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

Change management


In every phase of the project, you are dealing with actual who will use the system and are the folks who'll be experiencing the most change. The usual human psychology is to resist change, be it a new process or new system. As part of an implementation project team, you can find many issues raised by users not completely aligned to the scope of the project, the signed requirement, or the solution design specs, and the success of your project is dependent on how these changes are managed.

For a CRP lead/project manager, it is very important to review and highlight any such change and take it through the change management process, as any change may impact the system design, timeline, budget, risk, goals, and many more factors. These changes must be addressed carefully, as the implementation of any change without proper analysis can potentially derail the project effort.

Training is a good opportunity to help prepare people for the change. The more training is provided, the...