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
Credits
About the Author
Acknowledgments
About the Author
About the Reviewers
www.PacktPub.com
Preface
11
Testing and Training
Index

The Dynamics AX upgrade process


As described earlier, upgrades require detailed planning and consideration—it is just like executing an implementation project. The following diagram represents the typical upgrade project phases:

Planning the upgrade

Once you decide to upgrade, it's important to do detailed planning and analysis, just like what is done for the implementation phase before starting the project. An upgrade is like moving. You don't know how much stuff you have accumulated until you are moving. Similarly, an upgrade is when the people start realizing how many customizations they have made in Dynamics AX and in the external applications that are built around Dynamics AX, including reporting.

The following sections define the key areas to be considered when doing an upgrade project.

Managing customization (Fit/Gap)

Most of the upgrade projects that I have reviewed had a common theme. The new version was implemented in the old way, that is, all the customizations from the previous version...