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.
A lot of the time you are not just working on one record at a time, you are processing batches of records. For example, you may be releasing multiple orders to picking, confirming multiple purchase orders, or printing multiple order confirmations. Dynamics AX makes this easy as pie to do because a lot of the time, you can use the multiple selection option to choose the records that you want to perform the same action on, and then it will work through them one at a time so that you don’t have to.
Say goodbye to being stuck in the Groundhog Day equivalent of single record processing.
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.
Dynamics AX Tip Of The Day 