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Implementing Microsoft Dynamics AX 2012 with Sure Step 2012

Book Description

Get to grips with AX 2012 and learn a whole host of trips and tricks to ensure project success

  • Get the confidence to implement AX 2012 projects effectively using the Sure Step 2012 Methodology

  • Packed with practical real-world examples as well as helpful diagrams and images that make learning easier for you

  • Dive deep into AX 2012 to learn key technical concepts to implement and manage a project

  • In Detail

    Microsoft Dynamics AX is a comprehensive Enterprise Resource Planning (ERP) solution for midsize and larger organizations that empowers people to work effectively, manage change, and compete globally. Microsoft Dynamics Sure Step is an implementation methodology, a toolset, and an application to help Dynamics partners (AX, CRM, NAV, GP, and SL) successfully implement their Dynamics solutions such as Dynamics AX.

    "Implementing Microsoft Dynamics AX 2012 with Sure Step 2012" will guide you through the Sure Step phases; from installing and setting up Sure Step, to working through the diagnostic and requirement phases, to harnessing the power of standard AX to make the most out of modifications, this book is a must for project managers and team members alike.

    With detailed discussions of the diagnostic, analysis, design, development, deployment, and operation phases of the Sure Step Methodology, Implementing Microsoft Dynamics AX 2012 with Sure Step 2012 enables you to turn methodology into practicality with its real-life examples and helpful hints on applied aspects of AX implementations. It includes details of technical concepts that are important to understand and help you to effectively manage the project, as well as hints and tips based on real world experience that you won’t find in the standard Sure Step Methodology.

    Implementing Microsoft Dynamics AX 2012 with Sure Step 2012 will enhance your understanding of Sure Step Methodology as well as increase your knowledge of AX 2012 that will better equip you to manage and deliver your project.

