Quality Assurance for Dynamics AX-Based ERP Solutions

Quality Assurance for Dynamics AX-Based ERP Solutions
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Table of Contents
Sample Chapters
  • Learn rapidly how to test Dynamics AX applications
  • Verify Industry Builder Initiative (IBI) compliance of your ERP software
  • Readymade testing templates
  • Code, design, and test a quality Dynamics AX-based ERP solution
  • Customization best practices backed by theory

Book Details

Language : English
Paperback : 168 pages [ 235mm x 191mm ]
Release Date : February 2008
ISBN : 1847192912
ISBN 13 : 9781847192912
Author(s) : Anil Kumar Gupta
Topics and Technologies : All Books, Enterprise Products and Platforms, Microsoft Dynamics, Enterprise, Microsoft


Table of Contents

Chapter 1: Introduction to Dynamics AX
Chapter 2: Quality in Dynamics AX-Based ERP Solutions
Chapter 3: Best Practices—Technical
Chapter 4: Best Practices—GUI
Chapter 5: Best Practices—Trustworthy Computing
Chapter 6: Testing
Chapter 7: Test Life Cycle
Chapter 8: Defect Management System
Chapter 9: Dynamics AX Tools
  • Chapter 1: Introduction to Dynamics AX
    • Introduction to ERP
      • Advantages of an ERP System
        • Operational Control
        • Management Control
        • Strategic Planning
      • Disadvantages of an ERP System
    • Introduction to Dynamics AX
    • Dynamics AX as an Ideal ERP System
      • Total Cost of Ownership (TCO)
      • Flexibility
      • Usability
      • Performance
      • Coherence of Business Processes
      • Easy to Integrate
      • Internationalization
      • Localization
      • Scalable
      • Code Documentation
      • Comprehensive Functionality
    • Customization of Dynamics AX
      • MorphX
        • IntelliMorph
        • Dynamics AX Best Practice Check Tool
        • Application Component Management
        • Dynamics AX Layer System
        • Dynamics AX Customization Files
    • Summary
  • Chapter 2: Quality in Dynamics AX-Based ERP Solutions
    • Quality Definition for Dynamics AX
      • Coding
      • Testing and Quality Assurance Standards
      • User Friendliness
      • Report Standards
    • Performance Optimization
      • Trustworthy Computing
      • Globalization
      • Localization
      • Platform Compatibility
      • Setup/Installation
      • Back up/Restore
      • Extensibility and Customization
      • Upgrade and Maintenance
        • Documentation of Integration Points
        • Database Upgrade Script
        • File Versioning for DLL and ActiveX Controls
        • Description of All Objects Modified
        • Removal of Non-functioning Code
    • Summary
  • Chapter 3: Best Practices—Technical
    • Application Design Standards
      • Code Placement
        • Three-Tier Architecture Considerations
        • Classes
        • Methods
        • GUI Objects and Reports
        • Temporary Tables
        • Queries
        • AOT Element Type Consideration
      • Performance Optimization
        • Database Design
        • AOS Performance Optimization
      • Using Field Groups in Tables
      • Maintaining Auto Property Settings
    • Shared Standards
      • X++ Standards
        • Text Constant Standards
        • Exception Handling
        • Branching
        • Code Layout
        • Methods
        • Handling Dates
      • Label Standards
    • AOT Object Standards
      • Data Dictionary
        • Extended Data Type
        • Base Enum
        • Tables
      • Classes
      • Forms
        • Avoid Coding on Forms
        • Use of IntelliMorph Maximally
      • Reports
    • Summary
  • Chapter 4: Best Practices—GUI
    • Window and Screen Layout
    • Navigation Pane Requirements
      • Favorites
      • Main Menu
    • Task Pane Requirements
    • Forms
    • Edit Controls
    • Buttons
    • Other Controls and Toolbars
    • Tabs
    • Tables
    • Tree Views
    • Function Window
    • Icons and Symbols
    • User Assistance—Help
    • Messages
    • User Assistance—Wizards
    • Enterprise Portal
    • Documenting Deviations
    • Summary
  • Chapter 5: Best Practices—Trustworthy Computing
    • What is Trustworthy Computing?
      • Security
      • Privacy
      • Reliability
    • Microsoft Security Development Life Cycle
      • SD3+C Methodology
      • Security Development Life Cycle
        • Requirement Stages
        • Design Phase
        • Implementation Phase
        • Stabilization Phase
        • Release Phase
        • Support/Servicing Phase
    • Threat Modeling
      • How to Conduct Threat Modeling
    • Summary
  • Chapter 6: Testing
    • Unit Testing
    • Compliance Check to Coding Standards
    • Compliance Check to Design and Architecture Guidelines
    • Help Navigation (User Assistance) Testing
    • User Experience and Usability Testing
    • Verification of Business Intelligence or Reporting Standard
    • Performance Testing
    • Security Testing
    • Authorization Testing
    • Globalization Testing
    • Localization Testing
    • Platform Compatibility Testing
    • Installation Testing
    • Back up and Restore Testing
    • Extensibility Testing
    • Functional Testing
    • Regression Testing
    • SDL Verification
    • Summary
  • Chapter 7: Test Life Cycle
    • Test Approach
      • Entry and Exit Criteria
        • Entry Criteria for Unit Testing
        • Exit Criteria for Unit Testing
        • Entry Criteria for Module Testing
        • Exit Criteria for Module Testing
        • Entry Criteria for System Testing
        • Exit Criteria for System Testing
        • Entry Criteria for Regression Testing
        • Exit Criteria for Regression Testing
        • Entry Criteria for Release Testing
        • Exit Criteria for Release Testing
    • Criterion Definition
      • Test Case Pass or Fail Criteria
      • Suspension/Resumption Criteria
    • Roles and Responsibilities
      • Code Review
    • Summary
  • Chapter 8: Defect Management System
    • Defect Classification
      • Bug Priority
      • Severity
      • Classification for Security Bugs
    • Root Cause Analysis for Security Bugs
    • Importance Identification Using the DREAD Model
    • Defect Management Tool
    • Defect Life Cycle
    • Summary
  • Chapter 9: Dynamics AX Tools
    • Best-Practice Check Tool
    • Compare Tool
      • Type of Comparison
        • Same Application Object in Two Different Layers
        • Two Versions of the Same Object
        • Two Different Application Objects
    • Code Profiler
      • Gathering Data
      • View/Analyze Data
        • Call Tree Form
        • Profile Lines Form
        • Traverse Form
        • Totals Forms
        • Profile Summary Form
    • Dynamics AX Benchmark Toolkit
    • Summary

