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

Managing scope – simplifying data migration through rightsizing the scope


Rightsizing the scope is the first step towards successful data migration. Often, customers have either not considered data migration at all or have unreasonable expectations regarding the requirements. Even if the original sales proposal has explicit data migration requirements that have been identified, many of the project team members and stakeholders may not be aware of what was specified or may not agree to the mentioned scope. Hence, it is important to facilitate a scoping exercise with the project team and document the mutually agreed results.

The following section covers a few tips for the scoping of data migration and educating the business stakeholders.

Questions to ask during the scoping exercise

The following set of questions can be asked during the scoping exercise:

  1. What do I need to keep the business running? Define the business goals with that question in mind, and then approach the issue of what information...