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

Data migration management 


Similar to configuration management, data migration is an important in a project. By data migration, we mean the data that you need to migrate from the legacy system, such as master data and opening balances. Data is needed for any kind of task and has multiple attributes. Hence, to ensure that it is managed and utilized well, we need to undergo a systematic approach. In the context of implementing a Dynamics 365 solution, we are focusing on overall data management and would like to share a visual for an end-to-end understanding of all the activities involved in planning for data:

The full suite of activities involved in data migration is as follows:

  • Planning for data migration: Involves planning the scope, tools, techniques, volume, and environment
  • Data extraction and cleansing: Cleansing is a business function; however, milestones and dates must be well planned and baked in the data migration plan
  • Data transformation: Seek and agree on the transformation requirements...