Sunday, 7 August 2016

Microsoft Dynamics AX 2012 R3 CU11 is now available

Microsoft Dynamics AX 2012 R3 CU11 is now available for download on Lifecycle Services, CustomerSource and PartnerSource.
For installation instructions, download the Installation guide for cumulative update 11 for Microsoft Dynamics AX 2012 R3.
Checkout what’s new in Microsoft Dynamics AX 2012  here.
Most changes are in Transportation Management, Warehouse management and Retail. There are some regulatory changes for countries like Brazil, Russia etc.
For detailed information on Microsoft Dynamics Ax 2012 R3 CU11 release, please refer to the release notes official KB document KB3157865

Friday, 10 June 2016

Upgrade to latest AX 7 version using LCS

Microsoft has released Microsoft Dynamics AX 7 Update 1. It will be interesting to see seamless upgrade using LCS - a working example of how LCS will reduce upgrade time compared to previous cumbersome process of upgrading each instance manually.

Release notes and detailed steps to update using LCS are available here.

New/Deprecated features are available at links below:
May 2016 – Platform features
May 2016 – Application features

Majority of improvements in areas like Web client, Analytics and Development - My favorite is Web client (differentiating feature in AX7) and Analytics.

Dynamics AX Road map

Tuesday, 19 January 2016

Public Preview AX 7 CTP8

The public preview of Microsoft Dynamics AX is now available. 
Microsoft Dynamics AX CTP8 is available only to existing Microsoft Dynamics channel partners and customers who are currently enrolled in the Business Ready Enhancement Plan (BREP) service plan. Existing customers can find details on how to get to the preview from here and partners can find the details here

Some screenshots below. Cool and Neat Web UI. Navigation is user friendly and intuitive. Tabbed interface is same like previous versions. What's interesting is the back button functions same like any browser and takes user to previous screen.

Product Master Navigation


Products list page


Product details 


There is a slight lag while loading content and a message is shown as below - "Please wait. We're processing your request."


 Sales order details page

 Useful Links:


Sign up for a Microsoft Dynamics ‘AX 7’ subscription
Dynamics 'AX 7' Technical Preview Help Wiki
Blog post by Satish Thomas 
What’s New in Dynamics AX (Dynamics AX7)

Monday, 12 January 2015

Financial Dimension Templates

AX 2012 has a feature to define Financial dimension templates. Entering financial dimensions for a transaction can be tedious especially if number of financial dimensions are more than five and if it involves percentage distribution between different dimension values. To save time users can predefine dimension values with percentages. Finance users have more control over financials. Business users like AR Executive have to select the required template. This is useful for periodic transactions. Microsoft is aiming at improving productivity of users. Users should be trained to use these features in day to day tasks.
For more information on financial dimension templates refer technet
http://technet.microsoft.com/en-us/library/hh209388.aspx

Corrections, Cancellations - Receipts

AX 2012 provides functionality to make corrections after product is received. Receipt can also be cancelled.
1. Corrections: Can make corrections in receipts. Example change received quantity. However, user cannot enter comments e.g. Reason for correction. Improvement scope for future versions. 
2. Cancellation: Can cancel receipt.
Note: 
1. GL, Inventory transactions are created automatically for correction and cancellation.
2. Versions are maintained. Can compare versions and view differences between versions.

Tuesday, 23 December 2014

Book Recommendation: Inside Microsoft Dynamics AX 2012 R3

I recommend book: Inside Microsoft Dynamics AX 2012 R3.
Buy from Microsoft press.
Other links to buy:
Amazon.com
Barnes & Noble
For those who want to preview download sample content from Micrsoft press here.

