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Let Your Vendors Enter Their Own Invoices Through The Vendor Portal

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

If you want to streamline part of the Accounts Payables processing, why not let your vendors post their invoices themselves through the Vendor Portal rather than with a stamp through the USPS.  Through the portal they are able to enter in all of the billing information and line details, and also attach any supporting information …

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Exporting Data to Your Client Version of Excel When Using Remote Desktop

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

Just because you are using a remote desktop to access Dynamics AX, doesn’t mean that you have to do everything there.  One example of this is that you can choose to export data to your local version of Excel rather than to the version of Office that may be running on your remote desktop.  All …

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Use Shorthand to Enter Dates

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

Dynamics AX has a lot of shortcut keys that you can use to navigate around the system and save you from clicking the mouse too much, but in addition there are some shorthand annotations that you can use in the fields to help you with your day to day data entry. One example of this …

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Using the Query Dialog to Create More Advanced Filters

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

There are a lot of different ways that you can filter out the information in Dynamics AX, but the most flexible one is the Query Dialog.  You are probably familiar with this because it shows up a lot when you run updates and reports as the selection box.  But you can also access it any …

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Create PowerView Dashboards directly from Dynamics AX

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

If you pay attention to your Dynamics AX screens, you may notice a new button has shown up with an Analyze This label.  When you see it, click on it as soon as you can because it will open up a PowerView reporting dashboard that allows you to create your own reports on the fly. …

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