Implementing Microsoft Dynamics AX 2012 With Sure Step 2012 by Birch, Andrew -- Read -- Imperial Library of Trantor

Index

Implementing Microsoft Dynamics AX 2012 with Sure Step 2012

Table of Contents Implementing Microsoft Dynamics AX 2012 with Sure Step 2012 Credits About the Authors About the Reviewers www.PacktPub.com

Support files, eBooks, discount offers and more

Why Subscribe? Free Access for Packt account holders Instant Updates on New Packt Books

Preface

What this book covers What you need for this book Who this book is for Conventions Reader feedback Customer support

Errata Piracy Questions

1. Installing and Setting up Sure Step

Installing Sure Step Creating the Dynamics AX project

Engagement types (offerings)

Diagnostic phase offering Implementation offering Optimization offering

Project types

Rapid project type Standard project type Enterprise project type Agile project type Upgrade project type

Project initiation

Concluding pre-sales and sales activity Document repository Communication plan Project hierarchy, communications, and meetings Statement of Work and Project Charter Functional Requirements Document Non-functional requirements Other documents Work Breakdown Structure

WBS levels Labor and materials tracking Time logs

Initiating Cross Phase activities

Summary

2. The Diagnostic

Overlapping with the sales phase Decision accelerators

Accelerated Proof of Concept (POC) with CRM online Requirements and Process Review Fit Gap and Solutions Blueprint Proof of Concept Architecture Assessment Scoping Assessment Business Case Upgrade Assessment Case study Prototype Initiating project management and governance Multi-consultant diagnostics Diagnostic review and Sign off Vertical markets Third party products

AXtension® AxPact Additions BI4Dynamics Atlas To-Increase Dynamics Anywhere Dynamics Software Scalable ISV International Red Maple™ Kick-offs

Summary

3. Planning the Infrastructure to Support Dynamics AX

When should you start planning infrastructure Choosing a team Key technologies and roles to consider

High Availability and Disaster Recovery The database - Microsoft SQL Server

Choosing your server Clustering: Active/Active versus Active/Passive SQL Server edition

Application Object Server (AOS) Microsoft SQL Server Reporting Services (SSRS) Microsoft SQL Server Analysis Services (SSAS) SharePoint and Search Server Microsoft Lync Active Directory Dynamics AX Client and Office Add-in Environments

LIVE (also called Production) environment PRE-LIVE or UAT (User Acceptance Testing) environment TEST environment Development (DEV environment) Real-world example

Summary

4. Installing the Dynamics AX Environments

Getting started When to install your AX environments Installing AX

Build order Service accounts and admin rights Checking the basics SQL Server and the database role Application Object Server Web-based AX Components SQL Server Reporting Services SQL Analysis Services AX Client and Office Add-ins Running AX for the first time Post checklist tasks

Installing other environments

Copying the LIVE database Installing roles

Summary

5. Business Requirements Analysis

Overlap with the Diagnostic Process or functional analysis

Business process engineering/reengineering and diagramming

Best practices

Master and subprocess list Workshops and documentation

Project team training

Partner team Customer teams

Rebudgeting the project

Budget structure

Sample project Summary

6. AX Setup

System-wide configuration

Configuration keys Number sequences Address setup Document management Companies and organizations Financial dimensions

Financial dimensions in action – a practical example

Using a traditional ledger structure Using financial dimensions

Deciding on dimensions

What analysis is really required at General Ledger level Adding dimensions that reference other tables Setting dimensions programmatically Dimension validation

Module configuration

General Ledger Sales ledger Purchase ledger Product management Human resources and users

Summary

7. Integration

Identifying integration Accessing integration Technologies Planning Testing

Test environments Resourcing Scope of testing

Summary

8. Harnessing the Power of Standard AX Features

Understanding Workflow in AX Advanced filters Cues

Creating a user-defined cue

Alerts Personalization

Understanding the capabilities of personalization Personalization versus development Using personalization appropriately

Security Summary

9. Designing and Developing the Solution

Understanding the impact of change

Understanding the AX architecture Understanding the impact on upgrades Deciding what to change

Planning the development

Functional Design Document (FDD) Technical Design Document (TDD) Process test scenarios Solution Design Document (SDD)

Practical advice for the Development phase

Estimating development timescales Organizing developments into builds Creating a development plan Managing environments

Transferring model stores Exporting AOT projects Exporting Models

Summary

10. Reports, Document Layouts, and Business Intelligence

The difference between Reports, Document layouts, and Business Intelligence

Reports Document layouts Business Intelligence

Analysing and planning system output

Diagnostic phase Design phase

Document layouts Reports Business Intelligence

Delivery phase

Document layouts Reports Business Intelligence Word and Excel Add-ins

Summary

11. Deployment Phase

Getting ready to deploy End user training and user acceptance testing

Security Data migration

Training Training best practices

Training prerequisites Task recorder Operational guidelines Training materials Computer-based training and video Training feedback and monitoring Post training Evaluating what else is out there

Testing

Unit testing Build testing User acceptance testing Go live Production environment Stakeholder communications

Real world example Summary

12. Project Governance and Quality Assurance

Project Governance and Delivery Review

Project Lifecycle reviews

Phase-by-phase Assessment Overview Project Major Deliverables Assessment Project Management Assessment review

Tiered governance Stage boundaries Formalities in Project Governance Minimum toolset Audit Requirements Project Closure Review Real world example

Quality Assurance Summary

13. Operation Phase

Activities within the Operation phase Project Planning

Project Planning – Monitoring & Controlling

Risk Management Scope Management Issue Management Timescale Management Cost Management Resource Management Communication Management Quality Management

Project Planning – Project Closure

Outstanding items Additional training Documentation Lessons Learned Tollgate Review Celebrate

Transition Solution to Support

Go-live support Support and Change Request Management Resource Management Ongoing support Issue and Support Logging Operation Validation

Future phases AX communities and resources online

AX user group LinkedIn Dynamics World Mibuso Microsoft CustomerSource Real world example

Summary

Index

← Prev
Back
Next →

← Prev
Back
Next →