• Skip to main content
  • Skip to primary sidebar
  • Skip to secondary sidebar
  • Skip to footer
  • Home
  • About
    • linkedin
    • twitter
  • Archive
  • Technical youtube Channel
  • Recommended Readings
  • Free Courses
    • Fixed Asset management Course
    • Financial Modules

Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

AX 7 CTP 8

Exploring the Dynamic Ax (AX 7) workspace.

December 29, 2015 by alirazazaidi

New Dynamics AX (AX 7) is web based. Its navigation layout is different than Dynamics Ax 2012.

Writing of this blog post, I am using Dynamics Ax 7 CTP8 beta version, so possible later version will have better navigation layout.

Lets explore what Current version offers us.

 

When we login into AX 7 web page. The first page or dashboard appears shows us multiple workspace. These workspace are depended on login user role.

 

Currently I am login with administrator user. So It will show all workspaces. Consider following screenshot.

Workspace.

 

 

Dashboards central area shows the multiple workspace links based on role of login user.

Workspace1

Left section contains a calendar, favorites and recently used pages. Calendar shows us current date. If click on any date, pop up message ask to change the session date.

Favorits and clander

On favorite tab, can be find all favorite page linked, which select as favorite, this feature helps user to go on specific page directly on which he most frequently works.

Next to it Recent, Here Dynamics Ax shows all forms you recently visited inside Dynamics Ax. It is some kind of history.

From right side or right section user can find all links to records which are assigned to him or her as result of workflow submission.

Assign to me

 

 

If we see top menu bar It will contains legal entry change, universal search and module menu. In below screenshot I attached different points to described in more detail.

navigation panePoint 1: If we click Dynamics Ax button, this will lead us on dashboard page or home page.

Point 2: Click on Icon pointed in 2. This will shows us pop up menu, which take us different modules and there respected forms.

2015-12-29_23-35-24

Point 3: AX provide excellent search button, for example in point 3 I entered the word “Product” , a drop down shows all possible links where word product found.

Search

Point 4: On point 4 is place where we can change legal entity

Legal entitiesPoint 5: Next item is on click we found link for task record and other option.

Menu2

 

Now we explore on other Sales order processing and Inquiry workspace. For this we have to click on top menu and open

Sales Inquery page

On clicking that we find following workspace page open

Workspace detail

The workspace is clearly divided into three parts.

  1. Summary one is summary section.

This section shows the summary of number of issues, status, count of particular status. For example above summary section shows that currently two unconfirmed sales order, Zero confirmed sales orders and 0 partially shipped in current legal entity. This summary also contains quick links for All Sales Orders and All customers.

Summary Sections

If I click on Unconfirmed summary button this will leads to list page where unconfirmed sales orders are placed.

Sumarry details

You can also see the action pane in above screenshot, This form open as result of clicking on Unconfirmed Sales Order summary button.

 

  1. Second section is tab section.

Tabbed Area

Tab are shows the list, steps and do list. For example if I click on unconfirmed tab than tabbed area looks the like following screen shot.

Tabbed Details

  1. Third section in workspace is links. Where you find links for other pages which related current paged. Here you find inquiries, frequently access page links etc.

Links

 

 

Multiple windows.

While working we usually open multiple screens, for this purpose Dynamics Ax 7 , provide a button on Action pane. Click on this button you can open multiple web pages.

Open in new window

 

 

 

 

Reports:

 We can also run reports from pop up menu. Lets run sales orders per customer.

Reports menu

By clicking on “Sales Order per customer” following tab open at right side of workspace.

Report Daliog

 

Expand Records to Include and add filter for report

Report Dalilog details

Click on filter under “Record to Include”

Customer DEtails

 

Click ok and customer is selected

Customer Selection details

 

Click ok to run report.

Loading and loading wait for loading report for selected Sales order.

Report load

Taa taan Reports opens.

Report is runned

 

 

Running Dynamics Ax 7 CT8 Vm on Windows 8.1

December 17, 2015 by alirazazaidi

By writing of this post, I just download the AX7 CTP8 Vm and configure on my machine.

I successfully configure it on hyper V. Only one tricky point is external network adapter in Hyper V.

 

First step is download VHD and extract it to some place. If you are registered to AX 7 Feedback program, then you  must have vhd download link.

After the download, run the self-extract exe and extract the Vhd at specific location.

CTP8

 

2015-12-17_18-24-16

Step 2. Create a new external network adapter

Open hyper v console, and create new external network. As I am using wireless network, so I select it as bridge for using internet inside VM. You can use your Ethernet network as bridge.

 

2015-12-17_21-06-18

 

 

Step 3 Create a new Vm.

2015-12-17_21-01-54

Select generation 1 vm in next step

2015-12-17_21-04-01

2015-12-17_21-04-28

 

Set 8 GB ram to vm, recommend ram is 16 GB.

2015-12-17_21-04-56

Select network adapter we created in previous step.

2015-12-17_21-07-42

Select use existing hard drive and select the Vhd extracted in previous steps.

2015-12-17_21-08-33

 

Click on next and click on finished.

 

Run the VM and click on connect button. Login in with “Administrator” and Password is “pass@word1”

 

When VM is running you find new network connection ask your permission, Click on Yes button.

2015-12-17_21-15-34

 

Please check that network is working fine inside VM. Some times it will gives error “network has not assigned ip address”.  If external network adapter will not work then you have to create internal network and use that.

