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Microsoft Dynamics® AX

Lifecycle Services: Develop Phase

Last Updated: June 2014

AX 2012 R3 / Version 1.0.0

2 Microsoft Dynamics AX 2012 R3 | LCS: Develop Phase | Last Updated: June 2014

Table of Contents Demo Overview .......................................................................................................................................................................................... 3

Introduction ............................................................................................................................................................................................. 3

Target Audience ..................................................................................................................................................................................... 3

Demo Scenario ....................................................................................................................................................................................... 4

Background ......................................................................................................................................................................................... 4

Problems this demo addresses .................................................................................................................................................... 5

Purpose of demo (solutions to pains, benefits, value proposition) ............................................................................... 5

List of Personas .................................................................................................................................................................................. 6

Technology .............................................................................................................................................................................................. 6

Microsoft Technology ..................................................................................................................................................................... 6

Third Party Technology .................................................................................................................................................................. 6

Demo Pre-steps .......................................................................................................................................................................................... 6

Demo of Business Process Modeler.................................................................................................................................................... 8

Demo of Cloud-Hosted Environments ........................................................................................................................................... 17

Demo of Customization Analysis ...................................................................................................................................................... 22

Demo of Upgrade Analysis ................................................................................................................................................................. 28

Conclusion ................................................................................................................................................................................................. 33

Glossary and Additional Background Content ............................................................................................................................ 33

Disclaimer .................................................................................................................................................................................................. 35


Demo Overview

Introduction

Lifecycle Services (LCS) is a set of tools that helps you manage the application lifecycle of Microsoft

Dynamics AX 2012 R2 and later implementations.

It is a cloud-based service that runs on Microsoft Azure and helps proactively manage all the application

lifecycle phases, including Define, Develop, and Operate, of Microsoft Dynamics AX 2012 R2 and later

implementations to help them to repeated and predictable success.

LCS is focused on, and continuously developed for, project managers, business analysts, developers and

IT administrators so they get the right information, at the right time, delivered to the right person.

This document and its four (4) included scripts will introduce you to the Develop phase of Application

Lifecycle Management (ALM) in LCS.

When you complete this document and demo scripts you will be able to demonstrate the features and

functionality of the following services that comprise the Develop phase of LCS:

Business Process Modeler (BPM)

Cloud-hosted environments

RapidStart – demo not included due to updates coming to the service in Q3 CY 2014

Customization analysis

Upgrade analysis

Target Audience

The included script should be used to demonstrate the value of the services in the Develop phase of ALM

in LCS to both information technology decision makers (ITDMs) and business decision makers (BDMs),

including CIOs, CFOs, and CEOs.

The executives that you are presenting to will find value in this script if they are challenged with:

Managing near-flat budgets that force them to have to do more with less and lower ROI

Meeting expectations of customers (both internal and external) to deliver the support they need

when they need it and exceed their expectations

Providing solutions that deliver greater uptime and instill confidence in the organization to

support their needs now and in the future so they can realize business value faster

Reducing implementation cycles to be more agile and better serve the needs of the organization

faster

Making sure they achieve rapid time to value


Demo Scenario

Background

Companies are looking for ways to make sure they are successful in their implementation projects and

achieve rapid time to value for their implementations of Microsoft Dynamics AX 2012 R2 and later.

LCS was designed to help organizations have repeatable and predictable success by creating a series

of tools that help them step through the three different phases of ALM – Define, Develop, and

Operate.

This series of scripts is for the Develop phase.

Use Microsoft Dynamics Lifecycle Services BPM to refine business process libraries and flowcharts and

include competitive differentiators for Microsoft Dynamics AX 3012 R2 and later implementations.

Create a gap analysis report that you can export to Microsoft Excel. This can be a starting point for the

discussions on the development work that is required. This can then be pulled into Microsoft Visual

Studio Online or Microsoft Team Foundation Server (TFS) on-premises to help track and manage the

development work. For details on how to view, modify, or create business process within BPM, and

how to export the gap analysis to aid in the development of customizations, click here.

Cloud-hosted environments assists you in deploying Microsoft Dynamics AX 2012 R3 environments

on Microsoft Azure. You must already have a Microsoft Azure subscription prior to doing any demo,

and you have to connect a project in LCS to it. For information on how to create a project, you can

review the Define demo script (found on InfoPedia or PartnerSource) and you can also click here. For

more information on how to connect the project to your Microsoft Azure subscription, click here. Then

use cloud-hosted environments to select the type of deployment you want, and the service automates

the server setup and software deployment for the environment chosen.

