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

Production environment support with Microsoft


If you are using the cloud only version of Dynamics 365 for Finance and Operations, Enterprise edition, then in order to perform any activity on production environment, you need to with Microsoft as they are the owner of the environment and you won't have any access to the production environment other than the URL for your solution.

Any interaction with the production environment can be done with a Microsoft service engineer. Hence, any communication with a Dynamics Service Engineer (DSE) needs to tracked, organized, and be user-friendly. Thus, there is a need for a service request so that the customer, partners, advisors, and implementation teams can raise a request for any service needs in the production environment.

Following visual shows the three types of request which can be initiated in LCS as a service request:

The preceding screenshot shows the fly-out when a user clicks on the Add button in the Work items screen under the Service requests...