Default Settings to Improve the Microsoft Dynamics AX User Experience

by | Oct 6, 2014 | Dynamics AX, User Tips and Tricks

Do you ever find yourself wishing you could change the behavior of Microsoft Dynamics AX to make your interaction easier? Here are a few simple tips, none of which require a developer, to help personalize and  improve your user experience.

SET DEFAULT COMPANY ON AX LAUNCH

Default settings can allow a user to open the same company every time the launch AX. Navigate to File > Tools > Options > General Tab > Options FastTab – Start company accounts and select desired company from the dropdown.

Set Default Company on AX Launch

Start company accounts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CHANGE AUTOCOMPLETE SETTINGS

Autocomplete settings can be turned on and off on a user-by-user basis. To change settings, navigate to File > Tools > Options > General Tab > Interface Options FastTab – select Autocomplete checkbox accordingly.

Autocomplete Settings

Autocomplete

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CHANGE INFOLOG ERROR SETTINGS

Many users are performing a small number of tasks in a limited number of windows, and tend to see the same Infolog warnings over and over. If those warnings are always of the same nature, and the user doesn’t need to take any additional action, they can cause a noticeable slowdown, as the user must use their mouse to close the window. To change the Infolog settings to present errors only, navigate to File > Tools > Options > General Tab > Interface Options FastTab  and select Errors only from the Infolog Detail level dropdown.

Infolog settings

Infolog detail level

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

AUTOMATICALLY OPEN ALL LIST PAGES WITH THE GRID FILTER ENABLED

Do you find yourself having to Ctrl-G on every list page to search the list? You can change your settings so that all grid lists (even those in FactBoxes) open automatically with the grid filter available. Navigate to File > Tools > Options > General Tab > Interface Options FastTab  and select the Grid – Filter by grid on by default checkbox accordingly.

Grid Filter

Filter by grid on by default

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DEFAULT MODE WHEN OPENING MASTER RECORDS

Do you find it frustrating that some master records open in Edit mode, and others open in View mode? Change your settings to always open in Edit mode by navigating to

File > Tools > Options > General Tab, Interface options FastTab, Default view/edit mode and selecting Edit from the dropdown menu.

Default global view/edit mode

Default global view/edit mode

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

REMOTE DESKTOP EXPORTS TO EXCEL

Specify whether exports to Excel from AX in a Remote Desktop session export to an instance of Excel in the remote desktop session or to the local client by navigating to File > Tools > Options > General Tab, Miscellaneous FastTab and selecting the appropriate option from the Remote Desktop session exports to dropdown list.

Remote Desktop session exports to

Remote Desktop session exports to

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

AUTOMATIC SHUTDOWN

Concerned about AX being left open when you walk away from your desk and get caught up in discussion around the Keurig? You can set AX to automatically shutdown after a designated number of minutes of inactivity by navigation to File > Tools > Options > General Tab > Interface Options FastTab, and setting the desired number of minutes in the Security > Automatic shutdown field.

Automatic shutdown

Automatic shutdown

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Additional simple tips and tricks end users can use to improve their AX experience can be found by searching the Stoneridge Software blog for ‘User Tips and Tricks’.

For more advanced ways to improve your users’ AX experiences, please contact Stoneridge Software today.

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