Today I’d like to share with you that my second book Microsoft Dynamics AX 2012 R3 Financial Management have been released in Feb 2015,  this is the second edition of my first book with added extra chapters to shape the content, and make it more useful for readers.
This all covered in a concept of exploring the functionalities setup, configuration, and how it could be applied in the real business, this in a vary of level of details for each topic. The thanks message in the acknowledgement for people who helped, and support me in my entire life is not enough for all of them, there are a lot of other people who give me hints, and share experience, and knowledge. Extending Microsoft Dynamics AX 2012 Cookbook provides a wide deep range of non-functional requirements which gives a flavor to Microsoft Dynamics AX implementation.
It provides a walkthrough of utilizing Microsoft Office Excel Power View, and PowerPivot and how it integrate with Microsoft SharePoint, and Microsoft Dynamics AX.
Extending Microsoft Dynamics AX 2012 Cookbook illustrate how to use Microsoft Dynamics AX as a communication channel between the organization and its customers, how to utilize the push strategy reports through the personalized role center to give the right information to the right person at the right time.
The number sequence is the control point to ensure the transactions, and master data IDs are serialized, the IDs structure is an important task in the Design Phase and it is executed by the application consultant and the concerned parties for each business area.
This post will discuss the mechanism of increment new sequence for a specific record (vendor ID) if user 1 created a vendor record by press (Ctrl + N), Dynamics AX 2012 increment new record number (Status: Undecided) and add the next new number which will be used for the next record.
The number sequence 900113 status is None, which means if a the same user or another user will create a record will take this number. The Microsoft Dynamics AX 2012 R3 will be released in fourth quarter of calendar year 2013. A very informative blog post by Bertrand Caillet covering important points for Dynamics AX best practices for health check, and it contains a sub links under main points. I am glade to share it over my page. The Premier Field Engineer team has been running several hundred of Dynamics AX Health Check worldwide and I thought it would be interested to share the most common issues discovered during onsite. This is a crucial setting in the Dynamics AX application that needs to be reviewed every few months on production to match the usage of the number sequences.
Most of the customer running Dynamics AX are enabling only one AOS instance for the batch processing and several AOS dedicated for rich clients load which therefore limit the number of batch thread to the number of logical processor available on that single AOS instance. Also the setting on the AOS batch is often the default one with 8 maximum batch thread and 24 hours a day schedule . This is another important setting in the Dynamics AX application that often has negative impact when over utilized.
Define a retention policy to only keep the latest 3 months for example so that size of table SYSDATABASELOG remains small. Avoid heavy logging for transactional tables processed during the batch and prioritize activity that is absolutely necessary either for legal compliance or to meet other business requirements. This might not be the most common issues but it is definitively one of the most impacting one. Following the Missing clustered indexes issue mentioned above, the index maintenance is clearly one of the unhealthiest issue for Dynamics AX. Rebuild indexes that are larger than 1000 pages and more than 30% fragmented using a fill factor between 85% and 95% depending on the frequency of the job execution. In the Dynamics AX Server Configuration Utility, you should always disable the two settings that allow user breakpoint and global breakpoint to debug X++ code. This is an easy one but almost never implemented in production since the default power management is set to balance.
For the Application, you should upgrade to latest RU available, but you can also proactively check the list of individual Hot Fixes relevant to your business logic. As you can see this list is not exhaustive and we could elaborate hundred of issues discovered from existing Dynamics AX live instance, but I do hope it can help you remediate some of the current issues you may experience. Finally, please contact your Microsoft Premier Technical Account Manager if you will like to receive guidance from the Premier Field Engineering. If the user trying to export to excel and result empty sheet, I have worked with Technical guys to investigate this issue, first thing it was pointed to AX installation issue. Recently I have shared the Microsoft Dynamics AX 2012 – Segmented Entries concept exploring the importance of data entry, and show the segmented entry mechanism through the cheat sheet.
In this post will explore further enhancement of the segmented entries of which gives more flexibility to AX 2012.
I used to work with Ashraf Aly as DAX consultant, I am very happy to know about him in the Microsoft Dynamics AX Community. In my recent blogs I have explored the customer credit limit management function in Microsoft Dynamics AX 2012, in a series of blog posts. This post to highlight a trick in the customer credit limit of which the credit limit amount in the customer master form is calculated based on the company home currency. After the ensuing all departments have entered and post their transactions of which relevant to the current month, and the Financial post the month ending adjustment transactions, the Financial period status is Open for specific user group, and modules. There is another scenario to change Financial Period Status to be Closed, This status could not be re-opened again. This time I have check the SQL service it was stopped, after starting it every thing work fine.
Under the agreement, PwC consultants will provide advice and implementation assistance to clients who select Microsoft Dynamics together with other Microsoft technologies, including Microsoft Dynamics AX enterprise resource planning (ERP), customer relationship management (CRM) and business intelligence (BI) solutions as part of a business transformation project.
