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Our Blog — Dynamics AX

Create Multiple Versions Of Workflows And Choose When To Use Them

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

Workflows are great, but there are a lot of times that you want to run one version of the workflow in this situation, and another version of the workflow in a different situation. You could take the Sauron approach and create one workflow to rule them all, and embed in conditional tree at the beginning …

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Make Excel Exports Static By Disabling the Refresh Option

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

The Export To Excel function within Dynamics AX is a powerful tool, because it gives you a live link back to the database, allows you to add additional fields, and also allows you to refresh the data. But for some people that is just too much power. For those users you can easily turn the …

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Copy Data Between Companies Quickly Using The Data Import Export Framework

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

The Data Import Export Framework module is not just for getting data in and out of Dynamics AX through import and export files, it also has a nifty feature that allows you to copy data within your companies, so if you are configuring a new legal entity for testing or production purposes, and want to …

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Restrict Field Access By Security Role

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

The roles within Dynamics AX are pre-configured to restrict users from accessing areas that they usually don’t need to use, but you don’t have to stop there. You can tweak the security even more by restricting access to the field level data that shows up on the forms through the security role maintenance feature, allowing …

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Import Data Using The Data Import Export Framework

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

Although Excel is a great way to import base data into Dynamics AX, sometime you need to bring in the big guns and that’s where the Data Import Export Framework applies. This is a new module that makes importing data into Dynamics AX so much simpler, especially when importing complex data types that include multiple …

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