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)

Best practices in analytics and information insights

Based on our experience, we would like to share the following best practices in this area:

  • Analytics is a journey and not a destination. You have to keep on optimizing and evolving the existing methods of seeking, consuming, and acting upon data.
  • It's going to be rare to find just one solution to all your information needs. Therefore, you must choose from the best-of-breed choices.
  • Leverage financial reporting or management reporting for all kinds of financial insights for an enterprise.
  • Leverage Excel for all one-time and quick end user-based reporting.
  • Leverage Power BI for all interactive visualizations and dashboards.
  • Leverage SSRS for printing all your documents and for day-to-day operational needs.
  • Leverage Azure Machine Learning for all information actions and predictions using algorithms.

The world of analytics...