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You're reading from Implementing Microsoft Dynamics 365 for Finance and Operations Implement methodology, integration, data migration, and more

Product type Paperback

Published in Sep 2017

Publisher Packt

ISBN-13 9781787283336

Length 562 pages

Edition 1st Edition

Tools

Dynamics 365

Concepts

IT Operations

Authors (3):

JJ Yadav

Rahul Mohta

Yogesh Kasat

View More author details

Table of Contents (15) Chapters

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

Upgrading/migrating from Dynamics AX 2012 or AX 2009

In the previous sections, you learned how to update to the latest version of Dynamics 365 for Finance and Operations when you are already live or implementing a previous version of Finance and Operations. Now, let's explore what it takes to upgrade to Finance and Operations from the previous version of the product such as Dynamics AX 2012 or Dynamics AX 2009.

When to upgrade or migrate

Every technological system should be used in its best state. The decision and timing can be deferred but you should always try to be using the latest version. At the same time, the decision to upgrade is not easy; it's important to carefully examine and evaluate the pros and...

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Authors (3)

Mohta

Rahul Mohta is a founding partner of Real Dynamics and has more than 16 years of expertise in ERP consulting, implementation, and pre-sales, focusing on Microsoft Dynamics 365 for Finance and Operations. Rahul has a diverse and rich experience working with customers and partners globally, enabling them to realize the full value of their future Dynamics platform. As a trusted advisor, he works in different roles across functional and technical domains. Rahul's experience spans multiple regions and multiple domains (such as financials, supply chain, distribution, manufacturing, warehousing, retail, professional services, and more). He is also a worldwide trainer for Microsoft, imparting training to partners.

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Yogesh Kasat

Yogesh Kasat is a founding partner of Real Dynamics and has led more than 20 full-cycle ERP implementations and upgrade projects, working closely with several CFOs to design solutions for better visibility into inventory levels, costs, and aging, as well as improving collection processes and reducing open accounts receivables. His experience with company splits and mergers enables him to design straightforward solutions with better support for shared services, budget planning, and financial reporting. Yogesh is also a Microsoft-recognized Fasttrack Solutions Architect.

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JJ Yadav

JJ Yadav has 16 years of consulting experience working on ERP systems and implementations, and has been working since Axapta 3.0. He has worked with Microsoft Dynamics 365 for Finance and Operations in multiple roles as a solutions architect, project manager, technical lead, and developer. JJ is currently in the Microsoft FastTrack elite team, helping customers in their Dynamics 365 journey and making them successful.

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