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 6. Configuration and Data Management

In the previous chapter, you learned about the importance of requirements, business processes, solution blueprints, and requirement traceability.

Data is an important facet in any initiative and is often the most complex and underestimated area in ERP implementations. Effective management of data can be achieved with the help of right scoping, tool selection, techniques for migration, validation, and well defined acceptance criteria. In every implementation project, following are two primary segments which a project team needs to address in their data activities and planning:

  • Configuration data: Configuration means setting up the base data and parameters to enable your functionalities, such as financial, supply chain, taxation, project management, and so on. Managing these configurations is an important task, as it is mostly driven by the key decisions in your solution and project.
  • Data migration: Data migration is the task of migrating data from...