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

Understanding update, upgrade, and migration


Before jumping to the details on different sections, let's understand the terminology used in this chapter; update, upgrade, and migration are technically enabled by what version of Dynamics 365 for Operation your organization currently has.

  • Update: We will use the term as a process of keeping your Dynamics 365 for Finance and Operations, Enterprise edition up to date with latest releases. With new concepts, such as models and new programming model extensions, it is easier than ever for organizations to adopt continuous innovation from Microsoft. In the following section, we will explore in detail the process of updating Dynamics 365 for Finance and Operations to the latest version.
  • Upgrade: The term is used when upgrading to Dynamics 365 for Finance and Operations from an earlier version of Dynamics AX 2012.  In this scenario, Microsoft supports the direct upgrade path by providing the tool set for code and data upgrade.
  • Migration or re-implementation...