Dynamics AX allows you to specify warehouses that are designated to refill other warehouses. This feature is really useful because it will make MRP top up the stock within the child warehouses through transfers rather than a purchase order, and then plan to purchase more product at the refilling warehouse to cover the demand. There is also no limit to the number of levels that you can have, so smaller retail locations can be refilled from area distribution centers, which could be replenished from a central production of receiving center.
This makes your purchasing a lot more centralized and stops you from nickel and diming your suppliers with small orders from each location.
You probably have already used the Dynamics AX add-in within Excel to access data, but don’t forget that you can also do something similar within Word as well in order to create templates that will merge in data directly from Dynamics AX with the push of a button. But it doesn’t stop there, you can then save the Word templates back to a template library and Dynamics AX will make it available to everyone through the client itself.
This is a great way to create lightweight reports or commonly used templates for correspondence that you have instant access to.
Use Attributes To Track Additional Product Specifications
If you want to track additional attributes against Products within Dynamics AX, you can easily do it by adding Attributes to your product through the new Retail capabilities.
This means that you never have to resort to database modifications in order to add all of those additional reference fields that you need to track against products.
Export PowerView Dashboards as PowerPoint To Create Dynamic and Interactive Presentations
PowerView is a great tool for creating reports and dashboards directly from Dynamics AX, and is by far one of the cooler reporting tools that you can use. It has a very cool feature that allows you to export any of your saved dashboards to PowerPoint, and these reports become interactive when you go into SlideShow mode. This is a great way to create template presentations that you can use over and over again and always have the most up-to-date data showing.
Never again will you have to create 100 variations of the same sales report where the only difference is the customer account that you are reporting on.
Use The New Task Recorder To Create Training Documents And Videos
The Task Recorder has always been a great tool for creating user training documentation, but with the CU6/7 releases of Dynamics AX, it has been taken to the next level. When you create your task recordings, it now automatically creates your task recording documents for you so that you don’t have to do that step manually, and also it creates a recording of your Task Recording automatically.
This makes the generation of training martial, and reference videos a breeze.
Configure the Carrier Interface in Test Mode to Record Tracking Numbers Manually
If you want to track parcel shipment tracking numbers within Dynamics AX, but have not got the volume of orders to justify installing the FedEx, or UPS software, then don’t worry. You can track this information manually by turning on the Carrier Interfaces, but configuring them to run in test mode.
Configured this way, you will be asked to enter in the tracking information whenever the Packing Slip is created.
Hide The Parent Navigation Tabs To Tidy Up The Portal Navigation Bar
When you install the Enterprise Portals, by default, all of the sites are displayed within the navigation bar. This is OK if you only have a couple installed, but if you have them all up and running, and then start to create collaboration workspaces, the top navigation pane can quickly start chewing up your screen real-estate, and more importantly make the screen look untidy.
Luckily, since this is built on SharePoint, you can easily change the default settings so that you just see the current portal name in the navigation bar, an everything looks so much cleaner.
Press Star To Instantly Lookup Data Values
If you are a keyboard jockey and hate to use the mouse, then you may think that dropdown lists are the bane of your existence… but they don’t have to. You can instantly pull up a list of all the values for the field just by pressing the * key within the field.
You don’t need no stinkin’ mouse…
Use Print Management To Email Forms To All Customers By Business Purpose
The Print Management functions within Dynamics AX allow you to specify how and where forms and documents get sent, and you can configure it to automatically deliver documents like the Order Confirmations to customers by e-mail. With the CU7 release of Dynamics AX, a new feature was added that makes this even more useful, because you can set up global rules for the forms where you can tell it to send to particular e-mail purpose on the customer account rather than having to specify it by account.
By doing this you can have one Print Management rule, and then specify who receives the emails through the contact management on the customer record, making life so much easier.
Stop Dynamics AX From Warning You Every Time You Switch Companies
If you have multiple companies within Dynamics AX, then you will probably have experienced a Infolog box that shows up every time that Dynamics AX changes from one company to another in the background. At first it’s useful, but after the fifth, sixth, or one thousandth time it just becomes annoying because you probably know by now that you are in a new company.
If you want to hide the notification, then there is a flag for that.