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)

Requirements and Process Analysis

In the previous chapter, you learned about the building blocks of a project by defining a project charter and a project plan. The next step is to build the foundation of your implementation project by collecting any requirements, their analysis, and their fit-gap. The following are the key objectives of the requirement-gathering or analysis phase of the project:

  • Understanding the customer business process and goals
  • Defining the project scope
  • Identifying the fit and gaps
  • Developing a solution blueprint

In this chapter, we will explore requirements, processes, and solution blueprints while emphasizing their need, as well as various other moving parts for managing the scope of your project.

The following topics are covered in this chapter:

  • Requirements scoping
  • The hierarchy of business processes and subprocesses
  • LCS BPM and Azure DevOps/VSTS...