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 1. Introduction to Microsoft Dynamics 365

Organizations need a system of records to manage data, control it, and use it for their growth. This often leads to embracing business applications for managing their resources well and keep improving. Traditionally, this used to happen via software installed at the customer's location; it later evolved to hosting either internally or at the partner's premises. Now, in this modern world, it has transformed into leveraging the power and elasticity of the cloud.

Dynamics 365 is a cloud service from Microsoft, combining several business needs into a single, scalable, and agile platform, allowing organizations to bring in the much-needed digital disruption.

This chapter will introduce you to Microsoft Dynamics 365 and share the details of various apps, solution elements, buying choices, and complimentary tools. We hope you will get an insight into various tools, offerings, and options provided by Microsoft in Dynamics 365. This may help you in your business transformation initiatives, and solution and platform evaluation, spanning Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), and Business Intelligence (BI).

Let's explore the topics we are to cover in chapter:

  • What is Microsoft Dynamics 365?
  • Microsoft Dynamics 365 apps
  • Complimenting/supporting tools with Microsoft Dynamics 365
  • Dynamics 365 for Finance and Operations, Enterprise edition (AX)
  • Trail and Buying Microsoft Dynamics 365