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

Analysis of requirements


Requirement analysis is supposed to be done by of the Dynamics 365 solution. The expert could be external advisors/partners or internal team members and should bring in the much needed experience with solution guiding options.

Customers must push their advisors/partners/consultants to seek solution options, both in the form of workarounds and in the form of customizations or extensions when a requirement can't be met with out-of-the-box capabilities. Even when requirements are envisioned to be met out of the box, their mapping must be documented and should be validated during the learning/prototyping phase in the CRP approach.

When a requirement can't be achieved with out-of-the-box capabilities in a Dynamics 365 solution, then the solution analysis stage starts. Poor analysis will add more time, effort, and cost to the project. Every time you get a requirement that needs customization, try to think how the other Dynamics 365 customers are using it. Ask why Microsoft...