Book Image

Implementing Microsoft Dynamics 365 for Finance and Operations Apps - Second Edition

By : JJ Yadav, Sandeep Shukla, Rahul Mohta, Yogesh Kasat
Book Image

Implementing Microsoft Dynamics 365 for Finance and Operations Apps - Second Edition

By: JJ Yadav, Sandeep Shukla, Rahul Mohta, Yogesh Kasat

Overview of this book

Microsoft Dynamics 365 for Finance and Operations is a modern cloud ERP platform that adopts a mobile-first approach suitable for medium-to-large enterprises. This book covers the entire implementation process of Dynamics 365 Finance and Operation Apps, including post-implementation and business transformation. The updated second edition starts with an introduction to Microsoft Dynamics 365, describing different apps and tools under it. You will learn about different implementation methodologies such as Waterfall and Agile, for your projects. We will cover various application components and architectures of Dynamics such as requirements processing, development, reports and analytics, and integration. With the help of tips, techniques, and best practices, you’ll explore strategies for managing configurations and data migrations. As you read further, you’ll discover development tools and processes in Dynamics for building customized solutions in Dynamics. The book will also demonstrate analytics and financial reporting options such as Power BI and Cortana Intelligence. Finally, you’ll learn the importance of testing and explore various automated testing strategies. By the end of this book, you will have gained the necessary knowledge to implement Microsoft business solutions with Dynamics 365 for Finance and Operations Apps.
Table of Contents (15 chapters)

Preface

Microsoft Dynamics 365 is a cloud-based business application platform consisting of purpose-built intelligent applications that unifies ERP and Customer Relationship Management (CRM). Part of Dynamics 365, Finance and Operations is a modern cloud-based ERP platform that helps you manage financials, manufacturing, and supply chain operations in a medium to large organization.

This book is written from the perspective of the ERP implementation team, encompassing everything required to achieve a successful implementation of Finance and Operations apps. You will deep dive into various aspects of Finance and Operations implementation and learn about best practices, architecture, tools, life cycle management, deployment, support, and maintenance.

This second edition is updated with the latest developments in Finance and Operations applications and technology. The book starts with an overview of Finance and Operations applications, life cycle services, implementation methodologies, application architecture, and deployment choices.

As you progress, you'll learn about requirement and process analysis, integration planning techniques, configuration and data management, as well as custom solution design and customization. This book demonstrates analytics and financial reporting capabilities and integration with Power BI and Azure Data Lake.

Toward the end of this journey, you'll understand the importance of testing and training and go-live planning. Managing predictable and continuous updates through One Version is the final takeaway from this book.