Using Help

Dynamics AX 4.0

The Microsoft Dynamics AX Help system offers information about performing tasks, using individual dialog boxes such as reports and forms, and using individual fields in a dialog box.

The Microsoft Dynamics AX Help system consists of three Help collections:

  • User Help – To open, press F1 or click on the Help menu.

  • Administrator Help – To open, click on the Help menu.

  • Developer Help – To open, click on the Help menu.

There are three tabs in the left pane:

  • Contents – See a structured presentation of Help topics.

    In Contents view, the following icons are associated with topics:

    Icon

    Description

    HTML Help Icon

    This topic has subordinate topics. Double-click a book topic to see the subordinate topics.

    HTML Help TOC Icon

    A Help topic.

    HTML Help TOC Icon

    A topic that does not contain content at the time of publication. Open the topic and then click the documentation update link to see the updated topic online.

    In translated versions of Help, this icon may also indicate a topic that is published in English-only, online. These topics also have (in English) in the title so that you can identify them.

  • Search – Enter the text you want to search for to find a topic quickly.

    TipTip

    Enclose the word or phrase that you are searching for in quotation marks to get the best results. Example: "Create General Ledger"


    Select any of the check boxes in the lower-left corner to customize your search.

    Option

    Description

    Search previous results

    Specify that the next search is performed only in the topics that are returned from the previous search.

    Match similar words

    Include minor grammatical variations of the word you enter. For example, searching for select would also return topics that contain the words selects, selecting, and selected.

    Search titles only

    Search for the specified text in topic titles only.

    After you navigate to a topic, the table of contents updates so that you see how to navigate to the topic again. If the table of contents does not update, the Help topic you are viewing is being pulled from a different Help collection.

  • Favorites – If you return to a topic frequently, while you are on that topic, click the Favorites tab, and then click Add. The topic is added to your list of favorites.

Each time you return to Help, the left pane is open to the tab that you last used.

Open the form, report, or dialog box that you want information about, and then press F1 or click Help on the Help menu.

The Help topic describes the overall purpose of the form, report, or dialog box, why you should use it, and how its usage affects the rest of the system. An overview of fields, buttons, and tabs may also be available.

The topic may also list the tasks that use the form, report, or dialog box. Tasks typically involve entering information in multiple forms in a specific sequence. The Contents tab of the Help window provides access to additional task-based procedures, such as setting up cash flow forecasts, closing a fiscal year, or setting up a check layout.

  1. Find and display the Help topic you want, or highlight a book or topic on the Contents tab.

  2. In the Options menu, click Print.

  3. Select the printing options that you want.

To return to a topic you have visited previously, click Back. You can also mark frequently used topics by clicking Favorites and then clicking Add.

If you would like to provide feedback on a specific Help topic, use the Documentation Feedback section at the bottom of the topic.

  1. Rank the topic from Poor to Outstanding.

  2. Click Send Feedback. The feedback will be sent from your e-mail client.

If a Help topic does not contain content or is difficult to understand, there might be a newer version of the topic available online. Click the link at the bottom of the topic. You will be directed to Using Microsoft Dynamics AX, where you can navigate to an updated version of the Help system that you can browse.

For subscribers to an Enhancement plan, updated Help files for Microsoft Dynamics AX are made available in English and a limited set of additional languages. This Help contains content updates that were made in response to customer feedback.

NoteNote

The Help files distributed by Microsoft do not overwrite Help files created by your partner for Microsoft Dynamics AX.


  1. Navigate to Using Microsoft Dynamics AX to find the location of the most recent downloadable Help files.

  2. Download and install the updated Help files on your computer.

Help might not load correctly if your Microsoft Internet Explorer file cache is full, or if you are trying to run Help over a network.

Clear the Internet Explorer file cache

If your Internet Explorer file cache is full, Help might not function or be displayed correctly. Symptoms of this problem include the following:

  • Sections of a topic do not expand or collapse correctly.

  • Art is not displayed correctly.

  • Fonts are not displayed correctly.

  • Icons are not displayed correctly.

Clear the cache

  1. In Internet Explorer, On the Tools menu, click Internet Options.

  2. On the General tab, in the Temporary Internet files section, click Delete Files.

  3. In the Delete Files dialog box, determine whether you also want to delete offline stored content, and then click OK.

  4. Click OK to close the Internet Options dialog box.

Help might not run over a network

If you are running a Help file from a network location, the topics in the Help files might not be displayed correctly. You may have to modify security settings that prevent Help from loading over a network. For more information, see the Knowledge Base article located at http://support.microsoft.com/kb/896358.

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