Friday, October 20, 2017

I am a firm believer that Dynamics AX is not a hard product to implement - people just make it hard by overcomplicating what they want and the aim of this series is to show how easy it is to configure a working Dynamics AX installation from scratch.

​​As you get to the later guides you will be able to choose your own adventure as you learn all of the different features of Dynamics AX.  Like George Lucas, I started from the middle of the list, have now started the process of telling you the full story by starting at the beginning. Here are the guides that I have been able to produce so far:

#1 Configuring A Base Dynamics AX 2012 Test System

There is no better way to start learning Dynamics AX 2012 then to just dive in and start setting it up from a blank slate. As you start sculpting your system you are able to see how everything fits together and will also give you the muscle memory that will make you a ninja when it comes to using it in the future.

For traditional ERP systems, this is easier said than done because you need to first get the system installed, and then you don’t know where to even start. Luckily with Azure Hosting, and the pre-built demonstration environments that Microsoft deliver through their Lifecycle services, firing up a new system to test in is a breeze, and once you have a sandbox to play in, creating a new partition that is clean and ready for you to start tinkering in is just as easy.

In the following book we will walk through the setup required to deploy a test system, and also configure a blank partition so that you can start learning Dynamics AX.

 

Topics Covered


  • Using Azure And Lifecycle Services To Host Your Dynamics AX Test System
  • Creating A New Partition
  • Configuring The System For The First Time
#2 Configuring An Organization Within Dynamics AX 2012

Before we start configuring all of the main areas of Dynamics AX like Human Resources, Sales, General Ledger etc. we need to pause for a little bit and configure the parent Organization details. A lot of the information that we will be configuring here is used throughout the system, and it’s a good idea to get this out of the way before we move on to the real application.

The following guide will step you through the bare necessities that you will need to configure within the Organization Administration area of Dynamics AX so the rest of your journey through the application is smooth sailing.

 

Topics Covered


  • Configuring Your Organization
  • Configuring Your Legal Entity
#3 CONFIGURING THE GENERAL LEDGER WITHIN DYNAMICS AX 2012

The General Ledger is the backbone of Dynamics AX and is usually the first functional module that anyone will want to set up within the system since all of the other modules relay heavily on it throughout the setup process.

In this guide we will step you through the basics of setting up your initial General Ledger, and also through the additional configuration that you can do for configuring Journals, Allocations, Business Units and much more so that you have a solid foundation for all of the other modules.

 

Topics Covered


  • Configuring The Ledger Controls

  • Configuring Journals
  • Configuring Periodic Journals
  • Configuring Organizational Structures
  • Configuring Financial Dimensions
  • Configuring Allocations
  • Configuring Accrual Schemes
  • Configuring Currency Management

#4 Configuring Cash And Bank Management Within Dynamics AX 2012

Although the Cash Management module is not the most glamorous of the different areas within Dynamics AX, but it is important if you want to manage all of your bank accounts and make sure that you can easily reconcile your bank accounts.  With additional features though like the ability to configure Positive Pay, this module isn’t as mild mannered as you would think.

In this book we will show how to configure your Cash Management module so that you can start tracking cash and bank transactions within Dynamics AX.

 

Topics Covered:

 

  • Configuring Bank Management Controls
  • Configuring Bank Accounts
  • Configuring Advanced Bank Reconciliation
  • Configuring Positive Pay
#5 Configuring Accounts Receivable Within Dynamics AX 2012

The Accounts Receivable area is one of the three foundation financial modules within Dynamics AX that you will want to set up.  It not only allows you to manage all of your customer information, post your invoices, and receive in your cash payments, but also allows you to manage your collections, track deductions, and much more.


It’s not hard to configure either and this book is designed to give you step by step instructions to show you how to configure the receivables area, and also how some of the basic transactions work to get you up and running and working with your customers.

 

 

Topics Covered: 

 

  • Configuring Accounts Receivable Controls
  • Configuring Customer Accounts
  • Configuring Invoicing
  • Configuring Collection Management
  • Configuring Cash Receipts
  • Configuring Deduction Management
 

 

More Information: Configuring Accounts Receivable

#6 Configuring Accounts Payable Within Dynamics AX 2012

The Accounts Payable area is one of the three foundation financial modules within Dynamics AX that you will want to set up.  It not only allows you to manage all of your vendor information, post your invoices, and make in your payments, but also allows you to manage approval workflows, and much more.


It’s not hard to configure either and this book is designed to give you step by step instructions to show you how to configure the payables area, and also how some of the basic transactions work to get you up and running and working with your vendors.


Topics Covered:


  • Configuring Accounts Payable Controls
  • Configuring Vendor Accounts
  • Configuring Invoicing
  • Creating Vendor Payments
  • Configuring Payables Invoice Journal Approvals
#7 Configuring Product Information Management Within Dynamics AX 2012

The Product Information Management area within Dynamics AX not only allows you to manage all of the core product details.  It is also the central location for all the other product information such as the Product Attributes, Product Categories, External Product Descriptions and Product Structures.  It also allows you to track the interrelationships between the products through this part of the system with the Product Relationships.  If you want to add more control over the products lifecycle then you can use the Product Change Management Cases.  All of this information is managed through this one location and then consumed within all of the other modules.