RapidStart helps you configure a Microsoft AX 2012 environment using a cloud-based, interview-style

questionnaire. Because there are some major updates that are coming to RapidStart with the Q3

CY2014 updates, there is no demo script included at this time. Look for this to be updated after the

new features and functionality have been added. For more information about customizing RapidStart,

click here.

Customization analysis is an automated tool that validates model files against Microsoft Dynamics AX

best-practice rules for tables, classes, forms, and enums. It then generates reports, including a

summary report display on the site, a detailed Excel report that lists all issues, and a developer report

that the developer can load in Microsoft MorphX, the Microsoft Dynamics AX development

environment. For more information about using customization analysis, click here.

Upgrade analysis helps users plan a full-version upgrade to Dynamics AX 2012 R3 from Dynamics AX

4.0 or Dynamics AX 2009, or a minor version (or in-place upgrade) from Dynamics AX 2012 R1,

http://technet.microsoft.com/EN-US/library/dn268623.aspx


http://technet.microsoft.com/EN-US/library/dn741578.aspx#Connect

http://technet.microsoft.com/en-us/library/dn194002.aspx



Dynamics AX 2012or Dynamics AX 2012 R2. It uses the Rapid Data Collector to gather metadata about

the production environment, such as the number of records in tables. For information on how the file

is created, click here. This file is then uploaded along with the AOD file and processed, and it then

generates a series of reports. Click here for a list of the reports.

This script focuses on the following processes in each service:

- Business process modeler

- Exporting a process flow to Microsoft Visio

- Opening an object in Dynamics AX 2012 R3 directly from within the BPR workspace

- Creating a gap list for development considerations and export it so it can be used in Excel or

Microsoft Visual Studio Online or Microsoft Team Foundation Server (TFS) on-premises

- Understanding version tracking and control

- Cloud-hosted environments (Microsoft Azure deployment portal)

- Selecting and deploying the available options

- RapidStart - Demo script coming when the Q3 CY2014 updates are available.

- Customization analysis

- Uploading and processing a file

- Reviewing the output reports (both HTML and Excel-based)

- Upgrade analysis

- Uploading and processing the files

- Reviewing the output reports (both HTML and Excel-based)

Problems this demo addresses

This demo walks the user through the Develop phase of ALM within LCS and how to use the services

available. It highlights the steps to leverage the features and functionality of LCS to finalize the design

and development of the company’s business flows within AX 2012 R2 or later implementations and

quickly and easily deploy the environments needed for different stages of the implementation. LCS

can analyze the customization work against best practices to suggest ways to increase code quality,

reduce down time, and make it easier to update in the future. And when considering updates, LCS

helps you to understand what development work could be necessary to upgrade to a new version

once it has been released.

Purpose of demo (solutions to pains, benefits, value proposition)

The purpose of this demo is to provide a step-by-step guide to how to use the services within the

Develop phase of LCS. It will show project managers and developers how they can use LCS to drive

the project to a successful completion and achieve rapid time to value. It helps them finalize business

processes within AX 2012 R2 and later implementations and then create gap lists to be used to

manage the development and customization of those processes. Being able to run those

customizations against a set of best practices developed over time, means having insights and

suggestions to improve system performance as well as customers’ experiences. And when it comes

time for upgrading, it’s helpful to get an understanding of the scope of the project before you even


http://technet.microsoft.com/EN-US/library/dn268611.aspx#Report


begin so you can plan time, resources and budgets more accurately.

List of Personas

Project Manager (Tim) – Tim is the IT manager and owns the IT budget. Tim manages Chris

(IT administrator) and complete some tasks to help balance his workload. Tim has overall

responsibility for the success of the implementations.

Developer (Nandita) - Nandita works in the IT department at larger businesses as a developer

and often manages projects involving partners. Because of her deep domain knowledge, she is

able to implement, maintain, customize, and upgrade the business system in a way that

integrates well with her company's processes.

