Monday, September 24, 2018
Configuration Blueprints
Developing a Product Approval Workflow

There are a lot of workflow templates that are delivered with Dynamics AX 2012, but that doesn't mean that those are the only ones that you can use. Developing new workflow templates and actions are pretty straight forward and you can easily extend out the system to incorporate other workflow scenarios that have not been added yet.

In this blueprint we will work through one example and show you how you can develop your own workflow process for product approvals that allow you to submit, track and approve the product review process.


Topics Covered:

  • Create a New Development Project for your Workflow Development
  • Create a Menu Item for the Product Management Workflows
  • Add the Workflow Editor Menu Item to the Product Area Page
  • Create a New Workflow Category for Your Product Management Workflows
  • Create a Base Enumeration to Track the Approval Status
  • Add the Approval Status Field to the Product Table
  • Adding the Approval Status to the Released Products Form
  • Add a canSubmitToWorkflow Method to the Table to Enable Workflows
  • Create a Query on the Products Table for the Workflows to Reference
  • Create a Workflow Type Using the Workflow Wizard
  • Create A Simple Product Approval Workflow
  • Enabling Workflow Submission on the Product Details Form
  • Updating the Submission Manager Method to Start the Workflow
  • Relabel the Workflow Submission Menu Items
  • Update the Completed Method on the Approval Event Handler
  • Using the Tutorial Workflow Processor to Process Workflows
  • Configuring the Workflow Processors to Run Automatically
  • Creating a Class to Manually Run Workflow Processes
  • Performing the Workflow Approval Through the Dynamics AX Forms
  • Creating a New Product Approval Workflow Task Element
  • Relabeling the Approval Action Menu Item Labels
  • Update the Workflow Approval Element Event Handlers
  • Add the Product Approval Element to the Workflow Template
  • Using the Product Approval Element in the Approval Workflow
  • Performing Product Approval Using the Custom Approval Element

Lifecycle Services is a new offering from Microsoft that changes everything related to the lifecycle of the Dynamics AX projects - allowing you to track and manage not only the Implementation phase of the Dynamics AX projects, but also manage the Pre-Sales phase as well, incorporating in the prospects into the project.

Because this is a cloud based service, there is no additional software that needs to be loaded in order to give prospects and customers access to all of the information that is available through this service, and also this is a tool that is available for any Customer and Partner that is registered with Microsoft for free making it impossible not to use.

When you roll in the ability to upload Business Process Flow recordings directly from Task Recordings, the ability to have Issue and Customization tracking on-line, and even link with Azure to create test and sandbox environments on the fly with no additional hardware investments, this is a extremely powerful set of tools to take advantage of.

Although we won’t be able to show all of the bells and whistles available within this product (because it is literally being enhanced daily) hopefully this book will give you all an idea of the features and functions and also show you how easy it is to use within your own project.


Configuration Blueprints For Dynamics AX 2012 (Volume 1)

Once you have mastered the core functions within Dynamics AX like Order To Cash, Procure To Pay, or Production you don’t need to stop looking for things to do. Your journey has just begun because you now have the foundation for some even more exciting features, and they aren’t very hard to configure either. The big hurdle is to know what you can do, and also how to get there. This book is aimed to demystify some of the additional features within Dynamics AX that you may want to configure and start using, and will show you how to: Create configured products Improve costing analysis through costing sheets Use lean manufacturing processes to streamline productions Manage service jobs through service management Streamline the vendor onboarding process through the Vendor Portal Track vendor performance and scorecards Create retail stores and use POS registers


Configuring Financial Approvals & Workflows Within Dynamics AX 2012

Workflows and approval processes within Dynamics AX must be one of the most underused, and also most useful features of the application, and that may be because everyone thinks that they are complicated to set up and require a developer in order to get them working. And that’s a shame, because nothing could be further from the truth. The built in approval processes within Dynamics AX can be set up and running within a few minutes to control simple transactions, and workflows only take a fraction longer to configure and then allow you to convert all of your archaic paper and informal business approval processes into a streamlined and controlled business process that you can track, audit, and report off. In the following guide we will walk through a number of different workflow and approval scenarios for you that you can probably use right now within your financial department, and also show you some of the features of the workflow engine that is delivered with Dynamics AX that you can use to create your own workflows from.

Building Dynamic Products with the Product Configurator
If you want to personalize your products a little, or if you are more of a configure to order operation where every product that you ship out the door is tailored to your customers specifications and needs then you will probably want to take advantage of the Product Configurator that is built into Dynamics AX. This feature allows you to create a product with a number of different attributes, and rules that will allow Dynamics AX to build a custom BOM every time the product is ordered, and also tell you if the product is even possible to make.


