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 8. Integration Planning and Design

ERP is in the middle of the ecosystem of business facing applications, and Microsoft Dynamics 365 for Finance and Operations will need to directly or indirectly integrate with other applications. Accuracy and timely update of this information is very important for business success and growth. It is important to ensure that the technical analysts and developers in your project are familiar with integration technologies, so that they can support the design process and identify the best integration solution for your project. This chapter is about integration planning, understanding integration technologies, and integration design/development.

In this chapter, the following topics are covered:

  • Integration architecture
  • Basic integration concepts
  • Integration tools, midleware, and scenarios
  • Dynamics 365 data integrator
  • Integration planning
  • Integration design and development
  • Best practices and recommendations