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 management

To assist in the migration of data from different environments, we have several different toolsets at our disposal that make the process much easier. These toolsets can be broken down into three different types:

  • The data management framework: This is a set of tools that are located on the main screen of the D365 F&SCM home page. This workspace contains all the functions needed to work with data packages.
Figure 5.2: Data management workspace

Figure 5.2: Data management workspace

  • Data sharing functions: These tools are used to help migrate and synchronize data between different legal entities in the same company.
  • Standard database operations: In this toolset, we use the standard database functions of backup/restore. We may also use these tools to do a data rollback, or a point-in-time recovery.
Figure 5.3: Data toolsets

Figure 5.3: Data toolsets

Data management framework

The data management framework is a set of tools and procedures that are...