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 process 


So far we understand the architecture and concepts related to development in Dynamics 365 for Finance and Operations, Enterprise edition. Now its time to explore the development process itself. The key objective of the development process is to ensure a scalable, maintainable, and high-performing application.

The following diagram shows the steps that a developer goes through while developing custom solutions:

In this section, we will go through these steps and analyse how it relates to developing a custom solution in Finance and Operations, what capabilities system offers and best practices to follow during each steps.

Conceptualization

The first step of the development process is conceptualizing the solution. You must understand the problem that you are trying to solve. At this stage, you need to the where and the what—where in the standard flow you need to add your code, and what code can be reused from the standard one. Remember Finance and Operations provides numerous...