Today I have been awarded for the second year in row as one of the most top 100 Microsoft Dynamics Most Influential People. ERP implementation in enterprise projects are complex for many reasons, but one of the most common factors is addressing business requirements at all levels, from basic IT infrastructure through user interface technology. In this article I will explore reporting and data management in ERP from the perspective of the Management Information System technology platform, with its dependent layers. Infrastructure is obviously vital and should ensure the reliability of the solution, guaranteeing the availability of daily transaction entry tasks.  It must also be able to support an agreed level of uptime.


Hardware sizing depends on factors including the number of transactions, number of users, number of locations, and the available connectivity for each location.  The infrastructure must also meet the architectural requirements of servers that will run the application, database, and reporting. Having separate reporting servers improves reporting performance, whether with SQL BI reporting, or SQL Reporting Services (SSRS).
The relational database (Microsoft SQL Server) that stores all ERP-related transactions is known as the OLTB (Online Transactional Database). Microsoft Dynamics AX reports are based on SQL Reporting Services (SSRS), an approach that has been standardized with AX 2012. The detailed business processes will reflect the data requirements and identify the its origin. The richness of Power View and Excel Services gives Dynamics AX 2012 Enterprise Portal significantly more power to do analysis and gain business insights than any previous release. I have shared the General Ledger Reconciliation Control in Cash and Bank Management, in this post I will pin point Transaction Currency. The transaction currency for bank accounts could be allowed for one currency or multiple currencies, it is recommended to assign single currency. I have shared the Status Activation Control in Cash and Bank Management, in this post I will pin point General Ledger Reconciliation. The creation of new bank account it must be assigned to a ledger account, Microsoft Dynamics AX 2012 gives a warning message indicates that this account is already assigned to another bank account, and that should be considered while reconciliation process with GL. I have shared the Date activation control of Cash and Bank Management, in this post I will pin point on Status Activation Control on Bank Account.
Here manage the transaction executed on the bank accounts whether it is active for all transaction, or active for only exciting transactions, or not active for any transactions.
Inactive for new transactions – no new transactions can be scheduled for this bank account. Inactive for all transactions – no transactions, either new or existing, can be scheduled or processed for this bank account. I have shared the Credit limit control of Cash and Bank Management, in this post I will pin point on Date Activation control.
In my previous post Cash and Bank Management Controls I covered an overview of module controls.
Inside the room of ERP consultants whom participate in building, manage, and operate the ERP always talking about the control points in order  to maximize the value of having a system in place. Microsoft Dynamics AX 2012 focus on controls besides the new features, in this post I will share with you some of the major controls in Cash and Bank Management Module, these controls are newly introduced in Microsoft Dynamics AX 2012.
I followed the instructions there, un-mark Read Only on AX folders, in addition to check files securities. To maintain a competitive edge in an increasingly challenging market, Dell needed to profoundly transform its manufacturing operations, simplifying its infrastructure and reengineering its manufacturing processes from end to end.
Get a sneak peek at some of the exciting new features we’re working on for Microsoft Dynamics AX. There is an effort behind the seen to get this job done, I am very grateful to all people who directly, indirectly motivated me. And above all of that Thank God to give me the ability and this opportunity to do all of that. I recommend this book for Microsoft Dynamics AX Solution Architect, Application Consultant, Business Analyst, and IT Manager. In addition to the executive supporting tools of Dashboard, Charts, and Scorecards platform.
If the user decided to cancel the creation process without saving it, Microsoft Dynamics AX 2012 store the number as reserved (Status: None), if the user decided to create another record will take the reserved number, and the same case if another user creates a record. Some of the following issues might look trivial but the reality is that despite all the literature that exists today on the solution Dynamics AX, we can still see same repeated patterns, especially when default settings are used in production. If OLAP applications are running on the same SQL Server instance, the risk is that all CPUs are consumed (% Processor Time) and therefore impact performance of the OLTP application.
If the initial size is too small, you will notice frequent auto growth events, resulting in negative performance impact. A good ratio to calculate the number of thread is to multiply the number of cores by 2, but this depends on the processes running and should be validated in testing. This feature allows to track all CRUD operations (including Rename primary key) on any field and any table of the database. All tables in an OLTP database should have clustered indexes, and you should investigate them by looking at the highly active tables, tables frequently involved in blocking or deadlock situations, tables that frequently incur the overhead of forwarded rows.
Having a bad index maintenance or no index maintenance at all will have the same consequences: when statistics are outdated, Query Plan will use SCAN instead of SEEK operations and their performance will be badly impacted. Even though you delete all breakpoints in the Application Object Tree, you will still suffer from a clear performance degradation around 10%. Changing it to High performance is highly recommended for all Windows Server 2008 used in Production.
