Microsoft dynamics AX implementation guide

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Microsoft dynamics AX implementation guide

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www.allitebooks.com Microsoft Dynamics AX Implementation Guide Your all-in-one guide to exploring and implementing Microsoft Dynamics AX Yogesh Kasat JJ Yadav professional expertise distilled P U B L I S H I N G BIRMINGHAM - MUMBAI www.allitebooks.com Microsoft Dynamics AX Implementation Guide Copyright © 2015 Packt Publishing All rights reserved No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews Every effort has been made in the preparation of this book to ensure the accuracy of the information presented However, the information contained in this book is sold without warranty, either express or implied Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals However, Packt Publishing cannot guarantee the accuracy of this information First published: September 2015 Production reference: 1140915 Published by Packt Publishing Ltd Livery Place 35 Livery Street Birmingham B3 2PB, UK ISBN 978-1-78528-896-8 www.packtpub.com www.allitebooks.com Credits Authors Project Coordinator Yogesh Kasat Vijay Kushlani JJ Yadav Proofreader Safis Editing Reviewers Palle Agermark Indexer Fatih Demirci Stephanie Kroese Ravi Shankar Kumar Commissioning Editor Priya Singh Graphics Sheetal Aute Disha Haria Abhinash Sahu Acquisition Editors Kevin Colaco Production Coordinator Nilesh R Mohite Neha Nagwekar Content Development Editor Anand Singh Mariammal Chettiyar Cover Work Nilesh R Mohite Technical Editor Parag Topre Copy Editors Sarang Chari Sonia Mathur www.allitebooks.com About the Author Yogesh Kasat is a cofounder of Real Dynamics, which is one of the first Microsoft Dynamics AX IV&Vs (Independent Verification and Validation services provider) The goal of Real Dynamics is to help businesses and their internal IT teams to take their Dynamics AX implementation to the next level with independent and unbiased recommendations Yogesh has led a number of large Dynamics AX implementations and turned them into success stories He has a unique blend of knowledge of financial and supply chain modules, technical architecture, and business process optimization, and he has held project management, leadership, and solution architect roles Yogesh is one of the founding partners of Real Dynamics—an organization focused on providing independent guidance and oversight of Dynamics AX implementations, post-implementation reviews, and help to customers in defining a roadmap for the Dynamics AX platform He held a leadership role for one of the leading Dynamics AX partners as the vice president of Dynamics AX delivery and oversaw Dynamics AX implementations throughout North America He was awarded the prestigious Leadership Award twice during his tenure with the company He has six Dynamics AX certifications, including financials, trade and logistics, and managing Dynamics AX implementation (Sure Step) In addition to more than a decade's experience of working on Dynamics AX, Yogesh has earlier experience with other business applications, including Dynamics NAV/GP and PeopleSoft He has traveled extensively for global projects and has had the pleasure of visiting different parts of the world www.allitebooks.com Acknowledgments I would like to thank my mom for always being there and giving me lessons in honesty and being truthful that have helped me at every stage of my career I would also like to thank my wife, Ashwini, who has supported me at every step in life, bringing all the charm to my life She has had the patience to allow me to take some personal time away to work on this book, pursue challenging projects, and travel like crazy, which have resulted in the many experiences mentioned in the book Big thanks also go to the rest of my family, friends, coworkers, and peers in the industry for their input and inspiration My sincere thanks go to my coauthor and longtime coworker, JJ Yadav, and the reviewer, Stephanie Kroese, for their efforts and ideas in the making of this book Special thanks to all the reviewers and Packt Publishing for providing valuable feedback and comments during the making of this book Finally, thanks to my bosses, clients, and the people who provided guidance in creating many success stories and helped me reach where I am in my career—Sandeep Walia, Pankaj Kumar, Anwar Jiwani, George Van Rijn, Sri Srinivasan, Kevin Scott, Henrik Bergholt, Paul Delahunty, Scott Ball, Petras Petroskevicius, Vivek Garud, Rohit Kulkarni, Anil Daga, and Dwarkanath Kasat www.allitebooks.com About the Author JJ Yadav has worked on Microsoft Dynamics AX for more than a decade as a solutions architect, project manager, technical lead, and developer He started working on Axapta 3.0 as a developer with Euro Info Systems in India (now Tectura India) He has experience in leading and managing several Dynamics AX Global implementations and upgrade projects His core technical expertise in Dynamics AX includes infrastructure planning, integration services, data migration, and workflow He has extensive functional experience in financials, procurement, accounts payable, accounts receivable, inventory and warehouse management, and the service modules of Dynamics AX Currently, he works as a senior technical project manager with Ignify in the central region of the U.S on a leading Global AX 2012 R3 implementation project I would like to thank my family, friends, and coworkers for their support and inspiration My sincere thanks