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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

Understanding update, upgrade, and migration

Before jumping to the details on different sections, let's understand the terminology used in this chapter; update, upgrade, and migration are technically enabled by what version of Dynamics 365 for Operation your organization currently has.

Update: We will use the term update as a process of keeping your Dynamics 365 for Finance and Operations, Enterprise edition up to date with latest releases. With new concepts, such as models and new programming model extensions, it is easier than ever for organizations to adopt continuous innovation from Microsoft. In the following section, we will explore in detail the process of updating Dynamics 365 for Finance and Operations to the latest version.
Upgrade: The term upgrade is used when upgrading to Dynamics 365 for Finance and Operations from an earlier version of Dynamics AX 2012...

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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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