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

Ground rules for day-to-day operations


Ground rules are policies and guidelines that are to be by the project group and intended to help individual members. They must be clear, consistent, agreed-to, and followed by the team members. The purpose of ground rules is to adhere to the agreed style of working, which directly impacts the project's success.

Note

We have seen that ground rules add value to the overall team communication, participation, cooperation, and support, as these are meant to address the behavioral aspects of project delivery.

The following are some of the top areas where rules are seen effective and, hence, should be created:

  • Team meetings
    • For example, the ground rule for stand up meetings could be just highlighting in brief the key accomplishments and challenges per track/lead
  • Communication
    • Verbal communications are a must and soft skills are important traits to have for the project team members. However, sharing relevant information with the impacted stakeholders in a formal...