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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When you create a new Party record like a Customer, Vendor, Prospect etc. The default Record Type that is used is Organization, which is OK if you are always working with companies. But if you are working with people as your main account, then every time you create the record, you need to change the Record Type to Person. This soon becomes a little annoying.

Rather than torture yourself, just change the default Record Type for those Parties to Person and life will be good again.

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Storing documents within SharePoint is cool. It allows you to browse through the documents, it allows you to have version control, it allows you to add metadata that you can use to search for documents, it does everything. The problem is that if you work in the AX client all the time, then you have to switch out of the application in order to view all the related documents. Don’t worry. If you want to access all of the documents from within Dynamics AX then you can add it to the menu.

Now all of the Axoraphobiacs out there don’t have to leave the application all day.

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The Job Registration screens within the Production Management area gives you a great way to update your production jobs through touchscreens, but it can also be used for a lot of other functions as well including time clock checking in and out.

Workers just need to swipe their badge and the clock starts ticking.

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