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 7. Functional and Technical Design

The solution design process begins once the analysis phase has been completed. By now, the project plan is ready, the requirements document has been signed off, the Conference Room Pilot (CRP) has completed, and the fit-gap exercise has been completed and documented as part of the analysis phase. In the fit-gap exercise, if the team has decided on using some ISV solution to fill the gaps, then you may need to evaluate the best ISV solution. For any other gaps, the implementation team needs to document the overall solution and produce the functional and technical design documents to address the gaps through customization and extension. However, before starting on writing design documents, a functional and technical consultant also needs to know the common features that can be used to fill the gaps or complement the solution design they are proposing. 

In this chapter, we will cover the following topics:

  • Finding the right app for your business needs...