to my uncle, Radhe Shyam, for his support during the most difficult time of my life; without his support and inspiration, I would not be where I am today Finally, my beautiful wife, Khushboo, for supporting and encouraging me at every walk of life and all the patience and support during the hours and weekends that I spent writing this book My sincere gratitude to my longtime coworker and coauthor, Yogesh Kasat, for coming up with the idea of writing this book and making me a part of it I would like to thank my reviewer, Stephanie Kroese, all the other reviewers, and Packt Publishing for providing valuable feedback and comments during the creation of this book www.allitebooks.com About the Reviewers Palle Agermark has worked as a developer and technical consultant with Concorde XAL and Microsoft Dynamics AX for more than 20 years He worked at Microsoft Development Center Copenhagen for a number of years, primarily developing on the financial, accounts payable, accounts receivable, and unit test modules Currently, Palle works for one of Scandinavia's largest Microsoft Dynamics AX partners, EG, in Denmark He has been named a Microsoft Dynamics AX MVP for consecutive years and blogs about AX at http://www.agermark.com Fatih Demirci (MCT) is a technical consultant, project manager, and Microsoft Certified Trainer He graduated in computer engineering He has been working professionally on Dynamics AX since 2006 During this period, he has worked for a lot of Microsoft partners, customers, and projects He has over 10 years of consulting experience, playing a variety of roles, including senior software engineer, team leader, trainer, technical consultant, and project manager at Dynamics AX He is a cofounder of DMR Consultancy, which is the most promising ERP consultancy company in Turkey, and he works with some of the most experienced and creative Dynamics AX professionals Recently, he also reviewed another wonderful book, Dynamics AX 2012 R3 Development Cookbook, Packt Publishing He runs a professional and technical blog at www.fatihdemirci.net and shares his thoughts and readings on Twitter and LinkedIn I would like to thank my family and friends for motivating me and always pushing me to my best www.allitebooks.com Stephanie Kroese is a solution architect and project manager with over 15 years of successful experience in managing IT organizations and leading projects, in which she delivered significant business value She has a broad experience in the implementation, application, and delivery of ERP, strategic planning, and project management For 12 years, Stephanie was the senior IT leader for a global battery manufacturer and was responsible for driving the strategic direction of the organization toward supporting business growth In addition, she has spent over years implementing various ERP systems—the last of which focused on Dynamics AX—in certain global organizations as a senior consultant in project management, functional analysis, report writing, training, and technical roles Ravi Shankar Kumar is a passionate professional, who is able to contribute a unique blend of project management, delivery, sales, and exemplary problem-solving skills, along with a commitment to excel in any job He has an eye for detail in ensuring that a project's mission and objectives are met within scope, budget, and schedule Ravi has exceptional organizational skills to coordinate with and manage multiple stakeholders, along with the ability to work autonomously and prioritize his workload to deal with conflicting demands An adept understanding of business processes and an organization's culture, combined with an aptitude for lateral thinking, enables efficient management of project risks and deliverables Ravi has been working in the IT industry since 2001, and his passion at work has been to assist companies to increase their usage of IT/ERP systems to improve productivity, manage change, and conduct better business for their customers, employees, and owners He is a highly motivated and energetic person with a strong commercial and systems background, including extensive experience in analyzing business requirements and translating these into systems solutions He is also particularly strong in the project management discipline and has a very good record of driving projects to their successful conclusion through the use of his interpersonal and organizational skills, including negotiations at the executive management level Ravi has a consulting, functional, project management, and sales background and is flexible enough to be able to maintain a sense of humor under pressure He is poised and competent with a demonstrable ability to easily handle cultural differences In addition to this, he is also passionate about providing the best solutions in order to achieve business needs Ravi is always keen to take up challenging assignments and deliver solutions to the customer's satisfaction www.allitebooks.com Lastly, during several DAX 2012 and 2009 projects, he practiced communication on multiple levels, for example, from the CEO to a shop's ground staff Ravi currently works with one of the top Big Four firms in India I would like to thank my fellow authors and Packt Publishing for giving me this opportunity I look forward to many more publications! I would also like to take this opportunity to thank my mother, Shanti Sinha, and my beloved wife, Bharti Kumari, for their continued support during the long hours of reviewing this book www.allitebooks.com Chapter 14 There may be many activities which