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Implementing Microsoft Dynamics 365 for Finance and Operations Apps

You're reading from   Implementing Microsoft Dynamics 365 for Finance and Operations Apps Learn best practices, architecture, tools, techniques, and more

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781789950847
Length 528 pages
Edition 2nd Edition
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Authors (4):
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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
Sandeep Shukla Sandeep Shukla
Author Profile Icon Sandeep Shukla
Sandeep Shukla
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Table of Contents (15) Chapters Close

Preface 1. Introduction to Dynamics 365 Finance and Operations 2. Methodology and Initiation FREE CHAPTER 3. Lifecycle Services (LCS) and Tools 4. Architecture, Deployment, and Environments 5. Requirements and Process Analysis 6. Configuration and Data Management 7. Solution Planning and Design 8. Integration Technologies, Planning, and Design 9. Customization and Extension 10. Analytics, Business Intelligence, and Reporting 11. Testing and Training 12. Managing Go-Live and Post Go-Live 13. One Version Service Updates 14. Other Books You May Enjoy

Gathering reporting and analytics requirements

It is important to start working on reports and the BI stream early on, along with the rest of the functional areas. Most of the time, reporting requirements are not addressed as part of the requirement analysis phase. However, one of the most important goals of a new ERP implementation is to get good real-time visibility into the business.

To start this process, work with the business to compile a list of reports – dashboards, KPIs, and operational reports – that are currently used to run the business. Document their use and the actions that are driven by those reports. Also, spend time learning about the vision of the business leaders and the information that they would like to see, which they don't have currently. A combination of the current and future states will help you define the BI/reporting road map. When...

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