Fully updated for Microsoft Dynamics AX 2012 R3!
Dig into the architecture and internals of Microsoft Dynamics AX 2012 R3 - with firsthand insights from the team that designed and developed it. Deepen your knowledge of the underlying frameworks, components, and tools - and deliver custom ERP applications with the extensibility and performance your business needs. Useful for Microsoft Dynamics AX solution developers at all levels, this guide will provide max benefit to those who understand OOP, relational database, and Transact-SQL concepts.
Gain best practices, patterns, and techniques to:
  • Exploit interoperability with Microsoft Visual Studio tools
  • Work with MorphX and avoid common pitfalls with X++ code
  • Use Enterprise Portal with ASP.NET and SharePoint for rich web-based apps
  • Simplify process automation with built-in workflow infrastructure
  • See how the runtime implements security and configuration
  • Design and customize the user experience
  • Gain greater control over complex batch jobs
  • Customize the prebuilt BI solution and reporting
  • Test applications, publish services, and optimize performance



Tuesday, 18 June 2013

How to move Microsoft Management Reporter 2012 to a new server


The process for moving the Management Reporter 2012 database is as follows:
Note If you are using a Management Reporter 2012 provider that uses the Dynamic Datamart (DDM) database, do not move the DDM database. Instead, a new database will be created by using the process here.

1. Start the Management Reporter 2012 Configuration Console.
2. Click Management Reporter Services.
3. Record the name of the database listed under the Database connection heading. The database name will be listed after the SQL server name. For example: SQLServer (Database)
4. Record the name of the Service Account that is used.
5. Login to SQL Server Management Studio.
6. Backup the Management Reporter 2012 database recorded earlier in this topic.
7. Start the Management Reporter 2012 Report Designer.
8. Export each building block group. The reports can be re-imported if a failure were to occur. You can do this by following these steps:
a. Under the Company menu, click Building Block Groups.
b. Select the building block group to export.
c. Click Export.
d. Select all building blocks to be exported on the Report Definitions, Row Definitions, Column Definitions, Reporting Tree Definitions tabs. Also, select all Dimension Value Sets.
e. Click Export.
f. Choose a location to save the .tdbx export file.
Note The default path on a Windows Server 2008 server is C:\Users\\Documents\Management Reporter\Building Block Groups
g. Click Close on the Building Block Groups window.
9. Exit Management Reporter 2012 Report Designer.
10. Start the Management Reporter 2012 Configuration Console.
11. In the navigation bar, click the name of the SQL server.
12. Click Remove to remove the ERP integration.
13. Click Yes to the prompt “Are you sure you want to remove the ERP Integration?”
14. In the navigation bar, click Management Reporter Services.
15. Click Remove Process Service.
16. Click Yes to the prompt “Are you sure you want to remove ‘Management Reporter 2012 Process Service’?”
17. Click Remove Application Service.
18. Click Yes to the prompt “Are you sure you want to remove ‘Management Reporter 2012 Application Service’?”
19. Login to SQL Server Management Studio on the new SQL server.
20. Restore the Management Reporter 2012 database, that was created in step 6, on the new SQL server.
21. Verify that the Management Reporter 2012 service account has the correct permissions on the SQL server and to the new database. Refer to the Management Reporter installation guides at the following link:
Microsoft Management Reporter: Installation, Migration, and Configuration Guides
http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=5916
22. Using the instructions here, run the following script against the Management Reporter 2012 database on the new SQL server:

--////////////////////////////////////////////////////////////////
--
-- Script Instructions:
--
-- 1. Update the line in the following code, starting with 'CREATE MASTER KEY ENCRYPTION BY PASSWORD', to contain the
-- Master key you wish to use. The master key must meet the Windows password policy
-- requirements of the computer that is running the instance of SQL Server.
--
-- 2. Run this script against the Management Reporter 2012 database. This script
-- will output a message if it does not detect the Management Reporter 2012 database.
--
--////////////////////////////////////////////////////////////////

IF EXISTS (SELECT Name FROM sys.tables WHERE Name = 'ControlReportSchedule')
BEGIN
IF EXISTS (SELECT TOP(1) name FROM sys.symmetric_keys WHERE name = 'GeneralUserSymmetricKey')
DROP SYMMETRIC KEY GeneralUserSymmetricKey

