configuring integration to visual studio team services dynamics ax7 – configuring integration to...

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Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services Configuring Integration to Visual Studio Team Services The process of recording a case directly from the AX7 client is accomplished by configuring integration to Visual Studio Team Services from the Life Cycle Services (LCS) project that generated the Dynamics AX7 Instance. Once the integration is configured an authorized user can initiate a support case directly from the Dynamics AX7 client and those cases are automatically tracked and managed from the LCS project Cloud Powered Support page. Since the LCS Cloud-powered support cases are seamlessly integrated to VSO Team Services, project issues can be easily assigned to developers for debugging and resolution. All using the same tool that is managing the AX7 project backlog. If necessary, a formal case can be submitted to Microsoft directly from the existing team services issue. Both the team services case and the Microsoft incident are automatically cross referenced and synchronized.

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Page 1: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

Configuring Integration to Visual Studio Team Services

The process of recording a case directly from the AX7 client is accomplished by configuring integration to Visual Studio Team Services from the Life Cycle Services

(LCS) project that generated the Dynamics AX7 Instance. Once the integration is configured an authorized user can initiate a support case directly from the

Dynamics AX7 client and those cases are automatically tracked and managed from the LCS project Cloud Powered Support page. Since the LCS Cloud-powered

support cases are seamlessly integrated to VSO Team Services, project issues can be easily assigned to developers for debugging and resolution. All using the

same tool that is managing the AX7 project backlog. If necessary, a formal case can be submitted to Microsoft directly from the existing team services issue.

Both the team services case and the Microsoft incident are automatically cross referenced and synchronized.

Page 2: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

The first step is to configure the integration to Visual Studio Team Services from your LCS Project. When you first create your LCS project the VSTS integration

will not be configured yet. You will see the button appear on the main LCS console page to configure VSTS.

Page 3: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

You can also gain access to the configuration screen from the Microsoft Azure Settings under your environments area.

Page 4: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

Page 5: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

When adding a new VSTS configuration you will need to provide the URL of the VSTS Subscrioption as well as the person access token.

Page 6: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

Navigate to the Control Panel Settings to pick up your VSTS url.

Page 7: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

Next, create a project in your VSTS Instance.

Page 8: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

Navigate to the My profile menu from the user control panel.

Page 9: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

Next, navigate to the security tab and click to Add a new personal access token

Page 10: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

Give the token a name and create the token with access to all scopes.

Page 11: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

Click to copy the token. You need to copy this into a separate file if you need it again. It won’t be visible once you navigate away from this page.

Allow the process to copy the token value to the clipboard.

Page 12: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

Paste the VSTS url and personal access token values into the page.

Page 13: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

Select the VSTS Project you are using to manage the AX7 instance and your devlopment backlog.

Page 14: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

Save the configuration with the connection details that will integrated LCS and VSTS.

Page 15: Configuring Integration to Visual Studio Team Services Dynamics AX7 – Configuring Integration to Visual Studio Team Services The first step is to configure the integration to Visual

Microsoft Dynamics AX7 – Configuring Integration to Visual Studio Team Services

The final step is to grant the AX user you intend to use for your login access to the Project Administrators Group in the VSTS project. Back in the VSTS Control

Panel, select the Project Administrators Group and add your LCS admin account to authorize the communication from LCS to the VSTS project.

At this point you are ready to log a Cloud-powered support case seemlessly from the AX7 client.

For more information, please contact UXC Eclipse at [email protected] or visit www.uxceclipse.com