Teleport Directly To Maintenance Tabs Using Shortcut Keys

If you live and die by the keyboard, and only touch the mouse as a last resort then opening up a maintenance form within Dynamics AX 2012 is probably killing you because there are all of the tabs that you need to open in order to access the grouped data fields if you haven’t learnt the shortcut key to jump directly to the tab.  All you need to do is press the CTRL key and the tab number that you want to access, and Dynamics will take you directly there without the use of the mouse.

Now you can jump with ease between the different data tabs like you had your very own mouse TARDIS.

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Update Product System Templates After They Have Been Created

Product templates are a great time saver because they allow you to use an existing product as a example of how to set up other products, making product setup more of a cookie cutter production line rather than a laborious hand crafting of each record.  But as your business changes, you will probably find that you want to update your product templates so that you don’t have to continually tweak fields here and there that have changed over time, or maybe you want to remove templates that are now obsolete so that the users don’t see them when they are creating new product records.

Don’t worry, you can do this directly through the Record Template maintenance form within the Home Area page.

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Hack Form Selection Criteria For Mass Updates

Every now and then you may come across an update that has been designed to be performed one record at a time, and you have 10’s, 100’s, or even 1000’s of records that you want to update at once.  Even though it seems like all hope is lost and that you are going to end up with carpel tunnel syndrome from too many mouse clicks, it’s not a bleak as you think.

There is a way that you can usually hack the selection query that is used by default for the form to widen up the range of records that will be updated at once.  And it’s pretty easy to do as well.

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Enter Sales Orders Over the Web Using The Sales Portal

Dynamics AX includes a number of web based portals that are designed to allow you to access almost all of the same information that is available within the traditional rick client through a much thinner interface.  One of the portals is a sales portal that allows you to look up customer information, record activities against the customers and even place orders through the web that are then immediately available for everyone regardless of how they are accessing the system.

This is a great way for salespeople to quickly access information from Dynamics AX on their laptops, or even through their tablets, because all they need is a connection to the Enterprise Portal site and a web browser.

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Make Dynamics AX less Chatty by turning off Infolog Notifications

Although getting notifications from Dynamics AX about what it is doing, and any problems that it has come across is good, as you start getting more comfortable with the system, it may be just the errors that you are interested in seeing, and you don’t want to have to close down the InfoLog box every time a new journal entry is created.

Luckily, there is a setting that will control the level of detail that Dynamics AX shares with you and you can easily tell it that you just want all, some, or no messages as you performing transactions, letting you really get down to business without pop-up boxes appearing.

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