need to be done after the upgrade The following are a few activities which may be applicable: • After the upgrade, the indexes in the Microsoft Dynamics AX 2012 database will be highly fragmented Before you start with the normal processing activities, it is strongly recommended to rebuild the indexes • Validate and reset the database settings, such as the max degree of parallelism; set the database recovery mode to simple • Rebuild and process database replication and additional reporting and BI solutions • Plan and upgrade the DR application code and data, if applicable • Monitor applications for performance and take corrective actions Summary In this chapter, you learned about upgrading your Dynamics AX application to a new version A Dynamics AX or any ERP upgrade is not easy and requires lots of planning and analysis We started the chapter with exploring the different considerations to evaluate if you are ready to take up an upgrade project Then we looked at the different options available to upgrade to Dynamics AX 2012 Major version upgrades can be as complex as an initial implementation project We went through the various phases of the upgrade project In the planning phase, you learned about the importance of managing customizations, managing scope, business engagement, and impact analysis You learned about the best practices and recommendations in various other phases, such as code upgrade, test data upgrade, testing, and end-user training In the end, we went through deployment planning and looked at activities that need to be done once the upgrade process is complete [ 301 ] Index Symbols NET Business Connector 63 NET Framework 62 A Agile methodology about 14 recommendations 14 AIF about 29, 53, 177 adapters 57 architecture 54 cloud-based integration 58, 59 key concepts 55 message processing 57, 58 services 55 ALM about 196 best practices 198 build, creating 197 defect, fixing 197 development 196 guidelines 198 reference link 198 testing 197 alternate key 174 American Productivity and Quality Center (APQC) 242 analysis phase key deliverables 26 AOS server planning 47 AOT objects naming conventions 162 Application Integration Framework See AIF Application Object Server (AOS) 29, 206 asynchronous integration 52, 53 Azure with Microsoft Dynamics AX 2012 R3 43-45 B batch parallelism about 218 batch bundling 218 individual task modeling 218 top picking 218 big picture diagrams about 128 flow of data 130 functional architecture 129 integrations 130 breaking point 204 Budget Control Framework 179 business contingency planning 250-252 Business Intelligence (BI) 29 business logic about 175 Application Integration Framework (AIF) 177 code, customizing 181 code, reusing 180 custom code, adding 181 customizing 180 development frameworks 178, 179 events, using 180 FormLetter framework 176 number sequence framework 176 other application 178, 179 RunBase framework 176 [ 303 ] services 177 SysOperation framework 177 business process flows 240, 241 business process modeler 242 Business Ready Advantage Plus (BRAP) 266 Business Requirements Document (BRD) 22, 26 C capacity planning about 30, 31 batch process 33 customizations 33 deployment details 31 integrations 33 ISV products 32 operating sites 32 reports 32 schedules 32 change management about 239 business process flows 240, 241 business readiness 240 security roles 240 system readiness 240 training manuals, using 241 training preparation 240 user guides, using 241 client about 30 Dynamics AX client application 30 Enterprise Portal 30 Excel Add-in 30 client user interface details forms 183 details forms, with lines 183 guidelines 182 list pages 182 simple details forms 185 simple list 184 simple list and details forms 185 table of content forms 186 cloud deployment about 42 Microsoft Dynamics AX 2012 R3, on Azure 43-45 cloud services about 42, 43 Infrastructure-as-a-Service (IaaS) 42 Platform-as-a-Service (PaaS) 42 Software-as-a-Service (SaaS) 42 clustered index 172 code review process establishing 162, 163 coding, best practices best practice check 194 code, commenting 194 database 195 exception handling 195 labels, using 194 objects, naming 194 text, using 194 transactions, creating 195 variables, naming 194 communication importance 259 components, Dynamics AX about 28 capacity planning 30 client 30 databases 29 Help server 30 infrastructure estimation 30 middle tier 29 reporting and BI 30 conceptualization 163 Conference Room Pilot See CRP configuration data management about 154, 155 configuration templates, building 156 golden environment 155 template company, copying 156 configuration management about 139 configuration data, collecting 143 configuration planning 140-142 configuration tools 144 data management 154 [ 304 ] configuration tools about 144 Excel add-in 148 Export/Import tool 149 LCS configuration manager 152 Microsoft Dynamics ERP RapidStart Services 146 Test Data Transfer Tool 153 Connector for Microsoft Dynamics 64, 65 CRP about 15, 22, 117 benefits 22 considerations 23 execution 23, 24 customization code 204 custom services versus document services 56 D databases about 29 business database 29 model database 29 other databases 29 data design about 164 date effectivity 168 delete actions 175 fields, adding to existing tables 164 indexes 171 table fields 167 table properties 169 tables key 174 Table Types 165 Data Import/Export Framework See DIXF Data Management Views (DMV) 212 data mapping 77 data migration planning 77, 78 Data Upgrade Cockpit 218 definition group 149 design and development, integration