Monday, September 24, 2018
Dynamics AX Companions Blog
By host on 11/10/2014 11:57 AM

The only thing worse that having a “Discussion” with Human Resources is to miss a “Discussion”, and have another “Discussion” created to discuss your poor time planning.  To solve this, you may want to think about creating sending out meeting reminders when Discussions are created, which is just the click on the button within Dynamics AX.

Even if the discussion isn’t pleasant, then at least the creation of one isn’t.

By host on 8/25/2014 5:16 PM

The Data Import Export Framework within Dynamics AX is great, but not completely infallible.  When you import Released Products, you may find that the Default Order Settings are blank and there is no way to define a default site for Sales, Purchasing or Inventory.  Don’t fret though there is a quick way that you can reconnect the wires through the Excel Add-In so that you can start getting back to work.

Even the HAL 9000 wasn’t perfect…

By host on 8/13/2014 4:41 PM

Lets start off with saying that Lync is great, and the integration the is built into Dynamics AX that allows you to IM and call other employees directly from their name rocks.  If you have it connected through your phone system then  it becomes awesome because you can make calls to other phones.  The only thing that would make it perfect would be if you could click on a customers contact phone number within Dynamics AX and have it call the number without you even lifting a finger to press the digits.  Luckily with a wee bit of code we can set this up.

Lync is the Shoephone for Dynamics AX for sure.

By host on 8/4/2014 6:21 PM

Cues are great because they give you a snapshot view into your data and also are a good way to gauge how much work you have on your plate.  Although they are super easy to create, Dynamics AX is delivered with 130+ pre-configured cues that you can add directly to your role centers making them even easier to configure.

There’s no point in re-inventing the wheel.

By host on 7/29/2014 11:13 AM

Last week I released out a companion guide on Lifecycle Services that walked through the features that are available that you can use this to help with your own projects and implementations. A number of people asked when the electronic copies would be available and the answer is now.

The Kindle version is available for download on Amazon and you can find it here:

Don't forget that if you don't have a physical Kindle then there is a desktop version, and a client for all of the tablets that allows you to read all of the kindle books. If you haven't seen them before then here is a link:

Also for the Premium Subscribers on the Dynamics AX Companions ( website are able to download all of the chapters as PDF files right now and read them at their leisure. Here is the link to the landing page with all of the chapters listed out:

If you are not a Premium Subscriber then sign on up on the Dynamics AX Companions website and not only will you get access to all of the chapters to this book, but also all of the other complete books that I have published there. If you want to get a sneak peek into what the chapters look like then registered users can click here to download the first chapter for free:

By host on 7/28/2014 8:54 PM

One of the coolest features within the Office 365 Power BI suite is the Q&A function where you can type in questions about the data and it will translate it into a query and then show you a report of the results.  By linking this with your Dynamics AX data, even the most un-technical person should be able to become their own report writer.  If you want to take this to the next level and make it even more accessible to the users then you may want to do a little bit of coding and add it directly to the users menus so that they can just click on the link and go straight to the Q&A page without even having to know the URL for Office 365.

It is like having your own personal data guru at your beck and call.

By host on 7/25/2014 6:35 PM

Now that Dynamics AX R3 is available you may be working with the new Warehouse Management browser client.  And if you are like me, opening up the browser window and then typing in the URL (http://localhost:82) may just be too much work and giving you serious carpel tunnel syndrome.  Don’t worry though, if you want to write a couple of lines of code then you can easily add a menu item to your Tools menu that will open the mobile client up with just a click of the mouse.

It’s like having your own personal Stargate… sort of…

By host on 7/24/2014 7:07 PM

If you ask me, Power BI is the best thing since sliced bread because it gives you a great set of reporting tools.  I didn’t think it could get any better until it was released out on Office 365 giving you a hosted solution without the hassle of having to configure your own SharePoint site to host your dashboards on, and also included cool tools like the natural language Q&A feature.  It couldn’t possibly get any better than that.  But it can, because you can also use the Data Management Gateway to link your on premise data to Office365 making the data available to users that are not even logged in to Dynamics AX through Excel.

Don’t chain up your data within your local system – set it free so that it can help everyone.

By host on 7/23/2014 2:59 PM

Like Fez’s, Collaboration Sites are cool.  They give you a way to share information about Campaigns, Projects, and Opportunities through SharePoint sites, and as a result, non-Dynamics AX users can contribute to the sites without having to use the Dynamics AX clients.  There is an added benefit with Collaboration Sites since this is built upon SharePoint, then you can also allow external users to access the data – i.e. Customers, Vendors, Project Participants etc.  But this is easier said than done if you are hosting the SharePoint site internally, because you need to grant the external users rights to access the site, and then give them credentials for the sites as well.

Don’t despair though – built into Dynamics AX is the option to host all of your Collaboration Workspaces within Office 365.  Not only does this give you a better way to manage your SharePoint sites, but also it has inbuilt sharing features with both internal and external users without the headache of internal security configuration, and also opening up your system to the outside world.

Now you can post to the cloud and collaborate with your friends.

By host on 7/21/2014 1:54 PM

Recently I have been diving into more and more of the Lifecycle Services offering that is offered by Microsoft to help with managing our Dynamics AX projects, and during the process created a simple guide to show you most of the features that are available within it, and also how you can use this to help with your own projects.  This weekend I finished up the guide and published it to Amazon for those that may be interested.  Here is the link:


You can find more information on this book here:

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Recent Comments
Blog - Configuring The General Ledger Within Dynamics AX 2012 Available For Download
Re: New Tip Posted:Enabling Lync Calling Directly From Contact Details
Hi Murray - I'm interested in getting this working. Maybe I'm being dense but I can't see the "wee bit of code" you refer to?


Re: Configuring Lifecycle Services To Manage Dynamics AX Projects Available For Download
I have always learnt new things from Murray. Thanks
Retail and Azure
Hi Murray ,two question .First , environment in Azure it's enable for retail configuration(pos ,ecc.ecc.)?.Last, it's possibile to have demo data costoso in Azure environment? Thanks in avance .Claudio
Re: Configuring Lifecycle Services To Manage Dynamics AX Projects Available For Download
Murray, as always your content is informative. I just started using Lifecycle Services on my current project and purchased the book. I have an issue where I attempted to "complete" a project item and it marked the entire analysis phase as complete. I can't seem to discover how to "undo" these types of items. Seems like this subject might be a tip of the day for you:)
Re: Configuring Lifecycle Services To Manage Dynamics AX Projects Available On Amazon
I'm so glad that you like the series. The Kindle version should be available this weekend.
Re: Configuring Lifecycle Services To Manage Dynamics AX Projects Available On Amazon
Love the companion series, especially this one. Will it be available for Kindle, too?
Re: Configuring The General Ledger Within Dynamics AX 2012 Available For Download

You should follow the link above and then you can open each chapter separately

Re: Configuring The General Ledger Within Dynamics AX 2012 Available For Download
Hi Murray,
How do i access premium content as premium subscriber? I am a registered premium subscriber but unable to access content.

Kind regards
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