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Implementing Microsoft Dynamics 365 for Finance and Operations
Implementing Microsoft Dynamics 365 for Finance and Operations

Implementing Microsoft Dynamics 365 for Finance and Operations: Implement methodology, integration, data migration, and more

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Profile Icon Mohta Profile Icon Yogesh Kasat Profile Icon JJ Yadav
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€49.99
Full star icon Full star icon Half star icon Empty star icon Empty star icon 2.8 (6 Ratings)
Paperback Sep 2017 562 pages 1st Edition
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Arrow left icon
Profile Icon Mohta Profile Icon Yogesh Kasat Profile Icon JJ Yadav
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€49.99
Full star icon Full star icon Half star icon Empty star icon Empty star icon 2.8 (6 Ratings)
Paperback Sep 2017 562 pages 1st Edition
eBook
€27.98 €39.99
Paperback
€49.99
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Free Trial
Renews at €18.99p/m
eBook
€27.98 €39.99
Paperback
€49.99
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Renews at €18.99p/m

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Implementing Microsoft Dynamics 365 for Finance and Operations

Implementation Methodology and Tools

In the first chapter, you learned about Microsoft Dynamics 365, its various apps/services/offerings, their capabilities, and the disruption in the way business apps are going to be leveraged. From this chapter onward, we will focus solely on the implementation process, architecture, various tools, features, and best practices of Dynamics 365 for Finance and Operations, Enterprise edition. 

After you have chosen to implement Dynamics 365 for Finance and Operations, Enterprise edition in your organization and decided on the partner to assist you in this implementation journey, one major decision for the customer and the vendor is to decide the implementation strategy. Let's now learn how to lay down the foundation for your project success. Whether it is an ERP implementation or any other major business transformation...

Why select a methodology?

Methodology is a systematic theoretical analysis of methods applied to achieve one or many goals. This systematic study of methods with a clear process and coupled with best practices ensures a higher success rate for goal attainment. However, a methodology does not guarantee success and hence needs to be customized and refined over the course of the cycle to ensure that it adapts to any changes in an enterprise environment.

A methodology comprises various tools and techniques, such as phased workflows, individual process workflows, process procedures, templates, samples, aids, instructions, responsibility, accountability, authority, risks and issues, and many more, all carried out to deliver the product or service.

By managing every program undertaken in a repeatable manner, your team gains efficiency, works smarter, and can build an environment of continuous...

Methodologies relevant for embracing Dynamics 365

The choice of methodology selection is limited but needs to be done carefully. The primary methodologies of Dynamics 365 are as follows:

  • CRP: This is the latest methodology recommended by Microsoft and other advisers to embrace and implement Dynamics 365 for Finance and Operations, Enterprise edition (AX). As this is a blend of agile and waterfall, one can smartly use this methodology to achieve goals of all sizes, big or small.
  • Agile: This methodology is good in some scenarios, such as support and enhancements. However, for a greenfield initiative of implementing Dynamics 365 for Finance and Operations, Enterprise edition (AX), this may not be so useful. When the project duration is short and goals are clearly defined and non-changeable, this methodology will be found useful.
  • Waterfall: This is the traditional...

Lifecycle Services (LCS) -- implementation tools

Microsoft Dynamics Lifecycle Services (LCS) provide a cloud-based collaborative workspace that customers and partners can use to manage implementations by simplifying and standardizing the Dynamics 365 Finance and Operations, Enterprise edition implementations.

LCS is a must-have tool for all Dynamics 365 for Finance and Operations, Enterprise edition implementations and helps in improving the predictability and quality of implementations, thereby enabling business value faster. LCS provides regularly updated services. The goal of LCS is to deliver the right information, at the right time and to the right people, and to help ensure repeatable and predictable success with each roll-out of an implementation, update, or upgrade.

LCS is available to customers, partners as well potential prospects. While customers and partners...

Resources

We would like to share some resources, which every person using Microsoft Dynamics 365 should be aware of and always keep visiting:

Summary

In this chapter, you learned about the importance of a methodology and the various choices of methodologies available. Conference Room Pilot (CRP) is clearly preferred and the recommended option, while organizations can adapt to any other methodology depending on the organization culture and project requirements. 

We introduced important tools while embracing Dynamics 365, such as LCS. LCS has a plethora of tools to benefit from and derive value in your implementation. We expect Microsoft to enhance these tool's existing capabilities. We also expect new functionality additions to benefit customers and partners worldwide and to lay a strong foundation of successful adoption of Dynamics 365 for Finance and Operations, Enterprise edition (AX) as the platform of choice to run their businesses.

Understanding the architecture is critical to know how the system...

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Key benefits

  • Master all the necessary tools and resources to evaluate Dynamics 365 for Operations, implement it, and proactively maintain it.
  • Troubleshoot your problems effectively with your Dynamics 365 partner
  • Learn about architecture, deployment choices, integration, configuration and data migration, development, testing, reporting and BI, support, upgrading, and more.

Description

Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition.

Who is this book for?

This book is for technology leaders, project managers solution architects, and consultants who are planning to implement, are in the process of implementing, or are currently upgrading to Dynamics 365 for Operations. This book will help you effectively learn and implement Dynamics 365 for Operations.

