1
MURRAY FIFE
DYNAMICS AX 2012 TIPS & TRICKS
IF YOU DON’T LIKE THE WAY
YOUR DATA LOOKS THE
RENAME IT
IF YOU DON’T LIKE THE WAY
YOUR DATA LOOKS THE
RENAME IT
BY MURRAY FIFE
Copyright© 2014 Murray Fife
All RightsReserved
5
What you need for this Blueprint
All the examples shown in this blueprintwere done with the MicrosoftDynamics AX 2012
vi...
6
7
If You Don’t Like The Way Your
Data Looks The Rename It
If you are as OCDabout tidydataas I am, thenyouprobablyhate data...
8
Start off byopeningupthe recordthat youwant torename.
If You Don’t Like The Way Your Data Looks The Rename It
9
Thenright-mouse-clickonthe formandselectthe RecordInfomenuitem
If You Don’t Like The Way Your Data Looks The Rename It
10
Whenthe Record Informationdialogbox isdisplayed,clickonthe Rename button.
If You Don’t Like The Way Your Data Looks The...
11
Thenthe Rename dialogbox isdisplayed,justtype inthe newrecordkeythatyou
wantto use and thenclickonthe OK button.
If You...
12
If you are sure thatyou wantto rename the recordthenclickYeswhenthe dialogbox
isdisplayed.
If You Don’t Like The Way Yo...
13
Now whenyoureturnto the recordyou will notice thatthe recordindex hasbeen
changed.
If You Don’t Like The Way Your Data ...
14
Also,all of the associatedrecordshave beenchangedaswell.
How cool isthat.
If You Don’t Like The Way Your Data Looks The...
15
TIP & TRICKSFOR DYNAMICSAX 2012
16
TIP & TRICKSFOR DYNAMICSAX 2012
17
TIP & TRICKSFOR DYNAMICSAX 2012
The Tips & Tricks series isa compilation of all thecool things that I have found that y...
18
TIP & TRICKSFOR DYNAMICSAX 2012
19
TIP & TRICKSFOR DYNAMICSAX 2012
Murray Fife is a MicrosoftDynamics AX MVP, Author with over 20
years of experience in t...
If You Don’t Like The Way Your Data Looks Then Rename It Within Dynamics AX
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If You Don’t Like The Way Your Data Looks Then Rename It Within Dynamics AX

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If you are as OCD about tidy data as I am, then you probably hate data that does not quite match up with everything else in the database. Maybe it’s because you made a mistake in adding some data, or maybe you just want the data to look a little cleaner, we don’t judge. Luckily you don’t have to live with odd data within Dynamics AX, you can rename the records at any time and all of the related records will be renamed as well.
If it’s good enough for Gordon Matthew Thomas Sumner then it’s good enough for your data.

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Transcript of "If You Don’t Like The Way Your Data Looks Then Rename It Within Dynamics AX"

  1. 1. 1 MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS IF YOU DON’T LIKE THE WAY YOUR DATA LOOKS THE RENAME IT
  2. 2. IF YOU DON’T LIKE THE WAY YOUR DATA LOOKS THE RENAME IT BY MURRAY FIFE
  3. 3. Copyright© 2014 Murray Fife All RightsReserved
  4. 4. 5 What you need for this Blueprint All the examples shown in this blueprintwere done with the MicrosoftDynamics AX 2012 virtual machineimagethat was downloaded from the MicrosoftCustomerSource or PartnerSource site.If you don't have your own installation of MicrosoftDynamics AX 2012,you can also usethe images found on the MicrosoftLearningDownload Center. The followinglistof software from the virtual imagewas leveraged within this blueprint: • MicrosoftDynamics AX 2012 Even though all thepreceding software was used duringthe development and testing of the recipes in this book, they may also work on earlier versionsof the software with minor tweaks and adjustments, and should also work on later versions withoutany changes. Errata Although we have taken every careto ensure the accuracy of our content, mistakes do happen. If you find a mistakein one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doingso, you can saveother readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailingmurray@murrayfife.me. Piracy Piracy of copyrightmaterial on the Internet is an ongoingproblem across all media. If you come across any illegal copies of our works,in any form, on the Internet, pleaseprovideus with the location address or websitename immediately so that we can pursuea remedy. Pleasecontactus at murray@murrayfife.me with a link to the suspected pirated material. We appreciateyour help in protecting our authors,and our ability to bringyou valuable content. Questions You can contact us at murray@murrayfife.me if you are havinga problem with any aspectof the book, and we will do our best to address it. Preface
  5. 5. 6
  6. 6. 7 If You Don’t Like The Way Your Data Looks The Rename It If you are as OCDabout tidydataas I am, thenyouprobablyhate datathat doesnot quite matchupwitheverythingelse inthe database. Maybe it’sbecause youmade a mistake inaddingsome data,ormaybe youjustwantthe data to looka little cleaner, we don’tjudge. Luckilyyoudon’thave tolive withodddatawithinDynamicsAX,you can rename the recordsat any time andall of the relatedrecordswill be renamedas well. If it’sgoodenoughforGordon MatthewThomasSumner thenit’sgoodenoughfor yourdata.
  7. 7. 8 Start off byopeningupthe recordthat youwant torename. If You Don’t Like The Way Your Data Looks The Rename It
  8. 8. 9 Thenright-mouse-clickonthe formandselectthe RecordInfomenuitem If You Don’t Like The Way Your Data Looks The Rename It
  9. 9. 10 Whenthe Record Informationdialogbox isdisplayed,clickonthe Rename button. If You Don’t Like The Way Your Data Looks The Rename It
  10. 10. 11 Thenthe Rename dialogbox isdisplayed,justtype inthe newrecordkeythatyou wantto use and thenclickonthe OK button. If You Don’t Like The Way Your Data Looks The Rename It
  11. 11. 12 If you are sure thatyou wantto rename the recordthenclickYeswhenthe dialogbox isdisplayed. If You Don’t Like The Way Your Data Looks The Rename It
  12. 12. 13 Now whenyoureturnto the recordyou will notice thatthe recordindex hasbeen changed. If You Don’t Like The Way Your Data Looks The Rename It
  13. 13. 14 Also,all of the associatedrecordshave beenchangedaswell. How cool isthat. If You Don’t Like The Way Your Data Looks The Rename It
  14. 14. 15 TIP & TRICKSFOR DYNAMICSAX 2012
  15. 15. 16 TIP & TRICKSFOR DYNAMICSAX 2012
  16. 16. 17 TIP & TRICKSFOR DYNAMICSAX 2012 The Tips & Tricks series isa compilation of all thecool things that I have found that you can do within Dynamics AX, and are also the basisfor my Tips & Tricks presentations thatI have been givingfor the AXUG, and online. Unfortunately book page sizerestrictions mean that I can only fit50 tips & tricks per book, but I will createnew volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  17. 17. 18 TIP & TRICKSFOR DYNAMICSAX 2012
  18. 18. 19 TIP & TRICKSFOR DYNAMICSAX 2012 Murray Fife is a MicrosoftDynamics AX MVP, Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant,a trainer,and now spend most of his days workingwith companies solvingtheir problems with the Microsoftsuiteof products,specializingin the Dynamics® AX solutions. EMAIL murray@murrayfife.me TWITTER @murrayfife SKYPE murrayfife AMAZON http://www.amazon.com/author/murrayfife BLOG http://dynamicsaxtipoftheday.com http://extendingdynamicsax.com http://atinkerersnotebook.com SLIDESHARE http://slideshare.net/murrayfife LINKEDIN http://www.linkedin.com/in/murrayfife About the Author

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