Skip to main content

AX and Scrum: Setting up your environment

Scrum encourages version control. Below is the setup we have. Our development environment is local to all developers.

When a unit of work is complete and meets best practice it is checked in. Then on a regular basis the Test environment will be updated using the TFS synchronise functionality. This should update the test environment will all checked in work.

This diagram below illustrates this process.

2013-08-19_1750

We have 3 environments for product development:

Environment name

AOS

Comment

Daxeam_Dev

Developer machine

Install on developers machine and TFS is enabled.

Daxeam_Test

AX6-AOS-TEST

Installed on the server and TFS is enabled. When a developer is finished with a piece of functionality it is synced into this environment for testing.

Ideally a nightly build is recommended to ensure that everything is fine and it can be picked at as soon as a problem occurs. We actually do this on the last 5 days of our sprint- every night.

Daxeam_Release

AX6-AOS-RELEASE

This environment is built on release of a sprint. This environment is updated towards the end of the sprint during the last week (built every night). The environment is updated by a model import. We call this our FIT (Functional Integration Testing) environment.

During each sprint we branch our code in TFS. So, we could potentially build an environment at any particular point. We package everything up:

  • Model file (signed)
  • Help file installer (signed msi file)
  • Documentation (Implementation document, release notes, technical document etc)

If new developers join it is quite easy to add them on. Just install a base database and starting synching with TFS.

 

Resources:

There are a number of resource online for build scripts,

Change management and TFS integration for multi-developer projects (white paper) [AX 2012]

http://technet.microsoft.com/en-us/library/jj713631.aspx

http://blogs.msdn.com/b/axsa/archive/2012/10/22/tfs-integration-with-microsoft-dynamics-ax-2012-and-automated-scripts-for-build-and-deployment.aspx

http://daxmusings.codecrib.com/p/alm-tfs.html

Popular posts from this blog

Purchase requisition – Price

The price fields on the purchase requisition are non-editable for catalogue items. It is expected that a trade agreement be created. The price fields are only editable for these conditions: Form is opened view AP -> Periodic -> Purchase Requisition -> All purchase requisition, or Line type is “Non-catalogue item”, or User is task owner. Ie. The task is assigned to the user. In other words he/she maybe the purchaser that gets the price. User is approval owner. Ie. The approval is assigned to the user. In other words he/she maybe the manager that approves the final requisition. For catalogue items on the purchase requisition line can only select between the vendor directly associated with the item and the cheapest vendor as found through the purchase price trade agreements. If another vendor is requested the vendor can be blanked and the user can enter a “Proposed vendor” in the proposed vendor field on the general tab page for the purchase requisition line.   NOTE: ...

Approve Workflow via email using template placeholders #Dyn365FO

Dynamics 365 for Finance and Operations has placeholders which can be inserted into the instructions. Normally you would want this to show up in the email that is sent. One of the most useful ones is the URL link to the exact record that you are approving. In the workflow configurations use the placeholder and build up your message. Towards the end it has workflow specific ones. The URL token is %Workflow.Link to web% . For the technical people the token is replaced in this class WorkflowDocumentField. This is what I inserted into my email template. <BODY> subject: %subject% <BR> message: %message% <BR> company: %company% <BR> for: %for% <BR> </BODY> Should look like this. The final result looks like this. If you debug these are the place holders that are put together.

Dynamics 365 Invoice Capture Feature

Microsoft recently released the new Invoice Capture for Dynamics 365 Finance. I ran through installing and configuring it.  From that experience, below is my brain dump and hopefully it can help with things that are not so obvious. Three type of invoice captures There are three invoice type paths that can be captured. These drive the screen layout and what kind of information is mandatory. PO invoice Header-only Cost invoice When an invoice comes in, you can select one of the three invoice types. Below are the three screen layouts and differences. PO invoice – Invoices of this type are associated with purchase orders. The purchase order details must be determined on each invoice line. Both the header and the lines must be reviewed in Invoice capture. This will create a pending vendor invoice. Header-only – Invoices of this type are associated with purchase orders. The purchase order field on the invoice header is a mandatory field. If the Automatically create invoice lines featur...