Bernd Loske Director of Technical Services Customizations Bernd Loske Director of Technical Services
Sales/Account Services Executive Fullscope’s CSO Organization Serving the needs of existing AX Customers 93% MSP Renewal Rate Gina Pabalan, Director, CSO Carl Boutin Sales/Account Services Executive CSO Operations Cher Nancy Kim Mike Hull Jay Solution Architect Upgrade Center of Excellence Doug Tech Lead Training Beth Upgrade Lead Kinjal Business Analyst Support & Optimization Services Xiaojun Support Engineer Don AX Developer Frik Technical Jim John Brian PM/Business Analyst Mike DBA/ Infrastructure Tammie HR Functional Clyde CSO Project Manager Sumanth Nigel PBI David BI Architect Jake JYT Reporting & BI Thomas BI Strategist Keith Kendall PBi 20+ dedicated CSO staff has an average of 12 years Dynamics experience 17 Upgrades 12 BI projects Finance Trade and Logistic Manufacturing and Planning Technical (Development, Architecture, Database) Reporting & BI Last 18 Months
Agenda When to do a customization How to do a customization
When ?
What is a customization ? Any change to ANY code artefact is a customization Reports Forms Security Features
When to do a customization ? Best Option: NEVER! Second best option: As little as possible If you have to do them, do them correctly
Reasons for Customizations Improves Competitive Advantage Significantly reduces operating costs Regulatory Requirement Industry Specific Best Practice
How vs Why How we do things Describes the process Refers to “As-Is” Why we do things Describes the requirement Refers to “To-Be”
How ?
How to do customizations Process Skillset Modification vs. Augmentation Security, Performance and Concurrency Testing Deployment Tools
Process “Agile” Design Test Implementation Tracking
A Professional is Expensive, but an Amateur Costs a Fortune. Skillset A Professional is Expensive, but an Amateur Costs a Fortune. Training Oversight No Compromise on quality
Modification vs Augmentation Cost of a modification Avoid modifications Stay out of the standard Extend the standard Add to the standard
Security, Performance and Concurrency Design the security Security is part of the customization Design for performance Implement for performance Test for performance
Testing Test early Test often Test functionality Test deployment
Deployment Absolutely no change in PROD Model vs Modelstore No change outside development environment Test the build before deployment
Tools Dynamics AX IDE Visual Studio LCS VSTS
Q&A