Hide The Parent Navigation Tabs To Tidy Up The Portal Navigation Bar

When you install the Enterprise Portals, by default, all of the sites are displayed within the navigation bar.  This is OK if you only have a couple installed, but if you have them all up and running, and then start to create collaboration workspaces, the top navigation pane can quickly start chewing up your screen real-estate, and more importantly make the screen look untidy.

Luckily, since this is built on SharePoint, you can easily change the default settings so that you just see the current portal name in the navigation bar, an everything looks so much cleaner.

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Press Star To Instantly Lookup Data Values

If you are a keyboard jockey and hate to use the mouse, then you may think that dropdown lists are the bane of your existence… but they don’t have to.  You can instantly pull up a list of all the values for the field just by pressing the * key within the field.

You don’t need no stinkin’ mouse…

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Stop Dynamics AX From Warning You Every Time You Switch Companies

If you have multiple companies within Dynamics AX, then you will probably have experienced a Infolog box that shows up every time that Dynamics AX changes from one company to another in the background.  At first it’s useful, but after the fifth, sixth, or one thousandth time it just becomes annoying because you probably know by now that you are in a new company.

If you want to hide the notification, then there is a flag for that.

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Add Media To Questionnaires To Create Visual Training Exercises and Certifications

Questionnaires are a great way within Dynamics AX to gather information, but you are not just limited to using text in them.  There is an option that also allows you to associate media files with individual questions that are showed in conjunction with the questions.

This allows you to create visual training and testing Questionnaires that you can assign to employees to complete if you have training and certification requirements.

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Manage Engineering Change Orders Through Cases

With the CU7 release of Dynamics AX, a new Case Category type was added in called Product Change.  The Cases functionality has also been added to the Product Management forms to allow you to create and associate cases to the Release Products, Routes, BOM’s and BOM Lines.  Additionally the Case Management has been enhanced to allow you to do Where-Used analysis on items, and add related products to the Product Change Request.

What a great way to manage Engineering Change Orders.

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Let Alerts Watch For Changes To Your Favorite Data

Everyone has a little bit of data within Dynamics AX that they are especially attached to and would rather that other people not tinker with because it would throw a spanner into their finely oiled routines.  Rather than continually looking over your shoulder and rechecking the data, or even worse waiting for someone to change the data and then be sent into a tailspin days later, you can add alerts to your precious fields that will notify you immediately when a change is made to a field, and you can track down and fix the data right away.

Alerts are your own personal Informants within Dynamics AX.

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Configuring the Status Bar To Show Just What You Need

The Status Bar within the Dynamics AX client is there to give you a quick way to see some of the configuration parameters without adding too much extra clutter to the client.  But by default it may show you a little more information than you really need.  If you like things to be tidy, and not see information that you’re not interested in then you may want to tweak the information that shows on the Status Bar through the System Options.

Like my grandmother used to say… “A tidy status bar is a tidy mind”

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