Using PowerBI to Analyze Dynamics AX Data

November 27, 2013
Dynamics AX, Pivot Tables, PowerBI, PowerMap, PowerPivot, PowerQuery, PowerView
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Everyone has used Pivot Tables within Excel at one point in time to create simple reports against Dynamics AX, and some of you may have also used Power Pivot to create more elaborate dashboards and charts.  Recently Microsoft extended out the query and reporting capabilities within Excel with the Power BI suite.  In addition to extending the Power Pivot capabilities, they also added three more tools called Power Query, Power View & Power Map, and that means that you have a whole new set of reporting options.

In this presentation we will show you how you can use all of the Power BI tools to analyze your Dynamics AX data.

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Create a Workflow Type Using the Workflow Wizard

November 26, 2013
Dynamics AX, Workflow
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In the past, creating a workflow was made challenging because there was a lot of plumbing that was required in order to create the workflow type, and if you didn’t have it all just right then you spent forever trying to track down the problems. With the introduction of Dynamics AX 2012 though a wizard was added to the AOT tools that does almost all of the work for you so that you don’t have to be an experienced developer in order to create workflow templates.

NOTE: This is part of the Developing a Product Approval Workflow in Dynamics AX 2012 blog series where we show how to develop a completely new workflow to manage the new product approval process. If you want to see all of the other posts in this series, click here.

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Creating Service Objects

November 17, 2013
Dynamics AX, Service Management
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The Service Management area allows you to track what the Service Orders and Service Agreements are related to through what a called Service Objects. A Service Object could be something that is tracked as in inventoried item, or it could just be a reference to something that is being serviced.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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Creating Periodic Service Orders

November 17, 2013
Dynamics AX, Service Management
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From the Service management area page, select the Create service orders menu item from within the Service orders folder of the Periodic group.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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Creating Periodic Service Intervals

November 17, 2013
Dynamics AX, Service Management
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If you have service orders that repeat on a regular basis, then you can configure Service Intervals and then assign them to lines on your Service Agreements and then have the Service Management area automatically generate the Service Order jobs for you.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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Creating Project Statements for Service Agreements

November 17, 2013
Dynamics AX, Service Management
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As you start accruing time and expenses against your Service Agreement you can take advantage of the Project Statements function within the Projects to track how much the agreement is costing, and if you are breaking even.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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