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

Project initiation and LCS


All deployment choices must go through a series of steps, guidelines, and tools Microsoft leveraging LCS. 

In LCS, you start by setting up a new project yourself via an from Microsoft, or you can create one for your organization. The ability to create an implementation project in LCS is provided by Microsoft only. However, a project can be set up by yourself or your partner/advisor for learning, testing, demonstration, and so on.

Please refer to the following screenshot showing various options in LCS project creation:

  • Prospective presales
  • Migrate, create solution and learn
  • Implementation

In LCS, projects are the key organizers and lay down the foundation for your goals. It is here that the methodology connection happens, and the rest of the execution follows this methodology using phases and tasks as your project phases, activities, and milestones.

The following screenshot shows a form where you have to select from various options to set up a project in LCS:

Note

Note...