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

Kickoff meeting


Every project must have a kickoff meeting, and it is about setting expectations, and clearly calling out and communicating goals. You must involve executives from all sides (partner and customer) in a meeting. The following is very true:

Successful projects start with a great kickoff meeting.

We would like to share our knowledge by outlining the key requirements a successful kickoff meeting:

  • Review the goals with the key stakeholders and ensure you have the goals defined in the order of priority.
  • Review the project goals and charter. Define and get commitment on how success is going to be measured.
  • Getting team commitment is a key.
  • Review the project plan in detail. Review the project milestones and deliverables, validate the team structure, roles, and responsibilities fitment with the resources, and emphasize the implementation methodology and the steps to success.
  • Brainstorm and seek the team members' acceptance of ground rules. Communication and logistics are super important...