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Category Archives: User tips

Changing the client visuals

March 1, 2016by Lachlan Cash Leave a comment

With the new Dynamics AX client being HTML we get a nice capability for the user to change the color and how much information is displayed. Here is a quick […]

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User tips

Enabling document handling

March 1, 2016by Lachlan Cash Leave a comment

If you are starting to use the new Dynamics AX and looking to use the document handling then you might want to enable it under the user option. Here is […]

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User tips

Using the new menu search

March 1, 2016by Lachlan Cash 3 Comments

The new menu search feature is a handy tool to avoid clicking in the navigation menu. I’m still getting use to having it, but it is becoming quite handy to avoid […]

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Microsoft Dynamics, User tips

Autocomplete text in the windows client

August 31, 2015by Lachlan Cash Leave a comment

AX has the option in the windows client to remember text that you typed in the past and use that to autocomplete text when you type in in the future. […]

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User tips

Default details form open mode view / edit.

August 31, 2015by Lachlan Cash Leave a comment

When you navigate from a list page to a details page in AX the default behavior is to open the details form in read only mode. If you do a […]

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User tips

Form Grid View

August 30, 2015by Lachlan Cash Leave a comment

One of the nice things of working with AX is the consistency of the windows client user interface. There are many ways to filter and find data. One option is […]

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User tips

Filter by Grid

August 30, 2015by Lachlan Cash Leave a comment

Filtering and finding in AX you have a log of options in the forms. One example is the filter by grid. If you are familiar with the data filtering in […]

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User tips

Calculator for units

August 21, 2015by Lachlan Cash Leave a comment

When you setup unit conversions for items it will give you the ability to use the calculator for units which might be a handy check tool for checking numbers. This […]

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User tips

Print Archive in AX

August 21, 2015by Lachlan Cash Leave a comment

The concept of the print archive has been in AX for a long time many versions back and it’s still in AX2012. It’s a handy feature for having an alternative […]

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User tips

Workflow email URL encoding as a link

July 17, 2015by Lachlan Cash 1 Comment

When setting up an email template there are times where you might want to send out an email that includes the link to the enterprise portal. If you have left […]

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User tips, Workflow

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