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 8. Configuration Management

In this chapter, we will learn about configuration planning, collecting configuration data, the tools available to facilitate configuration, and the various approaches towards configuration management and promoting configurations from one environment to another.

The configuration of an ERP system is one of the most important parts of the process. Configuration means setting up the base data and parameters to enable your product features such as financial, shipping, sales tax, and so on.

Dynamics AX has been developed based on the generic requirements of various organizations and contains the business processes belonging to diverse business segments. It is a very configurable product that allows the implementation team to configure features based on specific business needs. During the project, the implementation team identifies the relevant components of the system and sets up and aligns these components to meet the specific business requirements. This process...