    Table of Contents

    1. Implementing Microsoft Dynamics AX 2012 with Sure Step 2012
      1. Table of Contents
      2. Implementing Microsoft Dynamics AX 2012 with Sure Step 2012
      3. Credits
      4. About the Authors
      5. About the Reviewers
      6. www.PacktPub.com
        1. Support files, eBooks, discount offers and more
          1. Why Subscribe?
          2. Free Access for Packt account holders
          3. Instant Updates on New Packt Books
      7. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Errata
          2. Piracy
          3. Questions
      8. 1. Installing and Setting up Sure Step
        1. Installing Sure Step
        2. Creating the Dynamics AX project
          1. Engagement types (offerings)
            1. Diagnostic phase offering
            2. Implementation offering
            3. Optimization offering
          2. Project types
            1. Rapid project type
            2. Standard project type
            3. Enterprise project type
            4. Agile project type
            5. Upgrade project type
        3. Project initiation
          1. Concluding pre-sales and sales activity
          2. Document repository
          3. Communication plan
          4. Project hierarchy, communications, and meetings
          5. Statement of Work and Project Charter
          6. Functional Requirements Document
          7. Non-functional requirements
          8. Other documents
          9. Work Breakdown Structure
            1. WBS levels
            2. Labor and materials tracking
            3. Time logs
          10. Initiating Cross Phase activities
        4. Summary
      9. 2. The Diagnostic
        1. Overlapping with the sales phase
        2. Decision accelerators
          1. Accelerated Proof of Concept (POC) with CRM online
          2. Requirements and Process Review
          3. Fit Gap and Solutions Blueprint
          4. Proof of Concept
          5. Architecture Assessment
          6. Scoping Assessment
          7. Business Case
          8. Upgrade Assessment
          9. Case study
          10. Prototype
          11. Initiating project management and governance
          12. Multi-consultant diagnostics
          13. Diagnostic review and Sign off
          14. Vertical markets
          15. Third party products
            1. AXtension®
            2. AxPact Additions
            3. BI4Dynamics
            4. Atlas
            5. To-Increase
            6. Dynamics Anywhere
            7. Dynamics Software
            8. Scalable ISV International
            9. Red Maple™
            10. Kick-offs
        3. Summary
      10. 3. Planning the Infrastructure to Support Dynamics AX
        1. When should you start planning infrastructure
        2. Choosing a team
        3. Key technologies and roles to consider
          1. High Availability and Disaster Recovery
          2. The database - Microsoft SQL Server
            1. Choosing your server
            2. Clustering: Active/Active versus Active/Passive
            3. SQL Server edition
          3. Application Object Server (AOS)
          4. Microsoft SQL Server Reporting Services (SSRS)
          5. Microsoft SQL Server Analysis Services (SSAS)
          6. SharePoint and Search Server
          7. Microsoft Lync
          8. Active Directory
          9. Dynamics AX Client and Office Add-in
          10. Environments
            1. LIVE (also called Production) environment
            2. PRE-LIVE or UAT (User Acceptance Testing) environment
            3. TEST environment
            4. Development (DEV environment)
            5. Real-world example
        4. Summary
      11. 4. Installing the Dynamics AX Environments
        1. Getting started
        2. When to install your AX environments
        3. Installing AX
          1. Build order
          2. Service accounts and admin rights
          3. Checking the basics
          4. SQL Server and the database role
          5. Application Object Server
          6. Web-based AX Components
          7. SQL Server Reporting Services
          8. SQL Analysis Services
          9. AX Client and Office Add-ins
          10. Running AX for the first time
          11. Post checklist tasks
        4. Installing other environments
          1. Copying the LIVE database
          2. Installing roles
        5. Summary
      12. 5. Business Requirements Analysis
        1. Overlap with the Diagnostic
        2. Process or functional analysis
          1. Business process engineering/reengineering and diagramming
        3. Best practices
          1. Master and subprocess list
          2. Workshops and documentation
        4. Project team training
          1. Partner team
          2. Customer teams
        5. Rebudgeting the project
          1. Budget structure
        6. Sample project
        7. Summary
      13. 6. AX Setup
        1. System-wide configuration
          1. Configuration keys
          2. Number sequences
          3. Address setup
          4. Document management
          5. Companies and organizations
          6. Financial dimensions
            1. Financial dimensions in action – a practical example
              1. Using a traditional ledger structure
              2. Using financial dimensions
            2. Deciding on dimensions
              1. What analysis is really required at General Ledger level
              2. Adding dimensions that reference other tables
              3. Setting dimensions programmatically
              4. Dimension validation
        2. Module configuration
          1. General Ledger
          2. Sales ledger
          3. Purchase ledger
          4. Product management
          5. Human resources and users
        3. Summary
      14. 7. Integration
        1. Identifying integration
        2. Accessing integration
        3. Technologies
        4. Planning
        5. Testing
          1. Test environments
          2. Resourcing
          3. Scope of testing
        6. Summary
      15. 8. Harnessing the Power of Standard AX Features
        1. Understanding Workflow in AX
        2. Advanced filters
        3. Cues
          1. Creating a user-defined cue
        4. Alerts
        5. Personalization
          1. Understanding the capabilities of personalization
          2. Personalization versus development
          3. Using personalization appropriately
        6. Security
        7. Summary
      16. 9. Designing and Developing the Solution
        1. Understanding the impact of change
          1. Understanding the AX architecture
          2. Understanding the impact on upgrades
          3. Deciding what to change
        2. Planning the development
          1. Functional Design Document (FDD)
          2. Technical Design Document (TDD)
          3. Process test scenarios
          4. Solution Design Document (SDD)
        3. Practical advice for the Development phase
          1. Estimating development timescales
          2. Organizing developments into builds
          3. Creating a development plan
          4. Managing environments
            1. Transferring model stores
            2. Exporting AOT projects
            3. Exporting Models
        4. Summary
      17. 10. Reports, Document Layouts, and Business Intelligence
        1. The difference between Reports, Document layouts, and Business Intelligence
          1. Reports
          2. Document layouts
          3. Business Intelligence
        2. Analysing and planning system output
          1. Diagnostic phase
          2. Design phase
            1. Document layouts
            2. Reports
            3. Business Intelligence
        3. Delivery phase
          1. Document layouts
          2. Reports
          3. Business Intelligence
          4. Word and Excel Add-ins
        4. Summary
      18. 11. Deployment Phase
        1. Getting ready to deploy
        2. End user training and user acceptance testing
          1. Security
          2. Data migration
        3. Training
        4. Training best practices
          1. Training prerequisites
          2. Task recorder
          3. Operational guidelines
          4. Training materials
          5. Computer-based training and video
          6. Training feedback and monitoring
          7. Post training
          8. Evaluating what else is out there
        5. Testing
          1. Unit testing
          2. Build testing
          3. User acceptance testing
          4. Go live
          5. Production environment
          6. Stakeholder communications
        6. Real world example
        7. Summary
      19. 12. Project Governance and Quality Assurance
        1. Project Governance and Delivery Review
          1. Project Lifecycle reviews
            1. Phase-by-phase Assessment Overview
            2. Project Major Deliverables Assessment
            3. Project Management Assessment review
          2. Tiered governance
          3. Stage boundaries
          4. Formalities in Project Governance
          5. Minimum toolset
          6. Audit Requirements
          7. Project Closure Review
          8. Real world example
        2. Quality Assurance
        3. Summary
      20. 13. Operation Phase
        1. Activities within the Operation phase
        2. Project Planning
          1. Project Planning – Monitoring & Controlling
            1. Risk Management
            2. Scope Management
            3. Issue Management
            4. Timescale Management
            5. Cost Management
            6. Resource Management
            7. Communication Management
            8. Quality Management
          2. Project Planning – Project Closure
            1. Outstanding items
            2. Additional training
            3. Documentation
            4. Lessons Learned
            5. Tollgate Review
            6. Celebrate
        3. Transition Solution to Support
          1. Go-live support
          2. Support and Change Request Management
          3. Resource Management
          4. Ongoing support
          5. Issue and Support Logging
          6. Operation Validation
        4. Future phases
        5. AX communities and resources online
          1. AX user group
          2. LinkedIn
          3. Dynamics World
          4. Mibuso
          5. Microsoft CustomerSource
          6. Real world example
        6. Summary
      21. Index