Over the weekend I worked managed to finish off the second book within my Barebones Configuration Guide series that focuses on the initial Organization configuration and setup that you would need to do if you were setting up a system from scratch. This short (105 page) guide includes the following topics:

CONFIGURING YOUR ORGANIZATION

  • Initialize the Organizations Number Sequences
  • Importing Address Zip Code, City, State & County Components
  • Configuring The Global Address Book Properties
  • Configuring Default Address Books
  • Configure Working Time Templates
  • Configuring Your Organizational Calendar
  • Creating A Default Email Template
  • Configuring Your Default Workflow Parameters
  • Configure The Alert Notification Parameters

CONFIGURING YOUR LEGAL ENTITY

  • Adding an Address to the Legal Entity
  • Adding A Logo To Your Legal Entity

If you are interested in taking a look here are the link on Amazon:

Kindle: http://www.amazon.com/dp/B00KOWVCO2/

Paperback:
http://www.amazon.com/dp/1499748817/
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With the Release of the Dynamics AX R3 demonstration image earlier on this month I decided to create a new demonstration company, and as I was doing that I thought that it would be a good idea to also kill two birds with one stone, and use it as a reason to finish off the first book within my Barebones Configuration Guide series. This short (150 page) guide includes the following topics: Read More

goERPcloud-Logo_blueIf I’ve heard it once, I’ve heard it a hundred times. People always want to get access to a demonstration version of Dynamics AX that they can test drive. There is something very special about being able to work through scenario yourself. I guess ERP is just like a car, in that you need to get behind the wheel rather than be chauffeured. The problem is that in the past, this involved setting up a new server, configuring the software, and also getting the test system licensed with Microsoft which is easier said than done, so we always shy away from it. Lifecycle Services and Azure Hosting has made this better because now you can rent space on Azure and fire up a VM within 10 or so minutes.

But today I was introduced to goERPcloud, and I have to admit this is a super cool offering. They offer a free trial service for test driving Dynamics AX R3 where you can sign up for a 30 day trial, without having to give them a single digit of your credit card number. I didn’t buy it either, but I tried it out and gosh darn it – it worked like a charm.

goERPcloud is the CreditKarma for Dynamics AX hosting. Read More

A couple of weeks ago I did a webinar for MS Dynamics World titled “Microsoft Dynamics AX workflows for financial automation: Improving process efficiency with ease” which you can view if you like by following this link:

http://msdynamicsworld.com/webcast/microsoft-dynamics-ax-workflows-financial-automation-improving-process-efficiency-ease

While I was preparing for the webcast, I created a storyboard of everything that I was going to show, which I thought may be a great reference for everyone, so I tidied it up and the complete set of examples that I worked through during the webinar, plus the examples that I didn’t manage to get to in the time I had are now available as a Companion Guide for Dynamics AX. Within the 401 pages I cover: Read More

c2c3b97846b09044041a6003af4272b1Block your calendar for my next workshop for the AXUG on May 27th at 1PM (ET).

I will cover tips and tricks within Dynamics AX that will increase your knowledge, productivity and work life! You simply can’t miss as a Dynamics AX user.

You can register for the link through the AXUG website using this link: http://www.axug.com/events/AXUGWorkshopGrandmotherTipsMay2014

If you are interested in seeing how you can set up the Sales and Marketing area of Dynamics AX to turn it into your very own integrated XRM system, then you are in luck – I have just released volume #14 or my Dynamics AX 2012 Barebones Configuration Guides series which focuses on configuring the Sales And Marketing area within Dynamics AX which gives you a general overview and step by step instructions to set up most of its features and functions. Within the 566 pages I cover:
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Over the past month I have been finishing up another of my books within the Dynamics AX 2012 Barebones Configuration Guides and have just released out the #13 – Configuring Production Control Within Dynamics AX. For anyone interested in a general overview of how to configure Production Control within Dynamics AX with step by step instructions, then you may want to take a look at it. Read More

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

We are only days away from the official launch of the R3 Release of Dynamics AX, and it is chock full of new functionality. Everyone has been talking about the new Warehouse and Transportation Management functions that are included in this new release, but if that’s not the half of it. There is so much more that you should be looking forward to, and here is a quick review of some of the other features that you should watch out for. Read More