Archive

Uncategorized

A Tinkerers Notebook

At Convergence this year I rolled out a book with 50 Tips & Tricks for Dynamics AX that seemed to go down really well with everyone – hopefully not just because I was giving away copies for free 😉

This week, I hit milestone, and realized that I had enough content for a second volume of trips and tricks and have compiled them into a new book. Just like the other book, this one contains 50 more tips and tricks for dynamics AX ranging from UI tips, to functional tricks that you all may find interesting. Additionally, there is a new section in this book dedicated to Workflow, and how you can tweak workflows to get the most out of Dynamics AX.

If your are interested in taking a look, then you can see it on the CreateSpace here: https://www.createspace.com/4721214 and it should also be available on Amazon within 5…

View original post 3 more words

CoverWhenever I give an overview presentation of Dynamics AX to new customers or prospects, I always start off with a general foundation review – sometimes called a “Cooking Demo” paying respect to Julia Childs who always had everything prepared beforehand.  Usually this is also accompanied by a PowerPoint with all of the scenarios laid out in it for reference.

A couple of weeks ago I decided to take this to the next level, and rather than hand out PowerPoint decks, format the cooking demo into a book, and give it to people during the demonstration as a reference that they will put on their bookshelf rather than loose within the other pile of PowerPoints that they receive… and also I worked out that this is less expensive (even though the quality is better) than printing out the PowerPoints.

I also decided to make it available to everyone as a quick reference on what you can do with Dynamics AX and posted it to Amazon at the lowest possible price that Amazon would allow after they take their cut on the royalties and also print the book.

Read More

Before you start I would make one small suggestion for your system. And that is to change the numbering sequence on the Store and Register ID’s to be manual. This is an entirely optional step, but having a store code and also a register code that is easy to read directly from the screen will make the process a little easier.

NOTE: This is part of the Setting Up A Retail Store With POS blueprint series where we show how to configure the retail module within Dynamics AX, and then deploy out the Point Of Sale registers for capturing sales. If you want to see all of the other posts in this series, click here.

Read More

Once a PowerView Dashboard is hosted within the PowerPivot Gallery, there is one cool feature that you can take advantage of which allows you to export any of the dashboards to PowerPoint and then have a live and interactive version of the dashboard as a PowerPoint slide.

NOTE: This is part of the Using PowerPivot to Analyze Your Dynamics AX Data blog series where we show how PowerPivot can assist you with advanced data analysis and reporting, making those extracts from Dynamics AX to Excel even more valuable. If you want to see all of the other posts in this series, click here.

Read More

There are a number of different types of columns types that you can define within the PowerPivot manager, which act differently based depending on where they are used. One example are the Image column types. If you have a column that links to an image file then you can use it within your dashboards to spice things up a little.

NOTE: This is part of the Using PowerPivot to Analyze Your Dynamics AX Data blog series where we show how PowerPivot can assist you with advanced data analysis and reporting, making those extracts from Dynamics AX to Excel even more valuable. If you want to see all of the other posts in this series, click here.

Read More

Just as you can do within Excel, you can also use any of the built in functions within the Data Model designer. This allows you to perform string and date manipulation as you create new column definitions, giving you more reporting options than are available within the default tables.

NOTE: This is part of the Using PowerPivot to Analyze Your Dynamics AX Data blog series where we show how PowerPivot can assist you with advanced data analysis and reporting, making those extracts from Dynamics AX to Excel even more valuable. If you want to see all of the other posts in this series, click here.

Read More

PowerPivot has another great feature that allows you to create relationships between tables so that you can report off both tables within the same query.

NOTE: This is part of the Using PowerPivot to Analyze Your Dynamics AX Data blog series where we show how PowerPivot can assist you with advanced data analysis and reporting, making those extracts from Dynamics AX to Excel even more valuable. If you want to see all of the other posts in this series, click here.

Read More

Where PowerPivot starts to really outshine the simple Pivot Tables is in the feature that allows you to create new columns through the PowerPivot Manager. You can then filter, and report off the results as if it were a normal field in the system.

NOTE: This is part of the Using PowerPivot to Analyze Your Dynamics AX Data blog series where we show how PowerPivot can assist you with advanced data analysis and reporting, making those extracts from Dynamics AX to Excel even more valuable. If you want to see all of the other posts in this series, click here.

Read More