Assign tasks to other people through Activities

You don’t have to have all of the CRM functions enabled within Dynamics AX in order to take advantage of some of the features that it offers.  You can use features like Activities without any additional setup, which allows you to create appointments, notes, and also tasks.

These activities don’t even have to be for you either.  If you want to send someone a gentle reminder, then you can create a task, and assign it to anyone in the organization.  The task will then show up on their activity list, and also pop up as a reminder in Outlook (if you have the synchronization enabled).

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Deploy the standard cubes for instant Business Intelligence

Dynamics AX 2012 comes pre-configured with 16 reporting cubes that distills the data into a more user friendly view.  You can use these to create your own reports and dashboards from, and because they remove the need to be a database expert in order to understand the data, the general users are able to take advantage of them as well.

You may think that the creation of the cubes would be an arduous task, involving a lot of design & planning, and would require weeks or even months to get them up and running, but it’s not the case.  All you have to do is run a simple deployment wizard and you should be up and running within minutes.

What are you waiting for?

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Applying templates to multiple products at once

Product templates are a great timesaver, because they allow you to set up one product, save it’s configuration as a template record, and then use it to create new records with those defaults, or apply it to existing records to update the key fields.

If you are updating existing records, you don’t have to do them one at a time though, if you select multiple product records, then you can apply the same template to them all in one fell swoop, saving you a lot of time, especially during the data setup phase.

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