Technology

Microsoft Technology

- Microsoft Dynamics AX 2012 R3

- Microsoft Dynamics Lifecycle Services

- BPM

- Cloud-hosted environments (Microsoft Azure deployment portal)

- RapidStart

- Customization analysis

- Upgrade analysis

Third Party Technology

- The taxonomy defined by American Productivity & Quality Center (APQC) that is used to define and

organize Microsoft Dynamics AX 2012 R2 and later industry-standard processes

Demo Pre-steps

- Business Process Modeler (BPM): BPM is a series of process flows that is used to define how those

processes are associated with (or mapped to) the customer’s Dynamics AX 2012 R2 or later

implementations. For this demo the focus is on developers and the work they may need to do to change

flows and then either export them to Visio to share with others or export a Gap analysis to use with TFS

or Visual Studio Online.

- You need to determine what flow is the best one to show. Base it on a customer need, or use one of

these suggestions that might be appropriate for the customer’s industry:

- General – 4.2.3.4 Create/Distribute purchase orders (10295)

- Retail

- Manufacturing

- Warehouse/Transportation

- Services Industry (SI)

- Public Sector (PS)

- Please Note: A lot of new flows were added (over 300) in the May and June 2014 revs including Retail,

Services, and Manufacturing. If you are going to use a flow from those, make sure the project you set up

http://www.apqc.org/


is for that industry type – that is the only way you can see them. For more information on properly

setting up the project you can review the Define set of LCS demo scripts on InfoPedia and PartnerSource,

and you can find more information by clicking here.

- BPM has a new feature that was added in the May 2014 rev that allows you to open up an Application

Object Tree (AOT) object within AX 2012 R2 or later implementations directly from the process flow. If

you want to demonstrate this, make sure you have the instance or virtual machine (VM) up, running, and

available prior to starting the demo of BPM.

- BPM can easily export the current version of any process flow in Microsoft Visio format. If you

want to demonstrate this, make sure you have Visio installed and it is working correctly before the demo.

- When you make changes to any base process flow in LCS, that change is considered a gap, meaning

that some customization, or coding, to enable that functionality will be required. To help track this, there

is the ability to create a list of all the gaps in a project and then export that list to Excel. If you want to

demonstrate exporting the gap analysis to Excel, make sure you have Excel installed and it is working

correctly before the demo.

- Cloud-hosted environments – Make sure you have an active Microsoft Azure account associated with

the LCS project you want to use for the demonstration. You must associate your Microsoft Azure

subscription with each LCS project individually. For how to connect your Microsoft Azure subscription to

a project, click here. For more information about deploying Dynamics AX 2012 R3 on Microsoft Azure,

click here.

- RapidStart – Demo script coming when the Q3 CY2014 updates are available.

- Customization analysis – Make sure you have already uploaded and successfully processed a file. For

information about how to create the file that is uploaded for customization analysis, click here. By

uploading and processing the files prior to the demo, you can show the dashboard view of the project

with a status of “Processed” and also open reports and show the results. There is also a more detailed

customization analysis output report in Excel format that is included in the zip file for this demo

script as well as a sample file that can be used to run the analysis.

- Upgrade analysis – Make sure you have already uploaded and successfully processed a file. For

information about how to collect and upload the proper files based on the version of Microsoft

Dynamics AX that you want to upgrade from (Microsoft Dynamics AX, AX 2009, AX 2012 R1, or AX 2012

R2), click here and follow the instructions. By uploading and processing the files prior to the demo, you

can show the dashboard view of the project with a status of “Processed” and also open the reports and

show the results. Note: Processing times for upgrade analysis is measured in multiple hours (can be

three hours or more) so plan accordingly. There is also a more detailed upgrade analysis output

report in Excel format that is included in the zip file for this demo script as well as a sample file

that can be used to run the analysis.

Please Note: LCS sessions time out after 20 minutes, but this is changing with the July 8, 2014 update.

This will change to 12 hours. The reason that a sessions times out is to prevent hundreds of sessions

from remaining open indefinitely, and more importantly, if others are working in a project, things may

have changed so it is a way to make sure the user’s view is up-to-date.



http://technet.microsoft.com/EN-US/library/hh352314.aspx



Demo of Business Process Modeler

Develop Phase – Business Process Modeler (BPM)

This series of demos is for the Develop phase of Application Lifecycle Management (ALM) for LCS. LCS is a

cloud-based, continuously updated set of services that helps you achieve repeatable and predictable success

with your Microsoft Dynamics AX 2012 R2 and later implementations. This demo will highlight the features

and functionality of Business Process Modeler (BPM).

