Customizations Bernd Loske Director of Technical Services Fullscopes

Customizations Bernd Loske Director of Technical Services

Fullscope’s CSO Organization Serving the needs of existing AX Customers 93% MSP Renewal Rate Gina Pabalan, Director, CSO Operations Cher Nancy Kim Carl Boutin Sales/Account Services Executive Mike Hull Sales/Account Services Executive Upgrade Support & Optimization Services Center of Excellence Training Beth Upgrade Lead Jay Solution Architect Functional Technical Business Analyst Support Engineer Jim AX Developer Don AX Developer Frik Brian PM/Business Analyst Sumanth AX Developer John AX Developer Kinjal Business Analyst Doug Tech Lead Clyde CSO Project Manager Xiaojun Tammie HR Mike Reporting & BI Thomas BI Strategist David BI Architect Keith BI Architect Jake BI Architect Nigel JYT BI Architect Kendall PBi PBI DBA/ Infrastructure 20+ dedicated CSO staff has an average of 12 years Dynamics experience Finance Trade and Logistic Manufacturing and Planning Technical (Development, Architecture, Database) Reporting & BI 17 Upgrades Last 18 Months 12 BI projects © 2016 Edgewater Fullscope – All Rights Reserved

Agenda • When to do a customization • How to do a customization © 2016 Edgewater Fullscope – All Rights Reserved

When ?

What is a customization ? Any change to ANY code artefact is a customization • • Reports Forms Security Features © 2016 Edgewater Fullscope – All Rights Reserved

When to do a customization ? • Best Option: NEVER! • Second best option: – As little as possible – If you have to do them, do them correctly © 2016 Edgewater Fullscope – All Rights Reserved

Reasons for Customizations • • Improves Competitive Advantage Significantly reduces operating costs Regulatory Requirement Industry Specific Best Practice © 2016 Edgewater Fullscope – All Rights Reserved

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” © 2016 Edgewater Fullscope – All Rights Reserved

How ?

How to do customizations • • Process Skillset Modification vs. Augmentation Security, Performance and Concurrency Testing Deployment Tools © 2016 Edgewater Fullscope – All Rights Reserved

Process • “Agile” • • Design Test Implementation Tracking © 2016 Edgewater Fullscope – All Rights Reserved

Skillset A Professional is Expensive, but an Amateur Costs a Fortune. • Training • Oversight • No Compromise on quality © 2016 Edgewater Fullscope – All Rights Reserved

Modification vs Augmentation • • • Cost of a modification Avoid modifications Stay out of the standard Extend the standard Add to the standard © 2016 Edgewater Fullscope – All Rights Reserved

Security, Performance and Concurrency • Design the security • Security is part of the customization • Design for performance • Implement for performance • Test for performance © 2016 Edgewater Fullscope – All Rights Reserved

Testing • • Test early Test often Test functionality Test deployment © 2016 Edgewater Fullscope – All Rights Reserved

Deployment • Absolutely no change in PROD • Model vs Modelstore • No change outside development environment • Test the build before deployment © 2016 Edgewater Fullscope – All Rights Reserved

Tools • • Dynamics AX IDE Visual Studio LCS VSTS © 2016 Edgewater Fullscope – All Rights Reserved

Q&A © 2016 Edgewater Fullscope – All Rights Reserved