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The New Dynamics AX

The New Dynamics AX is a big change from the previous releases. The majority of the changes are around the new web based user interface, the new way that you navigate around in the application and also new sets of tools that have come along for the ride.

For those of you that are familiar with the older user interfaces then you may have to learn a couple of new tricks to get around the system like the pro that you are, and for new users of the New Dynamics AX environments then you will probably want as many tips on all the cool things that you are hidden away within the application so that you can quickly become a power user of the system.

I have scoured all of the resources that I have to compile the most useful tips and tricks for the New Dynamics AX and that will be useful to everyone, regardless of if you are a novice to Dynamics AX just trying to get around in the application, or have worked with the previous versions of the system, and are just want to learn the nuances of the new user interface.

Using the dropdown menus

Another way that you can navigate through the system is through the dropdown menus. These menus allow you to access all of the different functions within the New Dynamics AX and for those that have used previous versions of AX, these are very similar in structure to the old menu pages.

Additionally, you can see all of the workspaces within the default dashboard that we started on, if you need to quickly open up another workspace then you can see them all through the dropdown menu.

How it works…

To access the menus then just click on the hamburger icon in the top left hand corner of the application.

If you wanted to open up the Employee Self Service workspace then you can find it within the workspaces sub menu, and then just click on it.

That will take you straight to the Employee Self Service workspace.

Want more?

If you liked this post and want to see more tips and tricks for the New Dynamics AX then I have compiled the 50 initial tips and tricks into a new guide for you all. If you want to get all of the tips and tricks in one place, then just follow the link: http://bit.ly/1mAzKf6

Also, if you are looking for more resources on Dynamics AX in general, then make sure you check out the Dynamics AX Companions site at www.dynamicsaxcompanions.com and also the Blind Squirrel Publishing site at www.blindsquirrelpublishing.com for more articles and books.

About the Author

Murray Fife is an Author of over 25 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and also even more on the BSP (www.blindsquirrelpublishing.com) site.

Murray is also the curator of the Dynamics AX Companions (www.dynamicsaxcompanions.com) site which he built from the ground up as a resource for all of the Dynamics AX community where you can find walkthroughs and blueprints that he created since first being introduced to the Dynamics AX product.

Throughout his 25+ years of experience in the software industry he has worked in many different roles during his career, including as a developer, an implementation consultant, a trainer and a demo guy within the partner channel which gives him a great understanding of the requirements for both customers and partner’s perspective.

For more information on Murray, here is his contact information:

Email:         mcf@blindsquirrelpublishing.com
Twitter:    @murrayfife
Facebook:    facebook.com/murraycfife
Google:        google.com/+murrayfife
LinkedIn:    linkedin.com/in/murrayfife
Blog:        atinkerersnotebook.com
Docs:        docs.com/mufife
Amazon:    amazon.com/author/murrayfife

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The New Dynamics AX is a big change from the previous releases. The majority of the changes are around the new web based user interface, the new way that you navigate around in the application and also new sets of tools that have come along for the ride.

For those of you that are familiar with the older user interfaces then you may have to learn a couple of new tricks to get around the system like the pro that you are, and for new users of the New Dynamics AX environments then you will probably want as many tips on all the cool things that you are hidden away within the application so that you can quickly become a power user of the system.

I have scoured all of the resources that I have to compile the most useful tips and tricks for the New Dynamics AX and that will be useful to everyone, regardless of if you are a novice to Dynamics AX just trying to get around in the application, or have worked with the previous versions of the system, and are just want to learn the nuances of the new user interface.

Document detail forms and fast tabs

Now that we are looking at the document record we are in the Document detail view. This view is different from the list views that we have been seeing so far because you have multiple groups of data that may be hidden as compressed Fast tabs.

Fast tabs are really useful because they allow you to pick and choose which sets of data that you want to see and also hide away the data that you don’t necessarily need on a daily basis.

How it works…

In this example we are seeing the order lines, but also there is a fast tab that contains all of the order header details.

If you want to expand (or collapse) any of the fast tabs then all you need to do is click on the expand/collapse arrow which is at the top of each fast tab ion the right hand side.

This will expand out the fast tab and you will be able to see all of the fields that were hidden away from you.

Want more?

If you liked this post and want to see more tips and tricks for the New Dynamics AX then I have compiled the 50 initial tips and tricks into a new guide for you all. If you want to get all of the tips and tricks in one place, then just follow the link: http://bit.ly/1mAzKf6

Also, if you are looking for more resources on Dynamics AX in general, then make sure you check out the Dynamics AX Companions site at www.dynamicsaxcompanions.com and also the Blind Squirrel Publishing site at www.blindsquirrelpublishing.com for more articles and books.

