Although you always want to keep an eye on the transactions that are flowing through Dynamics AX, sometimes there are transactions that you want to keep an even closer eye on. Workflow is a great way to do this, but maybe you don’t want to have to initiate a workflow for every transaction, maybe you just want to do it in certain situations. Not a problem, you can tell Dynamics AX when to run the workflow, and in all other cases don’t even show the submit button.

It’s a devilishly fiendish way to trap transactions. Read More

Blogs are a great source of information, and come in many shapes and sizes ranging from external blogs that you may periodically access for inspiration and information, to internal blogs that you may have set up within your organization that give the employees updates on the happening within the company. For the more important blogs, you may want to add them to your Dynamics AX
Role Center page so that they are delivered directly to you.

It’s like your own personal newspaper delivery minus the neighbor that steals it before you get up. Read More

The Document Attachment feature within Dynamics AX is great, because you can attach files to any record in the system. But sometimes you have document attachments that do not have records that they can be attached to yet, and may have to create records and then attach them after the fact. In these cases you can take advantage of the unattached document feature and even add workflow processes around the document to make sure that it gets processed by the right people.

It’s like matchmaking, except for files. Read More

If the General Ledger is the heart and soul of Dynamics AX, and then the Journals are the DNA that builds up all of the information about the company. So it makes sense that you would want to make sure that people aren’t just making postings willy nilly within the system. Some of the postings are automatic, some will be controlled through approval processes, but for the special journals that the finance department use, you may want to secure them down by making them private so that only certain people are able to see them.

The finance group is not a secret group, but that doesn’t mean that it’s not a group with secrets. Read More

There are probably a lot of reference websites that you always go to during your day that you use in conjunction with Dynamics AX. Although it is not a big deal to open up your browser and type in the website address, you may want to make your life just a little bit easier and add the links to the pages directly within the Dynamics AX form that you are usually in when you need it. That way you are just a click away from the site rather than a couple of clicks and a lot of typing.

Although I wouldn’t suggest that you add Farm Town as a link no matter how many crops you still have to harvest… Read More

Every sales order is special, even the deleted ones because they allow you to track you lost sales. If you don’t want all of the deleted orders to disappear from Dynamics AX, then you can turn on the Voided Order Tracking and it will save all of the deleted order details for you for posterity.

Now your deleted sales orders will be gone, but not forgotten. Read More

Updating prices through the standard Pricing Journals maintenance form can sometimes get a little unwieldy, especially when you just need to update one or two products. Fortunately if you want, you can update your prices directly from within the Released Products maintenance form, and with just a matter of clicks you will have a new and updated price list.

Now you can wheel and deal like a space cargo trader. Read More

The Retail area of Dynamics AX has a boat load of goodies embedded within it. One example of this is the capability to configure bar code labels for products that you can print at use for scanning and product identification. But just because it is configured through the Retail area it doesn’t mean that you have to be a retail style company in order to take advantage of it. All you need to do is get over the stigma of the Retail label and set it up.

I know it feels naughty to use the Retail area, but it feels so good to do it… Read More

Dynamics AX runs on data, and the cleaner the data, the less sludge you have in the system, slowing it down. A field that is not set up correctly won’t kill the system (usually) but it will probably cause a little extra work down the line. Fortunately Mandatory Fields Checks feature allows you to run a quick check on the data to make sure that every t is crossed and i is dotted. All you need to do is set it up.

It’s like having a multi-point inspection on your car without the hefty mechanics bill. Read More

Workflows are great because they automate the assignment of tasks to the right people at the right time like a well oiled machine. The only thing that they cannot control is that the people actually do the work that they have been asked to do though. If you have bugs within your people processes, then you can add feedback loops into your workflows though that allow you to make sure that all of the fields that you ask the users to update have actually been updated.

Now a failing grade on the task will be caught right away. Read More