Dynamics AX Retail Installation Guide – Part 1

I will try to post here a step by step guide to install Dynamics AX R3 Retail. I will split this tutorial in 2 parts

Part 1 : Headquarters Installation
Part 2 : Store Installation

In TechNet you will find an architecture guide that I recommend to take a look before following this tutorial https://technet.microsoft.com/EN-US/library/jj991928.aspx

1.Install Retail Headquarter

You must install this component where AOS Server installed, it is mandatory.

Start Microsoft Dynamics AX Setup
Select “Retail headquarters” option, and then click Next.

Picture1

In Dynamics AX Client Open, Retail > Setup > Parameters > Retail parameters.
Click Initialize

Picture2

Restart Microsoft Dynamics AX AOS Service.

In Dynamics AX Client Open Retail > Common > Retail channels > Retail stores
Select the store you want to publish and then click “Publish”.

Picture3

Click “Workers” in select Store to Setup Workers

workers

Open Worker, click in the left side Retail and then “POS permissions”

POSPermissions

Apply the proper POS Permissions in Worker

2.Install Async Server

Start Microsoft Dynamics AX Setup
Select “Async Server” option, and then click Next

 

async1

 

Fill the Website settings that async server will be hosted. Than into consideration that a valid SSL certificate must be installed on IIS

async2

Async Server requires a SQL Server and database to store messages.

async4

Open AX Client in Setup > Retail scheduler > Channel integration

And create a Async Server Profile

async5

Define the Staging Area between Dynamics AOS and Async Server

Open Retail > Setup > Retail scheduler > Channel integration > Working Folders and configure folders

async6

Create a “Channel Data Group”

Open Setup > Retail scheduler > Channel integration > Channel Channel datagroup

 

datagrp2

Open Retail >Periodic >Data Distribution >Distribution Schedule

For each job define the data group

ds

 

Open Retail > Setup > Retail scheduler > Channel integration > Channel database

Define the channel settings to be used in async client

async8

 

Configure the location of AsyncServer database

async9V2

3. Install Sync Server

Start Microsoft Dynamics AX Setup
Choose “Real Time Service” and choose next

sync1

 

Configure Settings of the Sync service

 

sync2
Open Retail > Setup> Retail scheduler > Channel integration > Real-time Service profiles

Configure Sync service location

sync4

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One thought on “Dynamics AX Retail Installation Guide – Part 1

  1. Really useful guide in order to install the Microsoft Dynamics AX for retail. This step by step guide seems to be very useful. Thanks for sharing.
    We are also in a business of providing business solution using Microsoft Dynamics AX, CRM and NAV.

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