Book Image

Becoming a Dynamics 365 Finance and Supply Chain Solution Architect

By : Brent Dawson
Book Image

Becoming a Dynamics 365 Finance and Supply Chain Solution Architect

By: Brent Dawson

Overview of this book

Implementing an ERP project is a daunting task, and it can often get derailed due to several reasons, including but not limited to inefficient planning, inadequate resource scoping, insufficient working knowledge of ERP systems, and more. Becoming a Dynamics 365 Finance and Supply Chain Solution Architect helps you understand the intricacies of ERP project implementation for seamless deployment. This comprehensive guide helps you gain a deep understanding of how to implement and optimize robust business applications that meet the evolving needs of organizations. You’ll discover various integration methodologies to integrate different software applications and plan successful data migration seamlessly. By leveraging the author’s expertise, you’ll explore different challenges that can lead to project failure or cost/time overruns, along with customized solutions to maneuver past those issues for a successful outcome. By the end of the book, you’ll be able to identify potential issues that can negatively impact the delivery of the project and make design decisions that will prevent any potential negative impact on the design and functionality of the system at go-live stage.
Table of Contents (18 chapters)
1
Part 1: Architectural Considerations and Best Practices for D365 Finance and SCM
8
Part 2: From Solution Design to Deployment – Practical Advice

Data migration methodologies

Let’s use an example of a company moving from a simple desktop accounting program to D365. All the data that they have in the existing software is only related to financial transactions. The version of their accounting software uses a localized database for all of the records and does not have a way to connect to external systems. All of the inventory they have in their warehouse is kept in a number of Excel spreadsheets. They also use the FedEx© online tool for calculating shipping costs when they have to ship items out to customers. They find that they are often retyping information into the online tool and are very inefficient.

The spreadsheets are often incorrect as well, due to the manual nature of how they have to be updated. Often, two or more people will be picking items for shipping. Once the first picker takes an item and the second goes to pick something, they will often find the inventory list doesn’t match what’...