Virtual Machine(VM) setup to access Dynamics 365 for Operation instance.

At this time, I would like to share my experience of configuring Virtual machine(VM) to access Dynamics 365 for Operation instance. Being Functional Consultant it was the most challenging task to setup the environment without technical help, but it was great learning curve.

I read through lot of Microsoft articles and other blogs to achieve this…!! I am sure after reading this blog you all should be able setup Dynamics 365 for operation VM instance without technical help:)

Setup Virtual Hard Disk package of Dynamics 365 for Operations

Below are some of the pre-requisites to be considered,

Below are the steps to download ‘Dynamics 365 for Operations’ package,

  1. Login to Microsoft Dynamics Lifecycle Services (LCS)
  2. Select the implementation project you are currently working
  3. If you are new to LCS, create new project in the LCS home page by clicking on Add (+) sign
  4. Select the implementation Project and give all the relevant information to complete the Project creation01_LCS_Create_New Project
  5. For this article, I created dummy project ‘Learn D365’.
  6. Click on the ‘Learn D365’ Project to enter the workspace to access various tools in LCS.
  7. Click on the Life cycle services menu or scroll towards right to see more tools option to access ‘Cloud-hosted environments’.02_LCS_Cloud_Tool.png
  8. Click on the cloud-hosted environments tool and click on Add (From here Virtual hard disk deployment in VM can be downloaded).03_LCS_Cloud_Tool_Locally
  9. Click on the locally option, select the ‘DEMO’ VHD and click on ‘Dynamics 365 for Operation – Demo (Release 1611)’ environment (latest now) or other environment listed.04_LCS_Cloud_Tool_Locally_Environment
  10. After clicking on the environment, you will be directed to Connect site.
  11. Go to download page and click on the Dynamics 365 for Operations hyperlink in the Title, Category section.05_LCS_Cloud_Tool_Locally_Environment_Connect
  12. This will direct to the download details page in the connect site, this is the place where the Dynamics 365 for operation package can be downloaded.
  13. Read all the terms and conditions carefully and Click on downloading the package, you can use the download manager tool suggested by Microsoft to enable multiple file downloads. Please click here to install.05_LCS_Cloud_Tool_Locally_Environment_Connect_Downloads
  14. Make sure all the files are downloaded to desired location, it usually consists of 19 RAR and 1 application file.06_LCS_Cloud_Tool_Locally_Environment_Connect_Downloads_Package
  15. Double click on the ‘MicrosoftDynamics365forOperations-Version1611PlatUp3 WinServer2012R2.part01’ application file.
  16. Accept the Microsoft Software License Terms for a Virtual Hard Disk image.07_LCS_Cloud_Tool_Locally_Environment_Connect_Downloads_Package_Run_Application
  17. Select the destination folder where the Virtual Hard Disk will be placed and click on Extract.08_LCS_Cloud_Tool_Locally_Environment_Connect_Downloads_Package_Run_Application_Extract
  18. Once the extraction process is complete, you can verify the Virtual Hard Disk created in the destination folder.09_LCS_Cloud_Tool_Locally_Environment_Connect_Downloads_Package_Run_Application_VHD

Setup Virtual machine using Microsoft Hyper-V Manager

It is recommended from Microsoft to give 16 gigabytes (GB) of memory and two virtual processors to VM, however with my experience 12 GB memory is fine. But don’t use dynamic memory allocation.

If you don’t have Microsoft Hyper-V Manager, please follow the instruction below to install

Installation of Hyper-V in Windows Server 2012 or Windows server 2012 R2 by using PowerShell

  1. Click the Windows Start button and type PowerShell. Right-click PowerShell and click Run as Administrator.
  2. Run the following command where computer_namerepresents a remote computer on which you want to install Hyper-V. To install Hyper-V directly from a console session, do not include -ComputerName  in the command.

