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Implementing Microsoft Dynamics 365 for Finance and Operations

You're reading from   Implementing Microsoft Dynamics 365 for Finance and Operations Implement methodology, integration, data migration, and more

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Product type Paperback
Published in Sep 2017
Publisher Packt
ISBN-13 9781787283336
Length 562 pages
Edition 1st Edition
Tools
Concepts
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Authors (3):
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JJ Yadav JJ Yadav
Author Profile Icon JJ Yadav
JJ Yadav
JJ Yadav has 16 years of consulting experience working on ERP systems and implementations, and has been working since Axapta 3.0. He has worked with Microsoft Dynamics 365 for Finance and Operations in multiple roles as a solutions architect, project manager, technical lead, and developer. JJ is currently in the Microsoft FastTrack elite team, helping customers in their Dynamics 365 journey and making them successful.
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Rahul Mohta Rahul Mohta
Author Profile Icon Rahul Mohta
Rahul Mohta
Rahul Mohta is a founding partner of Real Dynamics and has more than 16 years of expertise in ERP consulting, implementation, and pre-sales, focusing on Microsoft Dynamics 365 for Finance and Operations. Rahul has a diverse and rich experience working with customers and partners globally, enabling them to realize the full value of their future Dynamics platform. As a trusted advisor, he works in different roles across functional and technical domains.rnrnRahul's experience spans multiple regions and multiple domains (such as financials, supply chain, distribution, manufacturing, warehousing, retail, professional services, and more). He is also a worldwide trainer for Microsoft, imparting training to partners.
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Yogesh Kasat Yogesh Kasat
Author Profile Icon Yogesh Kasat
Yogesh Kasat
Yogesh Kasat is a founding partner of Real Dynamics and has led more than 20 full-cycle ERP implementations and upgrade projects, working closely with several CFOs to design solutions for better visibility into inventory levels, costs, and aging, as well as improving collection processes and reducing open accounts receivables. His experience with company splits and mergers enables him to design straightforward solutions with better support for shared services, budget planning, and financial reporting. Yogesh is also a Microsoft-recognized Fasttrack Solutions Architect.
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Toc

Table of Contents (15) Chapters Close

Preface 1. Introduction to Microsoft Dynamics 365 FREE CHAPTER 2. Implementation Methodology and Tools 3. Architecture and Deployment 4. Project Initiation and Kickoff 5. Requirements, Business Process Analysis, and Traceability 6. Configuration and Data Management 7. Functional and Technical Design 8. Integration Planning and Design 9. Building Customizations 10. Analytics, Business Intelligence, and Reporting 11. Testing and Training 12. Go Live 13. Post Go Live Support 14. Update, Upgrade, and Migration

Data management tools

Dynamics 365 for Finance and Operations provides a comprehensive functionality within the application and LCS to manage the configuration and data migration process. Best practices a systems' perspective are already baked into them, and hence, using these tools should be included in planning.

Note

We are focusing on the tools available in Microsoft for Dynamics 365 for Finance and Operations, Enterprise edition at the time of writing this book. Some of the capabilities shown in this section were introduced with the July 2017 release, with Platform update 9 of Dynamics 365 for Finance and Operations, Enterprise edition. Functionalities may be different in other application and platform versions.

In Dynamics 365 for Finance and Operations, the implementation team can use various tools and frameworks for data management. The following image shows the different tools and frameworks available for data management in Dynamics 365 for Finance and Operations:

The data entity and...

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Authors (3)

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Profile icon Mohta
Mohta
Rahul Mohta is a founding partner of Real Dynamics and has more than 16 years of expertise in ERP consulting, implementation, and pre-sales, focusing on Microsoft Dynamics 365 for Finance and Operations. Rahul has a diverse and rich experience working with customers and partners globally, enabling them to realize the full value of their future Dynamics platform. As a trusted advisor, he works in different roles across functional and technical domains. Rahul's experience spans multiple regions and multiple domains (such as financials, supply chain, distribution, manufacturing, warehousing, retail, professional services, and more). He is also a worldwide trainer for Microsoft, imparting training to partners.
Read more
See other products by Mohta
Profile icon Yogesh Kasat
Yogesh Kasat
Yogesh Kasat is a founding partner of Real Dynamics and has led more than 20 full-cycle ERP implementations and upgrade projects, working closely with several CFOs to design solutions for better visibility into inventory levels, costs, and aging, as well as improving collection processes and reducing open accounts receivables. His experience with company splits and mergers enables him to design straightforward solutions with better support for shared services, budget planning, and financial reporting. Yogesh is also a Microsoft-recognized Fasttrack Solutions Architect.
Read more
See other products by Yogesh Kasat
Profile icon JJ Yadav
JJ Yadav
JJ Yadav has 16 years of consulting experience working on ERP systems and implementations, and has been working since Axapta 3.0. He has worked with Microsoft Dynamics 365 for Finance and Operations in multiple roles as a solutions architect, project manager, technical lead, and developer. JJ is currently in the Microsoft FastTrack elite team, helping customers in their Dynamics 365 journey and making them successful.
Read more
See other products by JJ Yadav
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