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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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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

What is Microsoft Dynamics 365?

To understand Dynamics 365, let's first understand Microsoft Cloud competencies and the overall cloud vision. Microsoft Cloud has numerous offerings and services; Microsoft categorizes these offerings into four broad categories, namely Modern Workplace, Business Applications, Application and Infrastructure, and Data & AI. Each of these categories comprises of multiple applications and services.

The following are the visual highlights of these four categories:

As shown in the preceding visual, Modern Workplace combines Office 365, Windows 10, and Enterprise Mobility and Security, and it is offered as Microsoft 365. The Business Applications category is a combination of ERP and CRM business applications and is offered as Dynamics 365. The third category is Cloud Application and Infrastructure, which is powered by Azure. The last category, Data & AI, deals with data, AI, and analytics.

Turning our focus back to the Business Applications category, in the business application word, business leaders are looking for greater business process automation to achieve digital transformation. What gets in the way today is monolithic application suites, which try to solve business process automation as a single application; you need modular applications built for a specific purpose, but at the same time, you need these applications to talk to each other and produce a connected graph of data that can be further used for AI and analytics. Microsoft, from the past several years, has been focused on building modern world purpose-built modular, integrated applications infused with AI and analytics capabilities.   

Microsoft Dynamics 365 is the next generation of intelligent business applications in the Cloud. Microsoft Dynamics 365 is a unification of the current CRM and ERP Cloud solutions into one Cloud service, delivered by purpose-built applications. It enables end-to-end business processes driven by unified navigation, has a core user experience in how they look and feel, and also allows seamless integration with each other. Microsoft Dynamics 365 further extends Microsoft's commitment of being a cloud-committed company bringing in world-class business apps together in their overall cloud offering. The Dynamics 365 applications can be independently deployed. A customer can start with what they need, and as the business demands, the customer can adopt additional applications.

Many of you may be new to Microsoft Dynamics 365, and it would be a good idea to register the logo/brand image of this solution from Microsoft. The following is a common symbol that you should expect to gain a lot of traction among organizations embracing business applications in Microsoft Cloud:

Let's now explore the key deciding factors for adopting Microsoft Dynamics 365 in your organization's day-to-day life, with the help of its usage benefits and salient features.

The benefits of Microsoft Dynamics 365

Any business application and its platform decision is often based on benefits, return on investment, and the commitment of product principal with an assured road map. We would like to share the top three among several benefits of leveraging Dynamics 365 as your business solution platform:

  • Productivity like never before with purpose-built applications
  • A powerful and highly adaptable platform to enable business transformation effectively
  • Integrated applications to eliminate data silos  
  • Insightful intelligence to drive informed decision making

Microsoft Dynamics 365 salient features

What makes Microsoft Dynamics 365 stand apart from its competition and an enabler for organizations lies in its features, capabilities, and offerings.

Here's a quick glance at the salient features of Dynamics 365:

  • Cloud-driven, browser-based application
  • Generally made available on November 01, 2016 to a number of markets
  • Seamlessly integrated with Office 365, all out of the box, to increase productivity and stand apart from others
  • Intelligence built in for predictive analysis and decision making support
  • Releveled and revolutionized the traditional approach towards business solutions

Dynamics 365 is the next generation of intelligent business applications in the Cloud (public and private) as well as on premises, expected to transform how businesses use technological solutions to achieve their goals.

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Implementing Microsoft Dynamics 365 for Finance and Operations
Published in: Sep 2017
Publisher: Packt
ISBN-13: 9781787283336
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