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

Best practices in analytics and information insights


Based on our experience, we would like to the following best practices in this area:

  • Analytics is a journey and not a destination. One has to keep on optimizing evolving from the existing methods of seeking, consuming, and acting upon data.
  • It's going to be rare to find just one solution to all the information needs; hence, one must choose from the best-of-breed choices. 
  • Leverage financial reporting or management reporting for all kinds of financial insights for an enterprise.
  • Leverage Excel for all one-time and quick end user-based reporting.
  • Leverage Power BI for all interactive visualizations and dash boarding.
  • Leverage SSRS for the printing of all documents and for day-to-day operational needs.
  • Leverage mobile apps for all actionable needs across devices and platforms in a mobile-natural way.
  • Leverage Cortana analytics and Azure Machine Learning for all information actions and predictions using algorithms.

The world of analytics is fascinating...