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

Dynamics 365 data integrator


Microsoft Dynamics 365 offering combines CRM and ERP services into a single offering, with a promise that these individual applications are Intelligent applications that work smarter together. The following diagram shows Microsoft vision of how different applications Dynamics 365 will be integrated:

As shown, a common platform serves as an integration service between various applications. These integrations will enable breaking down silos of data, enable collaboration, automate workflows, and unify the business front office and back office applications. With the help of these integrations, a business user in Dynamics 365 for Sales who initiated the quote will be able to see the order status and fulfillment details without leaving the sales system he always uses.

The Dynamics 365 Data Integration feature enables the flow of data between Dynamics 365 for Sales, Dynamics 365 for Finance and Operations, and other products through Common Data Service. In this section...