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

Guidelines and best practices


The following are some guidelines and recommendations for the process:

  • First and foremost, use extensions model of customization, even if it is possible to overlayer some of the models in the version you are doing your development on. If you have to overlayer because extensions is not possible, overlayer just to add hook and keep your business logic in extension classes.
  • If you are part of the FastTrack, work with Microsoft fast track team member assigned to your project to raise any bugs or extension points as soon as possible. 
  • If customization you are working on is common enough and you think it should have been part of the standard solution. Submit it Microsoft using website https://ideas.dynamics.com/ideas/dynamics-operations
  • Build plan to uptake latest binary and X++ releases in your development cycle. 
  • Use version control and appropriate branching strategy for the  development process.
  • Implement a code review process to manage check-ins and control what...