Sometimes the menus within Dynamics AX can be a little overwhelming because there are so many different menu items, and really you just use a handful of the menu items on a daily basis. Also, sometimes to perform a business flow you need to go to a couple of different area pages in order to find all of the things that you need.

You can use the Favorites to create a collection of all the menu items that you use, but if you really want to be clever you can create your own custom menu which will become your go-to location to find everything that you need. This also gives you the option to re-arrange the business processes a little so that they follow a more business process centered flow. You only have to go off the reservation if you need to find a menu item that you don’t usually…

I absolutely love Power BI, and a couple of weeks ago, Microsoft snuck out a preview product which takes all of the good parts of the PowerBI that we like in Excel (which is pretty much everything – PowerQuery, PowerPivot, PowerView etc.) and packaged it up into a nice little standalone product that they call the Power BI Designer. And you can download it for free directly from your PowerBI portal within Office 365.

You can also post everything that you create within the Power BI Designer to the new and improved Power BI sites within Office 365, and from there you can use Power Q&A to search through your data and then create summary dashboards that combine information from multiple sources.

So when the AXUG asked me to host a webinar for them next Monday I couldn’t think of a better topic – especially since the new Power BI…