Deploying a D365 Finance and SCM Demo Environment for Initial Analysis – Part 1

Posted on: May 20, 2020 | By: Dona Todorovska | Microsoft Dynamics AX/365

In this two-part mini-series, we will discuss how Dynamics AX On-Premises users can deploy a demo environment of D365 for Finance and SCM.  This deployment can be used to run an analysis before upgrading. There are many benefits to deploying a demo environment that your company may want to explore. This first part will focus on the benefits of an initial demo environment as well as provide the steps for doing so if you don’t already have a purchased license of D365. Stay tuned for part two to learn the specific steps for deploying an environment for those who have already purchased a license. As always, Logan Consulting can assist you in determining the best course of action based on your current situation. Email us at info@loganconsulting.com for more information. 

Why deploy a demo environment? 

Deploying a demo environment will ensure a stronger transition between Dynamics AX 2012 to Finance and Supply Chain Management. You will gain hands on experience with the program and can explore all the new features you may want to use when you switch to Finance and Supply Chain Management. In addition, you get the chance to explore what differences there are in the program for your business processes, identifying potential gaps or confirming no gaps exist. Although you will have limited ability to validate that it all conforms to your business processes because your data and code won’t be in the environment. It’s important to note though, that this step is the first step in that work stream.  

Deploying an environment without a purchased license 

In part one of this mini-series, we will learn the steps in deploying an environment without a purchased license. In order to begin your deployment, you must first verify these prerequisites 

  • Verify that you have and are co-administrator on your Azure subscription 
  • Verify your access to an LCS project and permissions to deploy an environment 
  • Verify that your Azure subscription is connected to your LCS project 

Once you’ve made sure all those prerequisites are in place, you are ready to deploy a demo environment. The steps are as follows:  

  1. In LCS, open your project, and then, in the Environments section, click the plus sign (+). 
  2. Select the Azure environment topology, and then select Demo. 
  3. Select a topology. 
    • For Finance and Operations, select the most recent Azure Resource Manager (ARM) topology for Finance and Operations. 
    • For Commerce, select Dynamics 365 for Commerce – Demo. 
  4. In the Deploy environment dialog box, enter the name of the environment. This name should be unique in the Azure subscription. To make environments easy to identify, consider forming an acronym using the user’s name and the topology. 
  5. Select the size of the virtual machine (VM). All the sizes for VMs that are enabled for ARM end with v2. You must use D* v2 sizes for Finance and Operations workloads. We recommend D12v2. 
  6. Set the Instances field to 
  7. Click Advanced settings to add customizations to your deployment. For the demo environment, we recommend that you keep the default settings. 
  8. Agree to the licensing and pricing terms, and then click Next. 
  9. In the Confirm message box, click Deploy. 
  10. Open the Cloud hosted environments page to view the status of the deployment. After the deployment is successfully completed, the environment will be ready. 

After completing these steps, you are ready to log on to your demo environment by doing the following:  

  1. In LCS, open the Cloud-hosted environments page, and select the demo environment that you just deployed. 
  2. Scroll to the right and in the Environment details pane, under Cloud services, click the appropriate link: 
    • Log on to Finance and Operations 
    • Log on to Commerce 

 

Check out part-two of this mini-series on deploying an enviroment with a purchased license here!

Logan Consulting is a professional services firm committed to helping businesses improve business processes to get the most from their ERP investments.   

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