Book Image

Implementing Microsoft Dynamics 365 for Finance and Operations

By : Rahul Mohta, Yogesh Kasat, JJ Yadav
Book Image

Implementing Microsoft Dynamics 365 for Finance and Operations

By: Rahul Mohta, Yogesh Kasat, JJ Yadav

Overview of this book

Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition.
Table of Contents (23 chapters)
Foreword
Title Page
Credits
Disclaimer
About the Authors
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Chapter 5. Requirements, Business Process Analysis, and Traceability

In the previous chapter, you learned 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 requirements, its analysis and fit-gap. Following are the key objectives of the requirement gathering or analysis phase of the project:

  • Understanding the customer business process and goals
  • Define the project scope
  • Identify the fit and gaps
  • Develop the solution blueprint 

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

Following are the topics that will be covered in this chapter:

  • Requirements scoping
  • Hierarchy of business processes and subprocesses 
  • LCS Business process modeler and VSTS
  • Requirement gathering techniques
  • Requirements Traceability Matrix (RTM)
  • Requirement segmentation and ownership
  • Analysis...