Most of us use Microsoft Outlook on a daily basis to keep our work and personal lives organized. Often we have all of our appointments in the same calendar so that we know when we can take an early meeting, when we can run a quick personal errand over lunch, and maybe when we need […]

I recently acquired a brand new Lenovo ThinkPad P50s for project utilization. This powerful machine can do so much more than I’ll ever need for daily tasks. Bonus feature: The incredibly sharp 4k LCD display! As Project Coordinator, I access Dynamics AX frequently to input and update data for projects. Sometimes, the business process workflow […]

If you have ever seen someone’s personalized form in AX and it looks a lot more usable than the standard form, there is an easy way to get that personalization. The first step is to ask that user to save their personalization. To do this, they just have to take the following simple steps: Go […]

Have you ever seen a greyed-out invoice option on a Project Sales Order in Dynamics AX? I ran across this predicament while at a customer site.   We had posted the packing slip to ship and was were ready to post the invoice. The invoice button was greyed-out like the screen below.  What to do?  How can […]

*Please note: New Dynamics AX(AX7) has been renamed Dynamics 365 for Operations. Background on Task Recorder in Dynamics AX As an outsider coming from a different ERP product to Dynamics AX, my introduction has been mostly with Dynamics 365 for Operations (AX7).  Though there are any number of topics worth of tackling, the Task Recorder […]

In my role as an Architect, I am often involved in integrating applications with Dynamics AX. On most projects we end up dealing with addresses. As you probably know, in Dynamics AX, an address is actually a global entity in the Global Address Book. Technically, it is stored in the LogisticsPostalAddress table. Inevitably our client […]

Here’s a little tip on updating Microsoft Dynamics AX data sources that always seems to slip my mind: You CANNOT drag and drop a data source into a list page.  This is different than most forms, so it always stumps me!   Instead, right click on the ‘Data Sources’ node within the form.  The query […]

As part of the Dynamics AX Health Check service that we offer, we review the Microsoft Dynamics event log messages. There is a lot of useful information that can be harvested from these logs. I have a PowerShell script that captures the messages on all the servers we review and writes the events into a […]

There are times when its very important to know which AX AOS version and which AX KB you have installed. This blog gives you tips on how to find both. 1. How to find what your AOS version is and your AX client is: To check the AOS version go to your AOS bin folder on your […]

Many times over the years, I’ve run into the following AX error: “Failed to create a session; confirm that the user has the proper privileges to log on to Microsoft Dynamics” So I decided to compile a few of the primary reasons why you can get this error upon sync and the #1 reason for me […]