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Thursday, August 16, 2012

AX 2012 - Understanding & Extending the Organization Model

I wanted to take the time today, and point out some great resources around the concept of extending the Organization Model in Microsoft Dynamics AX 2012.

Before we dive right into the mix of common task that are typically associated with customer implementations of Microsoft Dynamics AX 2012, I would first like to point out a great learning webinar around the topic of Modeling Your Organization with AX 2012. What I'm speaking about can be found here.: Modeling your Organization: Microsoft Dynamics AX 2012

The above link will take you through a nice webinar that really gives you a feel for the thought process of modeling an organization with AX 2012. This is the 'unified natural models' that Microsoft speaks about a lot. I should correct that really and say one of the unified natural models. See.: Enabling Agility through Unified Natural Models

When we start to think about extending the organizational model that comes out-of-the-box in AX 2012, there are two common task that are typically done for customers. The first task is around adding custom Operating Units. Microsoft has a done a good job at creating the following walk through.: Walkthrough: Create and Use a Custom Operating Unit Type [AX 2012] I will add that this walk through does leave out specifics, for example if you want the new Operating Unit to appear under the GL > Setup > Organization for management of said new custom operating unit.

The second most common extension that takes place for customers is around the creation of custom purposes. The following resource from Microsoft is a nice walk through as well, for this topic.: How to: Create a New Purpose [AX 2012]

Adding a new custom purpose for organization hierarchies helps further shape and allow customers to truly model AX as they run their business. Purposes for hierarchies can help relate policy and reporting needs.

With all of this one of the best resources for understanding how to implement and extend the organization model for AX 2012 can be found here.: Implementing and Extending the Organization Model in Microsoft Dynamics AX 2012

Update: I wanted to take the time and update this post, to include the fact that InformationSource located at InformationSource.Dynamics.com has some good resources on this topic as well. This includes some video's, which the webinar is based on. Further a specific PowerPoint artifact that I would like to point out.:

The above PowerPoint has some good information around understanding the concepts of organization modeling, as well as common task involved with the process. Further it has common task typically associated with extending the organization model offering for AX 2012. It mentions further task around Security with XDS, and relating Master as well as transaction data.

Now With the above information and resources, someone familiar with Microsoft Dynamics AX 2012 can extend the organization model(s) for a customer. Further, if your an ISV there could be good reason to include in your IP offering extensions to the organization model offerings. Keeping in mind that a customer could have a need for several organization hierarchies in their instance. Powering everything from Operations, reporting, relating to security, workflow approvals and more.

That's all for this post, but check back soon as I will continue with my focus around BI for AX, extending the reach of AX with Office 2013 and more! Till Next Time!
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Anonymous Anonymous said...


first of all thank you for providing this helpful blog post regarding the organization model in Dynamics AX 2012. After read this still one question left in my mind. I am wondering why it is not possible to assign employees in the hierarchy designer?

In our project we plan to build a hierarchy like this:
Legal entity -> department ->manager of the department -> assigned employees or positions

As far as I see are organization hierarchy and position hierarchy strictly separated. To create an organizational organigram is it necessary to have legal entities departments and employees in one organigram.

Thanks and best regards


9:13 AM  
Blogger Antoinette said...

Hi! In AX 2012 I created Operating Units.

Is there a way that I can now link items, customers, employees, etc to a specific Operating Unit?


2:31 AM  
Blogger Antoinette said...

Hi! In AX 2012 I created Operating Units.

Is there a way that I can now link items, customers, employees, etc to a specific Operating Unit?


2:31 AM  
Blogger Antoinette said...

I was looking for a solution and came across your blog. We are implementing AX 2012 at as new customer. They have separate business units that sell different items to different customers.
I have created Operating Units, how can I now link items, customers, employees, etc to a specific Operating Unit?


2:48 AM  
Anonymous Anonymous said...

Hi Antoninette,

You can look at my post on restricting the items to business units. http://daxing2012.wordpress.com/2012/10/06/restriciting-the-procurement-categories-to-the-employees-using-purchasing-policies-and-organization-hierarchies/

2:31 AM  

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