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Tuesday, July 8, 2014

Microsoft Dynamics AX Mobile Capabilities - Microsoft Dynamics AX Videos - Microsoft Dynamics AX - Microsoft Dynamics Community

Microsoft Dynamics AX Mobile Capabilities - Microsoft Dynamics AX Videos - Microsoft Dynamics AX - Microsoft Dynamics Community





With Microsoft Dynamics AX, you can stay productive while on the go through mobile capabilities with timesheets, expense receipts, retail clientelling, and other business priorities. Learn about how you can report time, capture receipts and expenses, enrich your in-store customer interactions, and provide insights into your business while in transit.

ManagementReporterLinktoMRReport - Microsoft Dynamics AX Videos - Microsoft Dynamics AX - Microsoft Dynamics Community


This video shows you how to include data from one Management Reporter report on another Management Reporter report. http://blogs.msdn.com/b/dynamicscpm



ManagementReporterLinktoMRReport - Microsoft Dynamics AX Videos - Microsoft Dynamics AX - Microsoft Dynamics Community



Thanks & Regards,
Mail ID: pandit.umesh@hotmail.com
Skype ID: pandit.umesh

Tuesday, July 1, 2014

The 'Metadata' property is read-only and cannot be set

Error:

The 'Metadata' property is read-only and cannot be set. 
-Error in AX 2102 EP


Solution: 
1. Open the web control in Visual studio 
2. Open the Design file of the web control (.ascx)
3. Click source button to view Ascx coding (HTML code)
4. Find(Ctrl + F ) Metadata in the .ascx code
5. Simply delete the word wherever it is appear in .ascx file
6. Save and deploy the web control.
7. Open the webpage again

The error is resolved.! :) 

Monday, June 2, 2014

Dynamics AX CRM and Dynamics CRM Differences and Similarities

Dynamics AX CRM and Dynamics CRM Differences and Similarities

Beyond a near identical name, what Dynamics CRM and Dynamics AX CRM have in common is support for the most common customer facing business processes — from the three pillars of a CRM (sales, marketing and service) to the most routinely used processes such as account/contact/activity/opportunity/case/campaign management. However, that’s where the commonality ends. When you take a deeper look you quickly learn that these two Microsoft CRM solutions share more differences than similarities.
The primary differences between Dynamics CRM and the Dynamics AX CRM module are in the areas of User Experience (UX), software delivery (cloud), Outlook integration, offline operation, mobility, social, extensibility, cost and integration to ERP.

Dynamics AX CRM

AX CRM delivers the deepest integration to the AX ERP suite. About 60% of Dynamics AX customers are in the manufacturing and distribution industries, which are particularly transaction intensive, so the CRM to ERP real-time and native integration along with complete information accessibility can deliver a meaningful impact.
From the AX Customer record, the Activity Details, Transactions and Balance buttons deliver immediate access to all back office tasks, transactions (orders, invoices, etc.) and financial balances (credit limit, credit availability, payments, aging, etc.) with drill-down to source documents. Dynamics CRM can also access similar back-office information, but as not as well, and not necessarily out of the box.
Beyond transaction accessibility, the tight ERP integration can be helpful for strategic initiatives, such as manufacturers that are turning to the supply chain to improve working capital, operational capacity and time to market. For example, manufacturers and distributors using supply chain management strategies such as demand planning, will find the AX CRM solution can help perform customer segmentation as well as simulate buying patterns and perform what-if analysis in order to align the supply chain with market conditions and to improve forecasting and fulfillment strategies by product groupings.
Dynamics AX can also support some global capabilities well. For example, the global address book can share internal and external contacts and accounts among companies (without creating virtual companies as was originally required with AX) with well-defined parameters (such as access/security controls). Individual address books can also be created for lines of business or designated operating units. This type of functionality reduces redundant data and facilitates global or multi-national companies with shared data while permitting controls, understanding of the multiple relationships and relationship types (i.e. an account who is a customer for one company may be a vendor to another) and allowing reference or meta data (such as countries, states, or address information) to be used for enterprise-wide analysis and reporting purposes.
On the flip side, when reviewing Dynamics AX CRM based on traditional CRM software objectives, it becomes quickly evident that the product covers only the basics of sales force automation, marketing and service, the UI is extremely dated, the core sales and marketing functionality is weak and the application is somewhat rigid. All factors that can contribute to or exacerbate CRM adoption and utilization challenges.

