Douglas Daley Dynamics AX Product Manager

45 tips and tricks for Microsoft Dynamics AX – in 45 minutes

45 in 45

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Your presenters

Doug DaleySolution Specialist

A passionate technologist who specialises in translating our client’s visions into technological reality

Doug brings experience from some of the largest AX implementations globally

Product leadership within Intergen’s Dynamics Practice – an AX evangelist

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Data entry and keyboarding

Send Approval Email

Simple Date Entry in GL Journal

Account Lookup in GL Journal

Calculate in a Field

Keyboard Shortcuts:

http://technet.microsoft.com/en-us/library/aa571220.aspx5

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Further efficiency and productivity tricks Print Management

Matrix Fields for Crosstab Entry

Testing Security

Case Management

Create Product Hierarchies for Simple Navigation

Defaulting Product Properties with Categories

Category based Mass Update to Products 12

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Further efficiency and productivity tricks

Record Templates

Sync appointments and tasks to Outlook

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Getting Help

Task Recorder Plus: Hotfix - KB2863182

Lifecycle Services: lcs.dynamics.com

Use Enterprise Search

Personalise Help (with Word Template docs)18

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Getting Help - Online

Customer Source:

https://mbs.Microsoft.com/customersource

Information Source: informationsource.dynamics.com

Community Pages: community.dynamics.com

Web Search Landing Page:

www.microsoft.com/dynamics/ax/websearch22

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Data In, Data Out Ad hoc modelling with Excel, AX & oData

oData URL

oData with more than 1000 records

DIEF for data import

SharePoint with Document Handling

Word Add-In for Quick Reports

Auto-filling Word Templates

Export to Excel

Auto Report 31

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Odds and Ends

Automate security role assignment

Add links to a role centre

Personalise a form

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Searching/Filtering/Finding

Grid filter

Wildcard search

Numeric filters

Advanced filter joins

DayRange/MonthRange/YearRange/LessThanDate/

GreaterThanDate

Save as Filter

Save as Cue 41

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Finishing Up

Electronic signatures

Edit in grid

Analyse data

Role Centre + PowerView

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Email: thomas.hald@intergen.co.nz

mark.jones@intergen.co.nz

douglas.daley@intergen.com.au

Thank you

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Lifecycle Services lcs.dynamics.com

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Lifecycle Services lcs.dynamics.com

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Lifecycle Services lcs.dynamics.com

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Customer Sourcembs.microsoft.com/customersource/worldwide/australia/default_axapta

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Informationsourceinformationsource.dynamics.com

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Community.Dynamics.com

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AX Websearch – Search across platforms http://www.microsoft.com/dynamics/ax/websearch/websearchax.htm

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AX ERDs