solution about 65 configuring 69 developing 69 field mapping, defining 68 high-level conceptual design, developing 66, 67 right integration technology, selecting 65, 66 testing 69 design and development phase about 76, 201 data mapping 77 data migration, planning 77, 78 transformation 77 development frameworks Budget Control Framework 179 Data Import/Export Framework (DIXF) 180 financial account and dimensions 178 global address book 178 Policy framework 179 Product Data Management Framework 179 Reporting framework 179 Source Document Framework 178 useful links 178-180 Workflow framework 179 development phase, rules AOT objects, naming convention 162 code review process, establishing 162, 163 development layers 161 development models 161 label files 162 language 162 development process about 163 business logic 175 conceptualization 163 data design 164 security 192 user interface 182 DIXF about 59, 79, 144 ad hoc manual file import/export 60 automated asynchronous integration 60, 61 custom entity creating 145 data between legal entities, comparing 144 data between legal entities, copying 144 data between Microsoft Dynamics AX instances, copying 145 data, exporting 144 [ 305 ] data, importing 144 master data management (MDM) 61, 62 document services versus custom services 56 Dynamic Management Views (DMV) 207 Dynamics AX about 139 architecture 28 components 28 DynamicsPerf about 207, 208 advantages 208 URL 208 E end-to-end testing about 236 execution 237, 238 planning 236 real-life examples 237, 238 end-user adoption 298 enterprise portal user interface details form 187 guidelines 186 list pages 187 two-phase create dialog 188 environment setup about 213 batch servers 216 inappropriate AX configurations 214 index maintenance guidelines 215 kernel 214 latency 213 missing hotfixes 214 network bandwidth 213 outdated application 214 SQL Server, setting up 213, 214 Windows, setting up 213 events about 180 reference link 181 usage 180 Excel add-in about 148 features 149 limitations 149 Export/Import tool about 149 definition group 149 export criteria, defining 150 features 151 limitations 151 related tables, finding 151 Extended Data Types (EDTs) 167 F FDD about 118 Fit/Gap review session 119 key benefits 118 project management aspects 119, 120 financial account and dimensions framework 178 Fit/Gap analysis 24 foreign key 174 FormLetter framework about 176 features 176 function testing 231 G global address book 178 golden environment about 155 cons 155 pros 155 go-live plan business contingency planning 250-252 decision 249 execution 257, 258 guidelines, for putting together 254-257 key considerations 246-248 technical tips 252-254 H Help server 30 I implementation strategy 25 [ 306 ] inappropriate AX configurations about 214 database logging 215 debugging 215 number sequences 215 indexes about 171 best practices 173 clustered index 172 non-clustered index 172 infrastructure inadequate hardware issues 212 planning 201 virtualization 212 Infrastructure-as-a-Service (IaaS) 42 infrastructure estimation 35-38 infrastructure planning AOS server 47 best practices 45, 46 recommendations 45 reviews 47, 48 SQL server 46, 47 initial stabilization about 261 bug fixes 262 business impact of bugs, evaluating 262, 263 deployment stage 263 FAQs 264 open issues, prioritization 262 open issues, triage 262 troubleshooting tips 264 In-memory tables 166 in-place upgrade model 280 integration planning about 50 asynchronous 52, 53 requisites 51, 52 scenarios 50, 51 synchronous 52, 53 integration technologies NET Business Connector 63 NET Framework 62 about 53 AIF 53 best practices 69, 70 Connector for Microsoft Dynamics 64, 65 Data Import/Export Framework 59 recommendations 69, 70 third-party integration solution 63 Intelligent Data Management Framework (IDMF) 283 Internet Information Services (IIS) 40, 54, 206 ISV partners common pitfalls 135 considerations 134, 135 engaging 133 K key global features, FDD alerts 124 batch jobs 125 cues 124 database logging 123 document management 123 partitions 126 personalization 125 virtual company 127 workflows 128 L label files 162 layers about 161 reference link 161 LCS configuration manager about 152 features 153 LCS system diagnostics about 208 advantages 209 AOT data 209 environment 209 Microsoft Dynamics AX 209 Lifecycle Services (LCS) about 44, 266 URL 34 Usage Profiler, using 34, 35 [ 307 ] M master data management (MDM) about 61, 62 features 62 message processing 57, 58 Microsoft Dynamics AX 2012 R3 on Azure 43-45 Microsoft Dynamics ERP RapidStart Services about 146, 147 features 147 middle tier about 29 Application Integration Framework (AIF) 29 Application Object Server (AOS) 29 Enterprise Portal 29 services 29 workflow system 29 models 161 N natural key 174 non-clustered index 172 non-production system topology 41, 42 number sequence framework about 176 reference link 176 O Optical Character Recognition (OCR) 124 P performance, impacting factors about 211 code and queries 216 environment setup 213 infrastructure 211 performance issues about 220 analysis strategy, defining 220, 221 analysis strategy, planning 220 approaching 219 corrective actions, implementing 221, 222 root causes identification, investigation strategies 222-225 root causes identification, scenarios 222-225 performance issues, in code and queries about 216 batch parallelism 218 data caching 216 long-running queries 219 methods, displaying on form grid 219 RPC calls 217 set-based operations 217 performance monitor tool about 206 advantages 206 performance testing 202 performance