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TAT.04.AX7.1.PDF: 50 Tips & Tricks for the New Dynamics AX (Digital)

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Tips And Tricks
Volume 04

The New Dynamics AX is a big change from the previous releases. The majority of the changes are around the new web based user interface, the new way that you navigate around in the application and also new sets of tools that have come along for the ride.

For those of you that are familiar with the older user interfaces then you may have to learn a couple of new tricks to get around the system like the pro that you are, and for new users of the New Dynamics AX environments then you will probably want as many tips on all the cool things that you are hidden away within the application so that you can quickly become a power user of the system.

If that’s the case then this is the guide for you – we have scoured all of the resources that we have to compile 50 of the most useful tips and tricks for the New Dynamics AX and that will be useful to everyone, regardless of if you are a novice to Dynamics AX just trying to get around in the application, or have worked with the previous versions of the system, and are just want to learn the nuances of the new user interface.

The Tips and Tricks that are included in this volume are: 

  • Using Workspaces
  • Workspace tiles
  • Workspace favorites lists
  • Switching favorites lists
  • Drilling into details through hyperlinks
  • Document detail forms
  • Expanding the fast tabs
  • Using the dropdown menus
  • Accessing the workspaces through the menu
  • Using the employee self-service workspace
  • The system administrator workspace
  • Using the search to find functions
  • Showing the fact boxes
  • Accessing detail forms
  • Accessing the ribbon bar commands
  • Undocking forms
  • Using the list filter
  • Zooming
  • Hiding fields
  • Unhiding fields
  • Adding additional fields
  • Moving fields
  • Saving user personalization
  • Importing custom views into other users
  • Using filter panel
  • Adding additional filter fields
  • Using the advanced filter
  • Exporting to Excel
  • The Recent list
  • Adding favorite menu items
  • Updating user options
  • Using Shortcut Keys
  • Accessing the help
  • Using the Wiki help
  • Using the task guides
  • Creating your own task guides
  • Exporting task recordings to Lifecycle Services
  • Viewing task recordings in Lifecycle Services
  • Changing the default company banner image
  • Running financial reports
  • Creating demo data
  • Enabling Power BI
  • Connecting to Power BI
  • Adding Power BI tiles to workspaces
  • Creating a data export template using data management
  • Creating a data export
  • Downloading your data to a package
  • Importing data packages into other entities
  • Viewing and correcting data load exceptions
  • Importing new data
This guide is Premium Content and is available for all Premium Subscribers at no additional cost.  If you are a Premium Subscriber and want a copy then make sure you sign in.  That will allow you to pick up a copy for free.  If you are not a Premium Subscriber and would like to be one of the cool kids, then just lick here to sign up.


Series: Dynamics AX Tips & Tricks
Digital: 466 pages


  • Publisher: Blind Squirrel Publishing; 1 edition (December 23, 2015)
  • Language: English
  • ISBN-10: 1522902112
  • ISBN-13: 978-1522902119

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