The Task Recorder has always been a useful tool within Dynamics AX, but with the release of Lifecycle Services, it has been upgraded to become even more useful. Now the Task Recorder includes the ability to group your..

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While preparing for an installment of the AX for Dummies series regarding Sales and Purchasing Agreements in AX, I came up with what I thought was a pretty good idea that may seem a bit unorthodox but can solve a simple..

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Within Dynamics AX, regardless of version, the alert functionality continues to be a valuable way to monitor periodic changes. Alerts can be as granular or as general as the user specifies, but issues can arise if the person..

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Using Favorites in AX

By Kelly Kane posted May 8, 2017 12:00:00 PM

If you spend most of your day in AX, one thing that you may have noticed is that it is really difficult to stay in just one module to do your job. If you can do this, lucky you! But for the rest of us, there seems to be a..

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Updating Multiple Trade Agreements

By David Occhionero posted May 5, 2017 10:00:00 AM

It might be time for your company to revisit pricing agreements and update any existing agreements or create new ones.  Updating mass pricing records is a two-step process and is handled in your Trade agreements form. We..

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Microsoft Dynamics 365 uses the term alternative item to represent what many companies call a substitute item for a product.  Basically, the alternative item functionality provides a means to setup the system to..

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Setting up Purchase Requisitions

By David Occhionero posted May 1, 2017 9:00:00 AM

When creating a purchasing process in Dynamics AX, many customers decide to include purchase requisitions as part of that. There are a few things that need to be setup in order to process Purchase Requisitions. I also wanted..

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When it comes to utilizing your ERP system to its full potential, I believe it is helpful to know every small nuance possible, despite how trivial it may seem.  An example of that is the use of units in Dynamics 365 for..

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Any discussion of reporting and Microsoft Dynamics AX invariably leads to tools like Management Reporter, business intelligence (BI) applications, and SQL paired with Excel. These can all provide powerful analysis..

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In the first half of this blog, we looked at crafting an advanced reporting strategy for Dynamics AX.  This time we’ll explore where business intelligence (BI) fits into that strategy; and finding the BI that fits your..

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