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)

Solution Planning and Design

The solution design process begins once the analysis phase has been completed. By now, the project plan is ready, the requirements document has been signed off, the Conference Room Pilot (CRP) has been completed, and the fit-gap exercise has been completed and documented as part of the analysis phase. In the fit-gap activity, if the team has decided on using some Independent Software Vendor (ISV) solution to fill the gaps, then you may need to evaluate the best ISV solution. For any other gaps, the implementation team needs to document the overall solution and produce functional and technical design documents to address the gaps through customization and extension. However, before starting on writing design documents, a functional and technical consultant also needs to know the standard features that can be used to fill the gaps or complement the solution...