Setting up the Product and Service details are not hard either and this guide is designed to give you step by step instructions to show you how to configure the Product Information Management area, and also how some of the basic parts work to get you up and running and working with your Products and Services.


Topics Covered:

  • Configuring Product Information Management Controls
  • Configuring Products
  • Configuring Dimensional Products
  • Configuring Product Categories And Attributes
  • Configuring Product Catalogs
  • Configuring Product Relationships
  • Configuring Product Change Management Cases

#8 Configuring Inventory Management Within Dynamics AX 2012

The Inventory Management area of Dynamics AX allows you to track all of the inventory within your warehouses, manage all of the movements and inventory adjustments and also set the inventory policies for costing. This is also the foundation for the other modules like Procurement & Sourcing and Sales Order Management because it gives you something to receive into and also ship from which is useful to track.

 

In this guide we will step you through the setup of all of the basic configuration that is needed in order to get your sites and warehouses configures, show you how to tweak your products so that they can be used within the warehousing structures, how to perform common inventory transactions like cycle counts and also how to configure batch controlled and serialized items.

 

Topics Covered:

  • Configuring Inventory Management Controls
  • Configuring Inventory Structures
  • Configuring Products for Inventory Management
  • Configuring Inventory Counting
  • Configuring Batched and Serialized Products
#9 Configuring Procurement & Sourcing Within Dynamics AX 2012
The Procurement and Sourcing  area within Dynamics AX not only allows you to manage and track all of the purchasing activities within your organization.  It is also where you can manage all of your purchasing hierarchies, which allow you to organize all of your purchased products into more manageable groups.  You can initiate purchase orders, manage the changes to the purchase orders, and even raise requisitions that can then work through approval workflows before you convert them into live purchase orders.  All of these transactions then feed down into the Accounts Payable module, making the whole procurement cycle seamless.

Setting up the Procurement and Sourcing details are not hard either and this guide is designed to give you step by step instructions to show you how to configure the Purchasing area, and also how some of the basic parts work to get you up and running.

Topics Covered:

  • Configuring Procurement and Sourcing Controls
  • Configuring Procurement Categories
  • Processing Purchase Orders
  • Configuring Price Lists & Discounts
  • Enabling Change Management On Purchase Orders

 

#10 Configuring Sales Order Management Within Dynamics AX 2012
The Sales and Marketing area within Dynamics AX not only allows you to manage and track all of the customer contact information and marketing activities, but it also allows you to manage all of your sales order activities within your organization. It is where you can configure your sales hierarchies, which allow you to organize all of your products into more manageable groups, and it is also where you can initiate sales orders, manage the changes to the orders, and also manage all of your standard pricing and discount masters. All of these transactions then feed down into the Accounts Receivable module, making the whole sales cycle seamless.

Setting up the Sales Order Management details are not hard either and this guide is designed to give you step by step instructions to show you how to set up the Sales area, and also show you how most of the base components of the module work so that you can get you up and running and taking sales orders.


Topics Covered:

  • Configuring Sales Order Management Controls
  • Configuring Sales Categories
  • Processing Sales Orders
  • Configuring Sales Pricing
  • Configuring Sales Order Discounts
  • Configuring Order Charges
#11 Configuring Human Resources Within Dynamics AX 2012

The Human Resource Management area within Dynamics AX not only allows you to manage all of your employees employment information, but it also allows you to track jobs & positions within the organization, track recruiting projects, and much more.  A lot of the core information that you can configure within the Human Resource Management area is also leveraged by other areas of Dynamics AX for approvals, skill matching, and also resource management so even if you are not going to be using all of the Human Resource Management features right away, you will definitely be using some of them.

Setting up the Human Resource Management area is not hard to do either, and this guide is designed to give you step by step instructions on how to configure all of the base codes and controls that you need to make the Human Resource Management area tick correctly and also to give you step by step instructions on how you can quickly load all of the necessary worker, position and job information so that you can speed up the data load process and get you up and running quickly.

 

Topics Covered

  • Configuring Human Resource Management Controls
  • Configuring Workers and Employees
  • Configuring Jobs
  • Configuring Positions and Position Hierarchies
  • Configuring Recruiting Projects
#12 Configuring Project Management And Accounting Within Dynamics AX 2012

The Project Accounting module within Dynamics AX is a great module for anyone that is trying to track time and costs against projects within the organization.  It is especially useful because it is fully integrated with all of the other foundation areas of the product like Payables, Receivables, Inventory, the General Ledger and much more so that as you track costs within them they are automatically applied to the project and as you create transactions within Project Accounting, then they are automatically updated within the foundation modules.

When you add in all of the additional functions that are available within the module like collaboration workspaces, worker assignment and scheduling, integration with MS Project and also time and expense entry through portals, then this is definitely a module that you need to get to know.

