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Export to Excel when there is no Ribbon Bar

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

Not all of the forms within Dynamics AX have the ribbon bar enabled with the Export to Excel icon handy for you to use when you want to gram a copy of the data, but that doesn’t mean that there is no way to quickly get your data moved over to a linked worksheet. All …

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How to Not Find Something in Dynamics AX

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

The filtering within Dynamics AX is great and it’s easy to use to find just the records that you are interested in.  But what if you want to filter particular pieces of information out of the query rather than search for particular information. You can easily do this with the special filter operator “!” (also …

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Filter Your Favorites Menu Items

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

You all probably know that you can add any menu item link to your own personal favorites menu, but you don’t have to stop there.  You can personalize those favorites also to automatically apply a filter so that you get just the records back that you need. By doing this, you can create multiple favorite …

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Have Dynamics AX Calculate the Last Day of the Month

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

There are a lot of small features within Dynamics AX that can save you time and energy of trying to mentally calculate what you should do.  One example of this is to do with entering in dates.  If you have ever had to type in a date for the end of a month, and then …

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Perform What-If Analysis Within Excel using PowerBI

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

Sometimes you want to have a way to juggle numbers a little to perform quick what-if analysis, but you are not committed to the change at the time so you really don’t want to be changing the codes within Dynamics AX just yet, and would rather have the changes remain off-line until some time in …

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