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

The need for a strong project start


A project is in place for something to be achieved, and any initiative in ERP adoption is considered a major undertaking. Hence, such initiatives should not be treated as mere IT programs as organizational initiatives.

A strong project start is imperative in laying down the foundation for assured success. One can ensure a strong start by mixing in all the key ingredients:

  • Vision for transformation
  • Executive buy-in
  • Talent acquisition

The definition of a strong start is important and may need to be personalized as per the size and complexity of the project. In essence, when project goals are committed from top to bottom and the vision is accepted by all the stakeholders of the project, it is considered to be a strong start. Often, this is just like laying down the seeds of a plant and watering them with commitment. While detailed planning will happen shortly, emphasis needs to be given to preplanning.

Business drivers and organizational goals often trigger the...