Originally posted on Dynamics AX Tip Of The Day:

Dynamics AX is great, but when you start integrating it with all of the on-line offerings like Office 365, Power BI, SharePoint Online, and CRM, then it becomes even more powerful. If you are like me though and don’t want to sign up for all these additional on-line offerings if you like and pay the monthly hosting fee just for the demo environment, then don’t worry, there is an alternative for you because Microsoft allow you to provision a fully configured environment for free, that has all of this up and running and as a bonus you get your own demo exchange server that you can link to Dynamics AX to send out real e-mails though.

The only downside to this is that it has a fixed lifespan of 90 days after which you just need to re-provision a new instance. Although this may seem like a little bit of…

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After a couple of months of work and also being sidetracked by publishing out a couple of other books I have finally completed book #5 in the Bare Bones Configuration Guide series that lays the foundation for Configuring Accounts Receivable Within Dynamics AX 2012.

Here is a summary of the book

The Accounts Receivable area is one of the three foundation financial modules within Dynamics AX that you will want to set up. It not only allows you to manage all of your customer information, post your invoices, and receive in your cash payments, but also allows you to manage your collections, track deductions, and much more.

It’s not hard to configure either and this book is designed to give you step by step instructions to show you how to configure the receivables area, and also how some of the basic transactions work to get you up and running and working with your customers.

Chapters that are included in this book include:

  • Configuring Accounts Receivable Controls
  • Configuring Customer Accounts
  • Configuring Invoicing
  • Configuring Collection Management
  • Configuring Cash Receipts
  • Configuring Deduction Management

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Originally posted on Dynamics AX Tip Of The Day:


Normally I don’t promote to coding scripts within Dynamics AX because it is always perceived as something that a developer has to do. And for the power user, there are so many other ways to tinker with the system that getting your hands dirty with X++ is not necessary. One situation though that it’s sometimes just better to roll up your sleeves and write a little bit of X++ code is when it comes to updating masses of data. I’m not talking about updating 100 or so records because you can use Excel for that, but if you need to update 1,000’s or 10’s of thousands of records then Excel can be a little slow, and a script is so much faster.

Hopefully this worked example will demystify scripting a little and make you feel a little like a Whiz Kid. 

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The Tips & Tricks series has just made a major step this week and was translated into it’s first language other than English. Thanks to Kurt Mekelburg who did all of the hard work in the translation and also re-imaging all of the screen shots, all 50 of the first volume are now available in German.

If German is your native language then this is something that you must have, and here is the link to it on Amazon: http://www.amazon.com/dp/150101188X/

Kurt and I will be working together to get more books available in German so watch out for more in the future.

A month or so ago I released out the chapters for the first part of the Introduction To Dynamics AX to all of the Premium subscribers on the Dynamics AX website. Recently I have had a couple of requests to make the second part of the book available as downloadable chapters as well, so I did just that.

If you want to see all of the additional content that is available then just click on the following link:

http://dynamicsaxcompanions.com/Introduction-Guides/Introduction-To-Dynamics-AX-Part-II Read More

Originally posted on Dynamics AX Tip Of The Day:

When you implement Dynamics AX the last thing that you want to do is keep the old system around just so that you can access the historical information. One example of this is the sales history which is useful for reporting and trending, and also important when a customer calls up and asks about an order from a year ago. You may think that it is too much work to move all of that information over to your new system, but it’s not so. Using the Data Import Export Framework you can bring all of your historical sales orders over and be able to access them from within Dynamics AX.

You’re one step closer to cutting the cord on your old ERP system.

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Originally posted on Dynamics AX Tip Of The Day:

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…

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