Use shorthand to enter dates
Dynamics AX has a lot of shortcut keys that you can use to navigate around the system and save you from clicking the mouse too much, but in addition there are some shorthand annotations that you can use in the fields to help you with your day to day data entry.
One example of this is that you don’t have to specify the full date (i.e. 12/25/2013) when you enter them in. You can use tokens for the current date and also partial dates (i.e. 1225) that will be translated into the full date. When you are trying to get information in as quickly as possible, then this is incredibly useful.
Create reports for Dynamics AX from within Word
The Office Add-Ins for Dynamics AX are great, and most people are familiar with the Excel Add-In, but don’t forget about the Word Add-In. This allows you to create documents that are use data from Dynamics AX, almost like a mail merge, giving you the ability to create custom reports without having to get your IT department involved.
This allows you to create summary documents, or internal reports that you are able to format just like you would any other Word document, and also reuse over and aver again if you need to.
Have Dynamics AX tell you when there are document attachments
Being able to attach documents to almost any record in Dynamics AX is a great tool to take advantage of because it allows you to move all of those files that you used to store on network shares or in local file folders, and puts them at everyone’s fingertips.
You can make it even more useful though by turning on the notification flag for document attachments in the client options, which will tell AX to highlight the documents button whenever there are documents associated with the record that you have selected. Then you will know immediately if there are files that you can browse through.
Create reports instantly with Autoreports
Sometimes you need to send someone a copy of all the data that you have on your current screen for reference. Although you can send them a screen shot, there is a much better option for you which is called an Autoreport. To create it, all you have to do is press CTRL-P and Dynamics AX will do the rest for you.
Autoreports are great because they will create reports on all of the data that you have in the query regardless of if you have multiple pages, they have hyperlinks back to the main data such as products making drilling into the information easier, and they are more secure since they can be delivered as PDF documents.
Forget the ALT-PRINTSCREEN key combination, and just remember CTRL-P.
Hide the Navigation and Fact Box panels for more workspace
Although it’s good to see the Navigation Bar and the Fact Box panes within Dynamics AX, sometimes you just need a little space so that you can see all the information that you are working on. That’s OK though because you can turn those pane on and off through the View options within the Dynamics AX client.
Now all of you that are shouting “Show me the data!” can get back to work.
Use Cases to Track Customer Issues and Complaints
With the 2012 release of Dynamics AX, a new feature called “Cases” was introduced that allows you to create case files for just about anything that you care about within the business. This is not just a logging system though, you can attach files to the cases, record activities against the case, and also create workflows and business processes that track the progress of the case so that things don’t slip through the cracks the way that the old fashioned paper method if prone to happen.
One way that you can use Cases is to track customer issues and complaints, because you can create cases directly from the main forms within Dynamics AX.
Use Print Management to Automatically Email Documents to Customers & Vendors
The Print Management feature within Dynamics AX lets you override the default document delivery options by customer and vendor. One of the delivery methods is through email, all you need to do is specify the email address.
This allows you to have the system automatically email all of the common documents (i.e. sales order, purchase order, invoice etc.) without you having to generate the document, save it to your desktop, and then manually attach it to an email for the customer.
Update Dynamics AX records through Excel using the Excel Add-in
The Excel Add-In does more than just download data to Excel, you can also use it to publish data back to Dynamics AX, making it a great tool for performing mass imports of records, and also for tweaking your data after you have it within Dynamics AX.
This is a much better option than ODBC connections, which has been the usual method that people use to connect and update data because all of the updates are performed through Dynamics AX, so if there are rules, or security considerations that have been put in place, then the update will honor them.