Dynamics CRM

Despite Microsoft’s stance not to designate any child as its favorite, there’s no doubt that Dynamics CRM is the flagship CRM product for the company. Executive sponsorship, R&D and marketing promotion favor this product by a landslide.
Dynamics CRM shows primary advantages over AX CRM in the following areas:
  • User interface (UI) and user experience (UX). Dynamics CRM has taken lessons from consumer technologies to deliver a far more easy to use and intuitive application. Getting users, especially sales people, to really use CRM is often challenging, which makes a more rewarding user experience extremely valuable.
  • Software delivery. Dynamics CRM offers choice in delivery (on-premise, online or partner hosted), and a native cloud solution with a multi-tenant database architecture, subscription pricing and impressive innovation cadence of quarterly releases.
  • Outlook Integration. Dynamics CRM delivers a seamless integration with Outlook which simplifies life for users and permits offline utilization.
  • Mobility. While AX CRM discontinued its mobile solution, Dynamics CRM doubled down by supporting ubiquitous devices (Windows, iPhone, Blackberry, Android) and native iOS support for the iPad.
  • Automation. This CRM solution offers four workflow tools (real-time & background workflows, Dialogues, Actions and Business Process Flows) which facilitate significantly greater business process automation that is not similarly available in AX CRM.
  • Information. Dynamics CRM dashboards, reports and exports (such as to PowerView) are far more flexible than with AX CRM.
  • Extensibility. In terms of customization and extensibility, Dynamics CRM exceeds AX CRM in three key areas: i) presentation layer mods using the Business Rules tool (no technical programming required), ii) framework mods using the xRM constructs and iii) a plethora of third party integrated solutions that are available with Dynamics CRM, but not AX CRM.
  • Price. Comparing AX CRM to Dynamics CRM pricing may or may not be a fair comparison based upon your licensing needs. While AX CRM user-based pricing is about 3 times more than Dynamics CRM pricing, it’s possible that front office users may be using other back-office features which then narrows this gap. My experience with global AX deployments has shown Dynamics CRM to deliver a much lower overall CRM price.

