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

Development planning


The key objective of the development phase is to a scalable, maintainable, and high-performing application. The next thing, after getting the development environment and the version control strategy finalized, is defining development plan and ground rules for the development team. The following are some basic guidelines and rules that need to be established by the solution architect and the project manager before the development.

Be agile

Irrespective of methodology selected for implementation, we recommend development phase to be executed in CRP or agile methodology. These methodology uses a series of Sprints to deliver implementation capabilities in incremental steps.

The following are guidelines for the CRP or agile methodology:

  • For large implementation projects, create an implementation team for each functional area, for example, finance, supply chain, warehouse management, retail, and so on. 
  • Define Sprint cycle in full week increments. It is common to use 2 to 4...