Dynamics AX 2012 Private AI Layer Blueprint Generator
This generator turns your AX 2012 facts into a blueprint you can hand to IT, security and the business. It covers data access, retrieval, model serving, permissions, audit and a phased rollout for an assistant that runs entirely on your own servers.
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Dynamics AX 2012 Private AI Layer Blueprint Generator
Private AI Layer Blueprint: Northfield Precision Ltd
System: Dynamics AX 2012 R3 on SQL Server 2016, hosting: On-prem server. Scale: 180 named users across 4 legal entities or plants. Target go-live: Q2 2027.
Context and use cases
Open sales order status, item availability by warehouse, vendor delivery history, search of quality documents and work instructions.
Objective: give users natural-language access to AX 2012 data and documents without moving data outside Northfield Precision Ltd infrastructure.
Components
| Component | Design for Northfield Precision Ltd | Notes |
|---|---|---|
| Data access path | Read-only SQL replica of the AX business database, curated views by SELECT-only login; AIF and X++ services for logic-bound reads | Include DATAAREAID and PARTITION in all joins |
| Metadata map | SQLDICTIONARY table and field names, enum integer to label map, legal entity list | Test the enum map on status fields |
| Retrieval index | Attachments (DocuRef, DocuValue), item text, work instructions, SSRS report text | Incremental refresh from the replica |
| Model serving | Open-weight model on vLLM or Ollama, GPU: One 48 to 80 GB class GPU | Size from users and questions per day |
| Tool server | MCP server exposing named read actions with parameter validation and row limits | No free-form SQL from the model |
| Identity and permissions | Map Windows user to AX user, read security roles and legal entities, apply as filters | Re-check XDS policy tables |
| Audit | Log user, question, tool calls, queries and answers locally | Retain per your policy |
Security controls mapped to your inputs
| Requirement | Control |
|---|---|
| Never leaves site: Customer pricing, bills of material, defence program data, bank details. | Inference and index run inside the On-prem server boundary; no external API calls; egress blocked at the firewall |
| Least privilege | Assistant SQL login limited to curated views; no write rights to AX tables |
| Role fidelity | AX roles and legal entities enforced in every tool call |
| Write-back | Drafts only, human approval, posted through AIF or X++ services |
| Traceability | Every answer links to the query or service call behind it |
Three-phase rollout
| Phase | Scope | Exit criteria |
|---|---|---|
| 1. Read-only questions | 10 to 20 pilot users, curated views, document search | Accuracy on a 50-question test set agreed with business owners |
| 2. Drafts | Assistant drafts purchase requisitions, notes and summaries for review | Reviewers accept most drafts without rework |
| 3. Approved actions | A short list of actions through AX services with approval | Audit log reviewed by IT and finance |
Open questions for IT
1. Can a readable SQL secondary or restored copy be provided, and how fresh must it be? 2. Which AOS service accounts and AIF ports can the tool server use? 3. Are XDS policies in use on tables the assistant will read? 4. Where are attachments stored (database or file share)? 5. What is the AX retirement or upgrade timeline, so views can be designed to be repointed? 6. Who owns model updates, evaluation and patching after go-live?
A starting plan, not a design guarantee. Confirm table names, services and security behaviour against your own AX 2012 build and customisations before implementation.
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How to use the generator
Fill in the version, database engine, hosting model, user and legal entity counts, and the use cases you want first. List the data that must never leave the site in plain words; the security table repeats it so reviewers see the link between requirement and control. Export to PDF or Word and circulate the draft before any hardware is ordered.
- Be specific in the use cases field
- Name the data classes that are restricted
- Pick the GPU option you actually have
- Review the open questions with your DBA
The design behind the plan
The pattern is a read-only replica, curated SQL views, AIF and X++ services where business logic matters, a local retrieval index, a tool server that exposes only approved read actions, and an open-weight model on local GPUs. It is chosen because AX 2012 stores everything in one SQL Server database with legal entity and partition columns, and because AX security is role based with optional record-level policies.
Common mistakes
Teams often point the assistant at the production database, skip DATAAREAID in joins, or give the model raw enum integers. Another frequent error is to plan write-back first. The blueprint puts read-only answers first, drafts second and actions last, because accuracy and permission fidelity must be proven before anything is posted.
Frequently Asked Questions
Is this tool tied to any vendor?
No. It produces a generic, vendor-neutral architecture plan that you can adapt. Nothing is sent anywhere; the document is built in your browser.
Can I use it for an air-gapped site?
Yes. Choose air-gapped hosting and the plan keeps inference, index and logs inside the boundary, with a note about controlled transfer for model files.
Does it cover Dynamics 365?
No. It is specific to AX 2012 data paths. The principles apply elsewhere, but table names and services differ.
How accurate are the component details?
They reflect common AX 2012 structures. Always verify against your build, customisations and security setup before relying on them.
If you want a second opinion on this plan or help building it on your AX 2012 estate, Netray can review the blueprint with your IT team.
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