tuning about 201, 202 datasets 203 environment, identifying 203 execution stage 203, 204 expectation, setting with executives 203 outcome 204 preparing 203 scope, defining 203 tools, identifying 203 personalization training environment 243 Platform-as-a-Service (PaaS) 42 Policy framework 179 post implementation review (PIR) about 268-271 Dynamics AX potential 272 improvement opportunities 272 key challenges 271 new release 273 obtaining, key factors 269 pain points, examples 270 preparing 269 uses 268 primary key 174 Product Data Management Framework 179 production system topology about 39-41 applications layer 40 database and platform layer 40 perimeter network layer 40 [ 308 ] project governance about budget tracking 12 change control 11 communication 10 project plan top view 13 project management considerations project management aspects, FDD about 119, 120 big picture diagrams 128 do's and don'ts 131, 132 financial data 122 global address book 122 key global features 123, 124 party model 121 reverse engineering tool 123 writing, considerations 120 project startup about commitments, managing customer culture customer environment customer expectations, managing kick-off meeting resources team, establishing 6, tips, for customers R Rapid Data Collector (RDC) tool 286 Receive Side Scaling (RSS) 212 regular tables 165 reimplementation versus upgrade 278 replacement key 174 reporting and BI about 30 SQL Server Analysis Services 30 SQL Server Reporting Services 30 Reporting framework 179 report user interface document type reports 189 group list type 191 guidelines 188 simple list 190 requirement gathering about 201 techniques 16 tools 16 Requirements Traceability Matrix (RTM) 121 resources, project startup about consulting team resource alignment customer resource alignment external resources reverse engineering tool URL 123 Root Cause Analysis (RCA) 263 RunBase framework about 176 features 176 reference link 177 S scope, of data migration historical data transactions 75, 76 managing 72 questionnaires 72, 73 requirements sessions 73-75 scope, upgrade process business engagement 283 code, freezing 285 data, managing 283 impact, on integrations 284 impact, on reporting 284 infrastructure, planning 285 managing 282 upgrade analysis 286, 287 SDD about 118, 132 guidelines 133 objectives 132 overview 132 security about 192 duties 192 for custom objects 193 key concepts 192 permissions 193 [ 309 ] policies 193 privilege 193 process cycle 192 roles 192, 240 services 177 services, AIF about 55 custom services 55 document services 55 system services 55 Software-as-a-Service (SaaS) 42 Software Development Life Cycle (SDLC) 228 Solid State Drives (SSDs) 46 Solution Design Document See  SDD Source Document Framework 178 source to target model 279 SQL server planning 46, 47 SQL Server Master Data Services (SQL MDS) 61 SQL Server Profiler about 210 advantages 210 surrogate keys 175 synchronous integration 52, 53 SysOperation framework about 177 features 177 reference link 177 System Center Operation Manager (SCOM) 40 system integration testing 232 system stabilization and optimization, preparing budget 266 business process optimization 267 data growth 265 engaging, with Microsoft 266 first month-end closing 265 form changes 265 open change requests 268 performance reviews 265 requests, reporting 265 security and roles assignments 265 training opportunities 266 system topology non-production system topology 41, 42 planning 38 production system topology 39-41 T table fields 167 table properties about 169 table caching 170, 171 table group 169 tables key about 174 alternate key 174 foreign key 174 natural key 174 primary key 174 replacement key 174 surrogate keys 175 Table Types about 165 In-memory 166 regular 165 TempDB 166 Task Recorder 241, 242 TechNet URL 223 Technical Design Document (TDD) about 118, 136 guidelines 136 objectives 136 outcome 138 overview 136 preparation steps 136 writing considerations 137 Test Data Transfer Tool about 153 features 154 limitations 154 test data upgrade execution 296 objectives 295 outcome 296 planning 295 [ 310 ] testing about 228 change management 239 end-to-end testing 236 function testing 231 personalization 242 planning 229 system integration testing 232 test case development 230 test scenarios, building 230 UAT 232 unit testing 231 third-party integration solution 63 tools, for performance monitoring about 205 DynamicsPerf 207, 208, 212 LCS system diagnostics 208, 209 performance benchmark SDK 210 performance monitor 206 SCOM pack, for Microsoft Dynamics AX 210 SQL Server Profiler 210 trace parser 205 Windows Performance Monitor tool 212 tools, requirement gathering techniques about 16 lead 19, 20 negotiate 21, 22 questionnaires, preparing 16-19 trace parser benefits 205 disadvantages 205 training about 238 business readiness 240 plan 238, 239 preparation 240 system readiness 240 training manuals about 241 business process modeler 242 Task Recorder 241, 242 transformation 77 Transmission Control Protocol (TCP) 57 troubleshooting tips, initial stabilization CIL, executing 264 shortcut keys 264 usage data, clearing 264 U UAT about 232 execution 234, 235 outcome 236 planning 232-234 unit testing 231 upgradation customization (Fit/Gap), managing 281, 282 planning 281 upgradation, testing about 297 data validation 297 end-to-end testing 298 integration testing 298 regression testing 297 system testing 297 upgrade, considerations benefit, to business operations 276 continued technical support 277 operations, identifying for change 276 project