How to Guide: Connect Office 365 with Microsoft Dynamics AX

How to Guide: Connect Office 365 with Microsoft Dynamics AX

Last Updated: December 2014

2 Microsoft Dynamics AX 2012 R3 Solution Demo Package | How to Guide | Last Updated: Dec 2014

Table of Contents Background ......................................................................................................................................................................................................... 2

Create trial accounts via Microsoft Dynamics Demos site ................................................................................................................ 3

Add Power BI for Office 365 trial to an existing Office 365 account ............................................................................................. 4

Import Office 365 users .................................................................................................................................................................................. 6

Create SharePoint team site and Power BI site ..................................................................................................................................... 9

Assign Power BI license to admin user account (CRM System) .................................................................................................. 9

Create SharePoint team site .................................................................................................................................................................. 10

Install Office 365 for Business ................................................................................................................................................................... 29

Update Email address for Users in Microsoft Dynamics AX to use in conjunction with Office 365 Lync and

Exchange ........................................................................................................................................................................................................... 29

Add SMTP services to AX2012R2A ..................................................................................................................................................... 29

Update the email addresses for the Microsoft Dynamics AX users to receive alert emails, instant messages, and

any other communication ...................................................................................................................................................................... 33

Resources .......................................................................................................................................................................................................... 37

Disclaimer ......................................................................................................................................................................................................... 38

Background

The purpose of this guide is to walk through configuring Office 365 including PowerBI with the Microsoft

Dynamics AX 2012 R3 demo virtual machines. This guide is broken down into several sections:

How to integrate with Office 365.

How to set up a PowerBI site to show Business Intelligence (BI) integration with Microsoft Dynamics AX

2012 R3.

It is recommended to use the Microsoft Dynamics Demos Sales tool site to integrate with the Microsoft

Dynamics AX 2012 R3 solution. The Microsoft Dynamics Demos tool is a complete deployment tool to deploy

Microsoft Dynamics CRM Online, Office 365, and Power BI. It is not required to use this tool to set up all these

services; however, this tool will expedite the setup process.

In order to remove the Microsoft Exchange and Lync Server VMs (VM B and C), you need to configure the email

accounts different for the users in the Microsoft Dynamics AX 2012 R3 demo virtual machines. Download the

Office 365 release files associated with this document.

https://www.microsoftdynamicsdemos.com/


Create trial accounts via Microsoft Dynamics Demos site

Use this site to create a new Microsoft Dynamics CRM Online, Office 365, and Power BI deployment

1. Browse to https://www.microsoftdynamicsdemos.com/.

2. Log on by using Microsoft or Live ID credentials.

3. Scroll down to Empty Demo.

4. Click Deploy Now.

5. Fill out the “Empty Demo” demo form.

6. Enter a valid phone number, and then click Send SMS to receive a SMS code. Enter the SMS code.

https://www.microsoftdynamicsdemos.com/


7. Read through the terms and conditions, and then click Deploy.

8. Read the registration window that pops up, and then click OK.

9. After 5-10 minutes an email will be delivered to the email address used to sign into the site going over

the connection information. In some cases this may take 1-2 days.

Add Power BI for Office 365 trial to an existing Office 365 account

1. Log on to https://portal.microsoftonline.com by using the Office 365 credentials sent in the email from

demo builder.

https://portal.microsoftonline.com/


2. Click Go to the Office 365 admin center

3. Click purchase services

4. Locate Power BI for Office 365 Trial

5. Click Trial.

6. Click try now.

7. Click continue.


13. The Power BI services are added to the subscription.

Import Office 365 users

1. From the downloaded files open O365Employees.csv, O365PublicSector.csv, or O365RetailUsers.csv,

depending on the setup.

2. Open the .csv file to verify that it contains the users used in the expected demo domain.

3. Update the Email address and the User Name respectively in the files to the previously configured Office

365 subscription. This can be accomplished by using Find and Replace commands.

4. Log on to https://portal.microsoftonline.com by using the Office 365 credentials sent in the email from

Microsoft Dynamics Demo.

5. Click Go to the Office 365 Admin Center if not redirected automatically.

6. Click users and groups.

7. Select all users except for CRM System and Web Portal



8. Select Delete

9. Click Bulk Add.

10. Click Browse to upload the .csv file.

11. Click Next.

12. Verify that there are no errors.

10. Click Next.

11. Select Allowed and United States (or applicable country) from the drop-down box.


12. Click Next.

13. Select Microsoft Dynamics CRM Online Professional, Microsoft Office 365 Plan E3, and Microsoft

Power BI for Office 365.

