Dynamics 365 has made some smart and simple changes to the new released product screen that will save your company a lot of time when creating new products as well as help you to avoid forgetting essential setup on a..
Workflow is a representation of a business process that defines who must complete a task, make a decision, or approve a document. Benefits of using workflows include consistent, to ensure documents are..
Getting your company trained for AX, begins with the implementation project. Select project team members that understand the current business processes. These people are your subject matter experts. And ideally will..
The daily function of an AP Clerk is to review, code and enter AP invoices. During this task, it is very easy to enter an invoice to the wrong vendor. These mistakes are often not found until after the transaction is..
We’ve all seen this error before, “Quantity cannot be reduced because there are not enough inventory transactions…” or “Quantity cannot be reduced. The number of inventory transactions on order is too low…” You would..
As with any project, you should track your issues encountered during the life of the project. Issues can range in size, priority, and timing. I would even be so bold to say, that tracking issues (and the resolution) is..
If you are planning a Microsoft Dynamics 365 or Dynamics AX upgrade, here are the things you should prepare in advance to be successful:
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..
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..
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..