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Implementing Microsoft Dynamics 365 for Finance and Operations Apps

You're reading from   Implementing Microsoft Dynamics 365 for Finance and Operations Apps Learn best practices, architecture, tools, techniques, and more

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781789950847
Length 528 pages
Edition 2nd Edition
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Authors (4):
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JJ Yadav JJ Yadav
Author Profile Icon JJ Yadav
JJ Yadav
Rahul Mohta Rahul Mohta
Author Profile Icon Rahul Mohta
Rahul Mohta
Yogesh Kasat Yogesh Kasat
Author Profile Icon Yogesh Kasat
Yogesh Kasat
Sandeep Shukla Sandeep Shukla
Author Profile Icon Sandeep Shukla
Sandeep Shukla
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Table of Contents (15) Chapters Close

Preface 1. Introduction to Dynamics 365 Finance and Operations 2. Methodology and Initiation FREE CHAPTER 3. Lifecycle Services (LCS) and Tools 4. Architecture, Deployment, and Environments 5. Requirements and Process Analysis 6. Configuration and Data Management 7. Solution Planning and Design 8. Integration Technologies, Planning, and Design 9. Customization and Extension 10. Analytics, Business Intelligence, and Reporting 11. Testing and Training 12. Managing Go-Live and Post Go-Live 13. One Version Service Updates 14. Other Books You May Enjoy

Managing data migration

Similar to configuration management, data migration is an important activity in any project. By data migration, we mean the data that you need to migrate from the legacy system, such as master data and opening balances. Data is needed for any kind of task and has multiple attributes. Hence, to ensure that it is managed and utilized well, we need to employ a systematic approach.

In the context of implementing a Dynamics 365 solution, we are focusing on overall data management and would like to share a graphic for an end-to-end understanding of all the activities involved in planning for data:

The full suite of activities involved in data migration are as follows:

  • Planning for data migration: This involves planning the scope, tools, techniques, volume, and environment.
  • Data extraction and cleansing: A data extraction script should be created to extract...
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