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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

Common features


During the fit-gap analysis sessions, the consultant and the product experts should try to find workarounds for every possible gap. Utilize the LCS BPM library to identify the common business and best practices. There are many common features in finance and operations, applicable to any module. These features, if carefully examined, can address many gaps. In this section, we will briefly cover some of these common features.

Note

The intent for the overview of the common features in this chapter is to use these features as possible workarounds to avoid customization or use them as part of your custom solution to provide a consistent user experience.

Personalization

Customization is often requested by business users to simply hide, move, or rename fields displayed on the forms. These types of customizations can be avoided with a personalization feature. 

With personalization, a user can change how certain UI elements are displayed in his/her version of Finance and Operations to...

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