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

Hierarchy of business processes and subprocesses 


There must always be an explicit link business processes and requirements.

It should start at a high level for the coverage perspective, but the requirements must be collected in detail. Asking the five Ws is always a good idea to ensure that enough details are collected.

Note

Five Ws: Why, What, Where, Who, and WhenWhen solution envisioning is performed, another crucial question, How, gets answered.

All the business processes that will be part of the initiative and each of their subprocesses must be considered for preparing the requirements list. There should never be a requirement without being linked to one or many processes; alternatively, there should not be any process/subprocess that does not have any requirements. Any such situation, wherein a requirement does not belong to any business process should be validated with the out-of-scope criterion and accordingly addressed by the change control board.

We recommend that you follow a hierarchical...