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)

Introduction to Dynamics 365 Finance and Operations

Every organization needs a system of records to manage data, control it, and use it for their growth. This often leads to embracing business applications for managing their resources well and to keep improving the business process. With cloud computing providing so many benefits, such as flexibility, efficiency, security, and more uptime, organizations are now looking to go for digital transformation to move from on-premises business applications to cloud-enabled business applications.

Dynamics 365 is a cloud service offering from Microsoft, combining several business needs into a single, scalable, and agile platform, allowing organizations to bring in this much-needed digital transformation.

This chapter will introduce you to Microsoft Dynamics 365 and share the details of various apps, solution elements, buying choices, and complementary tools. We hope you will get an insight into the various tools, offerings, and options provided by Microsoft in Dynamics 365. This may help you in your business transformation initiatives and solution and platform evaluation, spanning customer relationship management (CRM), enterprise resource planning (ERP), and business intelligence (BI).

Let's explore the topics we are going to cover in this chapter:

  • What is Microsoft Dynamics 365?
  • Microsoft Dynamics 365 apps
  • Exploring Power Platform
  • Complementing/supporting tools with Microsoft Dynamics 365
  • Dynamics 365 for Finance and Operations apps
  • App source