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Joel Leichty

Cooptimize • Power BI • Dynamics 365 • Employee Empowerment

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Tag: Training

By Joel Posted on October 14, 2012

AX Community

I’m off to AXUG where it’s all about the AX community. On that note, community member and blog reader Arif requested I post more information on the Projects module. If you … Continue reading AX Community

Categories: AX 2012 Projects, BooksTags: Dynamics AX 2012, Manuals, Projects, Training
By Joel Posted on September 22, 2012January 13, 2013

Return of the Order

I feel like I have to use the Force to get Return sales orders to work. There are a few subtleties in the process – especially around Registering the return. … Continue reading Return of the Order

Categories: AX 2012 Trade, BooksTags: Dynamics AX 2012, Manuals, Return orders, Sales orders, Trade and Logistics, Training
By Joel Posted on August 26, 2012

Show Me The Money

Learn about customer payments with this video from the book AX 2012 Core Financials.

Categories: AX 2012 Core Financials, BooksTags: Accounts receivable, Customer payments, Dynamics AX 2012, Manuals, Training
By Joel Posted on August 21, 2012August 21, 2012

It Happens

When many users enter Project transactions, things can and will go wrong. The Adjustment function lets a Project Accountant sort out the mess. Check out AX 2012 Projects for additional training … Continue reading It Happens

Categories: AX 2012 Projects, BooksTags: Adjustments, Dynamics AX 2012, Manuals, Projects, Training
By Joel Posted on August 12, 2012January 24, 2023

Inventory Posting Profiles Done Right

If you’ve ever tried to setup Dynamics AX posting profiles with the Contoso demo company as your guide, I’m sorry. They are not setup like a real company would configure … Continue reading Inventory Posting Profiles Done Right

Categories: AX 2012 Trade, BooksTags: Dynamics AX 2012, Item groups, Manuals, Posting, Posting Profiles, Trade and Logistics, Training
By Joel Posted on August 12, 2012March 14, 2021

Bringing back “What’s this?”

Back in the day with Axapta (AX) 2.5 and 3.0 there was a “What’s this?” option as part of the right-click contextual menu. It would bring up the help text … Continue reading Bringing back “What’s this?”

Categories: AX 2012 Core Financials, BooksTags: Axapta, Dynamics 365 F&O, Manuals, Training
By Joel Posted on August 5, 2012August 5, 2012

Account Structures

Learn about Account structures and more from the AX 2012 Core Financials interactive textbook. Below are screenshots and video from the book. There are two important flaws to remember regarding Account structures: … Continue reading Account Structures

Categories: AX 2012 Core Financials, BooksTags: Account structures, Advanced rule, Dimensions, Dynamics AX 2012, Financials, Main account, Manuals, Training
By Joel Posted on July 30, 2012

Timesheet and Expense Reports

Timesheet and Expense report training videos from my latest book AX 2012 Projects.

Categories: AX 2012 Projects, BooksTags: Dynamics AX 2012, Expenses, Manuals, Projects, Timesheets, Training
By Joel Posted on July 28, 2012July 28, 2012

Learn AX. Fun?

Can learning AX be fun? Check out the AX 2012 Projects user manual to find out. (Also, be prepared to significantly stretch your definition of fun.)

Categories: AX 2012 Projects, BooksTags: Dynamics AX 2012, Manuals, Projects, Timesheets, Training
By Joel Posted on July 24, 2012September 17, 2020

Trial Balance and Dimension Sets

What’s the point of a trial balance? The total is always zero. If you’re an accountant who’s interested in such frivolities, this video from the book AX 2012 Core Financials shows how … Continue reading Trial Balance and Dimension Sets

Categories: AX 2012 Core Financials, BooksTags: AX 2012 Core Financials, Dimension sets, Dynamics AX 2012, Manuals, Training, Trial balance
By Joel Posted on July 21, 2012July 21, 2012

Requisitioning your iPad

So – shockingly – not everyone has an iPad. This video from Dynamics AX 2012 Trade teaches how to do a Purchase requisition so you can get yours.

Categories: AX 2012 Trade, BooksTags: Dynamics 365 F&O, Dynamics AX 2012, Manual, Purchase requisition, Trade and Logistics, Training
By Joel Posted on July 20, 2012July 21, 2012

Why this blog (and why the iPad)?

For years, self-guided learning of Dynamics AX has been difficult. Many implementations begin with consultants walking through the most basic processes, and even after the training users struggle to recall … Continue reading Why this blog (and why the iPad)?

Categories: About MeTags: Dynamics 365 F&O, iPad, Manuals, Training, Users

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