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7/29/2018 7:32 AM CSAX44 Finding Help When You Need It: Microsoft Dynamics® AX 2012 Documentation & Resources Margo Crandall Principal Technical Writer, Microsoft Dynamics AX Microsoft Corporation © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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How Can I Get Help? Outside the product Inside the product
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Outside the Product: All Those Sites
7/29/2018 7:32 AM Outside the Product: All Those Sites microsoft.com\dynamics\ax TechNet MSDN © Joe Grasso Used by permission of Jet City Rollergirls. All rights reserved Dynamics Marketplace community.dynamics.com CustomerSource* PartnerSource* InformationSource* © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Sites are Provided for Each Phase of the Customer Lifecycle (and Partners)
Evaluation and Purchase Customization Implementation and Rollout Production Use Production Maintenance, Updates and Support Partners
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Sites for Evaluation and Purchase Phase
7/29/2018 7:32 AM Sites for Evaluation and Purchase Phase microsoft.com/dynamics/ax Microsoft Dynamics Marketplace © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Sites for Customization Phase
7/29/2018 7:32 AM Sites for Customization Phase MSDN Library and Developer Center: Articles and videos Microsoft Dynamics Community InformationSource* services © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Sites for Implementation and Rollout Phase
7/29/2018 7:32 AM Sites for Implementation and Rollout Phase Microsoft Dynamics Community TechNet Library: Articles for system administrators and application users Microsoft Learning: Training InformationSource*: Core Concepts and Services CustomerSource*: Training © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Sites for Production Phase: Use
7/29/2018 7:32 AM Sites for Production Phase: Use TechNet Library: Application user section Microsoft Dynamics Communities: Forums, blogs, videos © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Sites for Production Phase: Operations, Updates and Support
7/29/2018 7:32 AM Sites for Production Phase: Operations, Updates and Support Microsoft Dynamics Community: Forums, blogs AXSupport blog: Posts, content updates CustomerSource*: Updates, knowledge base (KB) articles, resource pages, logging cases TechNet Library: System administrator section © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Sites for Partners PartnerSource*: Microsoft Business Solutions-specific partner information Microsoft Partner Network*: Partner information for all Microsoft products InformationSource* Library: Request for Proposal (RFP) answer repository
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The Big Picture microsoft.com/dynamics/ax Dynamics Marketplace MSDN
Evaluation Customization Implementation and Rollout Production Use Production Operations, Updates, and Support Partners microsoft.com/dynamics/ax Dynamics Marketplace MSDN InformationSource* TechNet CustomerSource* Microsoft Learning Microsoft Dynamics Community PartnerSource* Microsoft Partner Network*
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How to Find Content WebSearchAX Inside Dynamics AX Bing and other search engines for publicly-available sites CustomerSource, InformationSource and PartnerSource—not indexed Web search page (WebSearchAX) Scoped search of TechNet, MSDN, Community and Code samples AXSupport blog and Content update announcements Content Strategy post on Inside Dynamics AX blog Lists all content resources, and links to them – please bookmark! AX Support
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Content in the Product: the 2012 Help System
Audience-focused help Help experience: F1 Help experience: Web search Help updates Help server How it works Customization
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Audience-Focused Help
Different audiences, different needs Application users: Configuring, using System administrators: System administration planning and tasks Developers: Coding how-to, API reference and best practices
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Help experience: F1
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Help experience: Web search
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Help Updates We update and publish new content to MSDN and TechNet almost monthly, and announce changes on the AXSupport blog and on Installable help updates Ship with Cumulative updates and the Feature Pack Replace Microsoft content on the Help server with updated application user content from TechNet May add additional language or region support Do not overwrite your customizations, as long as they are outside the Microsoft folder
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How the Help Server works
Press F1 or help button IIS Help server Client Where’s the Help service? Microsoft If local, retrieves HTML file with topic ID, retrieves labels from AOS and adds them to the file Client calls Help viewer If web-based, returns URL Help viewer AOS If local: Help viewer displays topic Help viewer requests topic ID Returns URL for the Help service on the Help server If web-based: URL is opened in browser
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How Customized Help Works
Press F1 or help button IIS Help server Client Contoso Where’s the Help service? Microsoft Retrieves all HTML files with topic ID, retrieves labels from AOS and adds them to the files Client calls Help viewer Help viewer AOS Help viewer displays disambiguator topic - Contoso version - Microsoft version Help viewer requests topic ID Returns URL for the Help service on the Help server
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DEMO Customizing Help Bruce Rivard Senior Programming Writer
Microsoft Dynamics AX Content Publishing © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Demo resources Authoring Help Documents
Walkthrough: Creating Help Documentation How to: Create a Help Document using a Template How to: Create Table of Contents Entries How to: Add Folders to the Help Server How to: Publish a Help Document How to: Publish Table of Contents Entries How to: Add a Publisher to the Web.Config File
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To summarize… Content is organized in sites around the phases of the customer lifecycle Use the WebSearchAX page to filter your searches You can customize the Help To find out what we’re doing: You can always check our blog post at Inside Dynamics AX to find links to content resources Subscribe to the RSS feed for the AXSupport blog Follow us on To give us feedback, contact us at If you’re passionate about giving us feedback, join the AX Content Advisory Board. Contact us at
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7/29/2018 7:32 AM Next Steps Key Actions, Resources and Convergence-Related Sessions/Activities Do Follow up Learn Evaluate this session Login to Schedule Builder and complete this session evaluation To send feedback, If you are interested in helping us improve the content experience, Provide more feedback! Content strategy Official Dynamics AX content post on Inside Dynamics AX Find out what we’re doing Subscribe to the RSS feed for AXSupport, and follow us on Twitter @AXContent © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Please Complete an Evaluation Form Your feedback is important!
Three ways to access online evaluation forms CommNet stations Located throughout the George R. Brown Convention Center and Hilton Event website From any wired or wireless connection: Mobile website From your phone: For more information please refer to your Conference Guide For every attendee that completes an evaluation, Convergence will donate $1 to Dance Houston Be eligible to win great daily prizes and the grand prize of a $5,000 travel voucher!
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7/29/2018 7:32 AM © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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7/29/2018 7:32 AM © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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