Tip 1: Make sure to review the Demo Pre-Steps prior to demoing to make sure you have everything

configured correctly for the type of demo you will be doing.

Tip 2: This script does not include how to use the task recorder or its output files. That will be contained in the

BPM deep dive script (currently in development and scheduled for Q3 CY2014).

For more details about BPM, click here.

To learn more about the Develop phase of ALM, please view this video on YouTube:

Microsoft Dynamics AX 2012 R3 Lifecycle Services (LCS) Develop Phase Demo and Discussion

1. Go to lcs.dynamics.com and log on.

Tip: Skip this step if you are already logged

on to LCS. You do not need to exit and

reenter LCS to go between services or

projects.


http://youtu.be/TTAuukkK5Mo


2. Click the Projects tile.




projects.

3. Select the project you want to use for

your demonstration in the project list.

Tip 1: Remember to choose a Learn-phase

project to have access to all LCS services.

Tip 2: Skip this step if you are already logged



projects.

BPM lets you view the business process that are currently mapped to the default process flows in Dynamics

AX 2012 R3. You can modify them to incorporate your competitive differentiators, and you can create new

ones also and see the impact those processes might have to your implementation by examining their impact

and frequency of use in Usage profiler. You can find the Define demo script on InfoPedia and PartnerSource

as well as click here for more information.

4. Click the Business Process Modeler

(BPM) tile.



5. Alternatively, you can click the down

arrow to the right of the project name

at the top of the screen.

6. Click Lifecycle Services and it takes

you to the main LCS screen (see #2).

7. Select Business process modeler

When working with, reviewing, and editing

process flows, you will use the following

areas:

Activities – The editing tools for making

changes to the exiting flows or creating new

ones.

Swim lanes – They run horizontally across the

process workspace to indicate what role is

responsible for the different steps in the

process.

Process workspace – Where the process flow

is displayed. If all of the flow will not fit in the

workspace view, scroll bars will appear,

allowing you to scroll left/right or up/down to

see the rest of the flow.

Properties – When you first open a process,

this is the list of the steps that are shown in

the video on the bottom right of how the

process was carried out.

Video – The video (from the Task recorder) is

of the process itself being stepped through.

This is very useful for training and on-

boarding.

http://technet.microsoft.com/en-us/library/jj683224.aspx


8. Click the object Create purchase

order.

You will see that when you click on an object

in the process workspace, the metadata for

that object is displayed under Properties.

This is where you see the information

captured as the process was recorded or as

changes are made showing the gap IDs,

editor, and so on.

Tip 1: The video might seem to have

“disappeared," but it just was shifted down

due to the metadata that is being shown.

Drag the right scroll bar down to see it.

Tip 2: Select different objects to show that

the metadata is different for each one. To

show how much there is, slide the left scroll

bar up and down.

9. Right-click anywhere in the

workspace and a menu at the bottom

appears with a number of choices.

A quick review of the options:

Edit - Allows you to edit the properties list of steps that are required for the process. (See the descriptions

listed just above step 8 above). This allows you to customize it for your organization by

adding/changing/adjusting just the information you need to match your corporate needs and requirements.

Delete – Removes the selected object or connector from the workspace.

Save - Saves any changes since the last time the process was saved, records it as a new version, and notes

who saved the document and at what time. (More on how this helps with regulatory compliance in step 20).

This shows how version control and tracking is automatically recorded for regulatory compliance. Previous

versions can be reactivated if changes in customization are needed, speeding process definition and


implementations.

Export – Exports the current flow to Visio so it can be easily shared in a standard, familiar interface and format

that most everyone is familiar with across the organization.

Not a gap – Marks the object as not a gap so it is not tracked as part of the gap list.

Note: If you right-click the original objects (such as Create purchase order), you will see the option Open AX

2012, which takes you to where that step takes place within AX 2012. (See step 10).

Tip: To demonstrate opening a process flow object in Microsoft Dynamics AX, make sure you have the

instance or VM up, running, and available prior to starting the demo of BPM.

Gap list – Creates a list of all the gaps, or differences, between the standard processes provided and your

competitive differentiators. Hand this off to development to have a great starting point for estimates of

customization timelines. You can even export the gap list so it can be imported into TFS, enabling better

tracking and management of the development work.