Microsoft CRM Comparison Summary

AX CRM
Dynamics CRM
Deployment Options:
On-Premise or Partner HostedCloud, On-Premise or Partner Hosted
UX / User Adoption:
The UI resembles a desktop or fat client interface. Some simple configuration to the UI is possible, but overall the presentation layer is highly linear and rigid. The UI delivers an immediate message that this product is much more of a work horse than a show pony.More of an Office-fluent or consumer web application UI. Also takes advantage of hover-over controls to dynamically display the process flow navigation control and other as-needed elements. Much more contextually aware which increases ease of use and delivers a more personalized and relevant experience.
Sales:
Handles the basics of account and contact management, opportunity management and pipeline/forecast reporting. However, generally requires that these processes stay within the constructs of the application software. Areas of unique strength include tighter ERP integration (i.e. see inventory availability with inbound receipts and other sales orders for items), the product configurator and support for complex price lists. For example, from Quote or Order, you can do Price Simulation modeling to see how a particular discount will impact margins and contribution ratio.Also handles all the SFA processes, but permits much more flexibility, such as more user-defined sales cycle management (custom stages with stage-gating, etc.), bespoke activity types with custom controls, Goal Management/Team Management (great for quota management), workflow tools for notifications and process automation, collaboration tools (i.e. embedded enterprise network (aka internal private network) via the Yammer integration) and much more flexible and visual reporting. Also, offline operation and mobile CRM are strong advantages for traveling sales pros.
Marketing:
Supports basic marketing software feature sets such as campaign profiles, target lists, simple (single) distributions and elementary reporting.Takes marketing a step further with improved campaign templates, segmentation, lead assignment with workflow, de-dupe process, conversion and response tracking and richer lead management and ROI/ROMI reporting. Integration to MarketingPilot also delivers advanced Marketing Resource Management (MRM) capabilities.
Service:
More oriented to service management. Offers tighter integration with inventory items for service requests and better accommodates field service, technician dispatch, service agreements with customer contracts, time capture and invoice generation.More oriented to help desks, call centers and contact centers needing flexible customer service with case or incident management, escalations, queue management, knowledge-base, business rules and more comprehensive reporting.
Project Management:
YesNo
Mobile:
No (discontinued)Yes, ubiquitous device support
Tablet:
NoYes, iPad, Android and Surface
Offline:
NoYes
Outlook Integration:
Integration is achieved with a plug-in. It’s a batch integration that syncs Contacts, Tasks and Appointments, but not email (only one-way integration, from AX to Outlook).Native and real-time integration with full email sync. Users can access full CRM from Outlook. Also supports features such as automated email to lead, opportunity or case conversions.
Web Client:
Some features supportedAll features supported
Social Media Integration:
NoYes, but limited to internal social network (via Yammer integration)
Reporting:
Basic dashboards and reports. No frills reporting for sure.Flexible dashboards, more extensive reporting and business intelligence (BI) via PowerView.
SharePoint Integration:
Dashboards, Reports, Role Centers, Document ManagementDocument Management
Other MS Integration:
Bing MapsYammer, Bing Maps, Lync, Skype
Client:
Fat client or SharePointBrowser or Outlook
Flexibility:
Largely customizationBoth configuration and customization, especially flexible with xRM framework
Development Platform:
IDE called MorphX, which itself uses a code editor called X++. Mods are typically done in X++, but some work can be done in .Net..Net
Database Architecture:
Single TenantMulti-Tenant
Upgrade Frequency:
AnnualQuarterly
Eco-System:
Not reallyDynamics Marketplace offers many pre-integrated solutions for quick expandability

The Connector

Connector is the name for the bi-directional integration and (near) real-time data exchange between Dynamics CRM and any of the four Dynamics ERP systems (AX, Nav, GP and SL). It works with both online and on-premise CRM systems to integrate users, accounts, contacts, products, orders and invoices as well as supporting data elements such as currencies and picklist values. Also, because the Connector includes an SDK which can create custom adapters, it can be used to create integrations to other systems, including other (non-Microsoft) ERP systems.
Dynamics CRM to AX CRM
The Connector also offers a 'CRM Instance Adapter' which keeps multiple CRM instances in sync. This is helpful for staging and syncing dev, test, QA/pre-production and production instances, linking online with on-premise systems, or migrating from on-premise to a cloud CRM deployment. Like the Connector, it's quite flexible and supports all out of the box entities including many to many, and custom entities.
The connector is developed in .NET (and not dependent on any other transformation technology such as XSLT or BizTalk) and uses web services which can be modified to sync additional fields or change the sync schedule. Further, an SDK allows you to customize the Connector, for example to modify data transfer maps, log files, notifications, schedules and data map templates. Finally, maintenance and manageability are facilitated by a small foot print and a simple SQL database that houses the settings, integration maps and logs. No actual customer or CRM/ERP data is stored in the SQL Connector database. The Connector is typically installed on the ERP server or a web server, and unless managing very large volumes, a separate dedicated server is not necessary.
The Connector is a GA code, so it’s supported by MS and helps customers minimize or eliminate custom coding for system integration. I hear a lot of talk that the Connector is flaky, or somehow unstable, or supposedly slow or not scalable. There were some hiccups in the early days, but I’ve found none of these claims to be accurate any longer. Further, like any application the Connector evolves with new versions and continues to deliver new capabilities. For example, with the most current release, the filter maps can now select subsets of records for more precise data transfer, every map can have its own schedule, and the logging for remediation (of issues, exceptions, errors, trends or just error trapping/handling) is extremely thorough.

