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Category Archives: User tips

Investigating data behind forms in AX

November 27, 2014by Lachlan Cash Leave a comment

If you are new to Dynamics AX and work on the functional side of things. If you have to write specifications for a modification you want, or you are investigating a […]

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Development, User tips

Working with client workspace

November 10, 2014by Lachlan Cash Leave a comment

The AX Client has a lot of options for configuring how you see the data in the application. If you have to work across a lot of areas and with […]

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User tips

Managing menus with favorties in the AX Client.

November 9, 2014by Lachlan Cash Leave a comment

This is quick video to cover some how to use the favorites for storing and managing access to your menu items. Cheers Lachlan

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User tips

Document handling archieve directory not found

November 3, 2014by Lachlan Cash Leave a comment

This is a quick walk though of what to look for in the setup of document handling if you try to attach a document to a record in AX but […]

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Infrastructure, User tips

Setting up cues from a users perspective

November 3, 2014by Lachlan Cash Leave a comment

Cues are a handy feature if you are using even basic role centers. They require creating just a basic filter of the data that you want to monitor. This video […]

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Business intelligence, User tips

Record template concept

October 22, 2014by Lachlan Cash 2 Comments

There is a handy feature in AX that is often overlooked. If there is data records you create in patterns then creating a record template is useful because it essentially […]

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User tips

Amount field calculator

October 3, 2014by Lachlan Cash Leave a comment

This little feature is another one of those that are handy things that are often not documented in AX but you come across. If you deal with an amount field. […]

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User tips

Auto report

October 3, 2014by Lachlan Cash Leave a comment

I’ve been working with AX for a good number of years. Often you forget about all the little things that are in the application to help you out. One of […]

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User tips

Cues admin

October 3, 2014by Lachlan Cash Leave a comment

Cues are an interesting feature for giving you some feedback on data in the application. This video covers some of the setup of using the cues Cheers Lachlan

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Infrastructure, User tips

Sharepoint document library with document handling.

September 10, 2014by Lachlan Cash 2 Comments

The ability to use SharePoint as a storage location for documents in Document handling was added in the AX2012 R2 release. In prior versions documents could be referenced via URL […]

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User tips

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