About the Author

Murray Fife is an Author of over 25 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and also even more on the BSP (www.blindsquirrelpublishing.com) site.

Murray is also the curator of the Dynamics AX Companions (www.dynamicsaxcompanions.com) site which he built from the ground up as a resource for all of the Dynamics AX community where you can find walkthroughs and blueprints that he created since first being introduced to the Dynamics AX product.

Throughout his 25+ years of experience in the software industry he has worked in many different roles during his career, including as a developer, an implementation consultant, a trainer and a demo guy within the partner channel which gives him a great understanding of the requirements for both customers and partner’s perspective.

For more information on Murray, here is his contact information:

Email:         mcf@blindsquirrelpublishing.com
Twitter:    @murrayfife
Facebook:    facebook.com/murraycfife
Google:        google.com/+murrayfife
LinkedIn:    linkedin.com/in/murrayfife
Blog:        atinkerersnotebook.com
Docs:        docs.com/mufife
Amazon:    amazon.com/author/murrayfife

The New Dynamics AX is a big change from the previous releases. The majority of the changes are around the new web based user interface, the new way that you navigate around in the application and also new sets of tools that have come along for the ride.

For those of you that are familiar with the older user interfaces then you may have to learn a couple of new tricks to get around the system like the pro that you are, and for new users of the New Dynamics AX environments then you will probably want as many tips on all the cool things that you are hidden away within the application so that you can quickly become a power user of the system.

I have scoured all of the resources that I have to compile the most useful tips and tricks for the New Dynamics AX and that will be useful to everyone, regardless of if you are a novice to Dynamics AX just trying to get around in the application, or have worked with the previous versions of the system, and are just want to learn the nuances of the new user interface.

Drilling into details through hyperlinks

If you need to view any of the detailed information for the transaction or document that you are looking at then all you need to do is click on the hyperlink for the transaction.

How it works…

For example, if you want to see the order 00000797, then just click on it.

This will take you straight into the detail form showing you all of the sales order lines.

Want more?

If you liked this post and want to see more tips and tricks for the New Dynamics AX then I have compiled the 50 initial tips and tricks into a new guide for you all. If you want to get all of the tips and tricks in one place, then just follow the link: http://bit.ly/1mAzKf6

Also, if you are looking for more resources on Dynamics AX in general, then make sure you check out the Dynamics AX Companions site at www.dynamicsaxcompanions.com and also the Blind Squirrel Publishing site at www.blindsquirrelpublishing.com for more articles and books.

About the Author

Murray Fife is an Author of over 25 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and also even more on the BSP (www.blindsquirrelpublishing.com) site.

Murray is also the curator of the Dynamics AX Companions (www.dynamicsaxcompanions.com) site which he built from the ground up as a resource for all of the Dynamics AX community where you can find walkthroughs and blueprints that he created since first being introduced to the Dynamics AX product.

Throughout his 25+ years of experience in the software industry he has worked in many different roles during his career, including as a developer, an implementation consultant, a trainer and a demo guy within the partner channel which gives him a great understanding of the requirements for both customers and partner’s perspective.

For more information on Murray, here is his contact information:

Email:         mcf@blindsquirrelpublishing.com
Twitter:    @murrayfife
Facebook:    facebook.com/murraycfife
Google:        google.com/+murrayfife
LinkedIn:    linkedin.com/in/murrayfife
Blog:        atinkerersnotebook.com
Docs:        docs.com/mufife
Amazon:    amazon.com/author/murrayfife

The New Dynamics AX is a big change from the previous releases. The majority of the changes are around the new web based user interface, the new way that you navigate around in the application and also new sets of tools that have come along for the ride.

For those of you that are familiar with the older user interfaces then you may have to learn a couple of new tricks to get around the system like the pro that you are, and for new users of the New Dynamics AX environments then you will probably want as many tips on all the cool things that you are hidden away within the application so that you can quickly become a power user of the system.

I have scoured all of the resources that I have to compile the most useful tips and tricks for the New Dynamics AX and that will be useful to everyone, regardless of if you are a novice to Dynamics AX just trying to get around in the application, or have worked with the previous versions of the system, and are just want to learn the nuances of the new user interface.

Switching favorites lists

You will notice that there are a number of different favorites listed in this example, and as you switch between them you will be able to see different groups of data, and also some of the data has different data. Read More

The New Dynamics AX is a big change from the previous releases. The majority of the changes are around the new web based user interface, the new way that you navigate around in the application and also new sets of tools that have come along for the ride.

