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: System administration > Common > 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.

 NOTE

Microsoft Dynamics AX 2012 R2 and later enables data isolation by using data partitions.
If you are using Microsoft Dynamics AX 2012 R2 or later you should create AX user in the correct partition. When you create a new user select the 'Current partition is default partition' check box to set the partition that you are logged on to as the default partition for the new user.

Step 5: Under the User's roles FastTab assign the appropriate roles to the user. It is not necessary to give full access to Microsoft Dynamics AX by assigning the role like 'System administrator'. Each role has a set of permissions determining which menus, forms, reports, and tables a user can access. This means that by creating users and assigning the appropriate role, you establish who can access Microsoft Dynamics AX and which permissions users have.

This role must have a set of permissions which is necessary for the correct work of the Sana Commerce solution, for example 'Sales manager' or 'Sales representative'. You can assign several roles to the user. A user must have enough permissions to manage products catalog (products, item groups, product variants, related products), sales orders and quotations, customers. You should also assign the 'BusinessConnector' role to the AX user.

When you import the Sana Commerce project / model to the Microsoft Dynamics AX administration, the Sana Commerce specific role appears - 'Sana Commerce webshop manager'. Therefore, this role should be also assigned to the AX user. This role allows AX user to access the Sana Commerce tables.

 NOTE

Sana Commerce was tested and works fine with the following AX user permissions (roles).

User Roles

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