IF EXISTS (SELECT TOP(1) name FROM sys.certificates WHERE name = 'GeneralUserCertificate')
DROP CERTIFICATE GeneralUserCertificate

IF EXISTS (SELECT TOP(1) name FROM sys.symmetric_keys WHERE name = 'ConnectorServiceSymmetricKey')
DROP SYMMETRIC KEY ConnectorServiceSymmetricKey

IF EXISTS (SELECT TOP(1) name FROM sys.certificates WHERE name = 'ConnectorServiceCertificate')
DROP CERTIFICATE ConnectorServiceCertificate

IF EXISTS (SELECT TOP(1) name FROM sys.symmetric_keys WHERE name = '##MS_DatabaseMasterKey##')
DROP MASTER KEY

CREATE MASTER KEY ENCRYPTION BY PASSWORD = 'Access!23'
-- NOTE Where Access!23 is your actual password

CREATE CERTIFICATE [ConnectorServiceCertificate]
AUTHORIZATION [dbo]
WITH SUBJECT = N'Certificate for symmetric key encryption - for use by the connector service.'

CREATE CERTIFICATE [GeneralUserCertificate]
AUTHORIZATION [dbo]
WITH SUBJECT = N'Certificate for access symmetric keys - for use by users assigned to the GeneralUser Role.'

CREATE SYMMETRIC KEY [ConnectorServiceSymmetricKey]
AUTHORIZATION [dbo]
WITH ALGORITHM = AES_256
ENCRYPTION BY CERTIFICATE [ConnectorServiceCertificate]

CREATE SYMMETRIC KEY [GeneralUserSymmetricKey]
AUTHORIZATION [dbo]
WITH ALGORITHM = AES_256
ENCRYPTION BY CERTIFICATE [GeneralUserCertificate]

IF NOT EXISTS (SELECT TOP(1) name FROM sys.database_principals WHERE name='GeneralUser')
BEGIN
CREATE ROLE [GeneralUser]
AUTHORIZATION [dbo]
END

GRANT CONTROL ON CERTIFICATE::[GeneralUserCertificate] TO [GeneralUser]
GRANT VIEW DEFINITION on SYMMETRIC KEY::[GeneralUserSymmetricKey] TO [GeneralUser]
GRANT CONTROL ON CERTIFICATE::[ConnectorServiceCertificate] TO [GeneralUser]
GRANT VIEW DEFINITION on SYMMETRIC KEY::[ConnectorServiceSymmetricKey] TO [GeneralUser]

END
ELSE
BEGIN
PRINT 'WARNING: Incorrect database selected.'
Print 'Execute script against the Management Reporter 2012 database.'
PRINT 'This can be found in the Management Reporter 2012 Configuration Console.'
END

23. Start the Management Reporter 2012 Configuration Console.
24. Under the File menu, click Configure.
25. Put a check next to Management Reporter Application Service and Management Reporter Process Service.
26. Click Next.
27. Correct any issues noted on the Prerequisite Validation screen, and then click Next.
28. In the Service Account section, enter the name of the service account recorded earlier. Also enter the password for the service account.
29. In the Database Configuration section, put a check in Connect to an existing database.
30. Enter the name of the new SQL Server in the Database server field.
31. Select to use Windows authentication, or enter a SQL authenticated username and password.
32. In the Database dropdown, select the name of the newly restored Management Reporter 2012 database.
33. In the Application Service section, enter a port number for the application service to run on. If the Windows Firewall is enabled on the server, put a check next to Open this port in the Windows Firewall.
34. Click Next.
35. Click Configure.
36. Click Close on the Configure Management Reporter screen when the process is completed.
37. Under the File menu, click Configure.
38. Put a check next to the ERP that is correct for your environment.
39. Click Next.
40. Follow the instructions for the ERP for your environment using the appropriate guide at the following link:
Microsoft Management Reporter: Installation, Migration, and Configuration Guides
http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=5916