Microsoft Dynamics AX: Managing and creating users in Microsoft Dynamics AX.

MANAGING AND CREATING USERS IN MICROSOFT DYNAMICS AX

TABLE OF CONTENTS:

       (1)      INTRODUCTION TO AX USER ACCOUNT....................................................

(1.1)             OPEN MICROSOFT DYNAMICS AX.............................................

(1.2)             FROM SYSTEM ADMINISTRATION USERS................................

(1.3)             CREATE NEW USER........................................................................ 

(1.4)             EXPLANATION OF FIELDS ON THE FORM................................. 

(1.5)             ENABLE ............................................................................................ 

(1.6)             VALIDATIONS AFTER CREATION................................................. 

(1.7)             DOUBLE CHECK IF USER IS EXISTS............................................

       (2)      IMPORTING USERS FROM ACTIVE DIRECTORY...................................... 

            (2.1)        CLICK ON THE IMPORT..................................................................

            (2.2)        SELECT USERS FROM ACTIVE DIRECTORY.............................. 

            (2.3)        SELECT USERS................................................................................. 

            (2.4)        ASSIGN ROLES TO USERS............................................................. 

            (2.5)        SELECT PROFILE FOR THE USER................................................ 

            (2.6)        FINISH THE PROCEDURE............................................................... 
 (3)    CREATING THE EMPLOYEE............................................................................ 

            (3.1)        NAVIGATE TO HUMAN RESOURCE.............................................. 

            (3.2)        HIRE NEW WORKER........................................................................ 

            (3.3)        ASSIGN A ROLE................................................................................ 

            (3.4)        CLICK ON THE HIRE......................................................................... 

INTRODUCTION:

Microsoft Dynamics AX users are employees of your organization or company (or a partner) AX does, however, have the concept of a user, which is typically an employee that has an account in your Active Directory. This is required to grant the users access to log in to AX and to manage their roles, duties, and privileges. Microsoft Dynamics AX as part of their job. Your organization or company could have many hundreds of employees, but there might only be a few individuals who need to work with Microsoft Dynamics AX as part of their job. Any individual who needs to access Microsoft Dynamics AX must be added to the list of Microsoft Dynamics AX users on the Users form, as described in this topic. A user must also exist in at least one user group before they can access Microsoft Dynamics AX. 

TYPES OF USERS IN DYNAMICS AX:

1. The Active Directory user

2. The Active Directory Group

3. The claims users

STEPS TO CREATE A SINGLE USER IN DYNAMICS AX:

INTRODUCTION:

Microsoft Dynamics AX users are employees of your organization or company (or a partner) AX does, however, have the concept of a user, which is typically an employee that has an account in your Active Directory. This is required to grant the users access to log in to AX and to manage their roles, duties, and privileges. Microsoft Dynamics AX as part of their job. Your organization or company could have many hundreds of employees, but there might only be a few individuals who need to work with Microsoft Dynamics AX as part of their job. Any individual who needs to access Microsoft Dynamics AX must be added to the list of Microsoft Dynamics AX users on the Users form, as described in this topic. A user must also exist in at least one user group before they can access Microsoft Dynamics AX. 

TYPES OF USERS IN DYANMICS AX:

1.       The Active Directory user

2.       The Active Directory Group

3.       The claims users

STEPS TO CREATE A SINGLE USER IN DYNAMICS AX:

STEP 1.1: Open Microsoft Dynamics AX.

Step 1.2: Navigate to System Administration Common Users. Then the following window will open.

Step 1.3: On the user page click on user in the new button group as shown in the following screenshot.

Step 1.4: Fields on the form is explained in this table.

Step 1.5: Either enable the user or close the form. It will automatically save and information. If the user is not in the active directory then this box will not be checked.

Step 1.6: Once we complete these fields and when we close it. It automatically validate the fields.

Step 1.7: please verify if the user is added correctly.

Importing users from Active Directory:

This allows you to import single or multiple users in a single pass.

Step 2.0: Go to Systems administrationè Common è Users è users.

Step 2.1: On the users’ list page, click on Import this will open Active Directory import Wizard.

Step 2.2: Click next select Domain name and then Alias and click next

Step 2.3: select the user and click next

Step 2.4: continue to assign the roles for the users and click on next

Step 2.5: Once complete, click on Next and select the profiles that the users should be a part
of, as shown in the following screenshot:

 Step 2.6: once completed click on the finish which will complete the process.

               

     
Step 3: Creating an Employee:

Step 3.1 Navigate to Human resourcesè workers èEmployees and then carry out the following steps.

Step 3.2: Click on the Hire new worker, which following drop down appears.

Step 3.3: fill the credentials of the employee, if employee name already exist then it prompt to reuse it or create new.

Step 3.4: Click on the assign a position to call the position of employee

Step 3.5: Click on the Hire New Worker to complete the procedure.