Implementing Microsoft Dynamics AX 2012 with Sure Step 2012

Get to grips with AX 2012 and learn a whole host of tips and tricks to ensure project success
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Implementing Microsoft Dynamics AX 2012 with Sure Step 2012

Keith Dunkinson, Andrew Birch

Get to grips with AX 2012 and learn a whole host of tips and tricks to ensure project success
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Book Details

ISBN 139781849687041
Paperback234 pages

Book Description

Microsoft Dynamics AX is a comprehensive Enterprise Resource Planning (ERP) solution for midsize and larger organizations that empowers people to work effectively, manage change, and compete globally. Microsoft Dynamics Sure Step is an implementation methodology, a toolset, and an application to help Dynamics partners (AX, CRM, NAV, GP, and SL) successfully implement their Dynamics solutions such as Dynamics AX.

"Implementing Microsoft Dynamics AX 2012 with Sure Step 2012" will guide you through the Sure Step phases; from installing and setting up Sure Step, to working through the diagnostic and requirement phases, to harnessing the power of standard AX to make the most out of modifications, this book is a must for project managers and team members alike.

With detailed discussions of the diagnostic, analysis, design, development, deployment, and operation phases of the Sure Step Methodology, Implementing Microsoft Dynamics AX 2012 with Sure Step 2012 enables you to turn methodology into practicality with its real-life examples and helpful hints on applied aspects of AX implementations. It includes details of technical concepts that are important to understand and help you to effectively manage the project, as well as hints and tips based on real world experience that you won’t find in the standard Sure Step Methodology.

Implementing Microsoft Dynamics AX 2012 with Sure Step 2012 will enhance your understanding of Sure Step Methodology as well as increase your knowledge of AX 2012 that will better equip you to manage and deliver your project.

Table of Contents

Chapter 1: Installing and Setting up Sure Step
Installing Sure Step
Creating the Dynamics AX project
Project initiation
Summary
Chapter 2: The Diagnostic
Overlapping with the sales phase
Decision accelerators
Summary
Chapter 3: Planning the Infrastructure to Support Dynamics AX
When should you start planning infrastructure
Choosing a team
Key technologies and roles to consider
Summary
Chapter 4: Installing the Dynamics AX Environments
Getting started
When to install your AX environments
Installing AX
Installing other environments
Summary
Chapter 5: Business Requirements Analysis
Overlap with the Diagnostic
Process or functional analysis
Best practices
Project team training
Rebudgeting the project
Sample project
Summary
Chapter 6: AX Setup
System-wide configuration
Module configuration
Summary
Chapter 7: Integration
Identifying integration
Accessing integration
Technologies
Planning
Testing
Summary
Chapter 8: Harnessing the Power of Standard AX Features
Understanding Workflow in AX
Advanced filters
Cues
Alerts
Personalization
Security
Summary
Chapter 9: Designing and Developing the Solution
Understanding the impact of change
Planning the development
Practical advice for the Development phase
Summary
Chapter 10: Reports, Document Layouts, and Business Intelligence
The difference between Reports, Document layouts, and Business Intelligence
Analysing and planning system output
Delivery phase
Summary
Chapter 11: Deployment Phase
Getting ready to deploy
End user training and user acceptance testing
Training
Training best practices
Testing
Real world example
Summary
Chapter 12: Project Governance and Quality Assurance
Project Governance and Delivery Review
Quality Assurance
Summary
Chapter 13: Operation Phase
Activities within the Operation phase
Project Planning
Transition Solution to Support
Future phases
AX communities and resources online
Summary

What You Will Learn

  • Understand the major principles of Sure Step Methodology
  • Learn about the key deliverables expected in each Sure Step implementation phase and how to deliver them
  • Identify risks and issues that may arise in an AX implementation project, and how to mitigate them
  • Gain the ability to identify the right resources for your teams and learn how and when to engage them
  • Dive deeper by learning the technical concepts necessary to effectively plan and manage an AX 2012 deployment
  • Learn to manage internal and external resources effectively
  • Learn about areas where Sure Step doesn’t reach or preach

 

Authors

Table of Contents

Chapter 1: Installing and Setting up Sure Step
Installing Sure Step
Creating the Dynamics AX project
Project initiation
Summary
Chapter 2: The Diagnostic
Overlapping with the sales phase
Decision accelerators
Summary
Chapter 3: Planning the Infrastructure to Support Dynamics AX
When should you start planning infrastructure
Choosing a team
Key technologies and roles to consider
Summary
Chapter 4: Installing the Dynamics AX Environments
Getting started
When to install your AX environments
Installing AX
Installing other environments
Summary
Chapter 5: Business Requirements Analysis
Overlap with the Diagnostic
Process or functional analysis
Best practices
Project team training
Rebudgeting the project
Sample project
Summary
Chapter 6: AX Setup
System-wide configuration
Module configuration
Summary
Chapter 7: Integration
Identifying integration
Accessing integration
Technologies
Planning
Testing
Summary
Chapter 8: Harnessing the Power of Standard AX Features
Understanding Workflow in AX
Advanced filters
Cues
Alerts
Personalization
Security
Summary
Chapter 9: Designing and Developing the Solution
Understanding the impact of change
Planning the development
Practical advice for the Development phase
Summary
Chapter 10: Reports, Document Layouts, and Business Intelligence
The difference between Reports, Document layouts, and Business Intelligence
Analysing and planning system output
Delivery phase
Summary
Chapter 11: Deployment Phase
Getting ready to deploy
End user training and user acceptance testing
Training
Training best practices
Testing
Real world example
Summary
Chapter 12: Project Governance and Quality Assurance
Project Governance and Delivery Review
Quality Assurance
Summary
Chapter 13: Operation Phase
Activities within the Operation phase
Project Planning
Transition Solution to Support
Future phases
AX communities and resources online
Summary

Book Details

ISBN 139781849687041
Paperback234 pages
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