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 Reviewers

Nicolae Tarla is a Microsoft Dynamics 365 specialist with a focus on solution architecture and technical presales. He has worked on various mid-sized to enterprise-level Dynamics 365, Office 365, and SharePoint implementations for both private and public sectors. He has been awarded the Business Solutions MVP designation for community contributions across several times.

Nicolae has participated as a technical reviewer and author on several books, presented at several events and conferences. He blogs at https://thecrmwiz.com/.

Nicolae has also worked as a technical reviewer on the books: Microsoft Dynamics 365 Extensions Cookbook and Microsoft Dynamics CRM 2011: Dashboards Cookbook. Moreover, he has authored Microsoft Dynamics CRM 2016 CustomizationsMicrosoft Dynamics CRM Customization Essentials, and Microsoft Dynamics CRM 2011 Scripting Cookbook by Packt.

I would like to thank the author and publisher for offering me the opportunity to partake in this review. It was a great experience assisting on this project. In addition, a big thanks goes to the Dynamics 365 community, for supporting the authors.

Sukrut Parab is senior solutions architect in Dynamics 365 for Operations (AX). He brings 11+ years of technology experience in industry and consulting, exclusively focused on Microsoft Dynamics AX development and related technologies (.NET ,SQL). He has been part of the successful upgrade from Ax 2012 RU 7 to Dynamics 365 for Operations. He has been working on Dynamics AX since Axapta 3.0 and has extensive experience in solution architecture, design, development, integration, data migration, and version upgrade for Microsoft Dynamics AX ERP. He has successfully worked with global teams to implement ERP systems in a variety of industries (finance, trade and logistics, entertainment, retail, and so on). He has also worked extensively on various Microsoft Dynamics AX modules, such as accounts payable, accounts receivable, inventory, product information management, general ledger, expense management, and HR. Sukrut has a bachelor's degree in electronics and telecommunication engineering and is a Microsoft Certified Technology Specialist (MCTS), Dynamics AX.

 

Madhu Babu Rapolu has 17 years of industry experience, with over 11 years of experience working on the various versions of Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. He has extensive functional experience in the trade and logistics, financials, project management and accounting, and production modules of Microsoft Dynamics AX. He has played versatile roles during his tenure as a business analyst, functional lead, and project manager. He is currently working as a solution architect in the central region of the USA. 

 

Pankaj Sonawane is an accomplished, dedicated, and result-oriented Microsoft Certified Dynamics 365 Consultant. He is a highly motivated Dynamics AX professional with solid track records in AX consulting, solution designs, and the development and delivery of AX projects. He has been working for more than 13 years in the AX space, with strong analytical and problem-solving skills, from Axapta 3.0 to the latest Dynamics 365 for Finance and Operations, Enterprise edition. During his career, he has played various roles in some of the world’s largest Dynamics AX implementations and upgrade projects, ranging from senior developer and technical consultant to technical architect, team lead, and AX manager. He has been continuously working in the Microsoft technology stack using MorphX, X++, SQL, C#, ASP.Net, BizTalk, AIF, SSRS, SSAS, data warehousing, Power BI, Visual Studio, and so on. He is also proficient in different AX-functional areas such as trade and logistics, AR, AP, inventory, general ledger, and human resource. He is also skilled in developing user documentation, requirements specifications, technical documentation, and architectural designs. He is the most sought-after ERP expert with an in-depth knowledge of AX as a product.

Recently, Pankaj has successfully completed an upgrade from Dynamics AX 2012 to Dynamics 365 for Finance and Operations, Enterprise edition and has continued working on the same to integrate Dynamics 365 with various SaaS systems.