Hi mates, today we will load demo data for the Dynamics AX.
Before any company starts using Dynamics AX, the Implementation team gathers requirements and prepares data to be loaded to the system. When Dynamics AX is installed, the data is usually entered manually into Dynamics AX. For example, for the Financial module, it is required to prepare and set up Main accounts and Financial dimensions; for the Inventory management module, it is required to prepare and set up Products list, Warehouses, Pallets, etc.
(When I have time, I will prepare lessons for each of these modules with the information about what is required to be set up. I think this can be helpful for the Functional consultants.)
Preparing and setting up data for Dynamics AX is not an easy task. What is a plus, Microsoft has prepared the demo data to be used for the educational purposes. It is the best option for beginners to start working and gain experience with Dynamics AX.
In this training lesson, we will import the demo data that is prepared by Microsoft.
If you have access to the Partners source or Customer source, you can find demo data here. It is recommended to use Internet Explorer for downloading it. Click the Contoso Demo Data, enable the Microsoft File Transfer Manager, specify a folder, and click OK.
The MicrosoftDynamicsAXR3DemoDatav2.exe file with the demo data is downloaded.
You also need access to the Partner or Customer source to download the Microsoft Dynamics AX 2012 Test Data Transfer Tool. You can download it from Dynamics Lifecycle services tools.
By the way, it’s hard for me to explain why this tool is not listed on the Product release page near the demo data.
The AX2012TestDataTransferTool zip archive is downloaded.
You can also find similar walkthrough for the data load process here.
Let’s try to run any Dynamics AX report, for example the Balance list.
Go to General ledger > Reports > Transactions > Balance list. The Balance list dialog opens, click OK.
The message “Error while setting server report parameters. Error message: The item ‘/DynamicsAX/LedgerTotalAndBalanceList.Report’ cannot be found. (rsItemNotFound)” is shown.
This means that the LedgerTotalAndBalanceList report is not deployed to the SSRS server. Let’s deploy the LedgerTotalAndBalanceList report to the SSRS.
Make sure that the Reporting server is installed on your computer. Go to the Windows Services and find the SQL Server Reporting Services service. If you cannot find one, you need to install it. You can find some useful info about the installation and configuration of SSRS here.
It is also required to install the Reporting Services Extensions component when you install the Dynamics AX.
First of all, we need to validate the Report server configuration in Dynamics AX. This configuration is created automatically when the Reporting Services Extensions component is installed.
The configuration is ready. Let’s try to deploy the reports.
To deploy reports, you can use the Windows PowerShell. I prefer deploying reports from the Dynamics AX Application object tree (AOT).
I get the error: “The deployment was aborted. You do not have privileges to deploy to server: pc-vmy. For deployment, you must have administrative rights to the SQL Server Reporting Services (SSRS) server. Contact your administrator to deploy.”.
It is because I had the Remote Registry service stopped. Go to the windows services and run the Remote Registry service.
Redeploy reports. I have no more errors, reports are deployed successfully and the Balance list report can be successfully run.
As you can see the process is not complex, but a bit time consuming. Let’s check the results.
We have loaded the demo data. From now on, you can start working with Dynamics AX: reviewing different modules, entering purchase or sales orders, etc. Dynamics AX covers a lot of different business processes. It is a very interesting world where you can learn both business processes and their implementation in Dynamics AX.
I am planning to prepare the DAX trainings for the DAX 2012 Financial, Trade & Logistics, and Production modules with this demo data. Please follow me on Facebook to be aware about the training updates 😉