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

Upgrading/migrating from Dynamics AX 2012 or AX 2009


In the previous sections, you learned how to to the latest of Dynamics 365 for Finance and Operations when you are already live or implementing a previous version of Finance and Operations. Now, let's explore what it takes to upgrade to Finance and Operations the previous version of the such as Dynamics AX 2012 or Dynamics AX 2009.

When to upgrade or migrate

Every technological system be used in its best state. The decision timing can be deferred but you should always try to be using the latest version. At the same time, the decision to upgrade is not easy; it's important to carefully examine and evaluate the pros and cons before embarking on an project. The section mentions a few considerations to keep in mind before an upgrade:

  • Benefit to the business operation: You should not just upgrade or implement a new technology platform. Instead, there should be a clear benefit to the business by upgrading to a new version. A thorough analysis...