- 348 pages
- English
- ePUB (mobile friendly)
- Available on iOS & Android
eBook - ePub
Microsoft Dynamics AX Implementation Guide
About this book
Your all-in-one guide to exploring and implementing Microsoft Dynamics AX
About This Book
- From project kick-off to go live and upgrade, learn what to expect in each phase of the project
- This book guides you through the entire journey of a Dynamics AX implementation project, helping you to avoid the common pitfalls and adapt industry knowledge and best practices for your own project
- This one-stop guide is packed with key tools and techniques to aid your Dynamics AX implementation
Who This Book Is For
This book is for IT project managers, solution architects, and consultants who are planning to implement or are in the process of implementing or upgrading Dynamics AX. To use this book, you must have a working Dynamics AX system in place and must be familiar with the basics of Dynamics AX.
What You Will Learn
- Prepare for a great start with effective project management and planning from the beginning
- Gather details early using effective requirement-gathering tools and techniques
- Gain tools and techniques for effective infrastructure planning and hardware sizing
- Get to grips with integration and data migration through planning and strategy
- Familiarize yourself with the reporting and BI tools
- Master functional and technical design to customize existing features and designs in your own projects
- Manage your configuration and you're your configuration from one environment to another
- Learn industry's best practices and recommendations on customization development and performance tuning
In Detail
Microsoft Dynamics AX is Enterprise Resource Planning (ERP) software that supports multi-site operations across various countries, providing international processing within the company. It is an ERP solution with a lot of features and functionality, and it provides support across the fields of financial, distribution, supply chain, project, customer relationship, HR, and field service management.
This book is all about simplifying the overall implementation process of Dynamics AX. The purpose of this book is to help IT managers and solution architects implement Dynamics AX to increase the success rate of Dynamics AX projects.
This all-in-one guide will take you through an entire journey of a Dynamics AX implementation, ensuring you avoid commonly-made mistakes during implementation. You'll begin with the installation of Dynamics AX and the basic requirements. Then, you'll move onto data migration, reporting, functional and technical design, configuration, and performance tuning.
By the end of the book, you will know how to plan and execute Dynamics AX right, on your first attempt, using insider industry knowledge and best practices.
Style and approach
This is a progressive, easy-to-follow book that summarizes numerous aspects you need to know to make your Dynamics AX implementations successful using code examples to get you hands-on.
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Information
Microsoft Dynamics AX Implementation Guide
Table of Contents
Microsoft Dynamics AX Implementation Guide
Credits
About the Author
Acknowledgments
About the Author
About the Reviewers
www.PacktPub.com
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Free access for Packt account holders
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Preparing for a Great Start
Project kickoff
Managing customer expectations and commitments
Tips for customers
Customer environment and culture
Resources
Consulting team resource alignment
Customer resource alignment
External resources
Establishing the team
The kickoff meeting
Project management and governance
The project plan
Communication
Change control
Budget tracking
The view from the top
The Agile methodology
Summary
2. Getting into the Details Early
The requirement gathering techniques
The tools to use at this stage
Questionnaire
Lead
Negotiate
Conference Room Pilot (CRP)
Why is CRP needed?
Considerations for CRP success
The CRP execution
The Fit/Gap analysis
The implementation strategy
Key deliverables from the analysis phase
Summary
3. Infrastructure Planning and Design
The Dynamics AX components and architecture
Databases
The middle tier
Reporting and BI
Client
The Help server
Capacity planning and infrastructure estimation
Capacity planning
The deployment details
Reports
Operating sites and schedules
The ISV products
Customizations
Integrations
The batch process
Using Lifecycle Services – Usage Profiler
Infrastructure estimation
Planning the system topology
The production system topology
The nonproduction system topology
Cloud deployment
The cloud services
Microsoft Dynamics AX 2012 R3 on Azure
Industry best practices and recommendations
Planning
The SQL server
The AOS server
Reviews
Summary
4. Integration Planning and Design
Integration planning
Integration scenarios
Integration requirements
Synchronous or asynchronous
Integration technologies
Application Integration Framework and services
The AIF architecture
Key concepts in AIF
Services
Adapters – transport mechanism
Message processing
Cloud-based integration
The Microsoft Dynamics AX 2012 Data Import/Export Framework
An ad hoc manual file import/export
Automated asynchronous integration
Master data management
.NET Framework – .NET Interop
The .NET Business Connector
The third-party integration solution
Connector for Microsoft Dynamics
Integration design and development
Selecting the right integration technology
Developing a high-level conceptual design
Defining field mapping
Development, configuration, and testing
Best practices and recommendations
Summary
5. Data Migration – Scoping through Delivery
Managing scope – simplifying data migration through rightsizing the scope
Questions to ask during the scoping exercise
Leading the data migration requirements sessions
The battle of history
The design and development phase
Data mapping and transformation
Planning the data migration
Selecting the tools for data migration
How do I select the right tool?
Data migration versus data entry
Data import features developed on the project
The Data Import/Export Framework
Terminologies
Architecture
The import/export process
A summary of key features
AIF
The features of AIF
Custom X++
Describing custom X++
Excel add-in
Describing an Excel add-in
Data migration execution tips
Initial templates for business
Extracting source data into SQL tables
Never rename/repurpose fields
Considering premigration steps
Considering postmigration steps
Changing SQL to simple recovery mode
Multithreading and max DOP
Index and statistics maintenance
Disabling the AX logging
Considering SQL updates on migrated data
The SQL import – through caution and expertise
Managing configurations
Configuration management simplified with DIXF
Reviewing and deciding on the configuration
Data validation
A classic example of a data migration issue in projects
Summary
6. Reporting and BI
Gathering BI and reporting requirements
The top three customer issues in reporting
Inaccurate data and calculation
Performance
Layout and formatting
Knowing about reporting tools
SQL Server Reporting Services
Out-of-the-box SSRS reports
EP chart controls
Cues in Role Center
The AX auto-report wizard
Exporting to Excel from forms
Business intelligence/analytics – cubes
Accessing data from cubes
SSRS reports on AX client
KPIs and chart on AX Role Center
Excel and Power BI
The Report Builder tool
Visual Studio
The Management Reporter tool
List pages
Office Add-ins
Word add-ins
Excel add-ins
Other add-on BI solutions
Mapping reports and identifying gaps
The custom report development
Development
Testing
Deployment
Summary
7. Functional and Technical Design
The functional design document
Why write FDD?
Fit/Gap review session
Project management aspects of design
Things to know before writing FDD
The party model
The global address book
The financial data
The reverse engineering tool
Key global features
Big picture diagrams
The functional architecture
Integrations
The flow of data
Do's and Don'ts
The solution design document
Overview and objectives
Guidelines for Solution Design Documents
Engaging ISV partners
Before choosing ISV solutions
After...
Table of contents
- Microsoft Dynamics AX Implementation Guide
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Yes, you can access Microsoft Dynamics AX Implementation Guide by Yogesh Kasat, JJ Yadav in PDF and/or ePUB format, as well as other popular books in Computer Science & Computer Science General. We have over one million books available in our catalogue for you to explore.