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30 tips in 60 minutes

30 tips in 60 minutes. David Weiner, Cole Systems dweiner@colesys.com 212-625-6555. David Weiner. President, Dynamics AX – Cole Systems Seven AX Certifications, Master of Application Over 30 implementations since 2001 dweiner@colesys.com – 212-625-6555. Tip 1 of 30.

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30 tips in 60 minutes

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  1. 30 tips in 60 minutes David Weiner, Cole Systems dweiner@colesys.com 212-625-6555

  2. David Weiner • President, Dynamics AX – Cole Systems • Seven AX Certifications, Master of Application • Over 30 implementations since 2001 • dweiner@colesys.com – 212-625-6555

  3. Tip 1 of 30 • Change the GUID of your server when you refresh a development or test environment from production.   update SYSSQMSETTINGS   set GLOBALGUID='00000000-0000-0000-0000-000000000000' • Then restart the AOS. If you don’t do this, your local cache files will get confused between the instances. That GUID is part of the cache file name and you need to have it be unique if you are running multiple instances on the same TS.

  4. Tip 2 of 30 • Turn on Document Handling Active (understand possible performance lag) • Turn on Filter by Grid Default

  5. Tip 3 of 30 • Using a different background color for each company or each environment (DEV, Test, Prod) makes it obvious to a user which environment they are currently working in. This is a simple code change. • Modify the SysSetupFormRun class, Run method. The following code changes the color based on the current company.

  6. Tip 4 of 30 • Be well versed in what the application offers out of the box – minimize customizations and make sure that you never reinvent the wheel. • Train someone internal on SSRS, a system is often graded by the quality of report output.

  7. Tip 5 of 30 • Every numerical field is a calculator

  8. Tip 6 of 30 • Run ABC classifications to have a better idea on your priority inventory Inventory Management -> Periodic

  9. Tip 7 of 30 • Use Favorites with saved filters • Auto-Hide the navigation bar to increase screen real estate • Teach users about the Alt-Underline buttons • Use AXC shortcuts and Startup Messages

  10. Tip 8 of 30 • Teach Users to create their own Cue’s

  11. Tip 9 of 30 • Ask the Community http://community.dynamics.com/product/ax/default.aspx

  12. Tip 10 of 30 • Filter Cheat Sheet • For Dynamic Filters Use: (name()) Ex: (CurrentUserId()) (dayRange(-7, 7))

  13. Tip 11 of 30 • Reset a users form settings when caching errors occur • Delete the entire cache: C:\Users\USERNAME\AppData\Local

  14. Tip 12 of 30 • When adding new tables, be sure to update Cross References • Run Class XREFTABLERELATIONUPDATE • Run a full compile overnight: System Scheduler or AT Command: “C:\Program files\Microsoft Dynamics AX\50\Client\Bin\Ax32.exe” – startupcmd=CompileAll_+

  15. Tip 13 of 30 • RSS these blogs • http://blogs.msdn.com/b/lcash/ • http://blogs.msdn.com/b/solutions/ • http://dynamics-ax.blogspot.com/ • https://community.dynamics.com/product/ax/axtechnical/b/axfortechies/default.aspx • http://msforge.net/blogs/bojan/default.aspx

  16. Tip 14 of 30 • For RDP Deployments, reduce color depth and disable audio/video • Speed up login by hiding the splash screen • The “-hidesplashscreen” is an undocumented parameter that you can add to your configuration and it will prevent the AX logo screen to show up when you start AX.  This can make a real big difference when starting AX over a remote connection.

  17. Tip 15 of 30 • Add SSRS Reports to your menu structure

  18. Tip 16 of 30 • Add legacy SSRS Reports to your menu structure

  19. Tip 17 of 30 • Schedule “Update statistics” on database on at least a weekly basis for better performance. • Review table cache settings on large configuration tables to improve performance. • Try not to use display methods within a grid, if necessary, cache the display method data in code.

  20. Tip 18 of 30 • Atlas for cost effective ad-hoc reporting tool

  21. Tip 19 of 30 • Create!Form enables your company to own the look and automated delivery of your public facing documents

  22. Tip 20 of 30 • Fill Utility

  23. Tip 21 of 30 • Record Templates

  24. Tip 22 of 30 • Auto-Report and Report Wizard

  25. Tip 23 of 30 • Attend the AX 2011 Technical Conference http://www.microsoft.com/dynamics/DynamicsAXTechnicalConference2011/

  26. Tip 24 of 30 • Remove DEL_ objects

  27. Tip 25 of 30 • Set a timeout to reduce the need for additional user licenses

  28. Tip 26 of 30 • global::startLengthyOperation();  ---Changes pointer to hourglass • global::endLengthyOperation(); ---Changes pointer back to normal

  29. Tip 27 of 30 • Know your keyboard shortcuts • CTRL+D (AOT) • CTRL+SHFT+D (Developer mode) • CTRL+W(New Workspace) • CTRL+G (Turn on/off Filter by Grid) • CTRL+E (Export to Excel) • CTRL+F3 (Save your filter) • And More - http://www.bojanjovicic.com/file.axd?file=2009%2f12%2fDynamicsAX+2009+Shortcuts.pdf

  30. Tip 28 of 30 • Task Recorder • User Manuals • Compliance Documents • Help Desk Tickets • Training Presentation

  31. Tip 29 of 30 • Rebuild AOI (Application Object Index) file after code folder moves, label file moves and license changes: • Stop AOS • Delete AOI file from Application Directory • Start AOS

  32. Tip 30 of 30 • Take full advantage of your AXUG Membership. Attend Summit, join SIG(s) and contribute to the community.

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