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)

Summary

In this chapter, we started by understanding the basics of gathering the BI and reporting requirements. We explored various reporting scenarios and features, such as operational reporting, financial reporting, and regulatory and tax reporting. We discovered various tools that are available out of the box in Dynamics 365 for Finance and Operations to solve these reporting scenarios. With additional capabilities delivered from modern reports, ER, and financial or management reporting, it becomes a full-suite analytics tool to make information available on time and in the medium of your choice.

We learned how Finance and Operations enables Power BI integration with the Entity store and BYOD as well as future investments from Microsoft to enable enterprise data warehouse and big data analytics integration with Azure Data Lake. With the data feeds service, Finance and Operations...