In December 2015, Microsoft released the preview of the new Microsoft Dynamics AX. Partners and customers can now learn what the new cloud based version could bring you. You can deploy a cloud hosted environment from Lifecycle services. When this is complete you can start browsing and learning how to use the cloud based version of Microsoft Dynamics AX. Probably you have already heard about the task guides. There is a way to start your deployed environment in a Trial mode and have dozens of pre-loaded task guides available. This post will tell you how.

Trial mode

When you open your Lifecycle services project, you can browse to the Cloud hosted environments. On the details pane you find some links to start AX using several cloud services, but also an option called Login to trial experience.


When you click this link, AX will be started, but you also get some additional dialogs. The first one is a question about the industry of your company and your role within the company.

When you click next, you can watch a movie what partners think of ‘AX 7’. This is a movie which was already published last year July on YouTube. You probably have seen this already. If not, this is your chance!

Now you can use the arrow to continue to the next pages. This is a real nice short summary of user experience changes in Microsoft Dynamics AX.Trial04

Finally you can click Start to open Microsoft Dynamics AX in the Trial mode. Within this mode a Getting started section will be visible on the default dashboard. This section contains many Task guides to learn using and navigating Microsoft Dynamics AX. These task guides are loaded from Lifecycle Services (LCS).Trial08

Now you can pick any task guide to open and start the guide to have a guided tour on the new Microsoft Dynamics AX.


There is more

When you deploy your cloud hosted Dynamics AX environment, you can choose which Business Proces Modeler (BPM) library should be used for the Getting started section. The default is based on the APQC Unified library. If this one is not selected, you might get an error stating that Dynamics AX cannot find the getting started library.


You can also start the trial mode by adding ?mode=trial to the URL for Dynamics AX. This will directly start the Dynamics AX preview with the Getting started section without being prompted with initial dialogs as mentioned above.

Trial mode

That’s all for now. Till next time!

Session date

Accountants would like to easy enter corrections at a month end date. For this reason in previous versions of Microsoft Dynamics AX there was an option in the Tools menu to change the session date and time. However this menu is not implemented in the new cloud based Dynamics AX, the option to change the current work date is still available. The option is even closer than you might think.

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The ‘new’ Microsoft Dynamics AX is now a web based application. There is now a “One for all” client. When you look at previous versions like Microsoft Dynamics AX 2012, there are two features which were also web based. This blog post will inform you about the Enterprise portal and Warehouse Mobile Devices Portal features in the new version.

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Form personalization

A lot of investments had been done by Microsoft to get a new attractive user interface for Microsoft Dynamics AX using modern browsers. As there is no native client, also the personalization options are reconsidered. In previous previews there was an option to change the theme colors and a setting to display more or less information which actually manages a kind of zooming. With the latest preview (CTP8) there is a new way of doing form personalizations. In part 1 I explained some basic user options. In this second episode I will inform you about form personalizations.

Form personalization

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