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

Requirements Traceability Matrix (RTM)


In Dynamics 365 implementations, there are many processes involved containing several scenarios and potentially many requirements per scenario. Also, there exists some relationship/connection among the requirements. In order to closely manage these many-to-many requirements relationships, formulating the comprehensive network of requirements for a process is a must for project success.

One easy way of remembering could be this definition: RTM is a single repository/document that collects all the requirements, their relationship with other requirements, their role in business processes, all pertinent information related to solution, development, and Go Live.

It is one live matrix that should be kept up to date throughout the life cycle of project and is often used by the project manager to re-baseline the project plan as needed.

We would like to suggest an end-to-end goal of requirements collection, analysis, and closure with the following diagram:

The...