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

Common features


During the fit-gap analysis sessions, the consultant and the product experts should try to find workarounds for every possible gap. Utilize the LCS BPM library to identify the common business and best practices. There are many common features in finance and operations, applicable to any module. These features, if carefully examined, can address many gaps. In this section, we will briefly cover some of these common features.

Note

The intent for the overview of the common features in this chapter is to use these features as possible workarounds to avoid customization or use them as part of your custom solution to provide a consistent user experience.

Personalization

Customization is often requested by business users to simply hide, move, or rename fields displayed on the forms. These types of customizations can be avoided with a personalization feature. 

With personalization, a user can change how certain UI elements are displayed in his/her version of Finance and Operations to...