Versions – This shows a list of all the different versions of the process that have been created. This is

important for regulatory compliance requirements to know who made modifications to a process and when. It

also is where you can activate an older version of a flow to help with development work (see step 20).

(See “Demo of Business Process Modeler” in the Define phase demo scripts on InfoPedia or PartnerSource for

information about how to modify or create business processes.)

To export to Visio:


workspace.

11. Click Export on the menu that

appears at the bottom of the screen.

A dialog box opens at the bottom of the

screen.

12. Click Open to open the file in Visio.

Tip: Make sure Visio is installed and working

correctly on the system before you try to

open the file.


The Visio diagram of the entire process flow

will be opened in Visio. It is fully editable

within Visio and you will see that the flow is

the current version, including the changes.

Tip: You cannot import a Visio file into BPM,

so you cannot make changes and update the

process flow back into BPM. This functionality

is currently being investigated for enabling in

the future, but there are no firm plans/dates

yet.

To open the object in AX 2012,

13. Right-click Create purchase order.

14. Click Open AX 2012.

BPM will open the AX 2012 client and go to

that object to help you understand where

within Microsoft Dynamics AX this process

takes place and in what form.

Tip 1: The AOT object name that will be

opened is shown under Properties in the

metadata.

Tip 2: To demonstrate opening a process flow

object in AX 2012, make sure you have the

instance or VM up, running, and available

prior to starting the demo of BPM.

To mark an object "Not a gap" so it is not

included in the gap report and thus not

needlessly tracked in any development work:

15. Right-click Send.

16. Click Not a gap on the menu that



As all objects added to standard process flow

are first identified as a gap, the confirmation

screen will appear.

17. Click Yes and it will record that the

object is not a gap and then return to

the project workspace.

To see the gap list:


workspace.

19. Click Gap list on the menu that


You will see the gap analysis for the project.

To export the list,

20. Right-click anywhere on the analysis.

The menu appears at the bottom.

21. Click Export on the left side of the

menu.

A dialog box opens at the bottom of the

screen.

22. Click Open to open the file in Excel.

Tip: Make sure Excel is installed and working

on the system before you try to open the file.


When the report opens in Excel, expand the

columns so you can review the headers and

details: the gap ID, what area (process flow)

the gap is from, effort required (in days),

action (added/removed), any detail, change

type, original value, new value, description,

date/time it was modified, who modified it,

the library name, and the industry type.

Tip: This is what is imported into TFS online

or Visual Studio to help manage and track

development of the customizations.

To see the version history,


workspace.

Click Versions on the menu that appears at

the bottom of the screen.

The version history for the flow is displayed.

Tip: This is very helpful for meeting

regulatory requirements because it shows

who updated the process and when.

If you start to make changes and realize that

you need to go back to a prior version, you

can click Activate and that version of the flow

will become the current version and be

editable.

Tip: If you are not sure which version to

activate,

24. Click View.


You can review the flow, and make sure it is

the one you want.

25. Click the arrow to the left of the

process flow name to return to the

version history.

26. Click the arrow at the top left of the

screen next to “Version history” to

return to the process workspace.

Business Process Modeler (BPM) is a simple-to-use editor to review the exiting process flows within AX 2012

and make changes and modifications to match your competitive differentiators. You can export the flows to

Visio to easily share and review across the organization, use the version control to help meet regulatory

compliance, and easily roll back to previous versions to help with defining and building out the process flows.

Use gap analysis to gather all the changes and export them to Excel for review, and then import into TFS

Online or Visual Studio to help manage any development work that might be needed.


Demo of Cloud-Hosted Environments

Develop Phase – Cloud-Hosted Environments




and functionality of cloud-hosted environments.



Tip 2: Make sure the role you assign to someone you invite into your project is properly authorized to use

cloud-hosted environments if they need to. This way, they can go in and, without any IT support, deploy any

available environment that is within the capabilities of your Microsoft Azure subscription thus providing the

utmost flexibility and delivering automated deployment support whenever the authorized user needs it.

For more details about cloud-hosted environments, click here.





projects.





projects.




your demonstration from the project

list.






projects.

