Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future. Douglas Daley, Mark Jones and Thomas Hald join forces to provide a rapid-fire training session in how to get the most out of Dynamics AX 2012 R2, with 45 tips and tricks – presented in 45 minutes.

1. 45 in 45
45 tips and tricks for Microsoft Dynamics AX – in 45 minutes
Douglas Daley Dynamics AX Product Manager

2. Your presenters
Doug Daley
Solution Specialist

A passionate technologist who
specialises in translating our client’s
visions into technological reality

Doug brings experience from some
of the largest AX implementations
globally

Product leadership within Intergen’s
Dynamics Practice – an AX
evangelist
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3. Data entry and keyboarding
 Send Approval Email
 Simple Date Entry in GL Journal
 Account Lookup in GL Journal
 Calculate in a Field
 Keyboard Shortcuts:
http://technet.microsoft.com/en-us/library/aa571220.aspx
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4. Further efficiency and productivity tricks
 Print Management
 Matrix Fields for Crosstab Entry
 Testing Security
 Case Management
 Create Product Hierarchies for Simple Navigation
 Defaulting Product Properties with Categories
 Category based Mass Update to Products
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5. Further efficiency and productivity tricks
 Record Templates
 Sync appointments and tasks to Outlook
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6. Getting Help
 Task Recorder Plus: Hotfix - KB2863182
 Lifecycle Services: lcs.dynamics.com
 Use Enterprise Search
 Personalise Help (with Word Template docs)
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7. Getting Help - Online
 Customer Source: https://mbs.Microsoft.com/customersource
 Information Source: informationsource.dynamics.com
 Community Pages: community.dynamics.com
 Web Search Landing Page:
www.microsoft.com/dynamics/ax/websearch
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8. Data In, Data Out
 Ad hoc modelling with Excel, AX & oData
 oData URL
 oData with more than 1000 records
 DIEF for data import
 SharePoint with Document Handling
 Word Add-In for Quick Reports
 Auto-filling Word Templates
 Export to Excel
 Auto Report
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9. Odds and Ends
 Automate security role assignment
 Add links to a role centre
 Personalise a form
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10. Searching/Filtering/Finding
 Grid filter
 Wildcard search
 Numeric filters
 Advanced filter joins
41
 DayRange/MonthRange/YearRange/LessThanDate/GreaterThanDate
 Save as Filter
 Save as Cue
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11. Finishing Up
 Electronic signatures
 Edit in grid
 Analyse data
 Role Centre + PowerView
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12. Thank you
Email:
thomas.hald@intergen.co.nz
mark.jones@intergen.co.nz
douglas.daley@intergen.com.au

13. Lifecycle Services
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lcs.dynamics.com
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14. Lifecycle Services
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lcs.dynamics.com
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15. Lifecycle Services
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lcs.dynamics.com
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16. Customer Source
mbs.microsoft.com/customersource/worldwide/australia/default_axapta
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17. Informationsource
informationsource.dynamics.com
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18. Community.Dynamics.com
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19. AX Websearch – Search across platforms
http://www.microsoft.com/dynamics/ax/websearch/websearchax.htm
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20. AX ERDs
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