Tips And Tricks
Volume 02

After releasing the initial set of tips and tricks, I realized that I had enough additional tips for a second volume containing 50 more tricks and tips that you can take advantage of within Dynamics AX. They range from tips on tweaking the Dynamics AX client to some of the hidden features within Dynamics AX itself that you may not know you can do. They also include tips on how to use other tools that are available to you to report better from the system, and how to use the office suite to really power charge Dynamics AX. 

You will definitely find at least one or two more tips that will make your life easier.

The Tips and Tricks that are included in this volume are: 

DESKTOP CLIENT TIPS

• Set Your Home Page To Automatically Refresh
• Change Your Company Through The Status Bar Charm
• Open New Workspaces To Quickly Access Multiple Areas At Once
• Clean Up The Navigation Pad To Show Just The Modules You Need
• Add Entire Menu Item Groups At Once To Your Favorites Menu
• Hide the Navigation & Fact Box Panels For More Workspace
• Filter Your Favorites Menu Item
• Navigate The Ribbon Bar Like A Street Fighter With Shortcut Keys
• Hack Form Selection Criteria For Mass Updates
• Copy Document Attachments From One Record To One Or More Other Records
• Process Multiple Records At Once By Using The Multi-Select Option
• Quickly Filter Your Data Through The Type To Filter Box
• Add New Fields To The Type To Filter Search Form To Find Hard To Find Data
• Use Filter By Selection To Quickly Find Common Records
• Use The Filter by Field To Search For Subsets Of Data Within Columns
• Use The Filter By Grid & Wild Cards To Create More Intricate Queries
• Using The Query Dialog To Create More Advanced Filters

FUNCTIONAL TRICKS

• Applying Templates To Multiple Products At Once
• Update Product System Templates After They Have Been Created
• Rename Product Dimensions To Match Your Business
• Manage Your Product Costs By Product Variants
• Use Retail Category Attributes To Track Additional Product Characteristics
• Use Refilling Warehouses To Let MRP Suggest Replenishment Transfers
• Configure The Carrier Interface In Test Mode To Record Tracking Numbers Manually
• Configure Notes To Print On Standard Forms Like The Order Confirmation
• Assign Tasks To Other People Through Activities
• Creating A Mail Merges In Word From Campaign Target Lists
• Send Personalized Emails To Contacts Through Campaigns
• Creating Request For Quotations During The Requisitioning Process
• Track Skills And Education Against Everyone To Help Match People To Jobs
• Add Media To Questionnaires To Create Visual Training Exercises And Certifications
• Drilling Into AX Detail Directly From The Management Reporter Web Viewer
• Use Excel Worksheets To Make Entering Budgeting A Breeze
• Assign Shortcut Keys To POS Terminal Buttons

OFFICE TRICKS

• Make The Dynamics AX Role Center Your Outlook Home Page
• Use Lync To Track People Down Directly From Dynamics AX
• Synchronize Dynamics AX With Microsoft Outlook
• Synchronize Your Contacts Between Dynamics AX And Outlook And Back Again

REPORTING TIPS

• Create Reports Instantly With Autoreports
• Export To Excel When There Is No Ribbon Bar
• Perform What-if Analysis Within Excel Using Power BI

WORKFLOW TRICKS

• Set Up A Workflow Delegate When You Are Not Available
• Use Workflow Escalation To Make Sure Tasks Get Done
• Use Workflows Escalation Automatic Approval For Spot Reviews

SYSTEM ADMINISTRATION TIPS

• Archive Excel Exports Automatically In SharePoint Document Libraries
• Share Your Screen Personalization With Other Users
• Archive Reports So That You Can Access Then Later On Without Rerunning It
• Save Document Attachments To SharePoint
• Creating Segregation Of Duties Rules To Block Possible Security Issues
• Hide The Parent Navigation Tabs To Tidy Up The Portal Navigation Bar