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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| Questionnaires are a great way to gather information, and Dynamics AX 2012 has a great feature that allows you to create your own questionnaire formats for employees, vendors, and customers that can either be filled out through the self service applications, or delivered by an agent such as a CSR in conjunction with call lists.In this example we will show one of the ways that questionnaires can be used, and create an employee questionnaire to weed out some troublesome individuals. |
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| The Enterprise Portals are quick and easy ways that you can publish information out to the users using SharePoint so that they can have a single place to analyze the business, and also to access information on the go through tablets or web browsers. Bus sometimes you may find that there is information in Dynamics AX that is not available through the standard Enterprise Portal controls.
In this worked example we will show how you can easily create your own custom user data controls for Dynamics AX that you can add to existing SharePoint portals, and also to Role Centers to add that last bit of information that you may want to see. And all without a single line of code. Read More |
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| The Dynamics AX Excel Add-In is great for updating data through a familiar tool, and in a previous post I showed how you could use it to update budgets within Excel. Although a lot of the time when you are adjusting budgets, you may not want to see every period’s postings one by one.
In the following worked example, we will show how you can use a feature in the Excel Add-In to create summary fields that allow you to update multiple records within the database at once, and then show how you can use this same feature to create a tabular style budget maintenance form within Excel to make the budget updates even easier. Read More |
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| The Excel add-in for Dynamics AX is a great tool for getting data from AX into Excel for reporting and analysis. But if you set up your document services the right way then it becomes more useful by allowing you to publish data back into AX directly from the Excel spreadsheet.
A while ago I came across a blog post by Becky Newell on Importing a Budget via the Excel Add-in and thought that it would be a good exercise to recreate her example, and get it working for myself. Read More |
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| Wouldn’t it be nice to be able to browse your Dynamics AX data directly from Windows 8?
In this short walkthrough we will show you how you can quickly create a simple Windows 8 application written in HTML5 that will allow you to do that, and it’s really not that hard… Read More |
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| There are a whole slew of web services available in Dynamics AX 2012, but how do you use them?In this example we will show how you can publish the web services so that you can use them in an application, and also show an example of the web services in action by using them to create a simple sales order import routine from Excel. Read More |
Wouldn’t it be nice to come into work in the morning, open up Dynamics AX, and see everything that you could possibly want to see in one place? It may seem like a pipe dream, but not really. Dynamics AX has a feature called the Role Center that will do this and more for you, without even breaking a sweat.
In this walkthrough we will give you an overview of the Role Centers, how you can tweak the standard ones that come out of the box, and also how you can add additional features that may make your life a little easier. Read More
Although Dynamics AX is not a complete new product development and formulation system since it does not calculate nutritional details, or perform least cost formulation, it does allow you to manage all of your product, costs, formulations, nutritional detailed etc. Additionally it has a lot of capabilities to help you manage the NPD and NPI process so that the process is a lot smoother.
In this example, I will show an example of how you can use Cases, Workflow, and Projects within Dynamics AX to manage all of the New Product Development/Introduction process. Read More
A Tinkerers Notebook 