Book Image

Implementing Microsoft Dynamics 365 for Finance and Operations

By : Rahul Mohta, Yogesh Kasat, JJ Yadav
Book Image

Implementing Microsoft Dynamics 365 for Finance and Operations

By: Rahul Mohta, Yogesh Kasat, JJ Yadav

Overview of this book

Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition.
Table of Contents (23 chapters)
Foreword
Title Page
Credits
Disclaimer
About the Authors
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Best practices in upgrade and migration


Upgrade and are quite a significant project. The following our suggested best practices for them:

  • Upgrade decision must be evaluated with pros and cons based on the business case and toolset availability.
  • The major version from which you are migrating to Dynamics 365 for Finance and Operations, Enterprise edition is also a key input to deciding between a technical assisted upgrade or a re-implementation.
  • Leveraging perfectly skilled resources in Dynamics 365 for Finance and Operations as well AX 2012 is crucial for a successful and timely upgrade.
  • Whether it is an upgrade or a migration, always revisit new capabilities and frameworks to leverage while decommissioning old ones.
  • Optimize your business fitment with available capabilities in Dynamics 365 for Finance and Operations and try and keep your solution mix as simple as possible.
  • Never underestimate the need for substantial testing irrespective of the approach taken. Any major changes to your core...