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)

Requirement-gathering techniques

Achieving requirements is the reason why a project exists. You must always ensure you have a lot of due diligence when capturing, maintaining, and using requirements to drive the project toward success.

In the CRP methodology, you must conduct several workshops focusing on requirements collection, understanding validation, and having a solution to the approach.

How good the requirements are depends on how they were collected; the purpose and technique of gathering requirements is a significant contributor. Based on our experiences, we recommend that you leverage a technique that uses the following three verbs:

  • Listen
  • Lead
  • Negotiate

You can use any technique that facilitates information collection and understanding the process based on industry- and customer-specific situations; however, the verbs listen, lead, and negotiate, are expected to be...