planning 278 project strategy 278 stabilization, of newer version 277 versus reimplementation 278 upgrade options about 279 in-place upgrade model 280 source to target model 279 upgrade process, Dynamics AX about 280 deployment, execution 298-301 deployment, planning 298-301 end-user adoption 298 planning 281 scope, managing 282 upgrade, testing 297 Usage Profiler about 31 using 34, 35 User Acceptance Testing See  UAT [ 311 ] user guides using 241 user interface about 182 client user interface 182 enterprise portal user interface 186 report user interface 188 W Windows Communication Foundation (WCF) 54, 57 Workflow framework 179 V virtualization, viewing virtual environments, monitoring with third-party tools 212 Windows performance monitor 212 [ 312 ] Thank you for buying Microsoft Dynamics AX Implementation Guide About Packt Publishing Packt, pronounced 'packed', published its first book, Mastering phpMyAdmin for Effective MySQL Management, in April 2004, and subsequently continued to specialize in publishing highly focused books on specific technologies and solutions Our books and publications share the experiences of your fellow IT professionals in adapting and customizing today's systems, applications, and frameworks Our solution-based books give you the knowledge and power to customize the software and technologies you're using to get the job done Packt books are more specific and less general than the IT books you have seen in the past Our unique business model allows us to bring you more focused information, giving you more of what you need to know, and less of what you don't Packt is a modern yet unique publishing company that focuses on producing quality, cutting-edge books for communities of developers, administrators, and newbies alike For more information, please visit our website at www.packtpub.com About Packt Enterprise In 2010, Packt launched two new brands, Packt Enterprise and Packt Open Source, in order to continue its focus on specialization This book is part of the Packt Enterprise brand, home to books published on enterprise software – software created by major vendors, including (but not limited to) IBM, Microsoft, and Oracle, often for use in other corporations Its titles will offer information relevant to a range of users of this software, including administrators, developers, architects, and end users Writing for Packt We welcome all inquiries from people who are interested in authoring Book proposals should be sent to author@packtpub.com If your book idea is still at an early stage and you would like to discuss it first before writing a formal book proposal, then please contact us; one of our commissioning editors will get in touch with you We're not just looking for published authors; if you have strong technical skills but no writing experience, our experienced editors can help you develop a writing career, or simply get some additional reward for your expertise Microsoft Dynamics GP 2013 Cookbook ISBN: 978-1-84968-938-0 Paperback: 348 pages Over 110 immediately usable and effective recipes to solve real-world Dynamics GP problems Understand the various tips and tricks to master Dynamics GP, and improve your system's stability in order to enable you to get work done faster Discover how to solve real world problems in Microsoft Dynamics GP 2013 with easy-to-understand and practical recipes Access proven and effective Dynamics GP techniques from authors with vast and rich experience in Dynamics GP Microsoft Dynamics GP 2013 Implementation ISBN: 978-1-78217-784-5 Paperback: 430 pages Successfully implement Microsoft Dynamics GP 2013 with easy-to-follow instructions and examples Plan, install, and implement Microsoft Dynamics GP 2013 with real-world advice from a Microsoft Dynamics GP MVP Learn how to set up the core modules in Microsoft Dynamics GP effectively following detailed, step-by-step instructions Discover additional tools and resources available for your Dynamics GP Please check www.PacktPub.com for information on our titles Developing Microsoft Dynamics GP Business Applications ISBN: 978-1-84968-026-4 Paperback: 590 pages Build dynamic, mission-critical applications with this hands-on guide Make your business more efficient with fully customizable applications Develop mission critical applications with Microsoft Dynamics GP Learn how to enhance your application with sanScript Microsoft Dynamics GP Techniques [Video] ISBN: 978-1-84968-932-8 Duration: 02:08 hrs Watch and learn techniques to master Microsoft Dynamics GP; improve know-how and maximize your performance Learn how to keep data tidy while speeding up data entry and reducing entry errors Follow carefully organized sequences of instructions as they're performed in an easy to follow step-by-step video guide Learn advanced methods of enquiring, reporting, and system maintenance Clear, concise, self-contained videos each covering a technique, tip or feature Please check www.PacktPub.com for information on our titles ... successful Microsoft Dynamics AX Implementation Guide draws on real-life experiences from large Dynamics AX implementation projects This book will guide you through the entire lifecycle of a Dynamics AX. .. roadmap for the Dynamics AX platform He held a leadership role for one of the leading Dynamics AX partners as the vice president of Dynamics AX delivery and oversaw Dynamics AX implementations.. .Microsoft Dynamics AX Implementation Guide Your all-in-one guide to exploring and implementing Microsoft Dynamics AX Yogesh Kasat JJ Yadav professional expertise

