We have had some more requests to have some of the Configuration Blueprints to be updated and made available through the Dynamics AX Companions site as downloadable PDF’s, and we have been able to do that for both of the Power* reporting walkthroughs.

Also as a new offering if you want to step through all of these examples yourself and learn how it works for yourself then don’t fret.  We have packaged up all of the examples into a guide especially for you.  If you are a Premium or eBook subscriber then just click on the images below to link to the landing pages where you can download your very own copy of the In A Nutshell guide that will take you step by step through each of the examples.  It is also a great student manual as well if you want to use this for your own training.

Here are links to the guides and a quick summary.

Using PowerPivot to Analyze Dynamics AX Data
http://www.dynamicsaxcompanions.com/Configuration-Blueprints/Usinf-PowerPivot-To-Analyze-Dynamics-AX-Data


CLICK FOR EBOOK SUBSCRIBER CONTENT

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

 
CLICK FOR PREMIUM & EBOOK SUBSCRIBER CONTENT

Using PowerBI to Analyze Dynamics AX Data
http://www.dynamicsaxcompanions.com/Configuration-Blueprints/Using-PowerBITo-Analyze-Dynamics-AX-Data


CLICK FOR EBOOK SUBSCRIBER CONTENT

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

 
CLICK FOR PREMIUM & EBOOK SUBSCRIBER CONTENT


Next year I have been offered the opportunity to host some of the AXUG Academy courses based off the Bare Bones Configuration Guides that I have been feverishly working on over the past year. Of course I jumped at the opportunity because using them as training resources has always been their end goal.

All of the dates and registration information is now available on the AXUG Academy site (http://www.axug.com/academy) but I thought that I would drop you all a note with the links to the full series to save you the time.

To help with this I am developing additional resources that you can use specifically designed for training and as a bonus I am making them available for download from the Dynamics AX Companions site for all of the Premium or eBook Subscribers just in case you want to use the Bare Bones Configuration Guides as the starting point for your training as well.

Right now though anyone who is registered on the Dynamics AX Companions site can download the training guides for the first module that we will be giving the training on – All that I ask in return I would love to get some feedback and any suggestions for improvement. If you want to download the files then just follow this link and click on the thumbnails for the training material:

http://www.dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-An-Organization-Within-Dynamics-AX-2012

The first resource is Training Guide which you can use as your training presentation, and it takes you through each of the exercises described in the full companion book, except they have been distilled down to a single slide each so that the trainer doesn’t have to build all of the training slides themselves.

The second resource is the Student Guide which is a more lightweight version of the original companion book where all of the exercises are distilled down to a couple of pages. This is a great handout that you can give to your students to help them work through the exercises.

When you pair these up with the full book with all of the examples captured with all of the detailed screen shots then you should have everything that you need for your own training J


The Warehouse Management module within Dynamics AX is a great feature to configure if you want to do more with your inventory then just track it and count it. When you enable the Warehouse Management features you can start taking advantage of the in-built handheld interface, you can start tracking your workers a little more closely and assign work to them, and it also allows you to create rules on how all of the work within the warehouse is performed so that you can start optimizing and refining your warehouse operations.

Along with all of these more advanced warehouse management features, there is also a little bit more planning and setup that you need to do in order to get everything working, but that doesn’t mean that you have to over-complicate your system. If you know the basics of the Warehouse Management module, then you can start off by just configuring what you need initially, and then grow out from there as you start refining your processes.

To help you all learn the basics of this module, I have published book #18 in the Bare Bones Configuration Guide series that lays the foundation for Configuring Warehouse Management within Dynamics AX 2012, and it is now available for download. The book covers all of these areas related to Warehouse Management:

  • Configuring Warehouse Management Controls
  • Configuring Warehouses
  • Configuring Products
  • Configuring Work
  • Configuring The Warehouse Management Handheld
  • Configuring Workers
  • Receiving Though Warehouse Management
  • Picking & Shipping Through Warehouse Management

If you need a copy right now then you can download the eBook directly from the Dynamics AX Companions website. Just use the link below to go directly to the books home page, and then add the Configuring Warehouse Management within Dynamics AX subscription for your account. Then you will be able to download the PDF version of the book.

http://dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-Warehouse-Management

For those of you with an eBook subscription, you can download the book right now without spending another dime.

If you want to check out the book on Amazon, then here you can find the paperback version by following this link: http://www.amazon.com/dp/1503280918/

The Kindle version is being compiled right now as well and should be available within a week or so.