Anil Kumar Gupta


Anil Kumar Gupta

Mr. Anil Kumar Gupta is a highly experienced Information Technology professional with proven Software Test Management and Software Process Improvement expertise. He has led various programs in diverse software projects such as ERP, eGovernance, eBanking, eLearning, system Software, Application Software, etc. in conjunction with Commercial off-the-shelf (COTS) products, Business Process Management (BPM), Customer Relationship Management (CRM), and Enterprise Resource Planning (ERP) technology solutions, J2EE, and .Net to meet and exceed challenging business needs in both the commercial and governmental sectors. His 10+ year professional career combines expertise and strong technical qualifications in many domains including but not restricted to Systems Engineering and Integration, Financial Services, and ERPs for Manufacturing and Process Industries fields using computer tools to solve complex engineering problems. His exceptional analytical and communications skills along with effective interaction with management, vendors, customers, and staff, have allowed for meeting aggressive deadlines under pressure. At the same time, Mr. Gupta identified, managed, and resolved multiple complex project tasks that included changing priorities in both team and sole-person environments. Mr. Gupta provides strong collaborative management which is task-oriented with attention given to required details and accuracy. Mr. Gupta is a self-motivated, energetic, dependable, flexible, assertive, attentive, and resourceful manager, who provides effective team support that combines interpersonal, coordination, mentoring, and verbal and written communication skills.

During his professional career he met many challenges, which included the establishment of QA and Testing practice at EuroInfo Systems Pvt. Ltd. (Currently known as Tectura India). Tectura India is the largest MBS solution provider and globally Tectura is the biggest MBS solution provider. EIS was the pioneer in establishing a separate QC department in 2004 and this challenge was given to Anil. Due to his successful quality initiatives EIS was awarded the Global Axapta Excellence Award for the year 2005, among thousands of MBS partners. The author is the most experienced resource for Dynamics AX Testing in India and has worked for multiple IBI-compliant Dynamics AX ISV projects.

