Microsoft Dynamics AX Advanced Favorites

One of most widely used features in Microsoft Dynamics AX, is the ability to perform powerful searches on any of the AX grid pages. What many don’t realize is you can save these searches or filters as part of your favorites. This functionality is also available in Dynamics 365 for Operations as part of the workspaces. This article will show you how to add these filters as favorites in Dynamics AX 2009 or Dynamics AX 2012.

First, configure an advanced filter, in one of the grid screens. In this example, all sales order grid was used.

Dynamics AX Advanced Favorites

In this example, we’ll create a filter to show us all unconfirmed sales orders, created in the last 100 days.

Dynamics AX Advanced Favorites

Once you put in the filter criteria, click on the modify and “Save As” and save your query.

Dynamics AX Advanced Favorites

Now you can use this query as the default for a menu item you add to your favorites. To do this, right click on the “All Sales Orders” menu option on the left hand navigation, and click “Add to favorites..”

Dynamics AX Advanced Favorites

Give your favorite a name “Sales Orders Unconfirmed last 100 Days” and select the query you want to save with the favorite.

Dynamics AX Advanced Favorites

Now, when you click on the favorite, it will open already filtered based on your query.

Dynamics AX Advanced Favorites

This post was written by Jason Federspiel, AX Functional Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.