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

Chapter 6. Reporting and BI

Usually, BI/Reporting is considered as an afterthought in ERP implementations. However, this is one of the most important outcomes of the project. Executives will be looking for reports to run their business.

Oftentimes, the business asks, "Where is my report"? And the answer that they get is, "Data is there…". That's not enough; you need to deliver reports or information in a form that the business can use. It's not uncommon to hear business leaders complain, "We are flying blind" due to the lack of reports or accuracy of reports. With cut-throat competition against low-margin businesses, it's important to have real-time visibility of the business for the respective business owners to react quickly in the changing business environment.

In this chapter, we will cover the following topics:

  • Gathering BI and reporting requirements

  • The many reporting tools available

  • Mapping reports and identifying gaps

  • Custom report development