14. In Microsoft Power Bi for Office 365, clear the check box for SharePoint Online (Plan 2).

15. Click Next.

16. In Send results in email, enter a valid email address.


17. Click Create.

18. Take note of the temporary passwords, these will also be sent in email

19. Click Close. Users will be required to change their password after their logging on for the first time.

Create SharePoint team site and Power BI site

Assign Power BI license to admin user account (CRM System)

1. Log on to https://portal.microsoftonline.com by using the Microsoft Dynamics Demo account.

Example: [email protected]

2. Click Users.


mailto:[email protected]


3. Select CRM System.

4. Go to licenses.

5. Select Microsoft Power BI for Office 365.

6. Click Save.

Create SharePoint team site

1. From the drop-down box next to the Admin name, click SharePoint.


2. In site collections, click New > Private Site Collection.

3. In the Title field, type Team Site or any other name.

4. In Web Site Address field, type Team or any other site name.

5. From Select a template, click Team Site.

6. In Administrator field, type admin.

7. In the Storage Quota field, type 10240.

8. Click OK.

9. Copy the URL to the team site


10. Go to the Office 365 home page

11. Select Sites

12. Select Add a promoted site

13. In Title field enter Contoso Team Site

14. In Link Location field paste the team site URL

15. Click Save changes

16. Browse to the new team site.

17. Go to Site Contents.


18. Click Power BI to go to the Power BI site.

19. Select Use my own data

Create Power BI Data Connection Gateway

1. Select the gear next to the user name


2. Select Power BI Admin Center

3. Select gateways

4. In details page, Name field, enter a name you like. Example: ContosoGateway

5. Click Next

6. Click Create


7. Under option 1 select Download

8. From the Microsoft Data Management Gateway page, select Download

9. Select DataManagementGateway_1.2.5303.1_en-us (64-bit).msi

10. Click Next

11. Click Save As

12. Click Run


13. Welcome page, click Next


14. Read through and agree to the license terms, click Next


15. Destination folder, click Next


16. Click Install

NOTE: If the installation fails follow the these steps to continue

1. Because AX2012R2A VM is a domain controller, the NT Service\ account needs access to log on as

a service

2. Go to Start menu

3. Search for Group Policy Management

4. Expand nodes to Default Domain Controllers Policy


5. Browse to Computer Configuration > Windows Settings > Security Settings > User Rights

Assignment

6. Select Log on as a service

7. Select Add User/Group

8. Enter NT Service\DIAHostService

9. Click OK


10. Click OK

11. Launch a command prompt

12. Enter gpupdate /force

17. Click Finish when completed

18. The Microsoft Data Management Gateway Configuration Manager will appear

19. From the New Gateway page copy the Gateway key

20. Paste the key into the configuration manager

21. Click Register


Create Power BI Data Source

1. Go to c:\demofiles\BI\Power BI

2. Select Sales analysis.xlxs

3. Double click to Open

4. Select Enable Content if needed

5. Select Details tab

6. Right click Customer Address query under Workbook Queries

7. Select Edit

8. Select Edit Credentials (if this option is shown)


9. Select Windows

10. Select Save

11. Select Apply and Close

12. Go to Power Query tab

13. Select Sign In


14. Sign in using the Office 365 Account

15. Select the Data Tab

16. Select Connections

17. Select Power Query- Customer Address

18. Select Properties

19. Select Definition

20. Copy the Connection string


21. Go back to the Power BI Admin Center in O365

22. Select data sources

23. Select the + to add a Power Query

24. Paste the connection string into the Connection string box

25. Click Next

26. Name the string ContosoSales


27. Select the gateway previously created from the drop down box

28. Select set credentials

29. Select Run from the application run box

30. From the drop down box select Windows


31. In User name field enter builtin\sara

32. In Password field enter pass@word1

33. From the Privacy level dropdown box select Organizational

34. Click test connection

35. Repeat Steps 15-29 for Power Query - States ranked by per capita income - List of U S states by

income

36. To set the credentials for Power Query - States ranked by per capita income - List of U S states by

income use Anonymous authentication.

