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Our Blog — Dynamics AX

Have Dynamics AX Calculate the Last Day of the Month

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

There are a lot of small features within Dynamics AX that can save you time and energy of trying to mentally calculate what you should do.  One example of this is to do with entering in dates.  If you have ever had to type in a date for the end of a month, and then …

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Perform What-If Analysis Within Excel using PowerBI

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

Sometimes you want to have a way to juggle numbers a little to perform quick what-if analysis, but you are not committed to the change at the time so you really don’t want to be changing the codes within Dynamics AX just yet, and would rather have the changes remain off-line until some time in …

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Add Additional Dynamics AX Fields to Worksheets After Exporting to Excel

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

Exporting to Excel from Dynamics AX is probably one of the most used features for all of the do-it-yourselfers out there because once the data is in Excel you can create your own reports, dashboards, and analysis in a tool that we are all very familiar with. But just because Dynamics AX exports the fields …

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Synchronize Dynamics AX with Microsoft Outlook

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

Although we would like to be sitting in front of Dynamics AX all the time, it’s usually just not the case because we’re travelling, or just away from our desks.  All that time, people may be setting up meetings for you, assigning critical tasks, or updating contact information that maybe you will need. You don’t …

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Assign Tasks to Other People Through Activities

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

You don’t have to have all of the CRM functions enabled within Dynamics AX in order to take advantage of some of the features that it offers.  You can use features like Activities without any additional setup, which allows you to create appointments, notes, and also tasks. These activities don’t even have to be for …

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