What you will learn

  • Learn about Microsoft Dynamics 365, it s offerings, plans and details of
  • Finance and Operations, Enterprise edition
  • Understand the methodology and the tool, architecture, and deployment options
  • Effectively plan and manage configurations and data migration, functional design, and technical design
  • Understand integration frameworks, development concepts, best practices, and recommendations while developing new solutions
  • Learn how to leverage intelligence and analytics through Power BI, machine learning, IOT, and Cortana intelligence
  • Master testing, training, going live, upgrading, and how to get support during and after the implementation
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Publication date, Length, Edition, Language, ISBN-13
Publication date : Sep 15, 2017
Length: 562 pages
Edition : 1st
Language : English
ISBN-13 : 9781787283336
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Microsoft
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Publication date : Sep 15, 2017
Length: 562 pages
Edition : 1st
Language : English
ISBN-13 : 9781787283336
Vendor :
Microsoft
Concepts :

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Frequently bought together


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Extending Microsoft Dynamics 365 for Operations Cookbook
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€49.99
Implementing Microsoft Dynamics 365 for Finance and Operations
€49.99
Total 145.97 Stars icon

Table of Contents

14 Chapters
Introduction to Microsoft Dynamics 365 Chevron down icon Chevron up icon
Implementation Methodology and Tools Chevron down icon Chevron up icon
Architecture and Deployment Chevron down icon Chevron up icon
Project Initiation and Kickoff Chevron down icon Chevron up icon
Requirements, Business Process Analysis, and Traceability Chevron down icon Chevron up icon
Configuration and Data Management Chevron down icon Chevron up icon
Functional and Technical Design Chevron down icon Chevron up icon
Integration Planning and Design Chevron down icon Chevron up icon
Building Customizations Chevron down icon Chevron up icon
Analytics, Business Intelligence, and Reporting Chevron down icon Chevron up icon
Testing and Training Chevron down icon Chevron up icon
Go Live Chevron down icon Chevron up icon
Post Go Live Support Chevron down icon Chevron up icon
Update, Upgrade, and Migration Chevron down icon Chevron up icon

Customer reviews

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Rating distribution
Full star icon Full star icon Half star icon Empty star icon Empty star icon 2.8
(6 Ratings)
5 star 16.7%
4 star 33.3%
3 star 0%
2 star 16.7%
1 star 33.3%
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Mangesh Divekar Nov 23, 2017
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Have covered every thing you need to know about Implementing Microsoft Dynamics 365 Operation, which is itself ocean of rich business features. Sunbridge is Microsoft Dynamics 365 Partner, do recommend this book who want become proficient. My all best wishes, Mangesh Divekar Sunbridge Software Services Pvt Ltd,
Amazon Verified review Amazon
Erika Oct 04, 2017
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
This book had a lot of good information in it about Dynamics 365 for Finance and Operations and the differences from AX 2012. Most of it was easy to read, as I had expected from the authors' prior Implementation guide for AX 2012. It seems to have been a bit rushed in getting published as it was not closely edited, especially in the second half of the book. There were many typos and grammar issues that distracted from the content in some sections.
Amazon Verified review Amazon
DNAunion Dec 09, 2018
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Now I remember why I stopped reading this book by about page 40 back when I first bought it. Buzzwords and hype. Everything "empowers" users, is "seamless", "purpose-built", takes things "to the next level", and leads to sought-after "disruption" and "transformation". Everything is achieved "easily", and will increase "productivity".I may keep trudging through the hyperbole and aggressively-in-your-face sales pitch, but who knows.---------------------I did keep going, and now am raising my rating from 2 to 4. There is a lot of useful information in the book. If a native English speaker had reviewed the text and made the many hundreds of small changes needed, and they refrained from early on sounding like a sales pitch, then I'd probably give it a 5.
Amazon Verified review Amazon
Amazon Customer Nov 17, 2017
Full star icon Full star icon Empty star icon Empty star icon Empty star icon 2
I had much higher expectations from this book on how to setup Dynamics. I received the book yesterday, have read through the first 5 chapters, which have discussed the authors preferences in project management. The only reason I'm giving this 2 stars instead of 1 is because there are some useful parts like the discussion around the Lifecycle Services. I find the sections explaining how to have a meeting and who should be at a meeting and what attitude each person should have to be a bit... lets just leave it at "annoying." I've read over 200 pages so far and only about 5 pages are useful so far.* I'll update my review after I finish
Amazon Verified review Amazon
cliff Beacham Jul 24, 2018
Full star icon Empty star icon Empty star icon Empty star icon Empty star icon 1
Wow and I thought I was technically up to date - I cant understand a word!!!!!!!! It's a pity the book cover does not WARN you - it makes claims to cover the various tasks but gives no indication that you have to know some language that I am not able to read. Since I am a CPA I thought this book would be helpful not unintelligible to a mere accountant. All I want to do is what the book says it will teach you - but it seems you have to have expertise BEFORE you read the book!!! You certainly can't learn from the book. I have a client who has implemented Dynamics 365 and wants out - after the implementation. He called a Solutions Provider and was told they are too small for the program - so what is Microsoft trying to do?If this is the future of Microsoft accounting software then perhaps I should advise my clients to not go with Dynamics but stick with QuickBooks.Anyway I have wasted the $37 because I don't think they refund me after suckering me to buy this book."Implementing Microsoft Dynamics 365" is a misnomer - it should be "Expertise for the already expert" ??Of course I can't judge this because I am not expert enough to read the book.
Amazon Verified review Amazon
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