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 design and development phase

During the design and development phase, you will need to work on data migration actively. The key steps during this phase include data mapping and transformation for the identified migration elements, creation of tests and a go-live plan for migration as well as developing the scripts, templates, and test datasets for migration.

Data mapping and transformation

The following are the key steps for managing the data mapping of the source and target systems:

  • Select source systems to use for migration. If the data is stored at multiple places in a legacy system, you should pick the cleanest one to extract a copy. Consider the update timings in the source and add dependencies in the go-live plan to get the source data updated prior to starting the extraction.

  • Define field mapping between the legacy systems and Dynamics AX, along with any transformations that need to happen between the extracts and the import processes.

  • Identify the areas that need data cleansing; have...