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

Integration planning


Planning is an important part of any data integration effort. Data integration planning identifying integration scenarios and the high-level requirements of integration. This topic covers common integration scenarios and the common questions to be asked for gathering integration requirements.

Integration scenarios

Every project is different, and integration requirements will vary depending on scope and needs of the specific project. However, there are some common areas where most of the businesses have processes that require integration. The following table shows the common integration points and possible scenarios:

Integrations

Possible scenarios

Customers

Customers need to be maintained in the CRM system, which needs to be synced with the ERP system.

Sales orders

Integrating web orders with the ERP system that includes delivery notification, invoicing, and payments or with customer systems directly (for example, EDI integration).

Product and inventory (on hand)

Receiving product...