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

Chapter 2. Implementation Methodology and Tools

In the first chapter, you learned about Microsoft Dynamics 365, its various apps/services/offerings, their capabilities, and the disruption in the way business apps are going to be leveraged. From this chapter onward, we will focus solely on the implementation process, architecture, various tools, features, and best practices of Dynamics 365 for Finance and Operations, Enterprise edition. 

After you have chosen to implement Dynamics 365 for Finance and Operations, Enterprise edition in your organization and decided on the partner to assist you in this implementation journey, one major decision for the customer and the vendor is to decide the implementation strategy. Let's now learn how to lay down the foundation for your project success. Whether it is an ERP implementation or any other major business transformation initiative, you must chalk out the path, rules, guidelines, processes, and milestones before embarking on your efforts. It is like...