Precise descriptions and instructions enable users, students and consultants to easily understand Microsoft Dynamics AX 2012. Microsoft offers Dynamics AX as its premium ERP solution to support large and mid-sized organizations with a complete business management solution which is easy to use. Going through a simple but comprehensive case study – the sample company ‘Anso Technologies Inc.’ – this book provides the required knowledge to handle all basic business processes in Dynamics AX. Exercises are there to train the processes and functionality, also making this book a good choice for self-study.

This book is intended for application consultants, controllers, CFOs, and other professionals who are engaged in a Microsoft Dynamics AX implementation project. Basic knowledge of financial terms, concepts, and Microsoft Dynamics AX terminologies is required.

Workflows and approval processes within Dynamics AX must be one of the most underused, and also most useful features of the application, and that may be because everyone thinks that they are complicated to set up and require a developer in order to get them working. And that's a shame, because nothing could be further from the truth.The built in approval processes within Dynamics AX can be set up and running within a few minutes to control simple transactions, and workflows only take a fraction longer to configure and then allow you to convert all of your archaic paper and informal business approval processes into a streamlined and controlled business process that you can track, audit, and report off.In the following guide we will walk through a number of different workflow and approval scenarios for you that you can probably use right now within your financial department, and also show you some of the features of the workflow engine that is delivered with Dynamics AX that you can use to create your own workflows from.

This book provides precise descriptions and instructions which enable users, students and consultants to understand Microsoft Dynamics 365 for Finance and Operations rapidly. Microsoft offers Dynamics 365 as its premium ERP solution, supporting large and mid-sized organizations with a complete business management solution which is easy to use. Going through a simple but comprehensive case study, this book provides the required knowledge to handle all basic business processes in Microsoft Dynamics 365 for Finance and Operations. Exercises are there to train the processes and functionality, also making this book a good choice for self-study.

Explores the architecture, components, and tools of Microsoft Dynamics AX 2012 R3, including forms, security, SharePoint integration, workflow infrastructure, reporting, automating tasks and document distribution, and application domain frameworks.

Your all-in-one guide to exploring and implementing Microsoft Dynamics AX About This Book From project kick-off to go live and upgrade, learn what to expect in each phase of the project This book guides you through the entire journey of a Dynamics AX implementation project, helping you to avoid the common pitfalls and adapt industry knowledge and best practices for your own project This one-stop guide is packed with key tools and techniques to aid your Dynamics AX implementation Who This Book Is For This book is for IT project managers, solution architects, and consultants who are planning to implement or are in the process of implementing or upgrading Dynamics AX. To use this book, you must have a working Dynamics AX system in place and must be familiar with the basics of Dynamics AX. What You Will Learn Prepare for a great start with effective project management and planning from the beginning Gather details early using effective requirement-gathering tools and techniques Gain tools and techniques for effective infrastructure planning and hardware sizing Get to grips with integration and data migration through planning and strategy Familiarize yourself with the reporting and BI tools Master functional and technical design to customize existing features and designs in your own projects Manage your configuration and you're your configuration from one environment to another Learn industry's best practices and recommendations on customization development and performance tuning In Detail 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. Style and approach This is a progressive, easy-to-follow book that summarizes numerous aspects you need to know to make your Dynamics AX implementations successful using code examples to get you hands-on.

Boost your accounting and financial skills with Microsoft Dynamics 365 Key Features Make real-time data-driven decisions for your enterprise with Microsoft Dynamics 365 Enterprise edition Configure and set up the Microsoft Dynamics 365 financial module via highly useful tips and tricks Administer customer relations and plan enterprise resources with this systematic guide Book Description Microsoft Dynamics 365 for finance and operations is a rapidly growing application and is widely used in enterprise organizations. Because of its ability to maximize business productivity, it is a fast-growing business application package in the ERP market. We will start by looking into ERP concepts, implementation needs, and interface design, giving you basic knowledge of financial management aspects and explaining key concepts along the way. To begin with, you'll be taken through the general ledger and financial dimension functions. You'll later learn about the sales tax mechanism and multi-currency in Microsoft Dynamics 365. We tackle each topic with focused examples and explanations on topics such as payable/receivable accounts, forecasting, cash and bank management, budgeting planning/control, and fixed assets. Finally, we walk you through intercompany, consolidation, costing basics, and financial reporting. By the end of this book, your finance team will have a much richer understanding of Microsoft Dynamics 365 for finance and operations and its powerful capabilities. What you will learn Examine the business logic behind the financial functionalities of Microsoft Dynamics 365 FFO Set up and configure the core modules of financial management Grasp the key control points of financial management Explore intercompany and consolidation in Microsoft Dynamics 365 FFO Understand multi-currency sales, tax mechanisms, and budgeting capabilities in Microsoft Dynamics 365 FFO Get to grips with month/year-end period close functionality Understand the account payable and receivable module Use Microsoft Dynamics 365 to create financial reports Who this book is for This book is for application consultants, solution architects, controllers, CFOs, pre-sales and other professionals who are involved in a Microsoft Dynamics 365 for finance and operation implementation. Basic knowledge of financial terms, concepts, and terminologies is required.