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)

Setting up a project in LCS

All projects must go through a series of steps, guidelines, and tools from Microsoft that leverage LCS. These projects span the following use case areas:

  • Prospective presales
  • Migrate, create solutions, and learn
  • Implementation (only available when a subscription is bought for live implementation)

There are some resources and tools that are needed at the beginning of the project and some that are needed as part of an ongoing basis. Now, let's explain the process in sequence, right from an invitation from Microsoft to setting up your D365FO project in LCS and onward.

In LCS, you start by setting up a new project yourself via an invitation from Microsoft, or you can create one for your organization. The ability to create an implementation project in LCS is provided by Microsoft only. However, a project can be set up by yourself or your partner/advisor...