Publishing Custom AX Data Lists in SharePoint Enterprise Portals

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January 8, 2013
Dynamics AX, SharePoint
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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

Retrieving and Publishing a Budget through Excel Using Matrix Fields

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January 8, 2013
Dynamics AX
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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

Retrieving and Publishing a Budget Through Excel

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December 31, 2012
Dynamics AX
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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

Robert Greene has a new book

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December 28, 2012
Book Club
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I love almost all of Robert Greene’s books – the one that he write with 50 cent, not so much. The way that he explains everything through historical figures and analogies are great. So when I saw that he had a new book out the other week as I was browsing at B&N, I grabbed a copy right away, and am now avidly reading it. Maybe some of you all out there will do that same. Read More

Creating & Consuming Web Services with Excel

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December 28, 2012
Dynamics AX, Excel, Office Interoperability, SharePoint
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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

Book Club – ERP Pulp Fiction

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December 28, 2012
Book Club
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This week’s book club suggestion will set you back $0.99, is a whopping 6 pages long which will probably take you about 3 minutes to read (if you read as slow as I do), and it’s also written about Great Plains. I think that it also creates a new book category of ERP Pulp Fiction by showcasing all of the Microsoft technologies though a quick and trashy novel full of secret agents, spy missions, and accountants. Read More

Dissecting Dynamics AX Role Centers

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December 27, 2012
Dynamics AX
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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

Book Club – The Art of Seduction

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November 25, 2012
Book Club
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The weeks book suggestion is for those of you that have read Dale Carnegie’s book and want to move on to the advanced class. Although we not look down on those of you that just want to skip making friends, and decide to read this book instead.

This book pulls in examples from all of the great seducers in history, including figures from the Renaissance like Casanova, Madam Bovary, Don Juan, & Cleopatra.

Don’t be ashamed to admit that we are all in the business of seduction. Not necessarily the Fifty Shades of Gray version, but more of the having customers fall in love with us for our expertise, and not wanting us to leave, or in the case of sales, wanting us to stay. Read More