The demonstration virtual machines that you can download from the PartnerSource site have a blank company that you can use to create your own data within. The good news about it is that it’s clean, so you can create your own personal demonstration data without having to look at TV’s and stereos all of the time. The bad news is that the company is clean, so you have to configure all of the data yourself. That’s not a big problem though, the configuration is not that hard, and having your own data makes the Dynamics AX look so much better.

In this walkthrough we will show how you can start the process by configuring the US01 legal entity so that you can start using it. We will show how to:

• Configure the US01 legal entity
• Create a new business unit for the organization
• Configure the business account structures
• Configure the company ledger
• Set the default accounts for the automatic transactions
• Create a bank account for the organization Read More

The Print Management feature within Dynamics AX does a lot more than just allow you to print reports. It also allows you to e-mail reports, automatically print and distribute forms, and also have custom form versions by customer & vendor.

In this walkthrough we will show some of the different options available to you and also how to configure them within Dynamics AX. You will learn how to:

1. Send a Form via Email
2. Automatically Email A Form
3. Set Email defaults by Customer
4. Use the Batch Server to Automatically Generate Forms
5. Creating Alternate Form Versions Read More

This week I have been calculating the number of user licenses that are required for a client. Although this should be a simple task, I quickly realized that it isn’t quite as cut and dry as I would have liked. Read More

With the release of Dynamics AX 2012 R2, a new document location type is available for the Document Types which allows you to archive files to SharePoint rather than to the usual network file locations. This is a much better place to store files since you can add metadata to the uploaded files, and also you can add features like version control and document security around the files.
In this example we will show how you can create a new document type that stores it’s attached files within SharePoint.

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Dynamics AX comes pre-packaged with over 40 standard role centers for a lot of the normal user types that you would expect to see within an organization – CFO, Salesperson, AP Clerk, etc. But what if you have unique roles within your organization that don’t fit the standard roles. Wouldn’t it be nice to create your own?

In the following walk through we will show you how to do just that.
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This week I have been working with a customer running Lotus Notes (Boooooo).  I’m convincing them that the Microsoft Suite (Yayyyyyyy) is a better option although they wanted to know how Exchange compared with Notes, how SharePoint compared with Connections, and how Lync compared with SameTime.

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