Upload and configure data refresh

1. Browse to https://portal.microsoftonline.com

2. Authenticate using Office 365 credentials

3. From the home page select Sites

4. From the sites list select Contoso Team Site

5. From the Site Navigation select Power BI

6. In the Documents section select add



7. Select Upload file

8. Select Browse

9. Browse to C:\DemoFiles\BI\Power BI

10. Select Sales Analysis.xlsx

11. Click Open

12. Click OK

13. Select the ellipse next to the document name

14. Select Schedule Data Refresh

15. From the Refresh schedule select On

16. Configure refresh schedule, Set time, select a time closest to current time


17. Click save settings

18. Select history to view the status of the sync

19. Repeat steps 1-18 for remaining Excel spreadsheets

Install Office 365 for Business

Install Office 365 for Business in order to add synonyms for the Power BI reports. Follow the steps here,

http://office.microsoft.com/en-us/office365-suite-help/install-office-on-your-pc-or-mac-with-office-365-for-

business-HA102822111.aspx. Click Advanced installation in order to install 64-bit version of Office 365.

Update Email address for Users in Microsoft Dynamics AX to use in conjunction with Office 365

Lync and Exchange

Prior to completing this step, it is highly recommended to back up the MicrosoftDynamicsAX database. Follow

these steps:

1. Open PowerShell and enter this command:

Backup-SqlDatabase -ServerInstance AX2012R2A -Database MicrosoftDynamicsAX -BackupAction

Database

Add SMTP services to AX2012R2A

1. Launch Server Manager.

2. Click Add roles and features.

3. On the Before you begin page, click Next.

http://office.microsoft.com/en-us/office365-suite-help/install-office-on-your-pc-or-mac-with-office-365-for-business-HA102822111.aspx

http://office.microsoft.com/en-us/office365-suite-help/install-office-on-your-pc-or-mac-with-office-365-for-business-HA102822111.aspx


4. In Select installation type, select Role-based or feature-based installation, and then click Next.

5. In Select destination server, click Next.

6. In Select server roles, click Next.

7. In Select features, scroll down to SMTP Server, and then click Next.

8. If needed click Add Features, and then click Next.

9. Click Install.

10. Go to the Start menu, and search for IIS 6.0 to launch the application.

11. Expand AX2012R2A.


12. Right-click SMTP Virtual Server #1, and then click Properties.

13. Click the Access tab.

14. Click Connection.

15. Click Add.

16. In IP address, type: 127.0.0.1


17. Click OK.

18. Click Relay.

19. Click Add.

20. In IP address, type: 127.0.0.1

21. Click OK.

22. Launch Microsoft Dynamics AX client.

23. Go to System Administration.

24. Go to System > E-mail parameters.


25. In the Outgoing mail server field, type localhost.

26. Click Close

Update the email addresses for the Microsoft Dynamics AX users to receive alert emails, instant

messages, and any other communication

1. Download the Office 365 user pack.

2. Extract to the virtual machine.

3. Open O365*.txt and O365*.csv.

4. Update the Email address and the User Name respectively in the files to the previously configured

Office 365 subscription. This can be accomplished by using Find and Replace commands.


5. From the O365 User pack, edit UpdateEmail.SQL.

6. Update the '<update location here>' area with the location of the scripts.

7. Also update the errorfile location '<update location here>\emailaddresseserror.txt' with the location

of the scripts.

8. Save the script.

9. Launch SQL Server Management Studio.

10. Connect to Database Engine.


13. Click File > Open > File.

14. Browse to the updateemail.sql script.


15. Select updateemail.sql, and then click Open. This will load the SQL script into the Query window

16. Click Execute.

17. The output should be similar to this.

18. Once competed, you can run a SQL command similar to this to verify the change:

select * from SYSUSERINFO

where email like '%@mbsdaxdemos3%' <-replace name with Office 365 instance


Resources

1. Connector for Microsoft Dynamics Configuration Guide for Microsoft Dynamics® AX, February 2014

http://download.microsoft.com/download/C/A/6/CA6BC295-1326-4809-BC78-

866DEB3F4A33/MSDynConnectorAXconfig.pdf

2. Power BI for Office 365

http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/power-bi-for-office-365-

overview-and-learning-HA104103581.aspx

3. What is Office 365 for Business?

http://office.microsoft.com/en-us/business/what-is-office-365-for-business-FX102997580.aspx

http://download.microsoft.com/download/C/A/6/CA6BC295-1326-4809-BC78-866DEB3F4A33/MSDynConnectorAXconfig.pdf

http://download.microsoft.com/download/C/A/6/CA6BC295-1326-4809-BC78-866DEB3F4A33/MSDynConnectorAXconfig.pdf

http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/power-bi-for-office-365-overview-and-learning-HA104103581.aspx

http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/power-bi-for-office-365-overview-and-learning-HA104103581.aspx

http://office.microsoft.com/en-us/business/what-is-office-365-for-business-FX102997580.aspx


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.

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