Install-WindowsFeature –Name Hyper-V -ComputerName -IncludeManagementTools -Restart

  • Click here for more information to enable Hyper-V role in Windows Server 2012 or Windows server 2012 R2

Install the Hyper-V role on Windows 8 or Windows 8.1, Windows 10.0

  1. Click the Windows Start button and type PowerShell. Right-click PowerShell and Run as Administrator.
  2. Run the following command.
  3. When the installation is finished, reboot the computer.

enable-WindowsOptionalFeature -Online -FeatureName Microsoft-Hyper-V –All

  • Click here for more information to enable Hyper-V role in Windows Server 2012 or Windows server 2012 R2
  • Once we have the Hyper V-Manager ready, create Virtual switch for the network connection inside the VM

Create Virtual Switch:

  1. Open Hyper-V Manager.
  2. From the navigation pane of Hyper-V Manager, select the computer running Hyper-V.
  3. From the Actions pane, click on Virtual Switch Manager
  4. Select the External virtual switch, click on ‘Create Virtual Switch’10_LCS_Cloud_Tool_Locally_Environment_Virtual_Switch
  1. Upon clicking the ‘Create Virtual Switch’, Enter name: VIR_SWITCH (For this article)
  2. Select the External network Realtek PCIe GBE Family Controller
  3. Mark ‘Allow management operation system to share this network adapter’
  4. Click on Apply and Ok11_LCS_Cloud_Tool_Locally_Environment_Virtual_Switch_2

Note: This is important step to access Dynamics 365 for Operations instance.

Create Virtual Machine:

  1. Open Hyper-V Manager.
  2. From the navigation pane of Hyper-V Manager, select the computer running Hyper-V.
  3. From the Actions pane, click New > Virtual Machine.
  4. Click Next in the New Virtual Machine wizard.
  5. On the Specify Name and Location page, type an appropriate name ‘D365TrainingMC’ (Example for this article), Click on Next12_LCS_Cloud_Tool_Locally_Environment_VM_Wizard_Name
  6. On the Specify Generation page, Choose Generation 1, Click on Next
  7. On the Assign Memory page, specify memory between 12,288 – 16,384 MB
  8. On the Configure Networking page, connect the virtual machine to the switch ‘VIR_SWITCH’ you created when you installed Hyper-V.
  9. On the Connect Virtual Hard Disk, choose Use an existing virtual hard disk and select the VHD location13_LCS_Cloud_Tool_Locally_Environment_VM_Wizard_VHD
  10. On the Summary page, verify your selections and then click Finish.14_LCS_Cloud_Tool_Locally_Environment_VM_Wizard_Summary

Connecting to Virtual machine using Microsoft Hyper-V Manager

Before even connecting to virtual machine, make sure virtualization support is turned on in the BIOS settings of your computer or laptop. This setup varies from different computer\laptop brands.

Just do google search to enable virtualization support in your computer, for example if you are using HP laptop use keywords ‘Enable virtualization in HP laptop’

Once the virtualization support is turned on in the BIOS settings successfully,

  1. Open Hyper-V manager
  2. Select ‘D365TrainingMC’ VM just created, Right click and Start
  3. Once VM is started and click on connect15_LCS_Cloud_Tool_Locally_Environment_VM_Connect
  4. Go to Action, Click the Ctrl+Alt+Delete button on the toolbar16_LCS_Cloud_Tool_Locally_Environment_VM_Login
  5. Sign in to the VM by using the following credentials:
    • User name: Administrator
    • Password: pass@word1

16.1_LCS_Cloud_Tool_Locally_Environment_VM_Login

Access Dynamics 365 instance using base URL of the local application

Provision the administrator user.

Before accessing you must authenticate your credentials as administrator for the instance, please follow the steps below,

  1. From the desktop, run the admin user provisioning tool as an administrator (right-click the icon, and then click Run as administrator).
  2. Enter your email address (Make sure it is Office365 ID or Azure AD credentials), and then click Submit.17_LCS_Cloud_Tool_Locally_Environment_VM_Provision_User

Access the instance using the URL of the local application

The user authenticated in the above step can access the instance on the computer by navigating to the base URL: https://usnconeboxax1aos.cloud.onebox.dynamics.com.

  1. Open internet explorer
  2. Click on the link above
  3. Enter your credentials authenticated in the step above18_LCS_Cloud_Tool_Locally_Environment_VM_User_credentials
  4. Now it’s all set to access ‘Dynamics 365 for Operation’ instance19_LCS_Cloud_Tool_Locally_Environment_VM_D365_Ready

References:

SI NO TOPICS SOURCES
1 Access Microsoft Dynamics 365 for Operations instances https://ax.help.dynamics.com/en/wiki/access-microsoft-dynamics-ax-7-instances-2/
2 Installation of Hyper-V and creating virtual machine https://technet.microsoft.com/enus/library/hh846766(v=ws.11).aspx

Best Regards,

Namith Hosmane

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2 thoughts on “Virtual Machine(VM) setup to access Dynamics 365 for Operation instance.

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