Archive

Monthly Archives: December 2013

Create Reports Directly Off the Dynamics AX Cubes Through Excel

December 3, 2013
Business Intelligence, Dynamics AX, Excel, Office
Leave a comment
Create Reports directly off the Dynamics AX Cubes through Excel

Create Reports directly off the Dynamics AX Cubes through Excel

Excel is probably the number one reporting tool because it is on everyone’s computer, and also because it is so easy to manipulate the data and create your own analysis, charts and tables.  In the past though, the more technical users have had a slight advantage over the general users because they knew the secret table combinations that allowed them to piece data together directly from the database, giving them better insight and reports, whilst the less technical users had to resort to cutting and pasting data, or transcribing pieces of information from other reports into Excel which made their reports tedious to build and also prone to errors.

Those days are over though because Dynamics AX comes pre-delivered with a set of reporting cubes that have already simplified and summarized the data from you and you can connect to it directly from Excel.  This makes reporting so much easier for everyone, and also makes sure that everyone has the same results when they create their reports.

Read More

Enter Sales Orders Over the Web Using The Sales Portal

December 2, 2013
Dynamics AX
6 Comments
Enter Sales Orders Over the Web Using The Sales Portal

Enter Sales Orders Over the Web Using The Sales Portal

Dynamics AX includes a number of web based portals that are designed to allow you to access almost all of the same information that is available within the traditional rick client through a much thinner interface.  One of the portals is a sales portal that allows you to look up customer information, record activities against the customers and even place orders through the web that are then immediately available for everyone regardless of how they are accessing the system.

This is a great way for salespeople to quickly access information from Dynamics AX on their laptops, or even through their tablets, because all they need is a connection to the Enterprise Portal site and a web browser.

Read More