Cloud-hosted environments automate the server setup of the environments that you choose to deploy. As of

the time of the latest updates to this demo script, only the demo environment is publicly available. Click here

for a list of the current generally available options.

4. Select the Cloud hosted

environments (Beta) tile.

5. Alternatively, you can click the down

arrow to the right of the project name

at the top of the screen.


you to the main LCS screen (see step

2).

7. Select Cloud hosted environments.

http://technet.microsoft.com/en-us/library/dn741579.aspx#topology


You see the cloud-hosted environments

deployment portal.

The upper section is where you add or

remove environments from the project as well

as use Microsoft Azure settings to enter your

Microsoft Azure ID to connect it to the project

or adjust Microsoft Azure settings. The last

option you use to open the Microsoft Azure

management portal.

Below that is the list of the environments that

have been deployed into the associated

Microsoft Azure subscription through cloud-

hosted environments.

Tip 1: You must attach a Microsoft Azure subscription to your project prior to the demo by using the

Microsoft Azure settings selection at the top. You can find out how to do that here.

Tip 2: Removing an environment here only removes the association from the project. It does not spin down,

stop, or delete the VMs within Microsoft Azure or stop any charges they may incur while running. You can

only do that through the Microsoft Azure Management Portal. This is where you stop, start, and change the

size of the VMs and manage your Microsoft Azure subscription VMs.

8. Click the plus sign (+) near the top

under Cloud.

Tip: It will only say "(Beta)" while the support

is being built out for dev/test deployments.


https://manage.windowsazure.com/


9. Click Demo. (The colored back ground

of the selection shows it is selected.)

10. Click Next.

11. Enter the environment name.

12. Select the check box to acknowledge

that you agree to the pricing and

licensing terms viewable by the link

just below it.

13. Click Next.

14. Click Deploy.

Tip: Once you click Deploy, the Microsoft

Azure billing, per the Microsoft Azure price

list, will begin immediately.

You will see that the environment now

appears in the list in alphabetical order by

environment name and that its deployment

status is Deploying.


While the environment is deploying,

15. Click the name of the environment.

You will see the topology of the virtual

environment, including the environment type

(demo), the number of virtual machines in the

environment (in this case one), and the

deployment ID and activity ID.

Tip: The IDs help you in the Microsoft Azure

management portal to properly select the

environment and/or VMs you want to work

with.

When the deployment status is Deployed:

16. You can click the name of the

deployment.

The Topology window opens to the right

with all the detail for the deployed

environment including the names of the VMs,

description, status, and the logon information.

To see that the VM is deployed and running,

17. Click Microsoft Azure portal.

The Microsoft Azure Management Portal is

opened in a separate tab and you are logged

on to your subscription. Here you can see the

VM has been deployed and is running.

For information on managing VMs including

how to log on to a VM, configure, and

manage them, click here.

Cloud-hosted environments provide a simple and quick way to deploy different Microsoft Dynamics AX 2012

R3 environments to your Microsoft Azure subscription. Simply choose the environment you want to deploy

and it will automate the server setup of the environment, saving you up to hundreds of hours per deployment.

You can also deploy multiple environments simultaneously, helping you save even more time and resources.

http://azure.microsoft.com/en-us/documentation/services/virtual-machines/


Demo of Customization Analysis

Develop Phase – Customization Analysis




and functionality of customization analysis.



For more details about customization analysis, click here.





projects.





projects.





list.






projects.

Customization analysis compares the uploaded model files against best practices that have been developed

over a number of years to help identify areas that could be improved, not only to help improve performance

but also to make grades smoother and quicker.

4. Select the Customization analysis

tile.

Tip: Any information displayed on the tile is a

quick summary of the results of the most

recently run analysis. In this case there are 51

changes, 738 cautions, and 14 information

points that have been identified.

5. Alternatively, click the down arrow to

the right of the project name at the

top of the screen.


you to the main LCS screen (see step

2).

7. Select Customization analysis.


Here you see the main Customization

analysis screen when you first start in LCS.

You will see three separate sections:

- A link to the Best practices for developing

customizations white paper, the main

dashboard showing the different

customizations projects and their current

status, and the bar at the bottom with an Add

customization projects button. A Remove

button will appear after a project has been

created.

Tip: Log on to Information Source to view

the white paper.

Note: For reference, here is the view when

there are a number of projects. You can see

the status of each project: Describe (still need

to enter data/upload files), Processing, or

Processed.

