Summary

This feature of Dynamics AX is so useful because you don't need to be a reporting expert in order to take advantage of it. Almost everyone within the organization should be able to work with Microsoft Word and Excel, so they are not learning a new tool. Chances are that you are already scavenging information from the database and creating your own reports; this just makes the task a lot easier, and also up-to-date.

You can use this feature to create simple ad hoc reports, and also for creating standard forms and documents that you may use over and over again. For example, you could create:

• Customer and vendor summary sheets

• Sales price lists

• Standard form letters such as collection notices

In this chapter, we only covered using Word to create templates. You can do exactly the same within Excel, so you may want to try that as well.