Wednesday, June 28, 2017

There is no better way to start learning Dynamics AX 2012 then to just dive in and start setting it up from a blank slate.  As you start sculpting your system you are able to see how everything fits together and will also give you the muscle memory that will make you a ninja when it comes to using it in the future.


For traditional ERP systems, this is easier said than done because you need to first get the system installed, and then you don’t know where to even start.  Luckily with Azure Hosting, and the pre-built demonstration environments that Microsoft deliver through their Lifecycle services, firing up a new system to test in is a breeze, and once you have a sandbox to play in, creating a new partition that is clean and ready for you to start tinkering in is just as easy.


In the following book we will walk through the setup required to deploy a test system, and also configure a blank partition so that you can start learning Dynamics AX.


This is the foundation book for all of the books within the Dynamics AX 2012 Barebones Configuration Guides series that aims to show how easy it is to configure Dynamics AX 2012 from scratch.

USING AZURE AND LIFECYCLE SEVICES TO HOST YOUR DYNAMICS AX TEST SYSTEM

Azure is a great place to host your Dynamics AX environment, because it means that you don’t have to invest in any hardware, servers, or high powered computers to run the test system.  If you play your cards right, it may not even cost you a cent.


To make this even easier, Lifecycle Services offers a Cloud Hosted Environment tool that will create a Dynamics AX environment for you that is hosted through the Azure services within a couple of minutes – give and take 30 for the machine to be deployed.  This is a great way to create a test system without requiring any investment in hardware, or software.

CREATING A NEW PARTION

There is no better way to start setting up Dynamics AX then from a blank slate, and the easiest way to create a blank slate within Dynamics AX if to create a new Partition.  Partitions are great because they allow you to create a completely new version of Dynamics AX within an existing installation but all of the information is completely stand alone.


In the following worked example we will walk through the configuration of a new partition so that you can build and use one to configure and learn Dynamics AX through.


Topics Covered Include:

  • Creating A New Partition
  • Creating A New Shortcut To The Partition
  • Initializing The Partition


CONFIGURING THE SYSTEM FOR THE FIRST TIME

Once you have your new Partition set up, you will want to configure some of the system settings so that you get the best experience.  This includes configuring some of the system parameters, configuring users, and also linking in some of the portals that you may want to take advantage of.


Topics Covered Include:

  • Changing The Default Company
  • Configure The Default Document Types Storage Locations
  • Importing Default User Profiles
  • Adding Your User To A Role
  • Importing Additional Users
  • Configuring Enterprise Portal Links
  • Configuring Enterprise Search Server

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