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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

Data management scenarios


These are some typical data management scenarios a project goes through. Let's explore the tools and processes to use in each scenario.

Initial configuration in a blank environment

We recommend that you leverage the data management framework within Microsoft Dynamics 365 for Finance and Operations, Enterprise edition and start with the base data released from Microsoft. We typically download them, extract the data files, fit them to the customer's business needs, and then them in the initial environment. 

Many partners and ISVs are investing in creating industry-specific data packages that they intend to use repeatably in various implementation scenarios. These data packages can also be used to seed the configuration environment. 

Once you have applied the base data packages, you can save them as data templates. You can also load the default template provided by Microsoft. You can add and remove entities, according to your requirements, and maintain the data template...

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