For this I create Internal network adapter in Hyper v. For currently I created a new internal adapter with name
“GateWayToInternet”.

internal

Now open the network and sharing center in windows. either using wifi or Ethernet. right click on it and from properties window select sharing tab.

Sharing

check the checked box for sharing internet and from drop down select the v Ethernet (which we create in one above step). stop the vm and use newly created internal network adapter in its network setting. When you start the vm. it will successfully access the internet and let you access ax 7 in browser.

For more detail for Internal networks setting please use following link, I used it for configuration.

http://wordsideasandthings.blogspot.com/2013/01/hyper-v-internal-virtual-network-and.html

 

 

 

Wait a few minutes and then open Internet Explorer and type following url

 

https://usnconeboxax1aos.cloud.onebox.dynamics.com

 

This will lead you at login page

2015-12-17_21-38-38

 

For login you need to use some office 365 account.  Currently I used my other account which i created for Microsoft Dynamics CRM trail. Possible if office 365 account did not work then register for CRM trail. 🙂

You may found “Provision tool” on the desktop of VM”.

2016-02-17_13-18-31

Right click on it and run it  as administrator.

enter your office 365 account  and click on submit.

2016-02-17_11-56-48

wait a few minutes. When  success message popup login with office 365 account.

2016-02-17_11-58-33

 

If your network Adapter is successfully configured, AX 7 welcome page will open, other wise you will find error page.

 

2015-12-17_21-42-56

 

 

 

 

 

 

 

 

 

Primary Sidebar

Categories

  • .net framework 2 (24)
  • Accounts Payable (2)
  • AIF Services (6)
  • Ajax (2)
  • asp.net 1.1 (17)
  • asp.net 2 (42)
  • BAM (2)
  • BizTalk (24)
  • Biztalk 2010 (51)
  • BizTalk Errors (10)
  • Biztalk Tools (6)
  • Biztalk White Paper (2)
  • Books (6)
  • Business Central (1)
  • Business Intelligence (4)
  • c# (28)
  • Certification Guide (3)
  • Channel 9 Video (2)
  • Customization Tips for D365 for Finance and Operations (57)
  • D365OF (54)
  • Data warehouse Concepts (3)
  • Database Concepts (3)
  • Deployment Errors (5)
  • Dynamics 365 (52)
  • Dynamics 365 for finance and operations (121)
  • Dynamics 365 for Operations (139)
  • Dynamics AX (AX 7) (133)
  • Dynamics AX 2012 (274)
  • Dynamics Ax 2012 Forms (13)
  • Dynamics Ax 2012 functional side (16)
  • Dynamics Ax 2012 Reporting SSRS Reports. (31)
  • Dynamics Ax 2012 Technical Side (51)
  • Dynamics Ax 7 (64)
  • ESB toolkit (4)
  • Exam MB-330: Microsoft Dynamics 365 Supply Chain Management (6)
  • Favorites (12)
  • Financial Modules (6)
  • Functional (6)
  • Implementations (1)
  • Lifecycle Services (1)
  • Management Reporter (1)
  • Microsoft Flow (3)
  • MS Dynamics Ax 7 (64)
  • musings (1)
  • MVP summit (1)
  • MVP summit 2016 (1)
  • New Dynamics Ax (19)
  • Non Defined (9)
  • Power Apps (3)
  • Power BI (12)
  • Power BI Desktop (8)
  • Power Platform (6)
  • Procurement (3)
  • procurement and sourcing (3)
  • Product Information Management (1)
  • Product Management (2)
  • Production Control D365 for Finance and Operations (8)
  • regular expression (3)
  • Sale Order Process (8)
  • Sale Order Processing (8)
  • Sales and Distribution (5)
  • Snagit 2021 (1)
  • Software developer (1)
  • SQL Server 2008 (18)
  • SQL Server 2012 (3)
  • SQL Server 2019 (5)
  • SQL Server and TSQL (5)
  • Sql server reporting services (7)
  • SSIS (13)
  • Tips and tricks (275)
  • TSQL (17)
  • Uncategorized (40)
  • Upgrade (1)
  • VB.net (2)
  • Web Cast (7)
  • White papers (4)
  • Windows form (3)
  • X++ (143)

Secondary Sidebar

Footer

Tags

Account receivable AIF Aif Services Apps for Dynamics 365 for Operations asp.net AX 7 AX 7 CTP 8 BizTalk 2010 BizTalk Errors c# Customization in Dynamics 365 d d365 for finance and operations D365 for Operations Dynamic AX 2012 Dynamics 365 for finance and operations Dynamics 365 for Operations Dynamics Ax Dynamics Ax 7 Dynamics Ax 2012 Dynamics Ax 2012 development 2 Dynamics Ax 2012 functional side Dynamics Ax 2012 R3 Dynamics Ax 2012 Reporting SSRS Reports. Dynamics Ax 2102 Dynamics Ax tips and tricks ER Diagrams of Dynamics Ax 2012 tables Exam MB-330: Microsoft Dynamics 365 Supply Chain Management Excel Add ins financial Dimension Microsoft Dynamics 365 for Operations MSDYN365FO New Dynamics Ax Power BI Power BI tutorial procurement in dynamics ax 2012 Product Management Sales and distribution SQL Server 2008 SSRS Tips and tricks Workflow WorkFlow in AX X++ X++ tips

Copyright © 2023 · Magazine Pro On Genesis Framework · WordPress · Log in