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

Integration planning


Planning is an important part of any data integration effort. Data integration planning requires identifying integration scenarios and the high-level requirements of integration. This topic covers common integration scenarios and the common questions to be asked for gathering integration requirements.

Integration scenarios

Every project is different. So, integration requirements will vary depending on the scope and the needs of the specific project. However, there are some common areas where most of the businesses have processes that require integration. The following table shows the common integration points and possible scenarios:

Integrations

Possible scenarios

Customers

Customers need to be maintained in the CRM system which needs to be synced with the ERP system.

Sales orders

Integrating web orders with the ERP system that includes delivery notification, invoicing, and payments or with customer systems directly (for example, EDI integration).

Product and inventory...