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)

Summary

In this chapter, you learned about the importance of a methodology and the various choices of methodologies available. CRP is the clearly preferred and recommended option, while organizations can adapt to any other methodology depending on the organization's culture and project requirements.

It is important to keep your project plan up to date by keeping it in sync with the latest activities. You may use the baselining approach, which helps to predict the future set of activities and milestones.

Also, you learned about the need for a solid project start and how important it is to lay down the foundations for success early on. The key ingredients to be successful include forming the right team composition, laying down the ground rules (for behavioral aspects), and outlining the goals in the project charter.

After selecting the methodology and project initiation strategy...