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)

Analytics, Business Intelligence, and Reporting

In the previous chapter, you learned about customization and extensions in Dynamics 365 for Finance and Operations. In this chapter, we will be covering reporting and analytics in Finance and Operations.

Usually, reporting and business intelligence (BI) is considered as an afterthought in ERP implementations. However, this is one of the most important outcomes of the project.

Oftentimes, the business asks, where is my report?, and the answer that they get is, data is there... That's not enough; you need to deliver reports or information in a form that the business can use. It's not uncommon for business leaders to complain, we are flying blind, due to the lack of reports or the accuracy of the reports. For a customer, it is important to have real-time visibility of the business for the respective business owners to be able...