I just published out the draft copy of the Configuring Cash Management Within Dynamics AX 2012 (Volume #4 of the Bare Bones Configuration Guides series) on the Dynamics AX Companions website.
If you want to take a peek at what I am working on then here is the link: http://www.dynamicsaxcompanions.com/Bare-Bones-Configuration-Guides/Configuring-Cash-Management
The Orion Foundation Now Runs Dynamics AX
The Task Recorder has always been a useful tool within Dynamics AX, but with the release of Lifecycle Services, it has been upgraded to become even more useful. Now the Task Recorder includes the ability to group your recordings into separate frameworks for different purposes, and also allows you to create a hierarchy structure that you can use to organize your tasks and recordings.
In addition to being able to export your task recordings out to Word etc. for off-line documentation, it also allows you to package up all of the business process structures and import them into Lifecycle Services to use them for managing your project and also collaborating with customers and partners. All of the task recordings are converted to process flow charts within Lifecycle Services to that you can adjust the standard business processes to match your requirements, and also all of the task recordings are viewable as live videos making them a centralized documentation tool for all the key business areas during and after the implementation.
In this blueprint we will show how you can set up and configure the business processes within the Task Recorder, create task recordings, and then import the business processes into Lifecycle Services to make them available through via the cloud. Read More
Over the past couple of weeks I have been working with the Service Management module within Dynamics AX. In the process I have been able to expand and update my notes on the area and have created a better guide for you all titled Configuring Service Management within Dynamics AX 2012.
This book has double the content of my Configuring Service Management to Track Service Orders blueprint that was released about 6 months ago, all of the screen shots have been redone to be crisper and easier to see, and has expanded from 70 to 456 pages to cover:
If you are interested in taking a look here are the links on Amazon:
Paperback:
http://www.amazon.com/dp/1497415942/
Kindle:
http://www.amazon.com/dp/B00J7AG5CG
As a side note, this is Volume 15 of my Dynamics AX 2012 Barebones Configuration Guides series that I have been working on for quite a while. The aim of this series is to show how easy it is ton configure Dynamics AX 2012 from a blank instance, and is going to have the following books in the series, each of which builds on top of the previous books in the series:
Like George Lucas, I started from the middle of the list, but I promise that I will deliver out the first books in the series shortly so that you can use them to guide you through your own journey of setting up Dynamics AX 2012.
Convergence 2014 is only a few days away, and that means that my presentation (UBAX002: How2: 40+ tips in 90 minutes in Microsoft Dynamics AX 2012) is not that far away either. A few days ago I dropped you all a note that I had put together a companion book (50 Tricks & Tips for Dynamics AX 2012) that I will be giving away at the presentation if you have the chance to attend it – but I found out that there will be close to 200 people at the presentation, which means that my 40+ copies will not go very far.
To rectify the solution, for today only (Feb 28th) you will be able to download a Kindle copy of the book from Amazon for free. That way everyone is a winner.
If you want to grab your copy, then just follow this link: http://www.amazon.com/dp/B00INY3LRO/
For all of you that can’t make it to Convergence then pick up a copy anyway if you like and read it aloud with a New Zealand accent and it will be just like you were there.
With Convergence coming up I have been preparing for my presentation that I’ll be giving on the Friday of that week (
UBAX002: How2: 40+ tips in 90 minutes in Microsoft Dynamics AX 2012
) – which if you are attending Convergence I would love to see you there.
In the process of planning it out, I thought that I would compile all of the content ahead of time and I converted it over into a small 400+ page book for you all, in case you want to get a sneak peek of what I will be showing (or if you can’t make it to convergence, then reading it will be just like I’m there… minus the New Zealand accent).
If your are interested in taking a look, then you can see it on the CreateSpace here: https://www.createspace.com/4661487 and it should also be available on Amazon within 5 or so…
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The document management function that allows you to create attachments that are based off a Word template. What makes this a super useful feature is that you can populate the document on the fly with data from the record that you are creating the attachment for.
Everyone has templates that they have squirreled away on their computer that they continually use for boilerplate responses. This takes it to the next level by creating all of these document for you based of the boilerplate documents… and they are not hidden on one persons computer any more.
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The task recorder is great because it practically creates all of your user documentation for you. The only problem is that the format of the documentation that it created is a little bland. Don’t worry though, rather than reformat all of the documents that are created after the fact, you have the option to change the default template that is used when the documents are created.
An ounce of preparation is worth a pound of cure
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If you have ever tried to create a PowerView report within Excel that is populated directly from an Analysis Services Cube, then you may have come across a small roadblock where PowerView refuses to work. All is not lost though, you can trick Power View into thinking that it is querying a real table by using PowerPivot to craft the query first.
The only downside to this is that we don’t have to use PowerQuery as much any more…
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Every one knows that you can now edit your Dynamics AX projects directly in Microsoft Project, but the integration gets even cooler then that. If you have an existing project plan that you want to turn into a new project, then you can create it directly from Microsoft Project itself.
This is a super easy way to migrate all of your old projects over to Dynamics AX.
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A Tinkerers Notebook 