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)

Methodology and Initiation

In the first chapter, you learned about Microsoft Dynamics 365, its various apps/services/offerings, their capabilities, and the disruption in the way business apps are going to be leveraged. In this chapter, we will focus on implementation methodologies and best practices when initiating a project in Microsoft Dynamics 365 for Finance and Operations.

Once you have chosen to implement Microsoft Dynamics 365 for Finance and Operations in your organization and decided on the partner to assist you in this implementation journey, one major decision for the customer and the vendor is to decide on the implementation strategy. Let's now learn how to lay down the foundations for your project success. Whether it is an ERP (short for enterprise resource planning) implementation or any other major business transformation initiative, you must chalk out the...