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

Summary


In this chapter, you learned various considerations when taking an upgrade project. These considerations include preparing a strong business case and combining with the deployment choices and accordingly making an informed upgrade decision. 

It's crucial to understand what exact process is intended to be followed based upon on the decision which is often between update, upgrade, or migrate.

We also shared insights on various kinds of updates available and how to apply them through the upgrade processes involving code upgrade and data upgrade. We also covered various phases of an upgrade project. In the planning phase, we covered the importance of managing customization, managing scope, business engagement, and impact analysis.

As highlighted in best practices and recommendations shared throughout the chapter, we would like to you to consider while moving to the latest version. According to us, the upgrade is a must and the deciding factor is the timing of such an initiative. It's best...