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

Training


Training drives the successful adoption of the new system and processes. The learning capacity of the audience and the amount of changes being introduced to them dictate the amount of time you need to spend on and retraining. The more people you have up to speed on the new processes and system, the smaller are the chances of them making mistakes, and the volume of support calls will be highly reduced. Ultimately, this results in a smoother adoption of the new system.

The ERP project is an opportunity for organizations to get people up to speed on end-to-end processes and train them on cross-functional areas. If you have a great system designed but people are not able to use it, can you call it a success?

The training and help system in Finance and Operations

The help system in Dynamics 365 for Finance and Operations, Enterprise edition has improved significantly. It is easier to train users how to use Dynamics 365 for Finance Operations, Enterprise than ever before. Significant...