Dynamics Day 2013 Microsoft Dynamics NAV Tips and Tricks 45 in 45
Dynamics Day 2013 AX 2012 Tips and Tricks 45 in 45
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Douglas Daley Dynamics AX Product Manager 45 tips and tricks for Microsoft Dynamics AX – in 45 minutes 45 in 45
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Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future. Douglas Daley, Mark Jones and Thomas Hald join forces to provide a rapid-fire training session in how to get the most out of Dynamics AX 2012 R2, with 45 tips and tricks – presented in 45 minutes.
Transcript of Dynamics Day 2013 AX 2012 Tips and Tricks 45 in 45
Douglas Daley Dynamics AX Product Manager
45 tips and tricks for Microsoft Dynamics AX – in 45 minutes
45 in 45
Dynamics Day 2013 – Dynamics AX - 45 in 45 | 2
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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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