Topics Covered

  • Create A Constraint Based Product Master
  • Create a Product Configuration Model
  • Adding Configuration Attributes
  • Grouping Related Attributes
  • Adding Conditional Display Options
  • Adding Constraints to your Configuration Model
  • Configuring BOMS Based On Attributes
  • Using Table Based Attribute Values
  • Using Attributes as Variables
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Using PowerPivot to Analyze Dynamics AX Data

Perhaps you have heard about the new tool in Excel 2010, PowerPivot, but wonder how it can enhance your use of Excel.
In this configuration guide we will show how PowerPivot can assist you with advanced data analysis and reporting, making those extracts from Dynamics AX to Excel even more valuable.


Topics Covered

  • Using Pivot Tables to Analyze Dynamics AX Data
  • Using PowerPivot to create Dashboards
  • Adding Timeline Slicers to PowerPivot Dashboards
  • Creating Additional Calculated Columns
  • Applying Filters to your Data Model
  • Creating Joins between Multiple Datasets
  • Using Functions to create Calculated Columns
  • Creating URL and Picture Columns
  • Creating a PowerPivot Gallery within SharePoint
  • Saving PowerPivot Data Models to the PowerPivot Gallery
  • Creating PowerView Dashboards from the PowerPivot Gallery Data Sources
  • Changing the View Mode for the PowerPivot Gallery
  • Setting PowerPivot Data Model Refresh Rates
  • Exporting PowerView Dashboards to PowerPoint

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Using PowerBI to Analyze Dynamics AX Data

Everyone has used Pivot Tables within Excel at one point in time to create simple reports against Dynamics AX, and some of you may have also used Power Pivot to create more elaborate dashboards and charts. Recently Microsoft extended out the query and reporting capabilities within Excel with the Power BI suite. In addition to extending the Power Pivot capabilities, they also added three more tools called Power Query, Power View & Power Map, and that means that you have a whole new set of reporting options.
In this blueprint we will show you how you can use all of the Power BI tools to analyze your Dynamics AX data.


Topics Include:

  • Mapping your data within Excel through PowerView
  • Using PowerQuery to Clean up Your Data
  • Using PowerMap to Build Even Better Map Visualizations
  • Using different Visualizations within PowerMap
  • Using PowerQuery to Merge Datasets
  • Flattening Maps
  • Adding Labels to the Maps
  • Using PowerQuery to Integrate External Data
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Setting Up A Retail Store With POS

Dynamics AX 2012 now has a retail module that includes store management, and also the ability to set up Retail Point of Sales (POS) terminals to take orders, manage store inventory and also track customers. It may seem a little bit daunting to set up, but it's really not that hard.

In this blueprint we will go through all of the steps that are required for you to set up your first retail store and then configure the POS register so that you can take orders through the touch screens.

Topics Include:


  • Set Retail Store Number Sequence To Manual
  • Create A Store Warehouse
  • Create a Retail Store
  • Adding Store to a Retail Channel
  • Configuring Workers for Retail
  • Creating Retail Position
  • Assigning Workers to a Retail Position
  • Creating New Retail Product Hierarchies
  • Creating Retail Product Assortments
  • Processing Assortments
  • Creating POS Terminals
  • Create a POS Database
  • Setup POS Database Profile
  • Adding POS Database to Distribution Locations
  • Adding POS to the Distribution List
  • Running Initial Data Distribution
  • Creating A POS Shortcut
  • Logging Into Your POS Terminal

Configuring and Using Vendor Requests

Built into Dynamics AX is a feature for managing the setup of new Vendors which allows users to request for new vendors to be added, for the purchasing group approval process by the way of workflows, and finally automatically create new vendor records. Additionally, if you are using the Vendor Portal, the on-boarding process will allow you to co-ordinate the setup of the vendor users, and if you want to, you van also have the prospective vendors update and approve their information before they are approved to ensure that their details are correct, and that they want to do business with you as well. This process is a great way to streamline the vendor setup process and is also a time saver because people are involved through the workflow process and all activities are tracked.

In this blueprint we will show how the vendor on-boarding process is handled through the Vendor Requests function within Dynamics AX.


Topics Include:

  • Configuring the Vendor Justification Workflow
  • Creating a New Vendor Request via the Employee Self Service Portal
  • Approving New Vendor Add Justification Requests
  • Configuring the Vendor Application Approval Workflow
  • Approving New Vendor Applications
  • Configuring the User Provisioning Request Workflow
  • Requesting a Portal User Account for a Vendor
  • Configuring a new Vendor Portal User Account
  • Allowing Prospective Vendors to Update Their Information
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