1. Bernd Loske Director of Technical Services
Customizations
Bernd Loske
Director of Technical Services

2. 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

3. Agenda
When to do a customization
How to do a customization

4. When ?

5. What is a customization ?
Any change to ANY code artefact is a customization
Reports
Forms
Security
Features

6. When to do a customization ?
Best Option:
NEVER!
Second best option:
As little as possible
If you have to do them, do them correctly

7. Reasons for Customizations
Improves Competitive Advantage
Significantly reduces operating costs
Regulatory Requirement
Industry Specific Best Practice

8. 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”

9. How ?

10. How to do customizations
Process
Skillset
Modification vs. Augmentation
Security, Performance and Concurrency
Testing
Deployment
Tools

11. Process
“Agile”
Design
Test
Implementation
Tracking

12. 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

13. Modification vs Augmentation
Cost of a modification
Avoid modifications
Stay out of the standard
Extend the standard
Add to the standard

14. Security, Performance and Concurrency
Design the security
Security is part of the customization
Design for performance
Implement for performance
Test for performance

15. Testing
Test early
Test often
Test functionality
Test deployment

16. Deployment Absolutely no change in PROD Model vs Modelstore
No change outside development environment
Test the build before deployment

17. Tools
Dynamics AX IDE
Visual Studio
LCS
VSTS

18. Q&A