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Use The Filter by Field To Search For Subsets Of Data Within Columns

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

Sometimes, you just want to search for all records within a list page that match some sort of criteria. If this is the whole value of a field then you can use the Filter By Selection feature, but if you want to be a little more flexible, and maybe search for subsets of data within …

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Use Filter By Selection To Quickly Find Common Records

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

Filtering your list pages is even easier if you have an example of a record already on the page that matches what you are searching for because you can use it as a template for your search and use the Filter By Selection feature to find all of the other records that match, saving you …

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Add New Fields To The Type To Filter Search Form To Find Hard To Find Data

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

The Type To Filter search option is super useful, but you are not limited to just the default fields that show up on the list page. If you want to search based on additional fields, then all you need to do is add them to the search criteria and then start searching. No data is …

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Quickly Filter Your Data Through The Type To Filter Box

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

If you want to quickly filter list pages to show you just the records that you are interested in then Dynamics AX provides a Type to Filter option on almost all of the main forms. All you need to do is type in what you are looking for, and it will do the rest for …

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Change Your Company Through The Status Bar Charm

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

You all probably know how to change the company through the breadcrumb bar, but you can also change the company through the charm on the status bar. This option also gives you the ability to create a new workspace for the new company as well, just in case you need to have them both open …

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