In this book we will look at all of the core features within the Project Management and Accounting module of Dynamics AX and show you how to set up and manage simple projects without even breaking a sweat.

Topics Covered:

  • Configuring Project Management And Accounting Controls
  • Configuring Projects
  • Configuring Collaboration Workspaces
  • Using MS Project To Manage Project Details
  • Managing Scheduling Within Projects
  • Configuring Project Budgets
  • Configuring Timesheet Reporting For Projects
  • Configuring Expense Reporting For Projects
#13 Configuring Production Control Within Dynamics AX 2012

The Production Control area within Dynamics AX is a great feature to leverage if you are performing any type of manufacturing within your business, and is very powerful and flexible.

It is able to handle almost anything that you want to throw at it, and is able to handle discrete and process based manufacturing requirements, it is able to perform both traditional and Lean based execution methodologies, it has inbuilt shop floor terminals that you can take advantage of, it has scheduling out of the box, and also has comprehensive costing capabilities that you can take advantage of. But that doesn’t mean that it’s complicated to set up.

In this book we will start you off on your way by showing you how you can start using the Production Control module to create Bills Of Materials, link them with Routes and Resources, and then show you how you can easily configure the shop floor interface, control the production through work instructions, and finally extend out the costing capabilities by creating Costing Sheet template. Once you have this up and running you will have almost all that you need to model all of your production within Dynamics AX.

 

Topics Covered


  • Configuring Production Control
  • Configuring Bills Of Materials
  • Configuring Routes
  • Configuring Job Registration
  • Configuring Work Instructions
  • Configuring Costing Sheets
  • Configuring Lean Manufacturing

More Information: Configuring Production Control Within Dynamics AX 2012

Amazon: http://www.amazon.com/dp/B00JZ1KLQS/

#14 Configuring Sales & Marketing Within Dynamics AX 2012

The Sales and Marketing area within Dynamics AX does a lot more than just track Customers, Sales Orders and Invoices. It has a whole lot of CRM functionality included that that allows you to track Activities, Cases, Contacts, Prospects, Opportunities, Leads, Campaigns, and also Telemarketing Call Lists.

In most cases, it is just as good as (if not better than) any of the other stand-alone CRM system, especially because you don’t need to buy any more licenses, or load any more software, because all of the functionality is delivered with the system.

In this guide we will show you how to all of the base CRM features within the Sales and Marketing area of Dynamics AX.

 

Topics Covered


  • Configuring Sales Management
  • Configuring Activity Management
  • Configuring Case Management
  • Configuring Contact Management
  • Configuring Prospect Management
  • Configuring Opportunity Management
  • Configuring Lead Management
  • Configuring Campaign Management
  • Configuring Telemarketing
  • Configuring Call List Scripts Using Questionnaires

More Information: Configuring Sales & Marketing Within Dynamics AX 2012

Amazon: http://www.amazon.com/dp/1499262841/

#15 Configuring Service Management Within Dynamics AX 2012

The Service Management area within Dynamics AX allows you to track all of your service order contracts and service orders for your customers, will track all of your time and expenses against the service orders, and will also pass along any chargeable items to the receivables department for automatic invoicing to the customer.

Service Management has additional functions as well that allow you to track the items that are being serviced, define the tasks that are allowed to be performed against a service order, and also track the symptoms, diagnosis, and resolution to service order issues, making it a great tracking and analysis tool.

In this book we will show how you can create service agreements and orders, and then how you can use the additional tracking features within Service Management to get a tighter handle on your service orders.

 

Topics Covered


  • Configuring Service Management
  • Configuring Service Orders
  • Configuring Service Agreements
  • Configuring Service Objects
  • Configuring Repair Management
  • Configuring Dispatch Teams
  • Configuring Service Subscriptions
     

More Information: Configuring Service Management Within Dynamics AX 2012

Amazon: http://www.amazon.com/dp/1497415942/

#18 Configuring Warehouse Management Within Dynamics AX 2012
The Warehouse Management module within Dynamics AX is a great feature to configure if you want to do more with your inventory then just track it and count it.  When you enable the Warehouse Management features you can start taking advantage of the in-built handheld interface, you can start tracking your workers a little more closely and assign work to them, and it also allows you to create rules on how all of the work within the warehouse is performed so that you can start optimizing and refining your warehouse operations.

Along with all of these more advanced warehouse management features, there is also a little bit more planning and setup that you need to do in order to get everything working, but that doesn’t mean that you have to over-complicate your system.  If you know the basics of the Warehouse Management module, then you can start off by just configuring what you need initially, and then grow out from there as you start refining your processes.

In this guide we will show you how you can easily configure the Warehouse Management module so that you can start using, and also see that it’s not that hard to set up either.

 

Topics Include

  • Configuring Warehouse Management Controls
  • Configuring Warehouses
  • Configuring Products
  • Configuring Work
  • Configuring The Warehouse Management Handheld
  • Configuring Workers
  • Receiving Though Warehouse Management
  • Picking & Shipping Through Warehouse Management

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