We can also set up custom personas for the demonstrations.
Dynamics ax 2012 demo windows#
No need to open up in browsing windows to keep everything straight.
Now when I log in you can select different demo personas.Įach one is tailored to the demo persona, and also all of the login information and favorites are cached for that user. This allows me to do something really cool in demos. These users can now (because they have e-mail) be invited to the LCS project to add even more color to the demonstration. I also added some others just because I could. The one thing that took me the longest amount of time to so though was that I went into O365 and added all of the users from AX in as Active Users, and also assigned as many of them as I could (I only had 25 licenses) to Exchange and CRM. I have started to put demo presentations up here as well since the persona is able to use OneDrive as a storage mechanism.Īs I mentioned before now that I can connect up SharePoint to my AX tenant, when I save an export to SharePoint then the document libraries show up. I also embellished the SharePoint site a little – I will probably do a little more to colorize this site and also add some additional workspaces for documents. I have configured CRM on my tenant as well so from my shortcuts I can log in (without typing in a second password).Īs a bonus I can then connect the tenants CRM to Cortana.Īnd now the CRM opportunities show up within Cortana’s home page.Īlso, this allows us to link the dashboards within Power BI to Cortana and they will show up when you query her.
So I can open my mail through the personas login. Having a tenant also allowed me to configure e-mail for some (25) of the users. Other tidbits are that I connected up all of my dashboards within PowerBI:Īnd also I published the dashboards as content packs for the organization so that the other personas can add them to their dashboards without having to redeploy them. Now when I go to the ESS in the demos it shows me rather than Julia (which is more acceptable in Alabama). There might be an easier way, but I did them by hand.Īlso (with the help of Jeff Einig) I changed the Admin user so that rather than being connected to Julia’s persona I added myself as a worker and connected that worker to the User. Something that I also did was that I changed all of the users within AX to reference my new tenant. Also notice that when I am in Delve then all of the demo documents that I am working on within any persona show up highlighting office integration – if you export a spreadsheet and save it to SharePoint (which you can now do) then they start adding color to the demo. When I go to Office 365 now I can see all of the applications under my persona – including CRM, and Dynamics. Now when I log in I have my own desktop where all of the credentials are isolated from my normal corporate logins.
Dynamics ax 2012 demo password#
Yesterday I sat down and this is what I did to configure my demo Surface.įirst I set up my demo surface so that I can log in as my tenant’s persona – to do this just create a Live account () that has the same email address and password as your tenant user, and then add it to the local users of the surface so that it shows up on the login page as a persona. The other option which is to demo AX using your corporate account causes logistical problems with that is we have multiple personas because you are logging into a browser and making sure that it is not inheriting our main account (for me for the authentication becomes troublesome. With Dynamics AX the best way to configure a demo environment is through a separate demo tenant (domain name) that is then provisioned and linked with AX. Logging in through Dynamics AX tenant personas for better Demos