Archive

Dynamics AX

Populate Boilerplate Document With Dynamics AX Data Using Word Templates

February 7, 2014
Dynamics AX
4 Comments

The document management function that allows you to create attachments that are based off a Word template.  What makes this a super useful feature is that you can populate the document on the fly with data from the record that you are creating the attachment for.

Everyone has templates that they have squirreled away on their computer that they continually use for boilerplate responses.  This takes it to the next level by creating all of these document for you based of the boilerplate documents… and they are not hidden on one persons computer any more.

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Use Your Own Personalized Template When Creating Documents From The Task Recorder

February 6, 2014
Dynamics AX, Task Recorder
1 Comment

The task recorder is great because it practically creates all of your user documentation for you.  The only problem is that the format of the documentation that it created is a little bland.  Don’t worry though, rather than reformat all of the documents that are created after the fact, you have the option to change the default template that is used when the documents are created.

An ounce of preparation is worth a pound of cure

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Creating PowerView Reports From Analysis Services Cubes In Excel Using PowerPivot

February 5, 2014
Business Intelligence, Dynamics AX, PowerPivot, PowerView
3 Comments

If you have ever tried to create a PowerView report within Excel that is populated directly from an Analysis Services Cube, then you may have come across a small roadblock where PowerView refuses to work.  All is not lost though, you can trick Power View into thinking that it is querying a real table by using PowerPivot to craft the query first.

The only downside to this is that we don’t have to use PowerQuery as much any more…

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Create Projects In Dynamics AX Directly From Microsoft Project

February 4, 2014
Dynamics AX, Project, Project Management
12 Comments

Every one knows that you can now edit your Dynamics AX projects directly in Microsoft Project, but the integration gets even cooler then that.  If you have an existing project plan that you want to turn into a new project, then you can create it directly from Microsoft Project itself.

This is a super easy way to migrate all of your old projects over to Dynamics AX.

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Require Users To Review Production Documents Before Starting Jobs

February 3, 2014
Dynamics AX, Production
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Attaching process specifications, and safety instructions to Bills Of Material, Jobs, or Process Specs a great feature, if they are not read by the workers when they are performing the jobs, then they don’t do anyone any good.  Luckily, Dynamics AX has a feature within the Production module that allows you to specify that certain documents must be reviewed before starting jobs.

Now no-one can plead ignorance about new processes or procedures.

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Use The Job Registration Screen To Record Production Transactions

January 31, 2014
Dynamics AX, Production
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Posting time and materials to production jobs does not have to be a manual, or an after the fact process.  Dynamics AX has a featured called Job Registration that allows you to report all of your manufacturing actions in real time through a simple to use touch screen.  It tracks all of the material issues in real time, and also tracks who is performing the transaction as well, giving you greater visibility of who is working.

No more hand written job sheets that get updated the next day.

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Creating Segregation Of Duties Rules To Block Possible Security Issues

January 30, 2014
Dynamics AX, Security
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There are two approaches to security that most people adhere to, the Lord Of The Fly’s approach, or the 1984 approach.  The first is where there is no security and the users will police themselves, and the second is where everything is controlled and monitored because the users cannot be trusted.

If you are in the latter camp when it comes to security, then you can even secure the security managers by implementing security rules that manage the security managers themselves through the Segregation of Duties functions within Dynamics AX.

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Save Time By Saving Your Task Recordings Directly To Compliance Process Documentation Library

January 29, 2014
Dynamics AX
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Tip Of The Day - Saving Your Task Recordings Directly To Process Documentation LibraryIf you are using the Task Recorder to document policies and procedures and then attaching them to your Internal Controls within the Compliance Portal then you may want to set up the Task Recorder to automatically save to the library by default, so that you don’t have to manually copy them there.

With all this new spare time, you won’t know what to do with yourself.

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Link Task Recordings As Evidence Of Internal Controls Within The Compliance Portal

January 28, 2014
Dynamics AX
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Tip Of The Day - Link Task Recordings Within The Compliance PortalTask Recordings are a great way to create documentation to support your compliance processes because all of the hard work with the document generation is done for you.  But you can make them even more useful by attaching them directly to your compliance processes within the Compliance Portal as supporting evidence that all required tests were performed.

The next time an Auditor asks you to provide more information, ask them if they have seen the movie… the Task Recording movie that is.

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Document Regulations & Requirements Within The Compliance Portal

January 27, 2014
Dynamics AX
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Tip Of The Day - Document Regulations & Requirements Within The Compliance PortalDynamics AX is delivered with a Compliance Portal that is designed to help you manage and track all of your procedures, policies, risks and compliance documentation within a shared and secure location.  It allows you to document all of this information, track the approval workflows, and also link supporting documentation for auditing and future reference.

Documenting compliance is a thankless and time consuming job, but it doesn’t have to be a disorganized one.

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