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Our Blog — Dynamics AX

Restrict User Access To Certain Companies Through Roles

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

The multi-company capability within Dynamics AX is one of the major selling points of the application, because you can easily switch between organizations with just a click of a button. But that does not mean that you want everyone to have free reign to perform transactions in any company, or even to see some of …

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Perform Field Lookups Directly From Excel

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

The Dynamics AX Add-In for Excel is a great tool for downloading and updating data from Dynamics AX within a tool that everyone is familiar with. But not everyone is familiar with all of the valid values that are allowed for the fields. Don’t worry though the Excel Add-In has a nifty lookup function that …

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Allow Multiple People To Be Involved In Workflow Approval Steps

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

Not all decisions are made by just one person, there are a lot of times where you need to get multiple people involved as an internal check policy, or maybe you just love making decisions as a group and don’t want to leave anyone out. Doing this through workflow within Dynamics AX is a synch …

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Configure Customer And Product Notes To Copy Automatically To The Sales Order

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

With the R3 release of Dynamics AX, a small but incredibly useful feature was added that allows you to configure default notes against the customer and product records that will automatically copy over to the sales order as it’s created. This is a huge productivity tool, especially if you have particular shipping and handling notes …

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R3 is Nigh and it’s doesn’t just improve Warehousing and Transportation

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

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 …

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