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 requirement gathering techniques

Consultants use different techniques for gathering requirements. Each has value in certain circumstances, and in many cases, you need multiple techniques to gain a complete picture of the requirements. The following diagram shows some common techniques used for requirement gathering for ERP systems.

Listening is the first step in the requirements-gathering phase; you need to listen to the customer to understand what they need. We will now talk about the tools you can use at this stage to make listening or the information collection process smoother.

The tools to use at this stage

  • Questionnaire

  • Pre-existing business processes

  • Calculations and examples

  • Existing templates and formats

  • Walkthrough of the existing system


Prepare questionnaires to collect information and let the business SMEs fill them out. At this stage, you are giving them an opportunity to provide you with the details of what the business needs and with their view of the requirements...