Book Image

Microsoft Dynamics AX Implementation Guide

Book Image

Microsoft Dynamics AX Implementation Guide

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

Upgrading options


If you are planning to upgrade to the latest version of Dynamics AX (Dynamics AX 2012 R3 CU9) from one of the previous versions, take a look at the following table, which illustrates the upgrade options depending on the source Dynamics AX application version:

Source Version

Upgrade Options

AX 4.0 SP2

This is an indirect upgrade. You must upgrade to AX 2009 SP 1 first.

AX 2009 SP 1 (without retail)

This is a direct upgrade using the source-to-target model.

AX 2009 for Retail R1

AX 2009 for Retail R2

This is an indirect upgrade. You must first upgrade to AX 2009 for a Retail R2 Refresh.

AX 2009 for Retail R2 Refresh

Direct upgrade using the source-to-target model.

AX 2012 R2 Feature pack

In-place upgrade on a single system. No source-to-target workflow is used.

AX 2012 R2

In-place upgrade on a single system. No source-to-target workflow is used.

Source to target

The source to target model is an upgrade option available for upgrading to Dynamics AX 2012 from the...