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Microsoft Corporation Published: <DATE>

Demo data utilities - User Guide

of 7 Microsoft Dynamics™ AX 2009

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Technology Microsoft Dynamics AX 2009 Microsoft Office Excel Microsoft Dynamics AX .NET Business connector /Microsoft Visual C#.NET Office interop

User Guide1. Rename demo data snap

Open the provided MS Ex-cel workbook: Demo data customization Tool.xlsx Click Dynamics AX Demo Data tab

Click Refresh all to get the Items, Customer and Sup-pliers data from Dynamics AX.

Alternatively, only select Refresh Items, Refresh Customer or Refresh Sup-pliers from the Refresh All split bottom to refresh sep-arately any of those enti-ties.


Edit the data freely, includ-ing Dynamics AX index fields like Item number or customer account.

Referential, not editable, fields will be gray out.

Click Update all to update the Items, Customer and Suppliers data into Dynam-ics AX.

Alternatively, only click Items, Customer or Suppli-ers bottom to update sepa-rately any of those entities.


Data will be refreshed au-tomatically in Excel after update complete.

Tip: Use the Internal note field to add narrative that might help you to organize your demo work.

Tip: Data format warning messages will be prompted while editing cells.

However, if desired, you can still update warned record; extra characters will be dis-carded; if left blank while be-ing in an index field, no up-date will be performed for this field.

Data integrity will always be enforced during the update process.


Tip: You can Save as your workbook so you can store different views of the demo data (By instance by prospect, industry, etc) which can be load into Dynamics AX any-time. Also simply for sharing your modifications within a team that is working in a given demo in several VMs.

1. Change date utility

Open the Change dates form: Ba-sic/Periodic/Demo utilities/ Change dates

Type the number of days to in-crease or decrease (“ - “) all dates in the system, on the respective field.

Note: all current cubes in-stalled on the local server will be processed, regardless of whether they are associated with Dynamics AX data or not.

Check Update business intelli-gence cubes if this is desired. This process will update all KPIs and cubes related charts on your role centres to reflect the new dates.

Note: This process might take from 5 to 15 minutes depend-ing on your system resources.

Click OK.

2. Switch currencies

Open the Switch currencies form: click Basic/Periodic/Demo utili-


ties/ Switch currencies

Select the currency to interchange in your system in the fields Inter-change and With

Tip: if you are planning to swap several couples of cur-rencies or also change trans-action dates (Change dates utility) you might want, in or-der to save some time, to check Update business intelli-gence cubes only for the last process you plan to run.

Check Update business intelli-gence cubes if this is desired. This process will update all KPIs and cubes related charts on your role centres to reflect the currency swap.

Note: This process might take from 10 to 20 minutes de-pending of your system re-sources.

Click OK.


Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success.

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The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, this document should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (elec-tronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

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ax 2009 - demo utilities kit · web viewdemonstration microsoft corporationpublished: demo data...

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