Installing the Experlogix App for Microsoft Dynamics 365 F&O

To provide complete integration with Microsoft Dynamics 365 F&O, users must install the Experlogix app for Microsoft Dynamics 365 F&O in their Microsoft Dynamics 365 F&O instance. Installing the app allows users to interact with Experlogix products within the existing user interface of Microsoft Dynamics 365 F&O. The Experlogix app is an all-in-one deployable package An all-in-one deployable is a software deployable package that contains all the models and binaries that you currently have in an environment..

Installing the app package in Microsoft Dynamics 365 F&O

Users can install the Experlogix Microsoft Dynamics 365 F&O app package via three methods.

Installing the deployable package in the local development environment

For more information on deploying App packages to Microsoft Dynamics 365 F&O, refer to Microsoft’s help for installing deployables.

1.

Download the App Package from the most recent Download Installers page.

To manually install the app package for local deployment, continue to STEP 2. Installing the Experlogix Microsoft Dynamics 365 F&O app

To use the automatic installer, skip to STEP 3. Installing the Experlogix Microsoft Dynamics 365 F&O app

2.

Unzip the package to the following location, replacing yourservicevolumedrive with the drive containing your service volume.

Copy

FNO installation location

This PC/yourservicevolumedrive/AosService/PackagesLocalDirectory

The package installation is complete, to verify installation refer to Installing the Experlogix Microsoft Dynamics 365 F&O app

3.

Right-click the zipped app package and select Properties.

4.

In the Properties dialog box, under the General tab, select unblock.

The files are now unlocked.

5.

Unzip the app package folder.

6.

Inside the unzipped folder, open the Packages folder.

7.

Double-click the AXUpdateInstaller.exe.

8.

Install the AX update installer, refer to Microsoft’s help for installing deployables.

To verify installation, refer to Installing the Experlogix Microsoft Dynamics 365 F&O app

Installing the app package for production or UAT

In the app package folder, you need to find the ModelName folder and Descriptor. You’ll need to add these elements to version control and submit the changes. After that the build pipeline creates a combined AllInOnedeployable package; For more information on deploying App packages to Microsoft Dynamics 365 F&O, refer to Microsoft’s help for installing deployables.

After installing the model, follow these steps to add the new model to source control.

1.

In Microsoft Visual Studio, on the Dynamics 365 menu, select Model Management > Refresh Models.

2.

Open Application Explorer by clicking View > Application Explorer.

3.

Right-click the AOT root node, and then select Model view.

4.

In the list of models, find the new model that you installed. Make a note of the name of the package that contains the model. The package name appears in parentheses after the model name. For example, in the following illustration, the Tax Books, Tax Engine Configuration, and Tax Engine Interface models all belong to the package that is named TaxEngine.

5.

Open Source Control Explorer by clicking View > Other Windows > Source Control Explorer.

6.

Navigate to the metadata folder mapped on this development VM, such as MyProject/Trunk/Main/Metadata.

7.

In the metadata folder, find the folder for the package that contains the new model. Right-click the package folder, and then select Add Items to Folder.

8.

In the Add to Source Control dialog box, select the Descriptor folder and the folder with the model’s name. Some models may also contain referenced DLLs in the bin folder. If these exist, you'll need to also include the appropriate DLL

Dynamic Link Library. A DLL (.dll) file contains a library of functions and other information that can be accessed by a Windows program. files from the bin folder. Once all files have been selected, select Next.

9.

Review the items that will be added, and then, when you're ready, select Finish.

10.

Open the Pending Changes window from the Team Explorer pane or by clicking View > Other Windows > Pending Changes.

11.

Review the changes, enter a check-in comment, and select Check In.

Don't install a software deployable package directly on the build VM. Use source control as described in this article. Only binary updates should be installed on build VMs.

After installing the deployable package on a development VM, follow these steps to add the runtime package to source control.

1.

Open Source Control Explorer by clicking View > Other Windows > Source Control Explorer.

2.

Navigate to the metadata folder that is mapped on this development VM, such as MyProject/Trunk/Main/Metadata.

3.

Right-click the Metadata folder, and then select Add Items to Folder.

4.

I4 In the Add to Source Control dialog box, double-click the folder with the package name you want to add to source control.

5.

Select all the folders except XppMetadata and Descriptor, if they exist, and then select Next.

6.

On the next page, on the Excluded items tab, select all files by clicking one of the files and then pressing Ctrl+A. At the bottom of the selection window, select Include item(s). When you're ready, select Finish.

7.

Open the Pending Changes window from the Team Explorer pane or by clicking View > Other Windows > Pending Changes.

8.

Review the changes, enter a check-in comment, and then select Check In.

Creating an AllInOne Deployable Package manually without Azure DevOps

We do not recommend using the Creating an AllInOne Deployable Package manually without Azure DevOps option.

Verifying the Experlogix Microsoft Dynamics 365 F&O app package installation

By default, if you see the Smart Flows icons in your Microsoft Dynamics 365 F&O instance, the app package has been successfully installed. However, if you’d like to verify the version number for the installed package, follow the steps below.

1.

In your Microsoft Dynamics 365 F&O instance, at the top right, select the About button.

The About side navigation displays on the right.

2.

Select the Version button.

The installed models list displays.

3.

Scroll through the list to locate Xpertdoc_SmartFlows 1.x.x.x(isv).

Update Microsoft Dynamics 365 F&O configuration

After you have deployed the AllInOne deployable package, you update the configuration of your Microsoft Dynamics 365 F&O. Admins can complete this process in the Project Console of the their project. For step by step guidance on this process, refer to Creating a connector.

Assigning Smart Flows security roles and sync users

The Experlogix Smart Flows ISV Package for Microsoft Dynamics 365 F&O adds three security roles with cascading permissions to the role-based security mechanism of Microsoft Dynamics 365 F&O.

A Smart Flows administrator must assign at least one role to each user to allow them to execute flows, for help assigning roles refer to Managing Users. For more information on the permissions of each user role, refer to Users.