Microsoft Dynamics is a powerful ERP solution for global enterprises to support industry-specific and various operational business processes. This single solution enhances various aspects of manufacturing, retail, service, and public sector industries. Due to its intriguing capabilities, such as finance and supply chain management, Business Intelligence and reporting, and project management, it is one of the most widely used solutions, having been adopted by many organizations across the globe. If you are one of those who help organizations in administering this unique solution, this book should be in the tool belt of any AX administrator to ensure compliance and simplify the ongoing management of the system.
Providing administrators who are involved in system administration and management with clear guidance on many administration tasks, this book is packed with systematic instructions, hands-on examples, and in-depth explanations. Even for experienced users, this book will serve as a great source of reference by providing new ways of working with Microsoft Dynamics through the book's easy-to-follow approach.
This hands-on guide looks at key administration tasks, explaining not only how each task is performed, but also why. You will be provided with practical guidance that will allow you to take advantage of the advanced technology in Dynamics AX 2012 in order to simplify and automate the ongoing management while maintaining compliance.
This practical book simplifies user management operations by automating the tasks of hiring new people—joining up HR and security roles through organizational hierarchies. In-depth explanations teach you about AX licensing and how to make the most of your license.
In this book, management of models and the model store (including installing hotfixes and add-ons), as well as details of how the work is provided, along with practical guidance on the procedures required to reduce risk and downtime is mentioned.
This book guides you through the key tasks in reporting and BI through in-depth knowledge of the Batch Framework and Alerting. Finally, important tasks in performance, system monitoring, and troubleshooting are provided with in-depth guidance and further reading.
With this comprehensive guide, you will be armed with all the tools and instructions you need to both manage the system and make better decisions as your company's requirements evolve.
Chapter 1, Managing Users in AX 2012, covers the creation and management of users and how to streamline user management with the use of Workflow. It also includes useful PowerShell commands to help automate the management of users.
Chapter 2, Working with Licensing in AX 2012, provides details of the licensing model, how to manage license keys, the effects and dangers of changing the license configuration, and how to make the most from your license.
Chapter 3, Model Management, covers code transfer and model management, how to safely import add-ons, and apply hotfixes from Microsoft. The recipes are based on real-life scenarios in order to reduce risk while maintaining efficiency.
Chapter 4, Setting Up and Managing the Application Object Server, covers the installation of additional application object servers and how to manage them; also provided is how to create clusters, batch servers, and safely take them offline.
Chapter 5, System Monitoring, provides recipes on key availability and performance monitoring for the AX components, the environment, and supporting infrastructure. It also covers how to pragmatically determine what to monitor and when.
Chapter 6, Setting Up and Managing E-mails and Batch Processing, covers configuring e-mail parameters, richly formatted templates, and monitoring the e-mail system and how to handle failed messages. Batch processing provides recipes for making the most out of the batch framework, including setting up application integration framework jobs.
Chapter 7, Setting Up and Managing Alerts, includes recipes for the configuration and processing of alerts, using e-mail templates and managing alert rules.
Chapter 8, Setting Up and Managing Legal Entities and Partitions, covers the management and creation of partitions and legal entities, how to place the legal entities into your organizational framework and other key tasks.
Chapter 9, Setting Up and Managing Workflow, covers the configuration and administration of workflows in your organization, including delegation and troubleshooting.
Chapter 10, Setting Up and Managing Security, provides recipes for assignment of security roles, automation tasks, and the customization of security roles. It provides in-depth insight into the workings of security and how this affects licensing.
Chapter 11, Setting Up and Managing Reports and BI, covers key administration tasks for setting up and managing reporting services and analysis services integration with Dynamics AX 2012. This also includes creating Cues, quick links and presenting them on the role center.
Chapter 12, Setting Up and Managing the Application Integration Framework, provides in-depth recipes on the key aspects of the AIF, how and why it is used, how to host the services on IIS, managing document and custom services, handling document transformations, and troubleshooting exceptions.
Chapter 13, General Performance-related Tasks, covers recipes on the various clean-up routines, managing table indexes and compression, model optimization and consistency checks.
Appendix, Further Reading, provides further background reading for topics covered in the book. More on licensing, models and system monitoring, and practical guide on the recommended deployment lifecycle.
The bonus chapter, Configuring and Setting Up Document Management, covers the common and not so popular features of document management, including SharePoint integration, and Microsoft Office add-ins. It can be downloaded from the PACKT website at the following link: https://www.packtpub.com/sites/default/files/downloads/8062EN_BonusChapter.pdf