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

Requirements scoping


Where can we start to collect and document requirements? What kind of need to be collected? How do we ensure that all the requirements are collected?

You might be wondering about the previous questions, which are common for all ERP implementations.  For a successful project, laying down a strong foundation right from the start is needed and collecting accurate and documented requirements is one such activity.

Often, even before engaging a solutions partner/advisor, organizations internally come up with a requirements list for their business transformation. The size of the organization, the businesses involved in the transformation, and the future state goals, all play a significant role in driving requirements, and it is a project in itself. In any implementation methodology, exhaustive requirement collection and analysis is a must to be successful.

Note

Often, organizations engage external firms and advisors to support them in the requirements gathering, as this is like...