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Dynamics Day 2013 AX 2012 Tips and Tricks 45 in 45

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Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering …

Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future.

Douglas Daley, Mark Jones and Thomas Hald join forces to provide a rapid-fire training session in how to get the most out of Dynamics AX 2012 R2, with 45 tips and tricks – presented in 45 minutes.

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  • 1. 45 in 45 45 tips and tricks for Microsoft Dynamics AX – in 45 minutes Douglas Daley Dynamics AX Product Manager
  • 2. Your presenters Doug Daley Solution Specialist  A passionate technologist who specialises in translating our client’s visions into technological reality  Doug brings experience from some of the largest AX implementations globally  Product leadership within Intergen’s Dynamics Practice – an AX evangelist Dynamics Day 2013 – Dynamics AX - 45 in 45 | 2
  • 3. Data entry and keyboarding  Send Approval Email  Simple Date Entry in GL Journal  Account Lookup in GL Journal  Calculate in a Field  Keyboard Shortcuts: http://technet.microsoft.com/en-us/library/aa571220.aspx Dynamics Day 2013 – Dynamics AX - 45 in 45 5 | 3
  • 4. Further efficiency and productivity tricks  Print Management  Matrix Fields for Crosstab Entry  Testing Security  Case Management  Create Product Hierarchies for Simple Navigation  Defaulting Product Properties with Categories  Category based Mass Update to Products Dynamics Day 2013 – Dynamics AX - 45 in 45 12 | 4
  • 5. Further efficiency and productivity tricks  Record Templates  Sync appointments and tasks to Outlook Dynamics Day 2013 – Dynamics AX - 45 in 45 14 | 5
  • 6. Getting Help  Task Recorder Plus: Hotfix - KB2863182  Lifecycle Services: lcs.dynamics.com  Use Enterprise Search  Personalise Help (with Word Template docs) Dynamics Day 2013 – Dynamics AX - 45 in 45 18 | 6
  • 7. Getting Help - Online  Customer Source: https://mbs.Microsoft.com/customersource  Information Source: informationsource.dynamics.com  Community Pages: community.dynamics.com  Web Search Landing Page: www.microsoft.com/dynamics/ax/websearch Dynamics Day 2013 – Dynamics AX - 45 in 45 22 | 7
  • 8. Data In, Data Out  Ad hoc modelling with Excel, AX & oData  oData URL  oData with more than 1000 records  DIEF for data import  SharePoint with Document Handling  Word Add-In for Quick Reports  Auto-filling Word Templates  Export to Excel  Auto Report Dynamics Day 2013 – Dynamics AX - 45 in 45 31 | 8
  • 9. Odds and Ends  Automate security role assignment  Add links to a role centre  Personalise a form Dynamics Day 2013 – Dynamics AX - 45 in 45 34 | 9
  • 10. Searching/Filtering/Finding  Grid filter  Wildcard search  Numeric filters  Advanced filter joins 41  DayRange/MonthRange/YearRange/LessThanDate/GreaterThanDate  Save as Filter  Save as Cue Dynamics Day 2013 – Dynamics AX - 45 in 45 | 10
  • 11. Finishing Up  Electronic signatures  Edit in grid  Analyse data  Role Centre + PowerView Dynamics Day 2013 – Dynamics AX - 45 in 45 45 | 11
  • 12. Thank you Email: thomas.hald@intergen.co.nz mark.jones@intergen.co.nz douglas.daley@intergen.com.au
  • 13. Lifecycle Services Dynamics Day 2013 – Dynamics AX - 45 in 45 lcs.dynamics.com | 13
  • 14. Lifecycle Services Dynamics Day 2013 – Dynamics AX - 45 in 45 lcs.dynamics.com | 14
  • 15. Lifecycle Services Dynamics Day 2013 – Dynamics AX - 45 in 45 lcs.dynamics.com | 15
  • 16. Customer Source mbs.microsoft.com/customersource/worldwide/australia/default_axapta Dynamics Day 2013 – Dynamics AX - 45 in 45 | 16
  • 17. Informationsource informationsource.dynamics.com Dynamics Day 2013 – Dynamics AX - 45 in 45 | 17
  • 18. Community.Dynamics.com Dynamics Day 2013 – Dynamics AX - 45 in 45 | 18
  • 19. AX Websearch – Search across platforms http://www.microsoft.com/dynamics/ax/websearch/websearchax.htm Dynamics Day 2013 – Dynamics AX - 45 in 45 | 19
  • 20. AX ERDs Dynamics Day 2013 – Dynamics AX - 45 in 45 | 20