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Our Blog — Dynamics AX

Document Regulations & Requirements Within The Compliance Portal

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

Dynamics AX is delivered with a Compliance Portal that is designed to help you manage and track all of your procedures, policies, risks and compliance documentation within a shared and secure location.  It allows you to document all of this information, track the approval workflows, and also link supporting documentation for auditing and future reference. …

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Assign Workers To Projects Visually Using The Worker Reservation Screen

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

Scheduling resources for projects can be difficult, especially if you have a large group of workers that you are trying to manage.  Luckily for you all, Dynamics AX has a feature for visually seeing all of your workers available capacity, and also for quickly allocating workers to projects. Now you can stop relying on Outlook …

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Type In Product Names To Find Product Numbers

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

A lot of the time when you are looking for a product you are looking for it by the product mane, and not the product number.  Rather than navigate the drop down list, and then turn on the filter selector, you can just type in the product name, and if there is a unique match …

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Use Excel Worksheets To Make Entering Budgeting A Breeze

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

At first glance, entering in all of your budgets within Dynamics AX may seem like a daunting prospect, because it looks like you need to break all of your budget entries out by account, and then by period.  But it’s not really the case.  You can link all of your budget with Excel templates that …

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Embedding PowerView Reports Into Your Role Centers

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

PowerView is a great way to create your own dashboards and analysis for Dynamics AX because everyone is able to use it… even the non-technical of you out there.  If you create a cool dashboard though, you don’t need to keep it in the shadows of your own personal files, you can share it with …

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