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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
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Authors (3):
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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
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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

Integration planning


Planning is an important part of any data integration effort. Data integration planning identifying integration scenarios and the high-level requirements of integration. This topic covers common integration scenarios and the common questions to be asked for gathering integration requirements.

Integration scenarios

Every project is different, and integration requirements will vary depending on scope and needs of the specific project. However, there are some common areas where most of the businesses have processes that require integration. The following table shows the common integration points and possible scenarios:

Integrations

Possible scenarios

Customers

Customers need to be maintained in the CRM system, which needs to be synced with the ERP system.

Sales orders

Integrating web orders with the ERP system that includes delivery notification, invoicing, and payments or with customer systems directly (for example, EDI integration).

Product and inventory (on hand)

Receiving product...

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