For those of you that are familiar with the older user interfaces then you may have to learn a couple of new tricks to get around the system like the pro that you are, and for new users of the New Dynamics AX environments then you will probably want as many tips on all the cool things that you are hidden away within the application so that you can quickly become a power user of the system.

I have scoured all of the resources that I have to compile the most useful tips and tricks for the New Dynamics AX and that will be useful to everyone, regardless of if you are a novice to Dynamics AX just trying to get around in the application, or have worked with the previous versions of the system, and are just want to learn the nuances of the new user interface.

Workspace favorites lists

In the center of the form you will see an area where you can see more links to documents and transactions that should be important for your job. Read More

The New Dynamics AX is a big change from the previous releases. The majority of the changes are around the new web based user interface, the new way that you navigate around in the application and also new sets of tools that have come along for the ride.

For those of you that are familiar with the older user interfaces then you may have to learn a couple of new tricks to get around the system like the pro that you are, and for new users of the New Dynamics AX environments then you will probably want as many tips on all the cool things that you are hidden away within the application so that you can quickly become a power user of the system.

I have scoured all of the resources that I have to compile the most useful tips and tricks for the New Dynamics AX and that will be useful to everyone, regardless of if you are a novice to Dynamics AX just trying to get around in the application, or have worked with the previous versions of the system, and are just want to learn the nuances of the new user interface.

Workspace tiles

On the left hand side of the page you will see the workspace tiles. These are quick visuals that show you how many particular transactions are sitting within the status, and also quick links to other detail and list pages within the application. Read More

The New Dynamics AX is a big change from the previous releases. The majority of the changes are around the new web based user interface, the new way that you navigate around in the application and also new sets of tools that have come along for the ride.

For those of you that are familiar with the older user interfaces then you may have to learn a couple of new tricks to get around the system like the pro that you are, and for new users of the New Dynamics AX environments then you will probably want as many tips on all the cool things that you are hidden away within the application so that you can quickly become a power user of the system.

I have scoured all of the resources that I have to compile the most useful tips and tricks for the New Dynamics AX and that will be useful to everyone, regardless of if you are a novice to Dynamics AX just trying to get around in the application, or have worked with the previous versions of the system, and are just want to learn the nuances of the new user interface.

The New Dynamics AX Workspaces

The first type of page that we will see is the main dashboard view. Here you will see that there are a number of Workspaces that are available that have been tailored to specific roles within the organization.

To go to any particular workspace, then all you have to do is click on the tile.

How they work…

For example, if you were an order entry clerk then you would probably just click on the Sales Order Processing and Inquiry workspace tile.

Now you are within the Sales order processing and inquiry workspace you will be presented with all of the core information that is necessary to track all of your sales orders and also link out to the other areas that you may need to help you along the way.

Want more?

If you liked this post and want to see more tips and tricks for the New Dynamics AX then I have compiled the 50 initial tips and tricks into a new guide for you all. If you want to get all of the tips and tricks in one place, then just follow the link: http://bit.ly/1mAzKf6

Also, if you are looking for more resources on Dynamics AX in general, then make sure you check out the Dynamics AX Companions site at www.dynamicsaxcompanions.com and also the Blind Squirrel Publishing site at www.blindsquirrelpublishing.com for more articles and books.

About the Author

Murray Fife is an Author of over 25 books on Microsoft Dynamics AX including the Bare Bones Configuration Guide series of over 15 books which step the user through the setup of initial Dynamics AX instance, then through the Financial modules and then through the configuration of the more specialized modules like production, service management, and project accounting. You can find all of his books on Amazon (www.amazon.com/author/murrayfife) and also even more on the BSP (www.blindsquirrelpublishing.com) site.

Murray is also the curator of the Dynamics AX Companions (www.dynamicsaxcompanions.com) site which he built from the ground up as a resource for all of the Dynamics AX community where you can find walkthroughs and blueprints that he created since first being introduced to the Dynamics AX product.

Throughout his 25+ years of experience in the software industry he has worked in many different roles during his career, including as a developer, an implementation consultant, a trainer and a demo guy within the partner channel which gives him a great understanding of the requirements for both customers and partner’s perspective.

For more information on Murray, here is his contact information:

Email: mcf@blindsquirrelpublishing.com
Twitter:  @murrayfife

Facebook:  facebook.com/murraycfife
Google:  google.com/+murrayfife
LinkedIn:  linkedin.com/in/murrayfife

Blog:  atinkerersnotebook.com

Docs:  docs.com/mufife
Amazon:  amazon.com/author/murrayfife