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

Why select a methodology?


Methodology is a systematic theoretical analysis of applied to achieve one or many goals. This systematic study of methods with a clear process and coupled with best practices ensures a success rate for goal attainment. However, a methodology does not guarantee success and hence needs to be customized and refined over the course of the cycle to ensure that it adapts to any changes in an enterprise environment.

A methodology comprises various tools and techniques, such as phased workflows, individual process workflows, process procedures, templates, samples, aids, instructions, responsibility, accountability, authority, risks and issues, and many more, all carried out to deliver the product or service.

By managing every program undertaken in a repeatable manner, your team gains efficiency, works smarter, and can build an environment of continuous process improvement.

In a nutshell, having a methodology provides enterprise initiatives with clear expectations and increases...