Packt+ | Advance your knowledge in tech

0

Explore Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Free Learning

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

Product type Paperback

Published in Sep 2017

Publisher Packt

ISBN-13 9781787283336

Length 562 pages

Edition 1st Edition

Tools

Dynamics 365

Concepts

IT Operations

Authors (3):

JJ Yadav

Rahul Mohta

Yogesh Kasat

View More author details

Table of Contents (15) Chapters

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

The data management framework

The data management framework in Dynamics 365 for Finance and Operations, Enterprise edition is based on Data Import/Export Framework (DIXF). This tool, along with other tools in LCS, helps customers and partners to quickly set up their initial environment from blank data, manage the configuration data throughout the lifecycle of the project, plan and execute data migration, and move the data from one to another environment.

There are several tools and concepts that constitute the overall data management platform in Dynamics 365 for Finance and Operations. Some of these tools are within the Finance and Operations application while the others are available in LCS. Let's learn about these tools and concepts and how they can be used for various data management scenarios.

Data management concepts

Let's first understand the various concepts used within the management framework, as it forms the core element that is used in any data-related activity.

The data management...

The rest of the chapter is locked

Register for a free Packt account to unlock a world of extra content!

A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.

Unlock this book and the full library FREE for 7 days

Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of

Start free trial

Renews at $19.99/month. Cancel anytime

Authors (3)

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.

See other products by Mohta

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.

See other products by Yogesh Kasat

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.

See other products by JJ Yadav

Other recommended products

Related to this chapter

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Dynamics 365 for Finance and Operations Development Cookbook

Dynamics 365 for Finance and Operations Development Cookbook

Microsoft Dynamics 365 for Finance and Operations has a lot to offer developers. It allows them to customize and tailor their implementations to meet their organization's needs. This Development Cookbook will help you manage your company's or customer's ERP information and operations efficiently.

Aug 2017 16h 0m

Dynamics 365 for Finance and Operations Development Cookbook

Dynamics 365 for Finance and Operations Development Cookbook

Microsoft Dynamics 365 for Finance and Operations has a lot to offer developers. It allows them to customize and tailor their implementations to meet their organization's needs. This Development Cookbook will help you manage your company's or customer's ERP information and operations efficiently.

Aug 2017 16h 0m

Dynamics 365 for Finance and Operations Development Cookbook

Dynamics 365 for Finance and Operations Development Cookbook

Microsoft Dynamics 365 for Finance and Operations has a lot to offer developers. It allows them to customize and tailor their implementations to meet their organization's needs. This Development Cookbook will help you manage your company's or customer's ERP information and operations efficiently.

Aug 2017 16h 0m

Implementing Microsoft Dynamics 365 Customer Engagement

Implementing Microsoft Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement is the preferred choice of CRM for large businesses. This book is for users, administrators, and consultants who wish to implement Dynamics 365 CE for their businesses. This book will guide you through new features that Dynamics 365 CE has to offer and help you implement them for organizations and clients.

Mar 2020 14h 12m