Working with the user interface

Provides information for working with the user interface in Microsoft Dynamics AX, such as customizing the toolbar, and using favorites.

Common tasks

Provides information for common daily tasks, such as going to the main table for a field, opening another company, and changing the system date.

Printing

Provides general information for printing.

Working with records

Provides information for working with records, such as adding and deleting records, creating new records using templates, and how to find, filter, and sort records.

Alerts

Provides information for getting started with and using the Alerts notification feature, such as creating and maintaining alert rules and defining how you want to receive your alerts.

Using document management

Provides information for using Document management, which enables you to add notes, documents, spreadsheets, and other files to records.

Business analysis and reporting

Provides information about advanced reporting features that enable you to create and customize reports. Online analytical processing (OLAP) reporting is commonly used for month-end, quarter-end, or year-end reporting and analysis. Ad hoc reporting enables technical end users to create reports using a drag-and-drop environment. This section also provides information about a new feature for drilling down into reports.

Processing batch jobs

Provides information for setting up and using Batch processing.

Using the Enterprise Portal

Provides information for customizing a Web page, document sharing, search, and how to change your domain password using Enterprise Portal.