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.
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.
Sometimes one version of Dynamics AX running on your desktop is just not enough. Rather than reaching for the desktop shortcut to start up another instance of the application, just create a new Workspace. They start up so much faster.
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.
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.
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.
With 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: https://www.createspace.com/4661487 and it should also be available on Amazon within 5 or so days.