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)

Methodologies to choose from

The choice of methodology selection is limited but needs to be done carefully based on business goals and project/program goals. The primary methodologies we have seen being used in Microsoft Dynamics 365 for Finance and Operations are as follows:

  • Conference Room Pilot (CRP): This methodology is a blend of agile and waterfall and can smartly use this to achieve goals of all sizes, big or small. This is widely used and accepted for various cloud-based initiatives.
  • Agile: This methodology is good in select scenarios such as development, support, and enhancements. However, for a greenfield initiative of implementing Microsoft Dynamics 365 for Finance and Operations, this may not always be so useful. When the project duration is short and goals are clearly defined and non-changeable, this methodology will be found useful.
  • Waterfall: This is a traditional...