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

Strategies for managing configuration and data migration


Consistencies from systems are received when they have the right and data. Both of them have a lifecycle to be managed and need to be continuously optimized at every phase of the initiative. These elements persist beyond just the attainment of project goals, as they are used the systems are in use.

ERPs need a strong framework and policy for managing the configuration and data, as these inputs play a significant role in getting the output from solutions used in an organization's business transformation initiative. Both configuration and data are better managed when there are tools that make management easier. Dynamics 365 for Finance and Operations gives customers and partners the much-needed tooling to effectively manage them.

There is a direct link between execution and success: planning. A well-planned project sets it up for assured success. Planning makes the rest of the project activities and deliverables easier and allows stakeholders...