Our Blog — Dynamics AX

Dynamics AX allows you to track the traditional contact details such as phone, fax, url, and email, but what if you want to also track social media accounts like Twitter. Although you could reuse one of the existing electronic contact types, it would be much better if you could have a dedicated contact type just for Twitter so that you can segregate out the data for reporting and analysis.

In this worked example I will show you how you can easily add a new contact type to Dynamics AX for Twitter, and also any other Social Media type that you may want to track.

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At this point in my GuygAX project (a.k.a. implementing Dungeons & Dragons within ERP), I have been configuring all of my merchants and customers. Doing this by hand would take forever, so I decided to use the Excel Add-In make the loading of the records a little easier.

This process is not quite as simple as loading a table, because all of the contact information is initially stored within the Global Address book, and the tables that you update are slightly different depending on if you are creating an organization, or a person, but once we got the hang of it, importing became a breeze.

In this walkthrough I will show how to use the Excel Add-In for Dynamics AX to create a template that you can use to easily import customer and vendor records.

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Setting up a new company within Dynamics AX is not hard, but it is time consuming because you have to configure a lot to base tables and codes such as payment terms, freight methods etc. that are not shared between the companies. Something that would make the process easier would be a mass load of data from a template.

In this worked example we will show how you can do just that with the Dynamics Excel Add-In, by using it to query the tables in one company and then update the data in another without even breaking a sweat.