28 April 2014

Test-Drive your Microsoft Dynamics AX Solution within Minutes



To-Increase reselling partners and customers sometimes want to provide a demo of a solution that enables a walk-through in read-only mode. In a Microsoft Dynamics AX 2012 environment, you can give them that experience within a few minutes without writing a single line of code. You need to understand how the security features of Microsoft Dynamics AX work and take a few simple steps.

Here is what you need to do:

Step 1: Go to System Administration > Set up > Security > Security roles. This opens the “Security roles” form.

AX Sec Control 1

Step 2: Select the role to which you want to assign the customers.

Step 3: Now click on the “Override permissions” button.

AX Sec Control 2

Step 4: Select the controls, tables, and server methods associated with the functionality the customer wants to try out.

AX Sec Control 3

Step 5: Uncheck the “Do not override” check box and provide the access you want to give the customer. Choose “View only” as shown below:

AX Sec Control 4

Step 6: Follow steps 4 and 5 for all the controls, tables, and server methods which you want to control. Once done, close the form.

Step 7: Now assign the users to the role which you customized and let them experience your solution.

Note: The customization you performed by using this form resides only on that Application Object Server. It exists until you re-install or upgrade the product. When necessary, you can also revert the settings manually by following the same steps I just described.

Please let me know of any feedback or questions by contacting To-Increase.

Luciano Cunha,
Luciano Cunha,
Chief Executive Officer (CEO) For Luciano, being responsible for To-Increase’s global sales and marketing means unleashing the company’s insight, innovation, and creativity to tell our story and help customers achieve their goals. On the road much of the time, he travels the world to meet with customers, understand their challenges and ambitions, and find the most effective ways to help them advance. Luciano develops and mentors our marketing and sales team, and creates strategies to help the To-Increase worldwide partner channel thrive and grow.

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