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Mục lục

  • Cover

  • Copyright

  • Credits

  • About the Author

  • Acknowledgments

  • About the Author

  • About the Reviewers

  • www.PacktPub.com

  • Table of Contents

  • Preface

  • Chapter 1: Preparing for a Great Start

    • Project kickoff

      • Managing customer expectations and commitments

      • Tips for customers

      • Customer environment and culture

      • Resources

        • Consulting team resource alignment

        • Customer resource alignment

        • External resources

      • Establishing the team

      • The kickoff meeting

    • Project management and governance

      • The project plan

      • Communication

      • Change control

      • Budget tracking

      • The view from the top

    • The Agile methodology

    • Summary

  • Chapter 2: Getting into the Details Early

    • The requirement gathering techniques

      • The tools to use at this stage

        • Questionnaire

        • Lead

        • Negotiate

    • Conference Room Pilot (CRP)

      • Why is CRP needed?

      • Considerations for CRP success

      • The CRP execution

    • The Fit/Gap analysis

    • The implementation strategy

    • Key deliverables from the analysis phase

    • Summary

  • Chapter 3: Infrastructure Planning and Design

    • The Dynamics AX components and architecture

      • Databases

      • The middle tier

      • Reporting and BI

      • Client

      • The Help server

      • Capacity planning and infrastructure estimation

      • Capacity planning

        • The deployment details

        • Reports

        • Operating sites and schedules

        • The ISV products

        • Customizations

        • Integrations

        • The batch process

      • Using Lifecycle Services – Usage Profiler

      • Infrastructure estimation

    • Planning the system topology

      • The production system topology

      • The nonproduction system topology

    • Cloud deployment

      • The cloud services

      • Microsoft Dynamics AX 2012 R3 on Azure

    • Industry best practices and recommendations

      • Planning

      • The SQL server

      • The AOS server

      • Reviews

    • Summary

  • Chapter 4: Integration Planning and Design

    • Integration planning

      • Integration scenarios

      • Integration requirements

      • Synchronous or asynchronous

    • Integration technologies

      • Application Integration Framework and services

        • The AIF architecture

        • Key concepts in AIF

        • Cloud-based integration

      • The Microsoft Dynamics AX 2012 Data Import/Export Framework

        • An ad hoc manual file import/export

        • Automated asynchronous integration

        • Master data management

      • .NET Framework – .NET Interop

      • The .NET Business Connector

      • The third-party integration solution

      • Connector for Microsoft Dynamics

    • Integration design and development

      • Selecting the right integration technology

      • Developing a high-level conceptual design

      • Defining field mapping

      • Development, configuration, and testing

    • Best practices and recommendations

    • Summary

  • Chapter 5: Data Migration – Scoping through Delivery

    • Managing scope – simplifying data migration through rightsizing the scope

      • Questions to ask during the scoping exercise

      • Leading the data migration requirements sessions

      • The battle of history

    • The design and development phase

      • Data mapping and transformation

      • Planning the data migration

      • Selecting the tools for data migration

        • How do I select the right tool?

        • Data migration versus data entry

        • Data import features developed on the project

      • The Data Import/Export Framework

        • Terminologies

        • Architecture

        • A summary of key features

        • AIF

        • Custom X++

        • Describing custom X++

        • Excel add-in

        • Describing an Excel add-in

      • Data migration execution tips

        • Initial templates for business

        • Extracting source data into SQL tables

        • Never rename/repurpose fields

        • Considering premigration steps

        • Considering postmigration steps

        • Changing SQL to simple recovery mode

        • Multithreading and max DOP

        • Index and statistics maintenance

        • Disabling the AX logging

        • Considering SQL updates on migrated data

        • The SQL import – through caution and expertise

        • Managing configurations

        • Configuration management simplified with DIXF

        • Reviewing and deciding on the configuration

    • Data validation

    • A classic example of a data migration issue in projects

    • Summary

  • Chapter 6: Reporting and BI

    • Gathering BI and reporting requirements

      • The top three customer issues in reporting

        • Inaccurate data and calculation

        • Performance

        • Layout and formatting

    • Knowing about reporting tools

      • SQL Server Reporting Services

        • Out-of-the-box SSRS reports

      • EP chart controls

      • Cues in Role Center

      • The AX auto-report wizard

      • Exporting to Excel from forms

      • Business intelligence/analytics – cubes

        • Accessing data from cubes

      • The Management Reporter tool

      • List pages

      • Office Add-ins

        • Word add-ins

        • Excel add-ins

      • Other add-on BI solutions

    • Mapping reports and identifying gaps

    • The custom report development

      • Development

      • Testing

      • Deployment

    • Summary

  • Chapter 7: Functional and Technical Design

    • The functional design document

      • Why write FDD?

      • Fit/Gap review session

      • Project management aspects of design

      • Things to know before writing FDD

        • The party model

        • The global address book

        • The financial data

        • The reverse engineering tool

        • Key global features

        • Big picture diagrams

        • Do's and Don'ts

    • The solution design document

      • Overview and objectives

      • Guidelines for Solution Design Documents

    • Engaging ISV partners

      • Before choosing ISV solutions

      • After selecting the partner

      • Common pitfalls

    • The Technical Design Document

      • Overview and objectives

      • Guidelines for the Technical Design Document

        • Preparation

        • Execution

        • Outcome

    • Summary

  • Chapter 8: Configuration Management

    • Configuration planning

    • Collecting the configuration data

    • Configuration tools

      • The Data Import/Export Framework

        • Importing and exporting data using various formats

        • Copying and comparing data between legal entities

        • Copying data between Microsoft Dynamics AX instances

        • Creating a custom entity

      • The Microsoft Dynamics ERP RapidStart Services

      • The Excel add-in

      • Export/Import – DAT/DEF file

        • The definition group

        • Defining the export criteria

        • Finding related tables

      • The LCS configuration manager – the beta version

      • The Test Data Transfer Tool – the beta version

    • Configuration data management

      • The golden environment

      • Copying the template company

      • Building configuration templates

    • Summary

  • Chapter 9: Building Customizations

    • Getting ready for development

      • The version control

      • The development environment

        • The shared AOS topology

        • The private AOS topology

        • The TFS branching strategies

      • Ground rules for development

        • Development layers and models

        • AOT objects' naming conventions

        • Label files and language

        • Establishing the code review process

    • The development process

      • Conceptualization

      • Data design

        • Adding fields to the existing tables

        • Table Types

        • Table fields

        • Date effectivity

        • Table properties

        • Index considerations

        • Tables key considerations

        • The delete actions

      • The business logic

        • The number sequence framework

        • The FormLetter framework

        • The RunBase framework

        • The SysOperation framework

        • Services and the Application Integration Framework (AIF)

