Monthly Archives: April 2014

The Data Import Export Framework module is not just for getting data in and out of Dynamics AX through import and export files, it also has a nifty feature that allows you to copy data within your companies, so if you are configuring a new legal entity for testing or production purposes, and want to populate it with information from another existing company, you can replicate the data in a matter of minutes.

It’s like having your own personal Sketch-A-Graph, but not as much fun…

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The roles within Dynamics AX are pre-configured to restrict users from accessing areas that they usually don’t need to use, but you don’t have to stop there. You can tweak the security even more by restricting access to the field level data that shows up on the forms through the security role maintenance feature, allowing you to give people read only access, or not even show the field in the case of sensitive information. As an added benefit, if you restrict access this way, then the users will not be able to access the data through the reports, or through the Excel add-in.

If your users are already paranoid that they don’t see all of the data, then redacting access this way may push them over the edge. Read More

Although Excel is a great way to import base data into Dynamics AX, sometime you need to bring in the big guns and that’s where the Data Import Export Framework applies. This is a new module that makes importing data into Dynamics AX so much simpler, especially when importing complex data types that include multiple dependent tables. All you need to do is check the data that you want to import and the D.I.E.F. will do the rest for you.

On a side note, “dief” in Dutch actually means “thief”. Is this a coincidence, or is it a reminder that the D.I.E.F. stealing data seem so simple? Read More

The multi-company capability within Dynamics AX is one of the major selling points of the application, because you can easily switch between organizations with just a click of a button. But that does not mean that you want everyone to have free reign to perform transactions in any company, or even to see some of the other company data. If you want to simplify the users choices just to one or more select companies then that’s not a problem though, you can do that easily through the user administration.

It’s like putting your users on house arrest.

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The Dynamics AX Add-In for Excel is a great tool for downloading and updating data from Dynamics AX within a tool that everyone is familiar with. But not everyone is familiar with all of the valid values that are allowed for the fields. Don’t worry though the Excel Add-In has a nifty lookup function that allows you to find out what valid values are allowed.

No more searching for field values by trial and error.

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Not all decisions are made by just one person, there are a lot of times where you need to get multiple people involved as an internal check policy, or maybe you just love making decisions as a group and don’t want to leave anyone out. Doing this through workflow within Dynamics AX is a synch as well, because you can include as many people in a single decision process as you like and have them weigh in during the workflow execution. There are also a lot of different ways that you can allow the votes to be counted to speed up the process as well.

Everything is better when it’s decided by committee… right?

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With the R3 release of Dynamics AX, a small but incredibly useful feature was added that allows you to configure default notes against the customer and product records that will automatically copy over to the sales order as it’s created. This is a huge productivity tool, especially if you have particular shipping and handling notes that you have had to enter against orders in the past.

Now you can just set and forget all of those notes and reminders.

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Access to all of the roles have to be configured within Dynamics AX, but that does not mean that all of the users have to be managed there as well. If you want, you can link all of the security roles to Active Directory Groups, and then within Active Directory, when you assign the users to the groups, then Dynamics AX will automatically inherit these, even if the user is not explicitly added to the system.

Now you can manage all security access through Active Directory and simplify your security administrator’s life. Read More

The contact management feature within Dynamics AX allows you to track an unlimited number of phone numbers, email addresses, and websites against a contact. But these are just the direct contact types. We live in the age of Social Media, and there are so many other different sources of information that we want to track against our contacts. Don’t’ despair, with a small tweak to the configuration within Dynamics AX, you can add additional contact media types and start tracking all this information.

Now you will be able to get the full scoop on you customers and contacts.

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Creating new partitions is a great way to create new instances of Dynamics AX without the overhead of creating new databases, and installing new AOS servers, because it piggybacks on the existing infrastructure you have. But it also means that you need to set up all of the data in the partition because it start’s off as a blank system… or do you? Dynamics AX has an inbuilt export and import function that allows you to export out all of the data in one partition and then import it into another.

Duplication has never been so easy.

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