Tip: You can sort the projects by column by

clicking the arrows next to each column

header.

To add a project,

8. Click Add at the bottom of the

Project page.

9. Enter the appropriate information.

10. Click Create.

Note the chevrons across the top that show

the progress.


11. Click Add files at the lower part of the

page, and upload the files to analyze.

Tip 1: For reference, the version type of the

project is displayed to help remind you of the

correct files to upload.

Tip 2: If you decide not to upload a file, just

click in the gray area to return to the main

Upload page.

If you need to remove a file before starting

the analysis:

12. Hover the pointer over the name.

13. Select the box in front of the name.

14. Click Remove at the lower part of the

page.

Once the files are uploaded:

15. Click Analyze code in the lower-right

corner of the Upload screen.

You will see the confirmation screen.

16. Confirm the files are from the proper

build, and click OK.

The files will be processed and the progress will be shown by the chevrons at the top as they automatically

refresh. You do not have to stay on this page – you can navigate away. You can come back anytime to Code

analyzer and click the file name from the main Project screen to see how far along the progress is.

When the analysis has finished, the status

changes to Processed on the main Project

page. To view the results:

17. Click the file name.

You are taken to the Completed screen

where you can select from the three different

reports: the Excel or HTML version of the

Analysis report and also the Developer

report

18. Under View, click the Excel logo to


view the Excel version of the Analysis

report.

Tip: If you select the Excel version, make sure

Excel is installed and working correctly on the

system before you try to open the file.

Note: The colors of the symbols in the reports reflect different meanings: red = errors, yellow = warnings, and

blue = information.

19. Click Open on the dialog box and you

can click through the different tabs

showing the results of the analysis.

Tip 1: A good tab to click is

IssueTypeVsIssueCategoryStats, because it

shows how Customization analysis is

analyzing both code and metadata to identify

best practices, help with data integrity, find

functional and code issues, and identify

performance issues.

Tip 2: There is a sample file (Sample

Customization analysis report.xlsx) that is

included in the zip file of the Develop phase

demo scripts.

20. Click the Globe logo for the HTML

version of the Analysis report.

It will open the report in a separate tab.

21. Scroll down to see the results.

22. Click the other Globe logo for the

Developer report.

It will open in a separate tab.

This report can be imported in the Microsoft

Dynamics AX developer environment


(MorphX) simply by saving the file to a

computer in your development environment

and then importing it through the compiler

output window.

Customization analysis validates your AX 2012 model files against Microsoft Dynamics AX best-practices rules

to help identify areas that can be modified to provide better performance and improve uptime. And the

developer report that is created can be imported into the Microsoft Dynamics AX developer environment to

help identify the reported issues.


Demo of Upgrade Analysis

Develop Phase – Upgrade Analysis




and functionality of Upgrade analysis.



For more details about Upgrade analysis click here.





projects.





projects.





list.






projects.

Upgrade analysis helps users plan a full-version upgrade to Microsoft Dynamics AX 2012 from Microsoft

Dynamics AX 4.0 or Microsoft Dynamics AX 2009 or a minor version or in-place upgrade from one version of

AX 2012 to another. The output reports can provide guidance on how much time and effort will be required

for the upgrade and can help in the decision process for upgrading from AX 4.0 and AX 2009

implementations.

4. Select the Upgrade analysis tile.

5. Alternatively, click the down arrow to

the right of the project name at the

top of the page.


you to the main LCS page (see step 2).

7. Select Upgrade analysis.


Here you see the main Upgrade analysis

page when you first start in LCS.

You will see two separate sections:

- The main dashboard showing the different

Upgrade analysis projects and their current

status, and the bar at the bottom of the

screen with an Add customization projects

button. A Remove button will appear after a

project has been created.

Note: For reference, here is the view when

there are a number of projects. You can see

the status of each project: Describe (still need

to enter data/upload files), Processing, or

Processed.

Tip: You can sort the projects by column by

clicking the arrows next to each column

header.

8. Click Add at the lower part of the

Project page.

Follow the steps based on the version of

Microsoft Dynamics AX that you are going to

upgrade.

When you have the appropriate files, you will

need to create a project and upload the files

for processing.

9. Click Create.


10. Click Add files, and upload the

relevant files to analyze.

