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 project initiation

Based on our practical experiences, the following are the recommended best practices that need to be evaluated for every project and its goals for effectiveness:

  • Identification of the right stakeholders before project kickoff and keeping them up to date: You must have written and verbal commitments from all of the stakeholders toward meeting the objectives of the project and their contribution. You should also have a lot of team-building exercises throughout the duration of the project, as it facilitates the team members working more closely together.
  • Ensure that your project charter has the following mentioned in detail:
    • The charter must be a formal document prepared from inputs from the key stakeholders. The project charter is not a legally binding document; hence, it is a great place for all stakeholders to openly contribute.
    • The objectives...