout for you, and then you can apply it to your screens in a heartbeat through the personalization options.
Imitation is the sincerest form of flattery.