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

The solution design document


A solution design document (SDD) includes information the elements of the overall solution, including Dynamics 365 for Finance and Operations, Enterprise edition standard features (fits), gaps, and integrations. It is important to get the entire solution depicted in a pictorial representation. The business process modeler in LCS is a great tool with which to put together the solution design document.

Overview and objectives

Solution design documents are primarily referred to the core team of the implementation team. The following are the key objectives of solution design documentation:

  • The details of the business flow in the future solution, based on Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
  • Solution validation
  • A single point of reference for future value additions, issues, and troubleshooting
  • Documenting in the high level
  • Business and solution flow diagrams

Guidelines for solution design documents

Solution design is a solution binder and...