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Sample chapters

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What you will learn from this book

  • Implementing ERP to resolve business challenges
  • Solving quality issues using Dynamics AX
  • Best practices for Dynamics AX customization (technical perspective, GUI)
  • Achieving trustworthiness by improving security, privacy, and reliability
  • Testing strategy for verifying quality characteristics
  • Implementing a safe and secure testing life cycle tuned for Dynamics AX
  • Handling the security defects in your system.
  • Exploring and employing/utilizing Dynamics AX testing tools

Chapter 1 discusses the challenges of businesses that are solved by ERP, key quality expectations from an ERP, and what makes Dynamics AX an ideal ERP system.

Chapter 2 is the foundation to understand IBI standards, as this chapter is all about quality definition in the context of Dynamics AX's unique challenges. It also explains why we should preserve and maintain the quality of Dynamics AX-based ERP applications.

Chapter 3 explains the Dynamics AX customization best practices from a technical perspective. Adopting these best practices will enhance the quality of Dynamics AX-based ERP solutions.

Chapter 4 discusses the best practices for the Graphical User Interface to achieve excellence and consistency in user experience.

Chapter 5 discusses how to achieve trustworthiness by achieving security, privacy, and reliability. This chapter discusses threat modeling and various other activities in various stages of the security development life cycle.

Chapter 6 discusses the testing strategy for the verification of the quality characteristics achieved through the best practices discussed in Chapter 3 to Chapter 5.

Chapter 7 discusses the testing life cycle specially tuned for Dynamics AX to ensure effective and efficient testing with least efforts.

Chapter 8 discusses the defect management system and key characteristics expected in defect management tools used to manage Dynamics AX customization defect records. It also discusses how to handle security-related issues or defects.

Chapter 9 discusses various testing tool available in Dynamics AX and how we can unleash maximum benefits from these tools.

In Detail

Dynamics AX is a next-generation ERP system that can be customized in any area to provide a competitive edge by facilitating ERP implementations that follow the time-proven processes being used by businesses. This ERP system not only provides additional flexibilities but also has some other unique features such as its layered customization approach, separation of language elements from code, feature keys, etc. All these features add great value allowing implementation of solutions in a flexible, cost-effective, risk-free, and timely manner but these things may add challenges in quality assurance of these solutions.

This book discusses the methodology to ensure quality standards in Dynamics AX customization projects and IBI-compliant independent software vendor application development. Dynamics AX customization is not equivalent to fresh application development; however, Dynamics is so flexible that it allows customization in almost all areas, which poses greater challenges for correctness, accuracy, and trustworthiness of customized Dynamics AX-based ERP solutions.

This book discusses the quality expectations from Dynamics AX-based ERP solutions, best practices that need to be followed to meet the quality expectations, and the strategies to test a customized Dynamics AX ERP application.

Read the full Table of Contents for Quality Assurance for Dynamics AX-Based ERP Solutions

This practical reference book, perfect for Microsoft Business Solution partners, will take you through the testing lifecycle of Microsoft Dynamics AX ERP solutions, including testing compliance to the Industry Builder Initiative (IBI) standard for ERP software.


This book deals with quality awareness as well as quality assurance. It discusses the quality expectations from the ERP solution, talks about the best practices for meeting the quality expectations, and then suggests the strategies to test the customized Dynamics AX ERP application.

Who this book is for

Microsoft Business Solution partners will benefit greatly from this book. This book targets functional experts and Dynamics AX developers. A basic knowledge of the X++ language and the basics of Axapta architecture are needed to follow the book, but no prior knowledge of testing is required. The following will find this book useful:

  • MBS Partners who are dealing in Dynamics AX: To educate their employees for achieving their quality goals.
  • Project Managers / Quality Managers: To update themselves about the standards related to Design, Development, Testing, etc., which are a part of Microsoft IBI Specifications for Dynamics AX 4.0.
  • Dynamics AX Developers: To update themselves about coding standards that apply to Dynamics AX and to know the principles behind various recommended best practices.
  • Functional Consultants: To update themselves about Solution Design / GUI Specifications.
  • Chief Technology Officers / Technical Solution Designers: To gain awareness about best practices for trustworthy computing and how these can be implemented at organization / project level.
  • Dynamics AX Customers: To know about applicable standards for Dynamics AX customization projects and hence be able to effectively monitor their projects or set expectations from vendors about quality goals.

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