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Set Up Mandatory Field Checks For Products

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

Dynamics AX runs on data, and the cleaner the data, the less sludge you have in the system, slowing it down. A field that is not set up correctly won’t kill the system (usually) but it will probably cause a little extra work down the line. Fortunately Mandatory Fields Checks feature allows you to run …

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Add Workflow Feedback Loops To Check Tasks Are Performed

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

Workflows are great because they automate the assignment of tasks to the right people at the right time like a well oiled machine. The only thing that they cannot control is that the people actually do the work that they have been asked to do though. If you have bugs within your people processes, then …

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Dynamics AX 2012 Barebones Configuration Guide #14 – Configuring Sales And Marketing In Dynamics AX 2012 Is Available

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

If you are interested in seeing how you can set up the Sales and Marketing area of Dynamics AX to turn it into your very own integrated XRM system, then you are in luck – I have just released volume #14 or my Dynamics AX 2012 Barebones Configuration Guides series which focuses on configuring the …

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Create Appointments In Outlook Directly From The Discussions

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

The only thing worse that having a “Discussion” with Human Resources is to miss a “Discussion”, and have another “Discussion” created to discuss your poor time planning. To solve this, you may want to think about creating sending out meeting reminders when Discussions are created, which is just the click on the button within Dynamics …

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Tally Packaging Quantities On Order Lines

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

If you are putting your products into boxes before you ship them out, or if you are worried about the cube space that the order lines will take up when being shipped then you might want to get Dynamics AX to calculate them on the fly as you enter in the order lines. The package …

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