Originally posted on Dynamics AX Tip Of The Day:

You can see them all of Dynamics AX. Fact boxes are a great way to show information relating to the current record that you are in, without cluttering up the main data in the form. Also you can pick and choose if you want to see the information as well. But you don’t have to settle for the fact boxes that are delivered with Dynamics AX, you can easily create some more of your own if you don’t mind getting your hands a little dirty with a little coding.

What a great way to Gamify your customers.

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If you are going to be at the AXUG Conference next week then drop by and see me. I am presenting at the following sessions:

  • Challenge the Experts: Microsoft MVP Panel
    This is the session to get your answers! Join in on the fun in this fast-moving roundtable where the Microsoft Dynamics AX MVPs will field all questions from the audience. There has to be at least one question you wanted answered while at Summit – and this the session to do it. No question, regardless of version, function, or technology is out of bounds!
    Thursday, October 16th (My Birthday) at 2:00pm &
    Friday, October 17th at 2:00pm

  • WOW – 30 Microsoft Dynamics AX 2012 Tips in 60 Minutes
    Are you ready to get some quick tips to make your life as a Microsoft Dynamics AX 2012 user easier? In this session, we’ll highlight 30+ business user tips and available tools from across the functional areas of the product that you can take back to your company to improve your use of your Microsoft Dynamics AX deployment immediately.
    Thursday, October 16th (My Birthday) at 4:45am &
    Friday, October 17th at 3:30pm

     

  • Using PowerBI Within Office 365 To Free Your Dynamics AX Data
    The PowerBI tools that Microsoft deliver on the desktop are great, but if you are an Office 365 user then you can take your reporting to the next level by making the reports and data available in the cloud. You can publish your reports to Office 365 and make them available to everyone, and you can even connect Office 365 with your on premise data so that users are able to query key information though the web. With the additional tools that are available through the online version of PowerBI like Power Q&A you can even ask for information as a question, and let Power BI do all the hard work for you. In this session we will show you how to configure PowerBI within Office 365 and also show you all of the new and nifty features that it provides.
    Thursday, October 16th (My Birthday) at 8:00am

 

  • Using PowerBI Within Excel For Self-Service Reporting
    It’s no secret that everyone uses Excel to create their own personal reports for Dynamics AX, but if you are just using pivot tables and the standard charting capabilities that have been around since the dawn of time, then you are selling yourself short. With the new PowerBI tools that are available for Excel, you can supercharge your reports and dashboards and get so much more useful information out of Dynamics AX. In this session we will look at all of the PowerBI tools within Excel, including PowerPivot, PowerQuery, and PowerMap and show you how you can get the most out of your self-service reporting, and maybe show you a few more tricks along the way that will make you look like a reporting Superstar.
    Thursday, October 16th (My Birthday) at 3:15pm

 

  • Configuring Financial Approvals and Workflows Within Dynamics AX – Part I Journals
    Workflows and approval processes within Dynamics AX must be one of the most underused, and also most useful features of the application, and that may be because everyone thinks that they are complicated to set up and require a developer in order to get them working. And that’s a shame, because nothing could be further from the truth. The built in approval processes within Dynamics AX can be set up and running within a few minutes to control simple transactions, and workflows only take a fraction longer to configure and then allow you to convert all of your archaic paper and informal business approval processes into a streamlined and controlled business process that you can track, audit, and report off. In this first of a two part session on financial workflows, we will focus on workflows around journals. We will review the set up and operation of workflow around journal access and approval.
    Wednesday, October 15th at 11:00am

 

  • Configuring Financial Approvals and Workflows Within Dynamics AX – Part II Invoices
    Workflows and approval processes within Dynamics AX must be one of the most underused, and also most useful features of the application, and that may be because everyone thinks that they are complicated to set up and require a developer in order to get them working. And that’s a shame, because nothing could be further from the truth. The built in approval processes within Dynamics AX can be set up and running within a few minutes to control simple transactions, and workflows only take a fraction longer to configure and then allow you to convert all of your archaic paper and informal business approval processes into a streamlined and controlled business process that you can track, audit, and report off. In this second of a two part session on financial workflows, we will focus on workflows around invoices. We will review the set up and operation of workflow around payables invoice access and approval, and also dive into the document management side of AP invoice workflow.
    Wednesday, October 15th at 1:00pm

 

  • Optimize Workflow!
    Have you wondered if you are utilizing Dynamics AX to the fullest? What are you doing to fully use Dynamics AX Workflow in your organization? This isn’t a traditional tips and tricks session. This will be an open discussion with other users, partners, and Microsoft sharing their experiences to OPTIMZE Workflow with your Dynamics AX installation. Come join us and learn secrets which will allow your company to get more out of Workflow.
    Wednesday, October 15th at 3:45pm

     

For more information on the AXUG Summit check out their website: http://axugsummit2014.sched.org/

Over the past couple of months I have received a number of requests to provide guides on how to configure the Project Accounting and Warehouse Management modules within Dynamics AX, and although they were way down in the list of guides that were planned, I recently had the opportunity to prepare a couple of demonstrations on both of these topics and though that I would take advantage of it and create the guides for both of these topics.

I have not completed either of the books, but I do have all of the storyboards created so I thought that I would publish the draft versions ahead of the finished copies for anyone who is interested in walking through the examples. You all should be able to get the general idea of the flow just from the screen shots without a problem.

Both of these books are available if you have an eBook Subscription to the Dynamics AX Companions site and if you want to download them then just click on the following links.

Configuring Project Management & Accounting Within Dynamics AX 2012

The Project Accounting module within Dynamics AX allows you to manage and track projects and work breakdown structures directly within the application, or through Microsoft Project which is integrated with Dynamics AX. This allows you to track time and material costs directly with Dynamics AX and have them post and update projects automatically.

This guide is currently 753 pages long and includes the following chapters:

  • Configuring Project Management And Accounting Controls
  • Configuring Projects
  • Configuring Project 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

For more information click the following link:

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

 

Configuring Warehouse Management And Control Within Dynamics AX 2012

The Warehouse Management and Control module within Dynamics AX is one of the newest modules that have been added to the application and is a great extension to the system. The WMS module extends out the existing inventory control functionality to include location directives, work templates, worker management, and also an inbuilt client for handheld devices.

This guide is currently 451 pages long and includes the following chapters:

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

For more information click the following link:

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

To add subscriptions to your account just follow the instructions on the Dynamics AX Companions
website.

I just wanted to pass on a quick note to an upgrade that I just made to the Dynamics AX Companions website over the past couple of days that all of you eBook subscribers may be interested in.

When I first set up the website I split the subscriptions into two separate roles – Premium, which allows you to download all of the individual pieces of content that I have been posting, and then the eBook subscription, which was aimed at giving you all quick access to all of the published books within the eBookshelf area of the site. I had expected that most of you would opt for the monthly premium subscription since it was a lot more economical (which you all did), but did not expect as big of a response to the eBook subscription as I got.

After thinking this though a little I realized that it is a little unfair to make the eBook subscribers also have to sign up for the Premium content since they have already shown such great support to the site, so I have updated the security profiles on the site.

From now on, if you are an eBook subscriber, or sign up for an eBook subscription, then you also get access to all of the Premium content as well at no additional cost.

It’s just my way of saying thanks for the support.

PS. I think that I have caught all of the areas that I need to update the security to allow this to work, but if you are an eBook subscriber, and can’t access something then drop me a note and I will fix it right away.

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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