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

About the Authors

Rahul Mohta is a cofounder of Real Dynamics and also works as an independent trainer for Microsoft. He has 16 years of experience in ERP, focusing on Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (AX) and has worked for customers and partners worldwide. His experience spans multiple geographies (America, Europe, and Asia) across various domains, such as financials, supply chain and distribution, projects, manufacturing, warehousing, retail, and professional services, where he works as a trusted advisor while undertaking diverse roles across various implementations and initiatives.

He is an enthusiast of ensuring value creation while embracing Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (AX), and he regularly shares his knowledge through blogs and training sessions delivered for Microsoft and other companies.

I would like to thank several people who supported me directly as well as indirectly in my knowledge on Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (AX) and for motivating me to write this book. I sincerely thank my parents, coauthors (Yogesh and JJ), partners in Real Dynamics, mentors, colleagues, and my near and dear ones in my family and circle of friends.

Yogesh Kasat is a founding partner of Real Dynamics, which is one of the first IV&Vs (Independent Verification and Validation services provider) for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. He has led several large Dynamics AX implementations and turned them into success stories with his unique blend of knowledge of financial and supply chain modules, technical architecture, and business process optimization.

Yogesh brings over 15 years of experience in ERP Consulting and Audits to the team. He has worked as a solution architect and project lead on many enterprise engagements, and as an advisor with the Microsoft Product team. His global customer experience covers the USA, Canada, UK, Ireland, Japan, India, and Singapore.

Yogesh is a returning author, and having previously written the book Microsoft Dynamics AX Implementation Guide.

I would like to thank several people who provided me encouragement and valuable feedback on the previous. My sincere thanks to customers, colleagues at Real Dynamics, mentors, and peers in the industry who helped me gain knowledge on Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (AX). I thank my mom, sisters and brothers, wife and kids, and friends and family for their continued support while I was writing.

JJ Yadav has been working on Microsoft Dynamics 365 for Finance and Operations, Enterprise edition for more than 13 years as a solutions architect, project manager, technical lead, and developer. He started working on Axapta 3.0 as a developer with Euro Info Systems in India (now Tectura India). He has experience in leading and managing several Dynamics AX Global implementations and upgrade projects. His core technical expertise includes infrastructure planning, integration services, data migration, and workflow. He has extensive functional experience in financials, procurement, accounts payable, accounts receivable, inventory and warehouse management, and the service modules of Dynamics AX.

Currently, he works as a senior project manager with Hitachi Solutions, America in the central region of the U.S.

JJ Yadav has also coauthored the book Microsoft Dynamics AX Implementation Guide, published by Packt.

I would like to thank my family, friends, and coworkers for their support and inspiration, and my beautiful wife, Khushboo, for supporting and encouraging me at every walk of life and for all her patience and support during the hours and weekends that I spent writing this book. My sincere gratitude to my coauthors, Yogesh Kasat and Rahul Mohta, for putting in great teamwork while writing this book. I would like to thank all the reviewers and Packt for providing valuable feedback and comments during the creation of this book.