Monthly Archives: February 2014

There are two types of users in the world. Those that are attached to their mouse and want to click through the application, and those that are attached to the keyboard and want to use shortcut keys to do everything. For the latter group, don’t worry, you can navigate through Dynamics AX just as quickly with the keyboard.

With combo keys at your disposal you will be kicking butt like Ken & Ryu.

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The document attachments function within Dynamics AX is super useful, but if you don’t want all of the files that you attach cluttering up your database, or stored away on a local file share, there is another option available. You can save them off to SharePoint. This also has a side benefit of allowing you to take advantage of the features of SharePoint such as document control, versioning, and also workflow if you like to manage the processing of the attached documents.

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If you are always searching for people with certain job skills or education for those more specialized jobs, then why not track the Skills and Education levels Dynamics AX. You can track this personal information not only against employees and workers, but also any contact that you have within the system. Then you can use the Skill Mapping functions to find matches.

Consider this tool your own personal recruiter.

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Document attachments are a great feature within Dynamics AX, because it allows you to attach notes and files to almost any piece of data within the system. But don’t reattach the same document over and over again if it applies to multiple records, use the copy and paste option that is built into the Document Management feature.

It’s not plagiarizing to copy documents, it’s just more efficient.

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The forms standard forms like the Order Confirmation are a lot more dynamic than you may think. If you have standard notes that you want to include on every document, or if you need to add record specific notes to the header of the lines then they can be configured to pick up the document attachment notes all without a single line of code.

No more sticky notes on your documents.

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THUMBNAIL_IMAGEWith Convergence coming up I have been preparing for my presentation that I’ll be giving on the Friday of that week (UBAX002: How2: 40+ tips in 90 minutes in Microsoft Dynamics AX 2012) – which if you are attending Convergence I would love to see you there.

In the process of planning it out, I thought that I would compile all of the content ahead of time and I converted it over into a small 400+ page book for you all, in case you want to get a sneak peek of what I will be showing (or if you can’t make it to convergence, then reading it will be just like I’m there… minus the New Zealand accent).

If your are interested in taking a look, then you can see it on the CreateSpace here: and it should also be available on Amazon within 5 or so days.

Sometimes you need to create a more traditional paper mailing for your campaigns, but that doesn’t mean that you need to jump through a lot of hoops in order to get it done. The Campaigns function within Dynamics AX 2012 has the ability to create mail merge exports directly from the application that can then be married up to Word mail merge templates. Once you have set this up, your standard mailings are just a matter of clicking a couple of buttons.

Let’s keep the USPS in business people.

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The good thing about requisitions is that the users are able to ask for almost anything, although when they ask for something that you have never purchased before, someone has to source it. Dynamics AX makes this a lot easier, because you are able to create a Request For Quotation for any of the requisitioned lines directly from the Requisition itself that then automatically updates the requisition lines when a vendor quote has been approved.

No more off line quoting and manually tracking vendor quotes.

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When you export data from Excel, by default it creates a temporary export file locally on your workstation, although there is an option that you can use that will allow you to automatically archive the export to a default directory.  This has the added benefit that you are also able to archive the files then to SharePoint.  If you would like to make your exports sharable, or would just like to have a place to go to see all of the exports that you have done in the past, then this is a great option to configure.

You’re not a data packrat if you do this…

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