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

Excel


Excel has always been the ultimate choice to view data easily and quickly, convert it into information using charts and pivots, make informed decisions, and share the decisions with the other stakeholders.

The following screenshot depicts various options available out of box:

With Dynamics 365 for Finance and Operations, Enterprise edition, you get two choices while working with Excel:

  • Export to Excel:
    • One-way export of data seen in the web form to Excel
    • Native functionality in all forms open via a web browser
  • Open in Excel:
    • Bidirectional export of data to Excel using the Office Excel app for Dynamics.
    • The Microsoft Dynamics Excel Data Connector App (Excel App) is used to Create, Read, Update, Delete (CRUD) Dynamics 365 for Finance and Operations, Enterprise edition.
    • The connector uses OData services that are created for any entity left in the default state of public (DataEntity.Public=Yes)
    • Users can update, create, and publish new data.
    • Open in Excel experience is implemented using document...