The Project Accounting module within Dynamics AX is a great module for anyone that is trying to track time and costs against projects within the organization.  It is especially useful because it is fully integrated with all of the other foundation areas of the product like Payables, Receivables, Inventory, the General Ledger and much more so that as you track costs within them they are automatically applied to the project and as you create transactions within Project Accounting, then they are automatically updated within the foundation modules.

When you add in all of the additional functions that are available within the module like collaboration workspaces, worker assignment and scheduling, integration with MS Project and also time and expense entry through portals, then this is definitely a module that you need to get to know.

To help you all, I have published book #12 in the Bare Bones Configuration Guide series that lays the foundation for Configuring Project Management And Accounting Within Dynamics AX 2012, and it is now available for download.  The book covers all of these areas related to Project Management:

  • Configuring Project Management And Accounting Controls
  • Configuring Projects
  • Configuring Collaboration Workspaces
  • Using MS Project To Manage Project Details
  • Configuring Project Budgets
  • Configuring Timesheet Reporting For Projects
  • Configuring Expense Reporting For Projects

 

If you need a copy right now then you can download the eBook directly from the Dynamics AX Companions website.  Just use the link below to go directly to the books
home page, and then add the Configuring Project Management And Accounting Within Dynamics AX subscription for your account.  Then you will be able to download the PDF version of the book.

http://www.dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-Project-Management

 

For those of you with an eBook subscription, you can download the book right now without spending another dime.

 

If you want to check out the book on Amazon, then here you can find the paperback version by following this link: http://www.amazon.com/dp/1502985268/

The Kindle version is being compiled right now as well and should be available within a week or so.

This weekend I completed the second chapter of the Configuring Project Management And Accounting Within Dynamics AX 2012 Bare Bones Configuration Guide which actually completes over half of the guide and gives you almost everything you need to learn the foundation of the Project Accounting module within Dynamics AX.

Just as with the first chapter of this guide, I have publish all 173 pages of the chapter out to the Dynamics AX Companions project site for you all to have access to – well in advance of the book being available for download on Amazon.

The second chapter (Configuring Projects) covers the following topics:

  • Creating Projects
  • Assigning Scheduling Calendars To Projects
  • Creating A Project Work Breakdown Structure
  • Editing Work Breakdown Structures Through Microsoft Project
  • Using The Cost Tracking View To Estimate Costs
  • Adding Estimated Costs To WBS Lines
  • Transferring WBS Estimates To Project Forecasts
  • Posting AP Invoices Against Project Activities
  • Monitoring Costs Using The Cost Tracking View
  • Creating Project Statements To Analyze Project Performance
  • Creating Purchase Orders For Project Activities
  • Configuring Workers For Assignment To Projects
  • Configuring Project Role Templates
  • Adding Resources To The Project Using The Resource Scheduler
  • Assigning Workers To Projects
  • Saving Work Breakdown Structures As Templates
  • Creating New Projects Using Templates

Read More

This weekend I started the second half of book #12 in the Bare Bones Configuration Guide series that lays the foundation for Configuring Project Management And Accounting Within Dynamics AX 2012 which was to add narration to the chapters so that you all would have more than just screen shots to guide you through the setup of the module. I was able to get the first chapter completed (all 219 pages of it) before I ran out of daylight on Sunday. Rather than wait for all of the other chapters to be completed though I decided to publish this one out to the Dynamics AX Companions project site for you all to have access to – well in advance of the book being available for download on Amazon.

The first chapter (Configuring Project Management And Accounting Controls) covers the following topics:

  • Configuring Approval Codes
  • Configuring Default Journal Names
  • Configuring Line Properties
  • Configuring Cost Templates
  • Configuring Period Types
  • Configuring Shared Categories
  • Configuring Category Groups
  • Configuring Project Categories
  • Configuring Project Groups
  • Configuring A Working Time Template
  • Creating A Project Scheduling Calendar
  • Configuring Inventory Journals
  • Configuring Project Forecast Models
  • Configuring The Project Management Controls

All Premium and eBook subscribers to the Dynamics AX Companions site can download the chapter right now. Here is the link to the page:
http://www.dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-Project-Management/Configuring-Project-Management-And-Accounting-Controls

Just as a note – the complete book will contain the chapters following chapters:

  • Configuring Project Management And Accounting Controls
  • Configuring Projects
  • Configuring Collaboration Workspaces
  • Using MS Project To Manage Project Details
  • Managing Scheduling Within Projects
  • Configuring Project Budgets
  • Configuring Timesheet Reporting For Projects
  • Configuring Expense Reporting For Projects
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