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.

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Table of Contents (15 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Disclaimer
Get in touch
1
Introduction to Dynamics 365 Finance and Operations
Introduction to Dynamics 365 Finance and Operations
Introducing Microsoft Dynamics 365
Understanding Microsoft Dynamics 365 apps
Understanding Power Platform
Exploring Dynamics 365 for Finance and Operations
Trial of Microsoft Dynamics 365
ERP implementation team structure
Summary
Free Chapter
2
Methodology and Initiation
Methodology and Initiation
Why select a methodology?
Methodologies to choose from
Project deliverables
Project initiation
Project team composition
Project backbone
Ground rules for a project team
Kickoff meeting
FastTrack
Best practices in project initiation
Summary
3
Lifecycle Services (LCS) and Tools
Lifecycle Services (LCS) and Tools
LCS
Setting up a project in LCS
Ongoing day-to-day activities
Ongoing support
Summary
4
Architecture, Deployment, and Environments
Architecture, Deployment, and Environments
Understanding architecture
Understanding application components and architecture
Understanding deployment options
Understanding cloud deployment and environment planning
Summary
5
Requirements and Process Analysis
Requirements and Process Analysis
Requirements scoping
Hierarchy of business processes and subprocesses
LCS BPM and Azure DevOps
Understanding Microsoft Azure DevOps
Requirement-gathering techniques
Requirements Traceability Matrix (RTM)
Requirement segmentation and ownership
Analysis of requirements
Solution blueprint
Key decision log
Best practices in managing requirements
Summary
6
Configuration and Data Management
Configuration and Data Management
Explaining configuration management
Managing data migration
Introducing data management tools
The data management framework
Database operations
Cross-company data sharing
Data management scenarios
Best practices in managing configurations and data migration
Summary
7
Solution Planning and Design
Solution Planning and Design
Finding the right app for your business needs
Understanding common product features
The solution design document
The functional design document
The technical design document
Summary
8
Integration Technologies, Planning, and Design
Integration Technologies, Planning, and Design
Basic web integration concepts
Learning about the integration architecture
Integration concepts in Finance and Operations
Integration scenarios and planning
Integration design and development
Best practices and recommendations
Summary
9
Customization and Extension
Customization and Extension
Understanding solution architecture and development concepts
Understanding the development environment
Development planning
Development process
Build and continuous updates
Guidelines and best practices
Summary
10
Analytics, Business Intelligence, and Reporting
Analytics, Business Intelligence, and Reporting
Gathering reporting and analytics requirements
Reporting scenarios and tools
Analytics data strategy and data integrations
Moving from relational databases to Azure Data Lake
Best practices in analytics and information insights
Summary
11
Testing and Training
Testing and Training
The importance of testing
Types of testing
Automated testing strategies
Test-planning guidelines and recommendations
Training
Planning and executing training
Change management
Summary
12
Managing Go-Live and Post Go-Live
Managing Go-Live and Post Go-Live
Learning about the production environment and responsibilities
Understanding go-live activities
Exploring the organization's readiness to go-live
Understanding go-live planning and execution
Learning about post go-live support
Summary
13
One Version Service Updates
One Version Service Updates
Exploring One Version
Understanding feature management
Summary
14
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The data management framework

The data management framework in Dynamics 365 for Finance and Operations is based on Data Import/Export Framework (DIXF). This tool, along with the other tools in LCS, helps the customers and partners quickly set up their initial environment from blank data, manage the configuration data throughout the lifecycle of the project, plan and execute data migration, and move the data from one environment to another.

There are several tools and concepts that constitute the overall data management platform in Dynamics 365 for Finance and Operations. Some of these tools are within the Finance and Operations application, while the others are available in LCS. Let's learn about these tools and concepts and how they can be used for various data management scenarios.

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