Dynamics AX

Dynamics AX has always allowed you to enter in Demand Forecasts against products and customers, but with the R3 release of 2012, a new feature was added that allows your to have the system create your statistical forecasts based on the history in the system and then allow you to adjust the forecasts through Excel before automatically uploading them back into the demand forecast tables. Although there still may be cases where you want to use a companion product to create more elaborate forecasts, for most people, this is more than enough, and it’s included in the product at no extra cost.

You don’t have to resort to mysticism and guess work anymore when it comes to forecasting. Read More

If Dynamics AX is the body of all your businesses data, then some may consider pricing to be the heart and soul, because making sure that everything is priced correctly is vital. And just like your own heart, you need to keep it pricing healthy and fit by adjusting it to meet the customer’s wishes and whimsy’s so that you are the most competitive in the marketplace. This doesn’t have to be a huge data entry chore though because Dynamics AX allows you to update your pricing journals through Excel.

Now you have an easy way to make sure that The Price Is Right without having to dress up in silly clothes. Read More

Sometimes, having too much of something is not the best situation to be in, and this is especially true if you sell a number of products that are similar, and you are trying to find the right product to put on a sales order. Don’t despair though, with the R3 release a new feature is available that allows you to perform an in-line search as you are creating the sales order over multiple fields at once and then give you a filtered list of matching products that you can add to the order with just a click of the button.

Although playing Where’s Waldo is fun, sometimes it’s better to cheat. Read More

Dynamics AX is chock full of useful features, but you probably don’t need to use it all right away, and in some cases even through other people will need a particular feature you may never consider using it. Rather than having everything enabled within the system, you can use the license configuration tool to deactivate is so that it’s not showing up on the forms, and the menus. Later on if you find that you want to use the feature then you can always just turn it back on again.

Don’t be an extreme hoarder when it comes to ERP features. Read More

Dynamics AX 2012 R3 is chock full of useful features, but sometimes they are a little reclusive, and you have to know where to find them. An example of this is the Customer Item Lists function that allows you to create item lists based on customer sales history and then use them as order templates to save time during the order entry process.

This trick will keep the customers think that you are a mind reader. Read More

You may be familiar with the template capabilities that are available within the Released Products, but that isn’t the only place that you can create templates. You can turn any record within Dynamics AX into a public or personal template that you can use to pre-populate fields saving you setup time, and also ensuring that all of the miscellaneous fields are configures just how you like them.

It’s like having your own cookie cutter creator. Read More

If you are as OCD about tidy data as I am, then you probably hate data that does not quite match up with everything else in the database. Maybe it’s because you made a mistake in adding some data, or maybe you just want the data to look a little cleaner, we don’t judge. Luckily you don’t have to live with odd data within Dynamics AX, you can rename the records at any time and all of the related records will be renamed as well.

If it’s good enough for Gordon Matthew Thomas Sumner then it’s good enough for your data. Read More

Pop-up notifications are great because it’s like Dynamics AX is sending you a personalized gift every time they show up. You could be getting a personalized alert that you have set up, or being invited to help with workflow task to streamline the business. You can tweak what happens when you click on the link though to fit your personality. If you are more of an cautious person, then you have the link take you to the alert details where you can contemplate what you want to do. If you are more of a impulsive person, then you can throw all caution to the wind and just go straight to the transaction from the link and get things done right away.

Either way I am sure you will still be excited to see what the notification is… Read More

Sometimes giving everyone access to every contact within the global address book is not necessary. Maybe you want to show people only contacts within their region, or legal entity, maybe you want to hide away inactive contacts from the default lists, or maybe you are just paranoid and don’t want to give people access to all the contacts in the system. Regardless of the reason, you can do this easily with a click of the switch within Dynamics AX through the Address Book Security feature.

Now you can keep your special client list away from prying eyes. Read More