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

Summary


In this chapter you learned how to best manage configuration and data. The strategies suggested for managing configuration and data are based on our experience, and they lay a strong foundation for configuration and planning, including migration. It is super important to have the right data management strategy, as it has a direct impact on everyone who's going to use the system, on decision making, on driving daily operations, and on achieving the project objectives. As there are a number of data management techniques and tools, it is highly important to select the right one to effectively manage your configuration and data in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. Understanding the solution capabilities of data entities and their usage in the solution directly, as well as through LCS using data packages and PDP, are must-haves in your configuration and data planning.

With the growth of LCS, it has become imperative to leverage capabilities such as...