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.

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

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”.

Click “Workers” in select Store to Setup Workers

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

Apply the proper POS Permissions in Worker

2.Install Async Server

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

 

 

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

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

Open AX Client in Setup > Retail scheduler > Channel integration

And create a Async Server Profile

Define the Staging Area between Dynamics AOS and Async Server

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

Create a “Channel Data Group”

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

 

Open Retail >Periodic >Data Distribution >Distribution Schedule

For each job define the data group

 

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

Define the channel settings to be used in async client

 

Configure the location of AsyncServer database

3. Install Sync Server

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

 

Configure Settings of the Sync service

 

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

Configure Sync service location

Implementing Master Data Management (MDM) between Dynamics AX 2012 R3 and Dynamics NAV 2013

Microsoft Dynamics R3 ships with Master Data Management (MDM), a feature to synchronize master data between AX instances and other applications. MDM module handles most business requirements concerning master data: publishing, filtering, conflict management, etc.

MDM is built on top of Microsoft SQL Server Master Data Services (SQL MDS), requiring a SQL Server Enterprise Edition to work properly. Very little effort is required to publish master data records between AX instances with MDM enabled.

The goal of this post is demonstrate an approach of managing customer information centrally in AX and publishing it to other applications, in this particularly case Dynamics NAV, since many customers have various ERP’s in their environment.

A single-master configuration has implemented, only the AX 2012 instance can write to MDS, Dynamics NAV will be a read-only subscriber. This decision will eliminate the biggest issue in MDM, the conflict management.

 

 

Set up SQL MDS

Open SQL Server Open Master Data Services Configuration Manager

Select “Create database” and fill the database name, in this case, I have choosen MDM.

Select “Web Configuration” and fill Website Name and then click “Create Application”. Associate database MDM with the created web application.

 

Open “Microsoft Dynamics AX Management Shell” At the Windows PowerShell command prompt, execute the  command.  “Set-AXMasterDataManagementMDSSetup –MDSServerName localhost MDSDatabase MDM”

Replace server and database parameters with your values

Set up Dynamics AX

 

Open “Data import export framework” -> Master data management -> Configure SQL Server Master Data Services connection.

 

Fill SQL Server where MDM is installed ,set database name to “MDM. In the MDS service endpoint field, enter the URL for the MDS web application, followed by /service/service.svc.

 

Click “Test Configuration”.If everything is correctly configured, a success message should is displayed.

 

Open Data import export framework -> Master data management -> Publish entities to SQL Master Data Service

Select Customer Entity and click Create schema. After the schema have been created, the checkbox  in the “In MDS” column will be checked.

 

Open Data import export framework -> Master data management -> Manage Synchronization

Create a new sync group. Enter name and choose the proper company.

Click Entities and then fill “customer” value in the Entity field

Select customer entity and click Settings, take note of Subscription view because will need it later. Ajust

Open Data import export framework -> Master data management -> Manage Synchronization

Click New schedule and define the recurrence according to your requirements.

 

Open Data import export framework -> Master data management -> Manage Synchronization

Click Synchronization History to check if the job is running properly.

 

Set up Dynamics NAV

Open SQL Server Enterprise Manager.
Query the SQL View DMFCustomerEntity_View in MDM database, and it should display all the customer records exported from Dynamics AX.

 

Create a view in NAV database with the required fields from the view DMFCustomerEntity_View

In the Dynamics NAV, create a new table with the exact same name and fields of the view DMFCustomerEntity_View. Before saving the object, select the LinkObject property to true.

Run the table object to see all the data records. Implement a custom object to import data from this virtual table to customer table of Dynamics NAV.

 

 

 

Dynamics AX DB Entity Relationship Diagrams

Microsoft released a pack of Dynamics AX entity relationship diagrams. This pack covers most core tables of the product. For example an ERD of Customer table

These diagrams are available in http://www.microsoft.com/dynamics/ax/erd/ax2012r2/Default.htm

To help you find the correct information you also have an Alphabetical list of tables.

 

 

You can also build by yourself these diagrams using the built in Reverse engineering tool, please check  http://msdn.microsoft.com/en-us/library/aa499193.aspx