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

Best practices in managing configurations and data migration


We would like to share our knowledge and best practices in configuration data migration:

  • Always have a configuration management and data migration plan:
    • The solution advisor/partner and customer business owner are both required to play an active role
  • Always baseline the configuration whenever it is to be deployed in production:
    • Be it a full configuration set or delta, it must be tested with all the use cases and the test result should be baselined
  • Collaboration tools should be leveraged as a repository with track changes enabled for traceability
  • There is a lot of decision making that happens in configurations and data migration, and it should always be updated in the key decision matrix
  • Align your configuration and data migration plans with the implementation methodology
  • Ensure sign offs on business requirements towards data migration
  • Always ensure that you have a golden environment in your plan and use it to seed the other environments...