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

Proactive preparation – what's coming

The following sections explain some areas that you need to think about as you begin the transition into system stabilization and optimization.

Preparing for the first month-end

The first month-end closing is a key milestone for the system. This is a good litmus test for measuring the success of the implementation.

Reporting requests

There will always be a need for reports that are critical for the executives and may have been missed during the previous phases. Watch out for such reports; some requests may be due to other system issues, such as a list of the invoices that had tax missing. Have a resource to respond to such requests. The guidelines given in Chapter 6, Reporting and BI will help in minimizing the need for these demands and will help you in responding to them.

Security and roles assignments

As mentioned in Chapter 12, Go-live Planning, you will need resources to respond to the security-related issues, and then lock down access to the system.