Microsoft Dynamics AX 2012 AOT Overview

The application object tree (AOT) is a hierarchically structure where all the Dynamics AX objects are defined.

If you open the AOT by launching the development environment (CTRL-D) you will see the following folder structure.  Each different type of object will be stored in these subfolders (or nodes) depending on its nature.

Dynamics AX 2012 AOT

When a user requests a change or modification to AX, they usually will identify a form or report in the AX client.  But how do we identify in the AOT which object to modify?

If you browse through the nodes in the AOT you will see that there are thousands of objects.  Trying to find an object in the dark would be an overwhelming task.

A good place to start will be to request the user a screenshot of the form that they want to change (including the menu path), or if possible, ask them to guide you through the process in AX so you can get to that form or object they want to modify.

Let’s say that you identify the Trial Balance form as the object that you need to modify.

Dynamics AX 2012 AOT

If you right-click on this form and then select the Personalize option you will get to the Personalization form, where you will get access to more information about the AX object.

One useful feature available is that you can keep the Personalization form open while clicking on some of the fields in the form, and the Personalization form will display information about that field including the System name, which most of the times includes the data source (table, view or query) and the field name.

Dynamics AX 2012 AOT

 

If you click on the Information tab you will be able to identify the form name.

Dynamics AX 2012 AOT

Once you identify the form name, you can go back to the development environment, open the AOT form and retrieve the object definition where you can start making your changes.

Dynamics AX 2012 AOT

The AX form’s personalization feature is a great place to start when trying to identify AX objects, their definitions and properties.

This article was written by Eduardo Sicouret, Dynamics Technical Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, NH, MA and surrounding regions.

New Corporate Office – Solana Beach, CA

Tridea Partners is proud to announce our headquarters in Solana Beach, CA moved to a brand new office space.  Our new signage in our office has arrived! Check out some pictures of our new office and our communal Contour Standing Desk. Tridea Partners is looking forward to upcoming years within our new office space!

Tridea is still expanding. Check out our new job postings.

20150622_105905_resized  the one desk best

 

About Tridea Partners 

Tridea Partners is a leading service provider of Microsoft Dynamics, including Microsoft Dynamics GP (Great Plains), Microsoft Dynamics AX (Axapta) and Microsoft Dynamics CRM. Tridea helps companies implement Enterprise Resource Planning (ERP) applications, Customer Relationship Management (CRM) solutions, accounting software and business applications through a proven and experienced approach. The company’s approach focuses on configuring and implementing these systems unique to the customers’ end-to-end business processes. Tridea carries the designation of Microsoft Gold Certified Partner and has experience in working with organizations with complex environments, often with unique inventory, manufacturing, and regulatory requirements.

 

 

Analytical Accounting with Dynamics GP

How many of you out there are using Analytical Accounting with Dynamics GP?  It is a great tool that allows you to flag distribution amounts to codes, without having to increase the length of your General Ledger Accounts.  Through many times of implementing this module, we at Tridea have found that a few custom reports can make everyone’s lives easier.  Because it is an additional module, outside of the standard GP modules, Smartlists and Edit Lists are limited and can be made more efficient.

Using SQL Server Reporting Services to create custom reports, users can access their Analytical accounting data and balances quickly and accurately.  Furthermore, SSRS reporting can be used to create edit lists that will combine standard Edit List reports from GP with the Analytical accounting information.  Custom buttons can be added to the batch entry window that will trigger the SQL report to generate, pulling only transactions contained in the batch selected.  Not only does this consolidate the information needed for editing and reviewing batches, but it will also reduce the amount of paper allowing for a greener approach to accounting!

This article was written by Kaydee Baker, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, New England and surrounding regions.

Microsoft Dynamics GP2015 R2 Feature of the Day

Purchasing All in One Document View Options

This is a newly designed window inside of Microsoft Dynamics GP to enable users to view related purchasing documents in the same window.  Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.  The Options button will allow users to select which columns they want to see in this window.  For example, if customers do not use Purchase Orders, they can uncheck the box and the first column would be Receipts.  By default the Credit Documents column does not display but with this column checked up to six columns of data can be shown.

GP 2015 R2

Contact Tridea Partners if you are looking to find out more information on GP2015 R2! 

How To Change Partner of Record For CRM Online

Instructions for Designating a Partner of Record for Microsoft Dynamics CRM Online Services subscriptions

  1. Sign in to Microsoft Online Services at https://portal.microsoftonline.com/ and go to the Office 365 admin center page (see below). The Office 365 Portal opens.
  2. Click “Admin” in the top right corner of the screen. A drop-down menu appears. Click “Office 365”.

Office 365

The Office 365 admin center appears.

Office 365 admin center

Alternatively, if you are already logged into your Microsoft Dynamics CRM organization, you can get to the Office 365 admin center by navigating to SETTINGS > Administration and clicking on Subscription Management.

Microsoft Dynamics CRM

The Office 365 Portal opens. Click “Admin” in the top right corner of the screen. Select “Office 365” from the drop-down menu.

Office 365 Portal

The Office 365 admin center appears.

Office 365 admin center

  1. Click the billing link in the navigation menu on the left-had side of the screen (see below).

Ofice 365 billing

4.  Click the link for the SUBSCRIPTION for which you wish to add Tridea Partners as your Partner of Record, in this example Microsoft Dynamics CRM Online Trial (see below). Each subscription has a separate Partner of Record. To name Tridea Partners as your Partner of Record for each subscription requires you to complete steps 3 through 6 in this guide for each subscription.

CRM

5. Click the add link under partner information (see below)

Partner Infomation

6. Enter the Partner ID for Tridea Partners (“724952”) in the Microsoft partner ID field, and click the check ID button. “Partner found: Tridea Partners” should then be displayed in green below the Microsoft Partner ID field. Click the OK button

7. When the page refreshes (see below), you should now see “Tridea Partners” listed under partner information on the right.

Contact Tridea Partners for more information.