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)

Kickoff meeting

Every project must have a kickoff meeting, which is about setting expectations, and clearly calling out and communicating goals. You must involve executives from all sides (partner and customer) in a kickoff meeting.

We would like to share our knowledge by outlining the key requirements for a successful kickoff meeting:

  • Review the goals with the key stakeholders and ensure that you have the goals defined in the order of priority.
  • Review the project goals and charter. Define and get a commitment on how success is going to be measured.
  • Getting team commitment is key.
  • Review the project plan in detail. Review the project milestones and deliverables, validate the team structure, roles, and responsibilities fitment with the resources, and emphasize the implementation methodology and the steps to success.
  • Brainstorm and seek the team members' acceptance of ground...