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Convergence 2014 Presentation Sneak Peek: 50 Tips And Tricks For Dynamics AX

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

With Convergence coming up I have been preparing for my presentation that I’ll be giving on the Friday of that week (UBAX002: How2: 40+ tips in 90 minutes in Microsoft Dynamics AX 2012) – which if you are attending Convergence I would love to see you there. In the process of planning it out, I …

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Creating a Mail Merges In Word From Campaign Target Lists

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

Sometimes you need to create a more traditional paper mailing for your campaigns, but that doesn’t mean that you need to jump through a lot of hoops in order to get it done. The Campaigns function within Dynamics AX 2012 has the ability to create mail merge exports directly from the application that can then …

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Creating Request For Quotations During The Requisitioning Process

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

The good thing about requisitions is that the users are able to ask for almost anything, although when they ask for something that you have never purchased before, someone has to source it. Dynamics AX makes this a lot easier, because you are able to create a Request For Quotation for any of the requisitioned …

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Archive Excel Exports Automatically In SharePoint Document Libraries

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

When you export data from Excel, by default it creates a temporary export file locally on your workstation, although there is an option that you can use that will allow you to automatically archive the export to a default directory.  This has the added benefit that you are also able to archive the files then …

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Send Personalized Emails To Contacts Through Campaigns

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

The Campaigns feature within Dynamics AX is a great way to plan & manage marketing projects, but it is also a great way to market to your prospects and customers as well.  Once you create your campaign, you can broadcast it through traditional methods like snail mail, or through e-mail blasts with the click of …

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