Dynamics AX

Dynamics AX and Dynamics CRM are two sides of the same coin and together they provide both the front office (sales & customer service) and back office (transactional) capabilities that you need to run a business. But there is a lot of shared information between the two that you need to keep in sync such as Customers, Invoices, Products etc. Luckily this is not a problem, because Microsoft deliver a Dynamics Connector which handles all of this for you out of the box, and it’s a breeze to set up and configure.

Dynamics AX and CRM can live together in harmony and even help each other out.
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You can see them all of Dynamics AX. Fact boxes are a great way to show information relating to the current record that you are in, without cluttering up the main data in the form. Also you can pick and choose if you want to see the information as well. But you don’t have to settle for the fact boxes that are delivered with Dynamics AX, you can easily create some more of your own if you don’t mind getting your hands a little dirty with a little coding.

What a great way to Gamify your customers. Read More

Dynamics AX is great, but when you start integrating it with all of the on-line offerings like Office 365, Power BI, SharePoint Online, and CRM, then it becomes even more powerful. If you are like me though and don’t want to sign up for all these additional on-line offerings if you like and pay the monthly hosting fee just for the demo environment, then don’t worry, there is an alternative for you because Microsoft allow you to provision a fully configured environment for free, that has all of this up and running and as a bonus you get your own demo exchange server that you can link to Dynamics AX to send out real e-mails though.

The only downside to this is that it has a fixed lifespan of 90 days after which you just need to re-provision a new instance. Although this may seem like a little bit of a hassle, when you compare it to what you would need to do in order to have this locally on your demo environment, it’s a small price to pay, and did I mention that it is FREE!

Now you can truly create killer demos.
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Normally I don’t promote to coding scripts within Dynamics AX because it is always perceived as something that a developer has to do. And for the power user, there are so many other ways to tinker with the system that getting your hands dirty with X++ is not necessary. One situation though that it’s sometimes just better to roll up your sleeves and write a little bit of X++ code is when it comes to updating masses of data. I’m not talking about updating 100 or so records because you can use Excel for that, but if you need to update 1,000’s or 10’s of thousands of records then Excel can be a little slow, and a script is so much faster.

Hopefully this worked example will demystify scripting a little and make you feel a little like a Whiz Kid.  Read More

When you implement Dynamics AX the last thing that you want to do is keep the old system around just so that you can access the historical information. One example of this is the sales history which is useful for reporting and trending, and also important when a customer calls up and asks about an order from a year ago. You may think that it is too much work to move all of that information over to your new system, but it’s not so. Using the Data Import Export Framework you can bring all of your historical sales orders over and be able to access them from within Dynamics AX.

You’re one step closer to cutting the cord on your old ERP system.
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 The Data Import Export Framework within Dynamics AX is great, but not completely infallible. When you import Released Products, you may find that the Default Order Settings are blank and there is no way to define a default site for Sales, Purchasing or Inventory. Don’t fret though there is a quick way that you can reconnect the wires through the Excel Add-In so that you can start getting back to work.

Even the HAL 9000 wasn’t perfect… Read More

Let’s start off with saying that Lync is great, and the integration that is built into Dynamics AX that allows you to IM and call other employees directly from their name rocks. If you have it connected through your phone system then it becomes awesome because you can make calls to other phones. The only thing that would make it perfect would be if you could click on a customer’s contact phone number within Dynamics AX and have it call the number without you even lifting a finger to press the digits. Luckily with a wee bit of code we can set this up.

Lync is the Shoephone for Dynamics AX for sure. Read More

About a month ago I reached a milestone on my Dynamics AX Tip Of the Day blog site ( and realized that I had compiled another 50 tips that I can share with everyone as a 3rd tip compendium.  Over the past couple of weeks I have managed to sit down and organize them and am happy to say that this weekend I finished the job, and now the 3rd volume within the Dynamics AX Tips & Tricks series is now available on Amazon.

I was a little worried about this one because it is over 700 pages of tips and step by step instructions with screen shots that I have painstakingly compiled for you all.  If you haven’t seen these books before, these tips are designed you the ones of us (myself included) that need to see how to do something rather than read instructions on how to do it.

Included in this compendium are the following tips & tricks for you all and hopefully one or two of these will make you even more of a Rock Star when it comes to Dynamics AX.
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Cues are great because they give you a snapshot view into your data and also are a good way to gauge how much work you have on your plate. Although they are super easy to create, Dynamics AX is delivered with 130+ pre-configured cues that you can add directly to your role centers making them even easier to configure.

There’s no point in re-inventing the wheel.
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