Book Image

Microsoft Dynamics AX 2009 Administration

By : Marco Carvalho , Marco Carvalho
Book Image

Microsoft Dynamics AX 2009 Administration

By: Marco Carvalho , Marco Carvalho

Overview of this book

Microsoft Dynamics AX 2009 is an advanced Enterprise Resource Planning system, essentially a comprehensive business management solution, designed for midsize and large organizations. Dynamics AX provides a centralized source for business data and enables you to consolidate and standardize your business processes, helping to improve productivity and provide visibility across your organization, for a variety of business needs.This book will enable you to successfully set up and configure Dynamics AX 2009 in your business with clear, practical, step-by-step demonstrations. You will learn how to plan and implement Dynamics AX 2009 efficiently, how to manage the Enterprise Portal, Role Centers, Kerberos Authentication, Workflow, Application Integration Framework (AIF), and much more! Each chapter of the book explores the different aspects of administring and configuring Dynamics AX 2009 to fit any company's needs.The book begins by introducing you to the important process of planning and implementing Dynamics AX 2009, providing the basic components to get you started with your Dynamics AX environment. It then dives deep into the installation of the multi component server of Dynamics AX and how to get it up and running efficiently, specifically the Base Server Components, Enterprise Portal, Role Centers, Kerberos Authentication, Workflow, and the Application Integration Framework (AIF).Other content includes the process of importing data into your Dynamics AX 2009 instance, common user administration functions, and Alerts and Notifications.Finally, the book considers how to enhance your Dynamics AX environment after it has been installed and it is being utilized, from tuning your system to work more efficiently to backing up and maintaining Dynamics AX to make sure you are prepared for worst-case scenarios, enabling you to keep Dynamics AX 2009 functioning at its best.By following the clear and practical steps found in the book, you will successfully master how to administer and configure Dynamics AX 2009 into your company.
Table of Contents (20 chapters)
Microsoft Dynamics AX 2009 Administration
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface

Generating an Excel spreadsheet


A spreadsheet is typically used when importing or exporting data. Spreadsheets can either be delimited spreadsheets, such as comma delimited spreadsheets (*.csv files) or Excel spreadsheets (*.xsl or *.xsls). Dynamics AX contains a wizard that will automatically generate an Excel spreadsheet and definition group. In this section, we will cover the process of using this wizard. The following steps show an example of generating a spreadsheet that can be used to import or export inventory data:

  1. 1. To initiate the Excel Template Wizard, go to Administration | Periodic | Data export/import | Excel spreadsheets | Template Wizard. Click on the Next button to start the process of creating the Excel spreadsheet template.

  2. 2. In the following step, you are prompted to specify the name of an existing Microsoft Excel workbook to add a new spreadsheet to. However, if you do not have a pre-existing workbook, as in many cases, simply specify a new filename and the wizard will...