Have you personalized Microsoft Dynamics AX 2012 yet? Even the smallest personalization can help improve user efficiency. This blog post provides information about a few of the ways that you can personalize the Microsoft Dynamics AX user interface.
Always start AX in the company that you use most frequently
If you have access to work in multiple companies within AX 2012, but you most frequently work in one company, this tip is for you. After you complete this procedure, whenever you start AX 2012, you will automatically start in the company that you use the most.
Save your filtered list pages for easy access later
Did you know that you can save a filtered list page to your AX Favorites or as a Cue on your Role center? Why would you do this? Consider the following example:
For example: You are a premier customer service representative who has the customer ‘Sunset Wholesales’ as one of your main accounts. You frequently navigate to the All Sales orders list page and then filter the list by name so that only Sunset Wholesales’ sales orders are listed. You wish that there was a quicker way to access the information whenever you need it and you’d prefer not to have to filter the list each time.
The following two options let you save your filtered list pages for easy access later:
Option 1: Save the filtered list as a favorite
For more information about favorites in AX 2012, see Using favorites.
Option 2: Save the filtered list as a cue
For more information about cues, see Manage cues.
Change the default Edit/View behavior for AX 2012 forms
In AX 2012, a lot of forms default to the View mode, which means that you have to click Edit on the Action pane to modify the record that you are viewing. This change was made to prevent accidental changes in AX 2012 records. If you find that you often have to click “Edit” on the same form over and over again, you can reverse this change for just that form, or for all forms.
Change the default global edit/view behavior for all forms
Change the default edit/view behavior for one specific form
Color code your AX 2012 companies so that you always know which company you are currently using
NOTE: This tip requires that you have access to the developer environment for AX 2012 or AX 2012 R2.
In an earlier blog post, Becky Newell provided information and a .XPO file that helps you to change the background color of forms for each company so that you can easily tell which company you are currently using. You can read her blog post and get her .XPO for AX 2012 or AX 2012 R2 at the following link: http://blogs.msdn.com/b/axsupport/archive/2012/10/12/changing-the-background-color-on-ax-forms-in-ax-2012.aspx
Did you like this post? For more information like this, see Customize your workspace.