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Create Collaboration Workspaces to Share Information

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

There are times when multiple people are working on a project and you need a place to share all of the common documents, and also a place where everyone is able to collaborate and add their input.  Dynamics AX has an inbuilt feature that is designed just to allow that called Collaboration Workspaces, which are …

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Create Reports Instantly with Autoreports

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

Sometimes you need to send someone a copy of all the data that you have on your current screen for reference.  Although you can send them a screen shot, there is a much better option for you which is called an Autoreport.  To create it, all you have to do is press CTRL-P and Dynamics …

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Hide the Navigation and Fact Box Panes for More Workspace

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

Although it’s good to see the Navigation Bar and the Fact Box panes within Dynamics AX, sometimes you just need a little space so that you can see all the information that you are working on.  That’s OK though because you can turn those pane on and off through the View options within the Dynamics …

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Use Cases to Track Customer Issues and Complaints

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

With the 2012 release of Dynamics AX, a new feature called “Cases” was introduced that allows you to create case files for just about anything that you care about within the business.  This is not just a logging system though, you can attach files to the cases, record activities against the case, and also create …

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Use Print Management to Automatically Email Documents to Customers & Vendors

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

Use Print Management to Automatically Email Documents to Customers & Vendors The  Print Management feature within Dynamics AX lets you override the default document delivery options by customer and vendor.  One of the delivery methods is through email, all you need to do is specify the email address. This allows you to have the system …

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