Tips And Tricks
Volume 03

Dynamics AX is chock full of features that you can implement at the module level, but the true power of the product comes from the boat load of smaller features that are built into the user interface, the modules themselves.  Also you can make Dynamics AX even more powerful by taking advantage of the other foundation products such as SharePoint and Office.  The real trick is to know that these capabilities are there, and that is what this book is aimed to do. 

In this third volume in the Tips & Tricks series we have compiled 50 more tips that you can take advantage of within Dynamics AX 2012 ranging from tips on how you can tune your desktop client, to features within the Dynamics AX application that you may want to start taking advantage of, to creative ways to integrate with Office, and even tweaks and configurations that the system administrator could use to extend out and control the Dynamics AX processes.

Even the most seasoned Dynamics AX user or administrator should find a new tip or trick here that will make them look like a rock star. 

The tips that are included in this volume are:

DESKTOP CLIENT TRICKS

• Setting Forms To Automatically Open In Edit Mode
• Create Open Ended Filters By Using Ranges With No Beginning Or End
• Change The Default Language Within The Rich Client
• If You Don’t Like The Way Your Data Looks The Rename It
• Convert Any Record Into A Template

FUNCTIONAL TRICKS

• Clock Workers In And Out Using Job Registration
• Change The Default Party Types From Organizations To Person
• Add Additional Email Purposes To Route Emails To Different Groups In An Organization
• Showing Contacts First Names Last and Last Names First
• Track Relationships Between Parties Through The Global Address Book
• Track Social Media Information Against Contacts
• Schedule Multiple Discussions At Once Through The Mass Creation Option
• Create Appointments In Outlook Directly From The Discussions
• Tally Packaging Quantities On Order Lines
• Generate Product Bar Code Labels Through Retail
• Quickly Update Prices For Released Products
• Mark Deleted Sales Orders As Voided To Track Lost Sales
• Block Users From Seeing Particular Journal Names By Making Them Private
• Attach Unattached Documents To Records Through Document Management
• Enable Change Management On Purchase Orders To Track Changes
• Use Auto-Numbering Unless You Don't Feel Like It
• Split Your Number Sequences To Make Them Look Intelligent
• Use Pricing Models Within Configured Products To Calculate Prices Without A BOM
• Control Price Adjustments On Sales Orders
• Create Filtered Alerts To Sniff Out The Data You Really Want
• Declutter Customer Lists By Securing Them Through Address Books
• Set Default Parameter Values Into Posting Forms

OFFICE TRICKS

• Perform Field Lookups Directly From Excel
• Make Excel Exports Static By Disabling the Refresh Option
• Creating Document Attachment Templates Using Word

WORKFLOW TRICKS

• Allow Multiple People To Be Involved In Workflow Approval Steps
• Create Multiple Versions Of Workflows And Choose When To Use Them
• Add Workflow Feedback Loops To Check Tasks Are Performed
• Use Workflows To Trap Transactions For Particular Accounts For Review
• Streamline Your Workflows By Automatically Performing Tasks Based On Conditions

SYSTEM ADMINISTRATION TIPS

• Add SharePoint Documents Libraries As Menu Links
• Copy Data From One Partition To Another Using The Data Import Export
• Assign User Permissions through Active Directory Groups
• Restrict User Access To Certain Companies Through Roles
• Import Data Using The Data Import Export Framework
• Restrict Field Access By Security Role
• Copy Data Between Companies Quickly Using The Data Import Export Framework
• Add Quick Links To Websites As Ribbon Bar Buttons
• Deliver Blog Feeds Directly To Your Role Centers
• Make Users Feel Special By Creating New Role Centers For Their Unique Roles
• Add Flair To Your Forms With Achievements
• Choose Where To Go When You Click On Pop-Up Notifications
• Declutter Your System By Turning Off License Features You Don’t Use
• Add Menu Items To The Tools Menu
• Create Composite Menus That Combine Functions From Multiple Areas