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

Data management scenarios


These are some typical data management scenarios a project goes through. Let's explore the tools and processes to use in each scenario.

Initial configuration in a blank environment

We recommend that you leverage the data management framework within Microsoft Dynamics 365 for Finance and Operations, Enterprise edition and start with the base data released from Microsoft. We typically download them, extract the data files, fit them to the customer's business needs, and then them in the initial environment. 

Many partners and ISVs are investing in creating industry-specific data packages that they intend to use repeatably in various implementation scenarios. These data packages can also be used to seed the configuration environment. 

Once you have applied the base data packages, you can save them as data templates. You can also load the default template provided by Microsoft. You can add and remove entities, according to your requirements, and maintain the data template...