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Quality Assurance for Dynamics AX-Based ERP Solutions

Anil Kumar Gupta

Verifying Dynamics AX customization to the Microsoft IBI Standards
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Book Details

ISBN 139781847192912
Paperback168 pages

About This Book

  • 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

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.

Table of Contents

Chapter 1: Introduction to Dynamics AX
Introduction to ERP
Introduction to Dynamics AX
Dynamics AX as an Ideal ERP System
Customization of Dynamics AX
Chapter 2: Quality in Dynamics AX-Based ERP Solutions
Quality Definition for Dynamics AX
Chapter 3: Best Practices—Technical
Application Design Standards
Shared Standards
AOT Object Standards
Chapter 4: Best Practices—GUI
Window and Screen Layout
Navigation Pane Requirements
Task Pane Requirements
Edit Controls
Other Controls and Toolbars
Tree Views
Function Window
Icons and Symbols
User Assistance—Help
User Assistance—Wizards
Enterprise Portal
Documenting Deviations
Chapter 5: Best Practices—Trustworthy Computing
What is Trustworthy Computing?
Microsoft Security Development Life Cycle
Threat Modeling
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
Chapter 7: Test Life Cycle
Test Approach
Criterion Definition
Roles and Responsibilities
Chapter 8: Defect Management System
Defect Classification
Root Cause Analysis for Security Bugs
Importance Identification Using the DREAD Model
Defect Management Tool
Defect Life Cycle
Chapter 9: Dynamics AX Tools
Best-Practice Check Tool
Compare Tool
Code Profiler
Dynamics AX Benchmark Toolkit

What You Will Learn

  • 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.

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