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

Mapping reports and identifying gaps

As described in an earlier section, there are hundreds of out-of-the-box SSRS reports, more than 15 cubes, and hundreds of list pages and inquiry forms that come with the Dynamics AX application. You would be surprised to know how many reports can be delivered using just the information on the forms and the AX standard reports. For analytical reporting, you can leverage the default cubes to deliver reporting requirements for your project.

Work with business users to evaluate out-of-the-box reports, cubes, list pages, and EP Role Center pages, and identify reports that can be directly replaced, reports that need modifications, or which need to be built. For reports that need to be built, select the correct tool set. The following table shows how to collect the required information:

Report name

Standard AX report


Additional comments

Sales invoice report

Sales invoice


There is a need to change the layout.

The following additional fields...