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

Requirement gathering techniques


Achievement of requirements is the reason a project exists. You must always ensure a lot of due diligence in capturing, maintaining, and using requirements to drive the project towards success.

In the CRP methodology, you must conduct several workshops focusing on requirements collection, understanding validation, and the solution approach.

How good the requirements are depends on how they were collected; the purpose and of gathering requirements is a significant contributor. Based on our experiences, we recommend that you leverage a technique that uses the following three verbs:

  • Listen
  • Lead
  • Negotiate

You can use any technique that facilitates information collection and understanding the process based on industry- and customer-specific situation; however, the verbs; listen, lead, and negotiate, are expected to be leveraged one way or the other.

Listen

As a first step in requirement gathering phase, you must to the customer on what they need/want to accomplish...