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

Best practices and recommendations


Here are a few considerations to keep in mind while designing your solution for Dynamics 365 for Finance and Operations, Enterprise edition:

  • Simplify the overall architecture and try to reduce the number of integrations between applications wherever possible. It is one of the areas that cause recurring issues in production.
  • Clearly define the master system for each data element, even though you may have it stored at multiple places. In some cases, this may have to be defined at the field level. For example, a customer master is stored in CRM and Finance and Operations as well. CRM might be the master for all the customer information except credit limit.
  • Ideally, you should avoid duplication of data across multiple systems, although in some cases you cannot avoid it for business reasons or for systems to work. For example, customer records are required in both the CRM system and operations. However, you can opt not to integrate the CRM-centric customer information...