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 about the importance of a methodology and the various choices of methodologies available. Conference Room Pilot (CRP) is clearly preferred and the recommended option, while organizations can adapt to any other methodology depending on the organization culture and project requirements. 

We introduced important tools while embracing Dynamics 365, such as LCS. LCS has a plethora of tools to benefit from and derive value in your implementation. We expect Microsoft to enhance these tool's existing capabilities. We also expect new functionality additions to benefit customers and partners worldwide and to lay a strong foundation of successful adoption of Dynamics 365 for Finance and Operations, Enterprise edition (AX) as the platform of choice to run their businesses.

Understanding the architecture is critical to know how the system works. In the next chapter, you will learn about architecture and the various components of Dynamics 365 for Finance and Operations...