Summary

Dynamics AX 2012 CRM includes deep ERP integration, product configuration, flexible pricing, service management and project management, but lacks many of the most traditional and desired CRM capabilities. This CRM software solution is most likely to be best received by staff who allocate their time between front office and back office activities and systems.
Dynamics CRM 2013 offers a stronger user experience and core CRM software capabilities such as collaboration, information, automation, extensibility, mobility and Outlook integration for both simplicity and offline utilization. Dynamics CRM is also much more of a balanced or well-rounded CRM solution with strong capabilities in Sales Force Automation (SFA), marketing and customer service. This solution is most likely to be best received by (sales, marketing and service) staff who spend the bulk of their day dealing with prospects and customers and not a lot of time inquiring about historical accounting transactions.

- See more at: http://www.crmsearch.com/dynamics-crm-ax.php#sthash.WZjTUOQt.dpuf
and http://www.crmsearch.com/dynamics-crm-ax.php

Thursday, May 29, 2014

Mainstream support for Microsoft Dynamics POS 2009 - Microsoft Dynamics RMS Support Blog - Microsoft Dynamics RMS - Microsoft Dynamics Community

Mainstream support for Microsoft Dynamics POS 2009 - Microsoft Dynamics RMS Support Blog - Microsoft Dynamics RMS - Microsoft Dynamics Community



Customers who are current on a service plan can continue to access the following benefits through CustomerSource:
  • Previously released upgrades, updates, service packs, fixes, and regulatory/tax updates
  • Self-help support through Knowledge Base articles and online content
  • Unlimited online training
Paid support (including Premier, Essential, Pay-Per Incident, and Microsoft Dynamics Advantage and Advantage Plus plans or any other paid support plan) will be available through the length of extended support. 
For more information related to Microsoft Support Lifecycle policies and associated product dates for all Microsoft products, see the Microsoft Support Lifecycle page.

How to install multiple instances of Analysis Services on multiple AOS

How to install multiple instances of Analysis Services on multiple AOS.

Yes! :)

This can been done!


























Tags: Can multiple instances of Analysis Services be installed in same box, Can multiple instances of Analysis Services be installed in multiple AOS, How to install multiple instances of Analysis Services on multiple AOS,

Monday, May 26, 2014

How to install and setup ax 2012 excel add-in in office 2013

How to install and setup AX 2012 Excel Add-in in Office 2013


In Order to install it you need to run the setup the AX2012 Steup, in the Add Ins you will find the Addin for Office. The installation is really simple, just next next and finished.


















Once done, open Excel 2013,
if  you see the Dynamics AX Tab, its good(Then go to Step5), if not, do these steps:

Step1: File> Options as highlighted


















Step2: Go to Add-Ins> Manage> Com Add Ins and Ok!












Step3: Select the Microsoft Dynamics AX Add-in for Microsoft Excel and click ok.









Step4: Now you will see the Dynamics AX Tab.







Step5: Open the Dynamics AX Tab and click on Options.
It will take some to open.








Step6: Now input the AX Server Host name.



Final picture will look like this in below screen shot,
and all the company details will be shown!



Importing Data to Microsoft Dynamics AX 2012 using Excel Add-in


Importing Data to Microsoft Dynamics AX 2012 using Excel Add-in


Excel is a great spreadsheet tool and the AX 2012 Add in is even more wonderful. It allows to publish information/data back to Dynamics AX 2012 without any changes in AX 2012  configuration.  In this functioned example, I will show how you can use the Dynamics AX Excel Add-In to update your data. 

Before we start working on Microsoft Excel, we need to make sure that we have the Dynamics AX Excel Add- in installed. If you open up Excel and there is a Dynamics AX tab, then you are fine. If not, you will need to install it.

Lets try and import Chart of Accounts in Dynamics AX 2012.

To do that, follow these simple steps:

Step 1: Go to Dynamics AX Excel Tab in the Excel





Step 2: Select Add Data > Add table






Step 3: Select Main Account Table












Step 4: Drag important columns that you want to update












Step 5: Enter your data in the fields












Step 6: Select Publish to import the records in AX












It will also create a new sheet called Dynamics AX Status
which will show you how many records were updated,
and also any errors –if they occurred.


