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

Configuration management 


Planning is a stepping stone to success. It is needed for both managing the configuration for data migration, and there are some common factors that can be used for the purpose. Configuration means setting up the base data and parameters to enable your functionalities, such as finance, supply chain, taxation, project management, and so on. Managing these configurations is important task, as these are mostly driven by the key decisions in your solution and project.

The following diagram shows the various phases of the configuration management lifecycle:

Configuration planning 

Configuration planning is the identification of all the configurations required for your implementation. These configurations cover parameters, key master data, and the reference/supporting data across modules.

Most configuration requirements are known from the solution design phase and finalized with the sign-off of the functional and technical design specifications. The first step configuration...