Pre-Requisites required to Setup Microsoft Dynamics 365

Pre-Requisites required to Setup Microsoft Dynamics 365 for Operations On Premise Edition

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In this post, we are covering the pre-requisites required to setup Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition on the Microsoft Azure Cloud.

Before highlighting the deployment steps, in detail, we will give you a brief overview what is Microsoft Dynamics 365 and the solutions that are available in Microsoft Dynamics 365. These solutions are possible in the cloud (Software as a service) and as an on-premise hybrid solution.

What is Microsoft Dynamics 365? 
Microsoft Dynamics 365 is a line of integrated, adaptable, integrated business management solutions (ERP and CRM)  that integrates all facets of the business. It includes a range of business solutions as stated below, based on the industry the answer is catering to.

Microsoft Dynamics 365 for Finance and Operations, On-Premise Deployment:
We need to use Microsoft Dynamics Lifecycle Services to deploy and update an instance of Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition. Before we get into the deployment steps, providing a brief overview of Microsoft Dynamics Lifecycle Services.

What is Microsoft Dynamics Lifecycle Services?
Microsoft Dynamics Lifecycle Services (LCS) is an application lifecycle management ( applicable for Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition application) service available on the cloud used to handle deployments, define project management methodologies, manage packages, database backup storage, handle platform upgrades,  and handle issue requests.

To access Lifecycle services go to https://lcs.dynamics.com/Logon/Index and in the documentation. The documentation and training videos for Lifecycle Services are available in the additional information section on the LCS home page.

Pre-Requisites required to Setup Microsoft Dynamics 365

Pre-Requisites required to Setup Microsoft Dynamics 365

The following are the pre-requisites to setup Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition on the Microsoft Azure cloud.

  • Pre-requisites:
    • An Azure Active Directory is a must to sign-in to LCS, and then the sign-up steps must be completed.
    • We need to provision or create an On-Premise project. Two environments are provisioned in there, one is a sandbox environment, and the other one is a production environment. This will enable and guarantee that the packages in the sandbox environment before they are applied in the production environment.

Setup Components for Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition On-Premise: 

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition On-Premise consists of three components.

  • Application Object Server (AOS)  (Used to facilitate communication between the database and the application and run batch operations, import and export services)
  • Microsoft SQL Server Reporting Services (Used to run reports hosted on Microsoft SQL server 2014 or 2016 reporting services platform)
  • Management Reporter (MR)/Financial reporting (Used to run financial reporting)
  • Environment Orchestrator (Middleware used to run and manage on-premise deployments for Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition)

The other critical components required to deploy Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition, includes the following:

  • Microsoft Azure subscription
  • Self-signed certificate to be hosted on Azure
  • Access to Dynamics Deployment Service and assign a service account to run this service on Azure. This service will deploy the Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition virtual machine with Azure service fabric standalone cluster service on the Microsoft Azure platform. The Dynamics deployment service will provision the service account to deploy the Dynamics 365 for Finance and Operations, Enterprise Edition virtual machine from Lifecycle services on Microsoft Azure.

Other components that are required in addition to the three parts include the following:

  • Elements needed
              Windows Server 2016
              SQL Server 2016 with SP1
              SSRS deployed on BI Virtual machines
              SSIS deployed on AOS Virtual machines
              SQL Server Management Studio
              ADDS on Windows Server 2016
              Microsoft Azure Service Fabric standalone
              Windows Powershell 5.0 or more
  • Domain-controller must be Windows Server 2012 R2 or later and must have functional domain level must be Windows Server 2012-R2 or later.
  • Microsoft Dynamics Lifecycle Services projects with project owner or environment manager roles assigned. 
  • Azure Service fabric standalone cluster
  • Microsoft SQL Server clustered and always on supported
  • An ADFS for authentication.
  • Server message block 3.0 (SMB) for sharing and storing unstructured data.
  • Microsoft Office Server 2017.
  • SQL Server full-text index searching is enabled.  Windows Powershell 5.0.

In the next article, I will explain the steps to setup Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition/Microsoft Dynamics 365 for Operations On-Premise. Ensure that above pre-requisite components are ready to ensure a smooth deployment from LCS to Azure.

Abbreviations:

  • ERP = Enterprise Resource Planning
  • CRM = Customer Relationship Management
  • LCS = Lifecycle Services

Also Read:

Azure SQL Data Sync Limitations Pricing and Alternatives

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Navneeth Nagrajan is a Technical Consultant at Avanade Australia focusing on implementation, pre-sales and support of Microsoft Dynamics 365 for Operations/ Microsoft Dynamics Ax ERP. Before Avanade, Navneeth worked as a Solutions Consultant at LM WindPower focusing on implementation and support of Microsoft Dynamics Ax Enterprise Resource Planning solution. Prior to LM WindPower, he worked as a Lead Consultant for ITC Infotech India Limited focusing on Enterprise Solutions like Microsoft Dynamics AX & Microsoft Dynamics CRM. He has worked for Microsoft as a Partner Technical Consultant. His primary focus area is Microsoft Dynamics AX and he specializes on Trade & Logistics, CRM, Service Management and Project Management functionalities. His secondary focus area is Microsoft Dynamics CRM and he specializes on Sales Management, Marketing Management and Service Management sections. He has successfully assisted more than 100 Microsoft partners and customers. At Microsoft, He has successfully written and published papers on '​'​ Needs for Microsoft Dynamics CRM in the Education Sector''. Prior to Microsoft, he has worked as a Functional Consultant and has implemented Microsoft Dynamics AX in the Manufacturing and Services Segment. He has also worked as a Business Development Executive implementing Document Management Systems for Security Broking and Manufacturing Organizations.