Step 7: If we return back to Dynamics AX,
then we will see the data  has been uploaded.



Friday, May 23, 2014

AX2012R3,AX2012 R3, e- procurement in AX2012, E-learning on AX

E-learning Courses on AX 2012 R3
These E-learning courses are available for both the partners and customers. If in case you face any problem to register, take the help from your Manager to register you into the partner source accounts of the company(information for freshers).
On Demand Courses on the PLC:
Microsoft Learning Official Courseware:
Warehouse Management Official Course: https://dynamics.microsoftelearning.com/eLearning/courseDetail.aspx?courseId=450776
Transportation Management Official Course:https://dynamics.microsoftelearning.com/eLearning/courseDetail.aspx?courseId=450777
Tech Conference and other material on InformationSource:

Things you did not know about Microsoft Dynamics AX 2012 R3 - Dynamics AX Expert Opinion - Microsoft Dynamics AX - Microsoft Dynamics Community

Things you did not know about Microsoft Dynamics AX 2012 R3 - Dynamics AX Expert Opinion - Microsoft Dynamics AX - Microsoft Dynamics Community

Here are 6 things you might not know about Microsoft Dynamics AX 2012 R3.
1. There are no longer extra GL entries generated from the two voucher item posting strategy
This corrects a design issue when the distribution framework was introduced in AX2012.  Fewer entries are made to the GL and the normal effect of posting a receiving to accrued purchases shows in a more sensible way.
2. There are now additional Inventory Storage Dimensions for Inventory Status and License Plate
Inventory statuses can also be tied to blocking features to only allow inventory that is truly available for immediate sale
3. The reservation Hierarchy determines how dimensions are used in the warehouse
The reservation hierarchy is the key to warehouse management and automation and can be configured differently for items that require more detailed manual reservation.  Understanding the hierarchy is important to the overall system automation and flow.
4. Items must be assigned to a storage dimension that is Warehouse Manageable from the beginning
Items must be associated with the correct storage dimension at creation.  Changing the storage dimension after transactions exist is not supported.  Microsoft will be introducing conversion utilities for existing customer installations post release.  Make sure to work closely with your account manager and solution delivery manager to plan your upgrade.
5. AX 2012 R3 will be available in the Cloud on Microsoft’s Azure server platform
Once released this could be the fastest and most cost effective way to deploy both development and UAT infrastructures for Dynamics AX.  There are still costs directly with Microsoft to run Azure servers but the overall speed of setup and the elimination of any hardware purchase make this a compelling offering.  And with Azure you only pay for server time used!
6. PowerQuery is a free download as an addin to Excel 2013 and 2010 that can integrate directly with your instance of AX2012 company data
PowerQuery allows an AX user to connect directly with Queries and Services exposed to the document framework of the Excel Addin. This allows easier creation of business intelligence reports on AX data directly connecting to the AX company database.  This does not require Office365 and can run standalone.

Copied from http://www.uxceclipse.com/pages/blog-detail.aspx?newslist=Blog%20List&itemId=19 just for reference.

Retail Server Installation and Configuration - AX Dev Help - Microsoft Dynamics AX - Microsoft Dynamics Community

Retail Server Installation and Configuration - AX Dev Help - Microsoft Dynamics AX - Microsoft Dynamics Community

Microsoft Dynamics AX 2012 R3 includes Modern POS, a point-of-sale app for PCs, tablets, and phones. Sales staff can process sales transactions, customer orders, and perform daily operations and inventory management with mobile devices anywhere in the store, as well as at PC-based registers.

M-POS is dependent upon Retail server for communication with StoreDB , While activating the M-POS ,we were getting the error  : MPOS can not be activated , error in communication with Server.


