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

Planning and executing training


In the earlier section, we learned all of the great tools and enhancements that Finance and Operations brings for users. Along with great tools, you need a good plan to conduct a successful and effective training. In this section, we will go through some of the essential planning and execution guidelines to ensure that you get effective and proper training using those great tools.

Training plan

Training planning is an essential part of ERP implementation. It is more important because you are training business users who are used to a different process or system, and are completely new to this new system and processes.

Put together a plan that covers the following points:

  • Understanding the audience: How quickly are your users likely to catch up with the changes? The training plan needs to be defined accordingly to support their transition.
  • Train the trainers: Consultants train the trainer who the business superusers or internal business analysts. The idea is to...