        • Other application and development frameworks

        • Best practices to customize business processes

      • The user interface

        • Client user interface guidelines

        • Enterprise portal user interface guidelines

        • Report user interface guidelines

      • Security

        • Key concepts

    • Coding best practices

      • Best practice check

      • Naming variables and objects

      • Commenting the code

      • Labels and text

      • Database

      • Transactions

      • Exception handling

    • The Application Life Cycle (ALM)

      • Development

      • Creating the build

      • Testing/defect fixing

      • Release to production

      • Application life cycle guidelines and best practices

    • Summary

  • Chapter 10: Performance Tuning

    • Performance testing and tuning

      • Preparing for the process

      • The execution stage

      • Outcome

    • Tools for performance monitoring

      • The trace parser

      • The performance monitor

      • The performance analyzer – DynamicsPerf

      • The LCS system diagnostics

      • The performance benchmark SDK

      • The SQL Server Profiler

      • The SCOM pack for Microsoft Dynamics AX

    • Factors that impact performance

      • Infrastructure

        • Issues due to inadequate hardware

        • Virtualization

      • The environment setup

        • Network bandwidth and latency

        • Setting up Windows

        • Setting up SQL Server

        • An outdated application, kernel, and missing hotfixes

        • Inappropriate AX configurations

        • Maintaining indexes

        • Batch servers

      • Code and queries

        • Data caching

        • Too many RPC calls between the client and server tiers

        • Set-based operations

        • Batch parallelism

        • Long-running queries – missing indexes

        • Displaying methods on form grid

    • Approaching performance issues

      • Understanding the issue

      • Planning and defining the analysis strategy

      • Corrective action and review

      • General scenarios and investigation strategies

        • Issue 1

        • Issue 2

        • Issue 3

        • Issue 4

        • Issue 5

        • Issue 6

        • Issue 7

        • Issue 8

    • Summary

  • Chapter 11: Testing and Training

    • Testing

      • The test planning

      • Test scenarios and test case development

      • Unit testing

      • Function testing

      • System integration testing

      • User acceptance testing

        • The UAT planning

        • UAT execution and experiences

        • The UAT outcome

      • End-to-end testing

        • End-to-end test planning

        • Execution and real-life examples

        • Training

        • A training plan

      • The change management

        • Training preparation

        • System and business readiness

        • Security roles

        • Business process flows

        • Training manuals and user guides

        • The Help system

      • Personalization

        • The training environment

    • Summary

  • Chapter 12: Go-live Planning

    • Key considerations prior to going live

    • The decision to go live

      • Business contingency planning

      • Some technical tips

    • Putting together the go-live plan

    • Executing a release

    • The importance of communication

    • Summary

  • Chapter 13: Post Go-live

    • Initial stabilization

      • Triage and prioritization

      • Bug fixes and their business impact

      • The deployment stage

      • Troubleshooting tips and FAQs

    • Proactive preparation – what's coming

      • Preparing for the first month-end

      • Reporting requests

      • Security and roles assignments

      • Form changes

      • Performance reviews

      • The data growth

      • Training opportunities

      • Engaging with Microsoft

      • A Microsoft support budget

      • Business process optimization

      • Open change requests

    • Post-implementation review

      • Why post-implementation review?

      • Key factors to get the most out of PIR

      • Preparing for PIR

      • Pain points from experience

      • Post-implementation review – an AX 2012 customer

      • Current state – key challenges

      • The unused potential of Dynamics AX

      • Improvement opportunities – processes and systems

      • New features from the next release

    • Summary

  • Chapter 14: Upgrade

    • When to upgrade

      • Benefit to the business operations

      • Are operations ready for the change?

      • Stabilization of the newer version

      • Continued technical support

      • Upgrade versus reimplementation

      • Project strategy and planning

    • Upgrading options

      • Source to target

      • In-place upgrade

    • The Dynamics AX upgrade process

      • Planning the upgrade

        • Managing customization (Fit/Gap)

      • Managing the scope

        • Managing the data

        • Business engagement

        • Impact on integrations

        • Impact on reporting

        • Code freeze in the source system

        • Infrastructure planning

        • The upgrade analysis

      • The code upgrade

        • Planning for the code upgrade

        • The code upgrade process

        • The upgrade script

        • The security upgrade

      • Testing the data upgrade

        • Objectives

        • Planning

        • Execution

        • Outcome

      • Upgrade testing

        • Data validation

        • System and regression testing

        • Integration and end-to-end testing

      • End-user adoption

      • Deployment planning and execution

    • Summary

  • Index

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