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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

Best practices and recommendations


Here are a few considerations to keep in mind while designing your solution for Dynamics 365 for Finance and Operations, Enterprise edition:

  • Simplify the overall architecture and try to reduce the number of integrations between applications wherever possible. It is one of the areas that cause recurring issues in production.
  • Clearly define the master system for each data element, even though you may have it stored at multiple places. In some cases, this may have to be defined at the field level. For example, a customer master is stored in CRM and Finance and Operations as well. CRM might be the master for all the customer information except credit limit.
  • Ideally, you should avoid duplication of data across multiple systems, although in some cases you cannot avoid it for business reasons or for systems to work. For example, customer records are required in both the CRM system and operations. However, you can opt not to integrate the CRM-centric customer information...
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