Tip 1: For reference, the version type of the

project is displayed to help remind you of the

correct files to upload.

Tip 2: If you decide not to upload a file, just

click in the gray area to be returned to the

main Upload page.

If you need to remove a file before starting

the analysis:

11. Hover the mouse over the name.

12. Select the box in front of the name.

13. Click Remove.

After the files are uploaded:

14. Click Analyze code in the lower-right

corner of the Upload page.

You will see a warning message. It is just

confirming that it could take some time to

process.

15. Click OK.

The files will be processed and the progress will be shown by the chevrons at the top as they automatically

update. You do not have to stay on this page – you can navigate away. You can come back anytime to Code

analyzer and click the file name from the main Project page to see how far along the progress is.

Tip: When the project is processing, it will

show an estimate in minutes of how long it

will take to run and show the progress it has

made so far.


When the analysis has finished, the status

changes to Processed on the main Project

page. To view the results:

16. Click the file name.

You are taken to the Completed page where

you can select from the three different

reports: the HTML or Excel version of the

AXCompileAll report as well as the

Log_ExcelReport.

Note: The colors of the symbols in the reports reflect different meanings: red = errors, yellow = warnings, and

blue = information.

17. Under View, click the Globe logo to

open the HTML version of the

AxCompileAll report. Scroll down to

see the results.

18. For the Excel version, click the first

Excel logo just below the Globe logo

and it will open the Excel version of

the AxCompileAll report in Excel.

Tip: If you select the Excel version, make sure

Excel is installed and working correctly on the

system before you try to open the file.


Conclusion

The series of demo scripts in this collection walk you through the tools and services in the Develop phase of

ALM for LCS. These services help project managers and business analysts better analyze and plan usage,

speed up and increase user adoption, help meet regulatory requirements, maximize uptime, and help the

organization realize business value faster all while delivering amazing customer experiences.

Glossary and Additional Background Content

There is a series of three videos on LCS, one for each phase, which are available on YouTube:

Microsoft Dynamics AX 2012 R3 Lifecycle Services (LCS) Define Phase Demo and Discussion

http://youtu.be/ij28o4JznJA

Microsoft Dynamics AX 2012 R3 Lifecycle Services (LCS) Develop Phase Demo and Discussion

19. Click the second, or bottom, Excel

logo to open the Log_ExcelReport.

Scroll down to see the results.

This report can be imported in the Microsoft

Dynamics AX developer environment

(MorphX) simply by saving the file to a

computer in your development environment

and then importing it through the compiler

output window.

Tip: Here is an example of the Excel report for

an upgrade from AX 4.0 or AX 2009. This is

from the sample file (Sample Upgrade

analysis report.xlsx) that is included in the zip

file of the Develop phase demo scripts.

Upgrade analysis helps you to estimate and understand the level of work necessary to upgrade to Dynamics

AX 2012 R3 from AX 4.0, AX 2009, AX 2012 RTM, Microsoft Dynamics AX 2012 Feature Pack, and AX 2012 R2

implementations. By analyzing the uploaded files, it identifies, both in HTML-based and Excel-based reports,

errors, warnings, and places for investigation. This can help identify and estimate the amount of work

necessary to do the upgrade prior to beginning work on the project and can help make educated decisions on

the correct ways to upgrade to Dynamics AX 2012 R3 from your current implementation.

http://youtu.be/ij28o4JznJA



Microsoft Dynamics AX 2012 R3 Lifecycle Services (LCS) Operate Phase Demo and Discussion

http://youtu.be/Uiok3ziH2Eo


http://youtu.be/Uiok3ziH2Eo


Disclaimer

© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Microsoft

Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or

other countries. Other names and brands may be claimed as the property of others.

The information herein is for informational purposes only and represents the current view of Microsoft

Corporation as of the date of this presentation. Because Microsoft must respond to changing market

conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot

guarantee the accuracy of any information provided after the date of this presentation.

Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR

THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE

INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR

OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS

PRESENTATION. Microsoft products are not intended for use in medical, life-saving, or life-sustaining

applications.

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and

your people to make business decisions with greater confidence. Microsoft Dynamics works like and with

familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain

processes in a way that helps you drive business success.

U.S. and Canada Toll Free 1-888-477-7989

Worldwide +1-701-281-6500 www.microsoft.com/dynamics

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