Microsoft Dynamics AX Implementation Guide

Your all-in-one guide to exploring and implementing Microsoft Dynamics AX

Microsoft Dynamics AX Implementation Guide

This ebook is included in a Mapt subscription
Yogesh Kasat, JJ Yadav

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Your all-in-one guide to exploring and implementing Microsoft Dynamics AX
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Book Details

ISBN 139781785288968
Paperback348 pages

Book Description

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.

Table of Contents

Chapter 1: Preparing for a Great Start
Project kickoff
Project management and governance
The Agile methodology
Summary
Chapter 2: Getting into the Details Early
The requirement gathering techniques
Conference Room Pilot (CRP)
The Fit/Gap analysis
The implementation strategy
Key deliverables from the analysis phase
Summary
Chapter 3: Infrastructure Planning and Design
The Dynamics AX components and architecture
Planning the system topology
Cloud deployment
Industry best practices and recommendations
Summary
Chapter 4: Integration Planning and Design
Integration planning
Integration technologies
Integration design and development
Best practices and recommendations
Summary
Chapter 5: Data Migration – Scoping through Delivery
Managing scope – simplifying data migration through rightsizing the scope
The design and development phase
Data validation
A classic example of a data migration issue in projects
Summary
Chapter 6: Reporting and BI
Gathering BI and reporting requirements
Knowing about reporting tools
Mapping reports and identifying gaps
The custom report development
Summary
Chapter 7: Functional and Technical Design
The functional design document
The solution design document
Engaging ISV partners
The Technical Design Document
Summary
Chapter 8: Configuration Management
Configuration planning
Collecting the configuration data
Configuration tools
Configuration data management
Summary
Chapter 9: Building Customizations
Getting ready for development
The development process
Coding best practices
The Application Lifecycle Management (ALM)
Summary
Chapter 10: Performance Tuning
Performance testing and tuning
Tools for performance monitoring
Factors that impact performance
Approaching performance issues
Summary
Chapter 11: Testing and Training
Testing
Summary
Chapter 12: Go-live Planning
Key considerations prior to going live
The decision to go live
Putting together the go-live plan
Executing a release
The importance of communication
Summary
Chapter 13: Post Go-live
Initial stabilization
Proactive preparation – what's coming
Post-implementation review
Summary
Chapter 14: Upgrade
When to upgrade
Upgrading options
The Dynamics AX upgrade process
Summary

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

Authors

Table of Contents

Chapter 1: Preparing for a Great Start
Project kickoff
Project management and governance
The Agile methodology
Summary
Chapter 2: Getting into the Details Early
The requirement gathering techniques
Conference Room Pilot (CRP)
The Fit/Gap analysis
The implementation strategy
Key deliverables from the analysis phase
Summary
Chapter 3: Infrastructure Planning and Design
The Dynamics AX components and architecture
Planning the system topology
Cloud deployment
Industry best practices and recommendations
Summary
Chapter 4: Integration Planning and Design
Integration planning
Integration technologies
Integration design and development
Best practices and recommendations
Summary
Chapter 5: Data Migration – Scoping through Delivery
Managing scope – simplifying data migration through rightsizing the scope
The design and development phase
Data validation
A classic example of a data migration issue in projects
Summary
Chapter 6: Reporting and BI
Gathering BI and reporting requirements
Knowing about reporting tools
Mapping reports and identifying gaps
The custom report development
Summary
Chapter 7: Functional and Technical Design
The functional design document
The solution design document
Engaging ISV partners
The Technical Design Document
Summary
Chapter 8: Configuration Management
Configuration planning
Collecting the configuration data
Configuration tools
Configuration data management
Summary
Chapter 9: Building Customizations
Getting ready for development
The development process
Coding best practices
The Application Lifecycle Management (ALM)
Summary
Chapter 10: Performance Tuning
Performance testing and tuning
Tools for performance monitoring
Factors that impact performance
Approaching performance issues
Summary
Chapter 11: Testing and Training
Testing
Summary
Chapter 12: Go-live Planning
Key considerations prior to going live
The decision to go live
Putting together the go-live plan
Executing a release
The importance of communication
Summary
Chapter 13: Post Go-live
Initial stabilization
Proactive preparation – what's coming
Post-implementation review
Summary
Chapter 14: Upgrade
When to upgrade
Upgrading options
The Dynamics AX upgrade process
Summary

Book Details

ISBN 139781785288968
Paperback348 pages
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