The multi-company capability within Dynamics AX is one of the major selling points of the application, because you can easily switch between organizations with just a click of a button. But that does not mean that you want everyone to have free reign to perform transactions in any company, or even to see some of the other company data. If you want to simplify the users choices just to one or more select companies then that’s not a problem though, you can do that easily through the user administration.

It’s like putting your users on house arrest.

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The Dynamics AX Add-In for Excel is a great tool for downloading and updating data from Dynamics AX within a tool that everyone is familiar with. But not everyone is familiar with all of the valid values that are allowed for the fields. Don’t worry though the Excel Add-In has a nifty lookup function that allows you to find out what valid values are allowed.

No more searching for field values by trial and error.

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Not all decisions are made by just one person, there are a lot of times where you need to get multiple people involved as an internal check policy, or maybe you just love making decisions as a group and don’t want to leave anyone out. Doing this through workflow within Dynamics AX is a synch as well, because you can include as many people in a single decision process as you like and have them weigh in during the workflow execution. There are also a lot of different ways that you can allow the votes to be counted to speed up the process as well.

Everything is better when it’s decided by committee… right?

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With the R3 release of Dynamics AX, a small but incredibly useful feature was added that allows you to configure default notes against the customer and product records that will automatically copy over to the sales order as it’s created. This is a huge productivity tool, especially if you have particular shipping and handling notes that you have had to enter against orders in the past.

Now you can just set and forget all of those notes and reminders.

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The contact management feature within Dynamics AX allows you to track an unlimited number of phone numbers, email addresses, and websites against a contact. But these are just the direct contact types. We live in the age of Social Media, and there are so many other different sources of information that we want to track against our contacts. Don’t’ despair, with a small tweak to the configuration within Dynamics AX, you can add additional contact media types and start tracking all this information.

Now you will be able to get the full scoop on you customers and contacts.

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Creating new partitions is a great way to create new instances of Dynamics AX without the overhead of creating new databases, and installing new AOS servers, because it piggybacks on the existing infrastructure you have. But it also means that you need to set up all of the data in the partition because it start’s off as a blank system… or do you? Dynamics AX has an inbuilt export and import function that allows you to export out all of the data in one partition and then import it into another.

Duplication has never been so easy.

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In addition to needing to track all of the common information within Dynamics AX like the Customers and Vendors, there is a lot of relationship information that you may want to record as well. You may want to track relationships between companies such as lenders, subsidiaries etc., between people such as recruiters, family members etc. or even between companies and people like board members, founders etc. The good news is that through the Global Address Book you can do just that.

Now we finally have a way to model the six degrees of Kevin Bacon.

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Surveys are a great way to get interaction from all of your customers and followers, and OneDrive has a very cool option that allows you to create and capture surveys online.

Quick call the vet, I think Survey Monkey just passed away…

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The order in which contacts names are displayed is a divisive debate that has been raging ever since there have been address books. Should the first name come first, or the last name? Microsoft Dynamics AX has made it’s stand by showing the first name first, but if you are a firm believer that the last name is king, then don’t worry, with a quick parameter change you can change the way that all of the contact names are displayed.

Now everyone is able to live in peace and harmony with their contact lists ordered how they like. Read More

The Print Management function within Dynamics AX is great, and got even better with the CU7 release of R2 when the ability to tokenize your e-mail destinations were added. But by default, there are only a handful of ways that you can segregate out your contact details, and if you have a customer that has multiple departments and you need to send out emails to different people depending on the purpose, it is still a little restrictive. Don’t worry though, you can create your own new Business Purpose codes within Dynamics AX and then use them within the Print Management to route different documents to different addresses.

Rain or shine, that e-mail will now get to the right person.

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