So we found there are several points which we need to take care while installing the Retail server ,
  • Don't Configure the Retail Server using setup , unmark the check box of configuration in setup.
  • Update the rs-setting.xml file , which can be found in location : "C:\Program Files (x86)\Microsoft Dynamics AX\60\Retail Server\Tools"


  • Now configure the Retail Server using Powershell , you can use the below commands :
$Cred = @((New-Object
System.Management.Automation.PSCredential(‘domain\useraccount',(ConvertTo-SecureString
'password' -AsPlainText -Force))))


.\DeployRetailServer.ps1 -SettingsXmlFilePath .\rs-settings-updated.xml -TopologyXmlFilePath .\rs-topology-updated.xml -Credential $Cred -Authentication $Cred

Once you are done with configuration , launch IE with below URL :
http://<yourservername>:<portnumber of Retailserver>/<name of retailserver web site>/v1/$metadata ,

you should be able to see the meta data similar to 









Once this is done , you are good to go for MPOS installation and activation.

AX2012R3 Report Server and Analysis Server Step by Step Installation and Configuration - Rudra’s Dynamics Thoughts - Microsoft Dynamics AX - Microsoft Dynamics Community

AX2012R3 Report Server and Analysis Server Step by Step Installation and Configuration - Rudra’s Dynamics Thoughts - Microsoft Dynamics AX - Microsoft Dynamics Community


Please find the below step by step AX2012R3 report server installation and configuration.
Step 1 :-
Install the SQL Server Reporting Services and Configure the Reporting Services Configuration Manager.Also from the below window make sure the left pane all steps were configured correctly.
Make sure the following configuration for SSRS:-
Service Account must be configured with the domain user account
Web Service Url must be configured with default or custom ports, and the URL must be accessible
Database must be configured to the database server
Report Manager Url must be configured with default or custom ports, and the URL must be accessible
Execution Account must be configured with the same above mentioned domain user account.
IMPORTANT:- AX application business connector proxy user account,SSRS service user account and SSRS execution user account, all these three user accounts must be configured with the same domain user account.
Step 2:- Configure the Report Server form in AX application under System Administrator-->Setup-->Business Intelligence-->Report Server.
Once the configuration is done please click on the Validate settings,you will be prompted to created the folder, please click on the Create Report Folder and then Validate Settings and check you got the success message as below, if you face any issue try to open the application with Run as Administrator option and validate it again.
Make sure the following settings in Report Server configuration:-
Server name field enter the SSRS server name
Server Instance name enter the instance name(Default instance is MSSQLSERVER and if any named instance you can mention same here)
Report Manager Url, enter the configured ur in the above steps(Step1)
Web Service Url, enter the configured ur in the above steps(Step1)
Application Object Server, select your Application Object Server Instance.
Step 3:- Run the AX2012R3 installation media, click on the Microsoft Dynamics AX components
Step 4:- Please click on the Next button to progress the installation.
Step 5:- Please click on the Add or modify components, then go with the Next button.
Step 6:- Select the Business Intelligence components, then go with the Next button.
Step 7:- Prerequisite validations will guide you know the tools needs to be configured and installed.
Step 8:- Select the Configure check box and then click on the configure button then click on the Start button to configure the ADOMD.NET tool.
Step 9:- Click on the Revalidate button to check if any error stills exist, then go with the Next button.
Step 10:- Please enter the Business connector user account password, then go with the Next button.
Step 11:- Select the SSAS Service name from the dropdown, then go with the Next button.
Step 12:- Please select the SSRS instance name from the dropdown and if you need to deploy the report with this installation enable the Deploy Reports Check box and then go with the Next button.
Step 13:- Enter or Select the AX application database server name and AX database name.
Step 14:- Please add the current user and ssas service account user and anyother user if required, then go with the Next button.
Step 15:- Please check for the prerequisite validation again before installing the components, then go with the Next button.
Step 16:- Please verify the selected BI components, then go with the Install button.
Step 17:- Post installation configuration tasks will be performed.
Step 18:- Make sure the AX BI components were installed successfully.
Step 19:- In the above steps, if Deploy Reports is enabled then the following steps will be automatically processed and the administrator rights will be verified, also logged on must have the administrator rights to deploy the report.
Step 20:- All the reports will be deployed automatically one after another.
Happy AX2012R3 and enjoy with the new features.
For more information to install the AX2012R3 EP


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