Install Sana Add-on in AX Environment

Create AX User

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.

It is enough to assign the roles "BusinessConnector Role", "Customer service representative" and "Sana Commerce webshop manager". When you import the Sana Commerce project / model to Microsoft Dynamics AX, the Sana Commerce specific role will appear - "Sana Commerce webshop manager". This role allows AX user to access the Sana Commerce tables.

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