Wednesday, June 28, 2017
50 More Tips And Tricks For Dynamics AX 2012

Dynamics AX is chock full of features that you can implement at the module level, but the true power of the product comes from the boat load of smaller features that are built into the user interface, the modules themselves.  Also you can make Dynamics AX even more powerful by taking advantage of the other foundation products such as SharePoint and Office.  The real trick is to know that these capabilities are there, and that is what this book is aimed to do. 

In this third volume in the Tips & Tricks series we have compiled 50 more tips that you can take advantage of within Dynamics AX 2012 ranging from tips on how you can tune your desktop client, to features within the Dynamics AX application that you may want to start taking advantage of, to creative ways to integrate with Office, and even tweaks and configurations that the system administrator could use to extend out and control the Dynamics AX processes.

Even the most seasoned Dynamics AX user or administrator should find a new tip or trick here that will make them look like a rock star. 

 

DESKTOP CLIENT TRICKS

  • Setting Forms To Automatically Open In Edit Mode
  • Create Open Ended Filters By Using Ranges With No Beginning Or End
  • Change The Default Language Within The Rich Client
  • If You Don’t Like The Way Your Data Looks The Rename It
  • Convert Any Record Into A Template

 

FUNCTIONAL TRICKS

  • Clock Workers In And Out Using Job Registration
  • Change The Default Party Types From Organizations To Person
  • Add Additional Email Purposes To Route Emails To Different Groups In An Organization
  • Showing Contacts First Names Last and Last Names First
  • Track Relationships Between Parties Through The Global Address Book
  • Track Social Media Information Against Contacts
  • Schedule Multiple Discussions At Once Through The Mass Creation Option
  • Create Appointments In Outlook Directly From The Discussions
  • Tally Packaging Quantities On Order Lines
  • Generate Product Bar Code Labels Through Retail
  • Quickly Update Prices For Released Products
  • Mark Deleted Sales Orders As Voided To Track Lost Sales
  • Block Users From Seeing Particular Journal Names By Making Them Private
  • Attach Unattached Documents To Records Through Document Management
  • Enable Change Management On Purchase Orders To Track Changes
  • Use Auto-Numbering Unless You Don't Feel Like It
  • Split Your Number Sequences To Make Them Look Intelligent
  • Use Pricing Models Within Configured Products To Calculate Prices Without A BOM
  • Control Price Adjustments On Sales Orders
  • Create Filtered Alerts To Sniff Out The Data You Really Want
  • Declutter Customer Lists By Securing Them Through Address Books
  • Set Default Parameter Values Into Posting Forms

 

OFFICE TRICKS

  • Perform Field Lookups Directly From Excel
  • Make Excel Exports Static By Disabling the Refresh Option
  • Creating Document Attachment Templates Using Word

 

WORKFLOW TRICKS

  • Allow Multiple People To Be Involved In Workflow Approval Steps
  • Create Multiple Versions Of Workflows And Choose When To Use Them
  • Add Workflow Feedback Loops To Check Tasks Are Performed
  • Use Workflows To Trap Transactions For Particular Accounts For Review
  • Streamline Your Workflows By Automatically Performing Tasks Based On Conditions

 

SYSTEM ADMINISTRATION TIPS

  • Add SharePoint Documents Libraries As Menu Links
  • Copy Data From One Partition To Another Using The Data Import Export
  • Assign User Permissions through Active Directory Groups
  • Restrict User Access To Certain Companies Through Roles
  • Import Data Using The Data Import Export Framework
  • Restrict Field Access By Security Role
  • Copy Data Between Companies Quickly Using The Data Import Export Framework
  • Add Quick Links To Websites As Ribbon Bar Buttons
  • Deliver Blog Feeds Directly To Your Role Centers
  • Make Users Feel Special By Creating New Role Centers For Their Unique Roles
  • Add Flair To Your Forms With Achievements
  • Choose Where To Go When You Click On Pop-Up Notifications
  • Declutter Your System By Turning Off License Features You Don’t Use
  • Add Menu Items To The Tools Menu
  • Create Composite Menus That Combine Functions From Multiple Areas
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

 

If you want a copy of the book then just click on this link: http://www.amazon.com/dp/1500662887

PREMIUM MEMBERS CAN DOWNLOAD CONTENT FOR FREE

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

EMAIL: info@dynamicsaxcompanions.com

TWITTER: @daxcompanions