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

The custom report development


It's very common for any ERP implementation project that standard, out-of-the-box reports do not meet all the reporting requirements, and that implementation will require either modification of the existing reports or the creation of new reports from scratch. Under this topic, we will learn the basic process of report design and development in Dynamics AX.

Report design is one of the most challenging parts of a project. You need business analysts who understand the business and how data is stored in the system. You also need good collaboration with business analysts and developers. To facilitate this process, a report specification document template should be developed and filled out for each report modification or new report identified. This specification should include the following information:

  • Business purpose for change/addition of report

  • Description of the report along with its data elements

  • High-level description or picture of the layout

  • Filters required ...