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Posts Tagged ‘Dynamics AX 2012’

Creating Custom Workflows in Dynamics AX 2012

Workflows define how a business document flows through the system and indicates who must process and approve it. The workflow functionality in Microsoft Dynamics AX 2012 helps ensure that documents are processed and approved in a consistent and efficient manner. Read on to understand the workflow system in Microsoft Dynamics AX and see how you […]

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Direct Delivery Workbench

AX 2012 and D365 Operation The direct delivery workbench is available in AX 2012 and D365.  The simple single location to manage your direct deliveries work well to manage this work load. You have 2 options to work with direct delivered items. #1 would be to setup your item for direct delivery by setting both […]

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Microsoft Dynamics 365 Pricing: What You Need to Know

Microsoft Dynamics products went through a recent branding change. The products that used to be called Dynamics AX and Dynamics CRM have now been rebranded as Microsoft Dynamics 365. In addition to the changes in product names, there are some updates to the cost of licenses. There are a few key components that go into Microsoft […]

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Creating Auto-Reports in Dynamics AX

Auto-reports are reports configured ahead of time that you can generate in Microsoft Dynamics AX 2012. You can create and save a custom auto-report that can be reused later when needed. For example, I want to print all the transactions that posted for main account 100000. Path to the form: General Ledger > Common > […]

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Need A More Productive Warehouse? There’s a Mobile App for that!

-Increase Productivity With Warehouse Mobile App- Are you a manufacturing COO or CFO, and your company is struggling with shipping over ten truckloads per day? Clients First can help increase productivity by implementing a warehouse mobile app that works alongside most versions of Dynamics AX.  This solution is perfect for the company that needs sophisticated picking […]

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Microsoft Dynamics AX 2012: Approval Options for Journal Entries

Microsoft Dynamics AX 2012 R3 provides two approval options for journal entries. This blog explains the difference between the approval methods and the benefits and drawbacks of using each. Approval group Microsoft Dynamics AX 2012 uses the concept of user groups throughout the system. User groups can be set up in the System administration module […]

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Management Reporter Trees, My Favorite Feature for Slicing & Dicing

My favorite feature of Management Reporter is the Reporting Trees.  It allows you to get multiple reports just by using the slicer/dicer.  I call it the slicer/dicer as it allows you to slice and dice your chart of accounts.  In Management Reporter terms, the reporting tree takes your general ledger accounting structure and allows you to […]

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How Much Does Dynamics AX Cost?

One of the top questions we hear from businesses evaluating new ERP software is how much does Dynamics AX cost? Microsoft has recently gone through a branding change and the product formerly known as Dynamics AX is now called Dynamics 365. I'll explain how the pricing structure works for this product.   Dynamics AX or Dynamics 365 implementation costs The […]

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How Alerts Can Degrade Dynamics AX System Performance

The use of alerts in Microsoft Dynamics AX is a very helpful feature. Alerts allow end users to get an email or a Dynamics AX notification when a condition has been met. The purpose is typically to let the end user know they need to take action on something. For example, a common alert I […]

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Choose Your Software Provider Well, There Is A Lot To Gain and More To Lose

Implementing an enterprise resource planning (ERP) solution, such as Microsoft Dynamics® AX, is more than plugging in DVDs or downloading software.  The implementation process takes a great deal of planning and preparation.  When done well, an ERP implementation can improve operations and lead to greater productivity and profitability.  When done poorly, however, a failed implementation […]

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