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

Gathering BI and reporting requirements


It is important to start working on reports and the BI stream early on, along with the rest of the functional areas. Most of the time, reporting is not addressed as part of the analysis state. However, one of the most important goals of a new ERP implementation is to get better and real-time visibility into the business.

To start this process, work with the business to compile a list of reports—dashboards, kpis, operational reports—that are currently used to run the business. Document their use and the actions that are driven by those reports. Also, spend time to learn about the vision of the business leaders and the information that they would like to see, which they don't have currently. A combination of the current and future states would help you define the BI/reporting road map.

When gathering and documenting reporting requirements, make sure you ask the business users the following questions so that you can evaluate the need and be prepared to...