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

Go Live planning and execution


Putting together a detailed plan that can be used for multiple simulations prior to Live is important. It gives you an opportunity to get the Live plan validated and address any bugs/issues due to missed steps in the release plan. It also allows you to make changes to the plan, allows more time to review with multiple groups and identify the missing elements, and helps educate the team about the dependencies and the big picture.

Planning

As part of the release, you may be performing hundreds of tasks, so it is to track their progress, dependencies, and corrective actions. Go Live planning involves the following:

  • Putting together all the steps in the plan
  • Defining the sequence and dependencies between the steps
  • Determining the time needed for each step
  • Defining the owners and ensuring that all the concerned parties have a clear understanding of what is required

Multiple reviews with the IT and business teams can ensure that you have identified every task that needs...