Microsoft Dynamics 365 Blog

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How to use automatic approval with Project Budgets and Workflow 

Project Budgets require workflow to be able to create new budgets.  With some businesses, this is not necessary to have each budget reviewed before allowing them to be approved.  Especially if those with the responsibility to put in the Project Budget has the final say on the Budget regardless.  Since AX requires Workflow for Project Budgets, the

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How to use the Automatic Billing Rule for Projects in Microsoft Dynamics AX 2012 R2 and AX2012 R3 

This blog is for creating a Automatic Billing Rule in Project Accounting Setup a Journal for Billing Rule Fee Journal – Project Management and Accounting | Setup | Project Management and Accounting Parameters Click the Journal link Select Billing Rule Fee Journal: Close the form   Create a new Project – Project Management and Accounting

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How to use the Manual Billing Rule for Projects in Microsoft Dynamics AX 2012 R2 and AX2012 R3 

This blog goes through the steps of setting up the Manual Billing Rule for Project. Setup a Journal for Billing Rule Fee Journal – Project Management and Accounting | Setup | Project Management and Accounting Parameters Click the Journal link Select Billing Rule Fee Journal:        3. Close the form  Create a Project – Project

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2 min read

Map the Full Product name from Dynamics AX for the CRM Connector 

This blog post comes from a question in the Microsoft Dynamics AX community board at https://community.dynamics.com/ax/f/33/t/120425.aspx. The question was how to map the full Product Name and not the NameAlias field that is in the InventTable table. The NameAlias field is a shorter field so it does not give you as good as description. I had originally suggested to