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

Configuration planning


Configuration planning is, basically, identifying all the configurations required for your implementation project. Most configuration requirements are known from the solution design phase and finalized with the sign-off of the functional and technical design specifications.

The first step towards configuration planning is to identify the modules and functional areas which need be to be configured. The following are some pointers for getting started with the planning:

  • Create a list of configurations that are needed for the project, and identify and assign the resources responsible for configuration. As a part of this list, identify the cross-functional module configuration and add secondary responsible resources. Microsoft Sure Step provides a fairly comprehensive list of parameters and configuration data, based on the module and functional role, in the Data Migration Requirements checklist spreadsheet. You can use this spreadsheet as a starting point to identify all...