Install Sana Add-on in AX Environment

In Microsoft Dynamics AX create a user that is used to access AX and establish connection between Sana and AX. The domain account for this user was already created in the 'Create Domain Accounts' step. This user will be set in Sana Admin ERP connection parameters.

Step 1: Open Microsoft Dynamics AX client.

Step 2: Go to: Administration > Common Forms > Users.

Step 3: Create AX user.

Step 4: Make sure that you assigned the AX user to the correct company. This is a company account that a user can access.

Step 5: Under the Groups tab assign the Sales representative group to the user.

After you have imported the Sana Commerce project to the Microsoft Dynamics AX administration, the Sana Commerce tables appear in the list of user permissions. Therefore you should give the AX user access to the Sana Commerce tables. You should assign the SANA group to the AX user. Make sure that the 'Basic', 'Business Connector', 'Sana Commerce daily' and 'Sana Commerce tables' security keys are enabled for the SANA user group.

AX User Permissions

Step 6: When the user is created select the Enabled checkbox to allow the user access to Microsoft Dynamics AX.