Book Image

Microsoft Dynamics AX Implementation Guide

By : Yogesh Kasat, JJ Yadav
Book Image

Microsoft Dynamics AX Implementation Guide

By: Yogesh Kasat, JJ Yadav

Overview of this book

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 (23 chapters)
Microsoft Dynamics AX Implementation Guide
About the Author
About the Author
About the Reviewers
Testing and Training

The Agile methodology

With Agile becoming more and more popular, many customers have adopted it as it allows you to react quickly to changing business needs. In my experience, I have seen Agile ERP projects being more successful than the waterfall method. Every customer has his/her own version of Agile though. Understand the customer's current process, and tweak it to the version that would work for the ERP project. For example, if they are creating all the tasks on the board and physically writing them down, you may want to switch to the electronic format for better collaboration with remote teams.

The following are some recommendations if you plan on implementing Dynamics AX via an Agile methodology:

  • Plan the tasks 4-6 weeks ahead, and build a backlog of things to be done after the requirements or Gap/Fit sign off.

  • It is very important to have unified tools and processes across the board.

  • Generally, there is misconception about Agile; Agile does not mean no documentation. You need to enforce using standard templates for all the deliverables (for example, functional design, technical design, and so on), and do not take any shortcuts using the Agile methodology as an excuse.

  • Schedule frequent reviews (demos) with the business owners for each sprint cycle.

  • Break the implementation team into smaller scrum teams by relevant areas. You would have cross-functional dependencies across the teams.