If you need to track additional characteristics and fields against a product record, you don’t have to resort to making a coding change to Dynamics AX. You can add an unlimited number to additional Attributes to a Released Product through the Retail Categories functionality.
Please stop the unnecessary creation of new fields.
Searching and filtering your records based on a field is pretty cool, but in order to hone in on just the right data that you need, you will probably want get a little more creative with your queries, by combining searches, filtering based on ranges, field formats, and value ranges. You will also probably want to filter based on multiple fields at once. Built into all of the list pages is a feature called Filter By Grid that allows you to do exactly that.
No data will be able to hide from you now.
Sometimes, you just want to search for all records within a list page that match some sort of criteria. If this is the whole value of a field then you can use the Filter By Selection feature, but if you want to be a little more flexible, and maybe search for subsets of data within the field, then there is a better way to do it by using the Filter By Field feature.
Now you can extract out the data like a surgeon rather than a butcher.
Filtering your list pages is even easier if you have an example of a record already on the page that matches what you are searching for because you can use it as a template for your search and use the Filter By Selection feature to find all of the other records that match, saving you a few extra keystrokes.
This feature will turn you into a data filtering Ninja.
The Type To Filter search option is super useful, but you are not limited to just the default fields that show up on the list page. If you want to search based on additional fields, then all you need to do is add them to the search criteria and then start searching.
No data is able to hide from you now.
If you want to quickly filter list pages to show you just the records that you are interested in then Dynamics AX provides a Type to Filter option on almost all of the main forms. All you need to do is type in what you are looking for, and it will do the rest for you.
Getting rid of all the data that you don’t want has never been so easy.
You all probably know how to change the company through the breadcrumb bar, but you can also change the company through the charm on the status bar. This option also gives you the ability to create a new workspace for the new company as well, just in case you need to have them both open at once.
You can now change companies faster than Worzel Gummidge changed his head.
When you rerun a report, there is a small chance that you will get slightly different report, because flags have been changed, or the report has been modified. If you want to preserve your report as it was when it was originally ran, then you can easily do that by saving it to the Report Archive. Once the report is archived, you can return to it over and over again without even rerunning it.
Now you have your very own microfiche system – minus the clunky reader.
Workflow is a great way to assign tasks to people and then track the progress of the tasks, because they are always visible, and never get misplaced or lost like the manual processes tend to allow. But sometimes you just have to take a break, and rather than having your workflow tasks languish until you get back, or even worse, follow you on vacation, use the delegation feature within Dynamics AX to route them to someone else that you trust.
Now you can sleep at night knowing that someone else is doing your work.
The Home page within Dynamics AX is one of the most useful pages there is, because it gives you one place that you can go to in order to see everything that you are interested in. You can make it even more useful by having the page set to automatically refresh periodically so that you don’t have to click the F5 button to refresh the page manually.
Now you will always up to date.