Monday, September 24, 2018

Before we start configuring all of the main areas of Dynamics AX like Human Resources, Sales, General Ledger etc. we need to pause for a little bit and configure the parent Organization details.  A lot of the information that we will be configuring here is used throughout the system, and it’s a good idea to get this out of the way before we move on to the real application.

The following guide will step you through the bare necessities that you will need to configure within the Organization Administration area of Dynamics AX so the rest of your journey through the application is smooth sailing.



There are a few additional configuration steps to the Organizations codes and controls that you will want to do before continuing on to the rest of the system.  These will be global configurations that help all of the other modules work smoothly.

Chapter Topics

  • Initialize the Organizations Number Sequences
  • Importing Address Zip Code, City, State & County Components
  • Configuring The Global Address Book Properties
  • Configuring Default Address Books
  • Configure Working Time Templates
  • Configuring Your Organizational Calendar
  • Creating A Default Email Template
  • Configuring Your Default Workflow Parameters
  • Configure The Alert Notification Parameters


Zip Code Database


While you are still within the Organization Administration area, you may also want to make a couple of tweaks to the default Legal Entity that was created to add a little more detail.

Chapter Topics

  • Adding an Address to the Legal Entity
  • Adding A Logo To Your Legal Entity

Get Your Own Copy Of The Book

If you are more of a would like to get your own copy of the book then don't worry - we have made it available for you through Blind Squirrel Publishing.  All you have to do is follow the link below:



Buy Now


Also, if you want a copy of the book through Amazon then just click on this link: 


Membership does have it's benefits, and if you are a Premium Subscriber then you can download this guide for no additional fee by going to the Premium Content page.


Access Premium Content


If you want to have access to all of the premium digital content on the website (which is pretty much all of the books in the digital form) then why don't you sign up for a Premium Subscription.  As we release more books then this subscription will allow you to download them right away at no additional cost.  It's an annual fee of $199.  What a deal!


All you need to do is sign up here by clicking on the following link:


Signup for a Premium Subscription

Contact Info


TWITTER: @daxcompanions