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Our Blog — Dynamics AX

Using the Query Dialog to Create More Advanced Filters

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

There are a lot of different ways that you can filter out the information in Dynamics AX, but the most flexible one is the Query Dialog.  You are probably familiar with this because it shows up a lot when you run updates and reports as the selection box.  But you can also access it any …

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Create PowerView Dashboards directly from Dynamics AX

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

If you pay attention to your Dynamics AX screens, you may notice a new button has shown up with an Analyze This label.  When you see it, click on it as soon as you can because it will open up a PowerView reporting dashboard that allows you to create your own reports on the fly. …

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Export to Excel when there is no Ribbon Bar

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

Not all of the forms within Dynamics AX have the ribbon bar enabled with the Export to Excel icon handy for you to use when you want to gram a copy of the data, but that doesn’t mean that there is no way to quickly get your data moved over to a linked worksheet. All …

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How to Not Find Something in Dynamics AX

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

The filtering within Dynamics AX is great and it’s easy to use to find just the records that you are interested in.  But what if you want to filter particular pieces of information out of the query rather than search for particular information. You can easily do this with the special filter operator “!” (also …

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Filter Your Favorites Menu Items

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

You all probably know that you can add any menu item link to your own personal favorites menu, but you don’t have to stop there.  You can personalize those favorites also to automatically apply a filter so that you get just the records back that you need. By doing this, you can create multiple favorite …

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