For example, you can notice that latest Rollup for Dynamics AX 2009 SP1 is RU8 and is already one year old.
I will also encourage you to read the great article written by Arvind Shyamsundar on MSPFE blog regarding the 10 top SQL Server Issues uncovered by the SQL Server Risk Assessment Program.
But at the end we realized that there is an Excel Add-in (Send to Bluetooth) is the main reason of it, when it have been removed everything works well. Users who wants to accommodate the one line entry are now do not worry about segments (financial dimensions) allocation using the segmented entry mechanism, as it was before in the previous versions, where the application default the assigned dimensions to both sides (Debit and Credit) that enforcing to used double line entries to work around on this issue, AX 2012 cover this point completely.


He is responsible for 13 di? erent business units around the globe that are all maintained within Ascom’s Microsoft Dynamics AX landscape. In a previous articles I have explored the planning of the Microsoft Dynamics AX implementation in terms of managing customer expectations and evaluating  practical options to the proposed solution. In addition, there are automatic daily batch jobs for notifications, alerts, and running special processes that put more load on the application server, so it is preferred to separate batching out to a separate server. And for the Business Intelligence (BI) reporting with SQL Server, the Microsoft SQL Server Analysis Services (SSAS) can store the aggregations, measures, and dimensions, resulting in higher performance in querying reports. The business process design should identify who owns the data, and where and when the data are captured. The applied access rights (security) ensure the segregation of duties, data ownership, and accuracy of data validation. In addition to KPIs, it is often useful to analyze and measure your business against industry benchmarks and best practices as a way to help develop the most valuable reports and indicators. Existing transactions that have not yet been completed, such as pending payments, will still occur as they were originally scheduled.
To support this transformation, Dell implemented Microsoft Dynamics AX to enable them to standardize business processes around industry best practices and a single, global business model. Enabling JavaScript in your browser will allow you to experience all the features of our site. He is also a member of the XQueryWorking Group, and is a joint editor of the XPath 2.0 specification. This book gives them the overall overview with the required level of details to implement, and deploy important non-function requirements of which build on Microsoft technologies Microsoft SharePoint, Microsoft Office Excel, and Microsoft Office Outlook.
When they are non-continuous, you can allow pre allocation per ID and therefore reduce the database calls and improve performance. In the SQL trace, you can monitor such event with ID and see the duration of each auto growth event. To overcome this limitation, you can set different batch thread for different time of the day and enable more AOS for Batch processing at night. Because the database model is changing during the lifecycle of the application with new customization and because indexes are managed from the Application Object Tree, it is important to periodically check the missing indexes from SQL Server Statistics. The level of fragmentation is not that critical as such for performance, but it should be part of the weekly maintenance. You can see this setting from Control Panel – hardware – Power Options or with the following command: “powercfg –getactivescheme”.
Several hundred of Hot Fixes have been released since and it is a best practice to apply those to leverage the latest fixes from the Product Group.
Ledger account and require assigning different segments the segmented entry works fine with it. Ascom Network Testing provides best-in-class solutions to measure, analyze, and optimize mobile networks. With this agreement, PwC becomes the first professional services network with an arrangement that allows it to build business transformation on Microsoft Dynamics. And depending on the industry,  external access to AX can have a significant impact on server performance.  For example, for external access from vendors and customers, a retail business should consider an integrated e-Commerce solutions with Dynamics AX.
Likewise, approval matrix in a workflow will determine the control mechanisms in the processes, such as required management approvals.
Please note that in some situation when SQL Server batches or queries are run, using some degree of query parallelism can be beneficial. When consumption is high, like several ID per seconds, we have noticed Lock Escalation events on the table NumberSequenceTable. The goal is to set an appropriate Auto Growth value on the Dynamics AX and TempDB Data and Log files to prevent frequent auto growth events during daytime. For example, you can dedicate one AOS for Rich client load from 8 am to 6 pm and leverage it for batch processing at night. Written for professional programmers who use XML every day but find the W3C XPath specifications tough to slog through, this book explains in everyday language what every construct in the language does and how to use it. The author has recently formed his own company, Saxonica, to provide commercial software and services building on the success of the Saxon technology.
In this case setting Max degree of parallelism to 2 or 4 is probably a better value to take into account both types of queries. This is especially true when Dynamics AX batch are running and generate thousands of records for Journals Lines creation or Sales Order Invoicing.
You can monitor such events and their duration in milliseconds in the SQL Trace with ID 92 and 93. You can read this blog post to learn how to tune the number of thread required for faster batch execution.
You can monitor the table growth of SYSDATABASELOG and estimate the most expensive table set up with database logging. It also offers background material on the design thinking behind the language, gentle criticism of the language specification when appropriate, and a diverse range of interesting examples in various application areas.
Previously, he spent three years with Software AG, working with the developers of the Tamino XML server, a leading XQuery implementation.



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