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

Product type Paperback

Published in Mar 2020

Publisher Packt

ISBN-13 9781789950847

Length 528 pages

Edition 2nd Edition

Tools

Dynamics 365

Concepts

Operations Management

Authors (4):

JJ Yadav

Rahul Mohta

Yogesh Kasat

Sandeep Shukla

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Table of Contents (15) Chapters

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

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Data management scenarios

These are some typical data management scenarios a project goes through. Let's explore the tools and processes to use in each scenario.

Initial configuration in a blank environment

Your implementation project has just started and you have created your first environment. To set up the initial configuration, we recommend that you leverage the data management framework within Microsoft Dynamics 365 for Finance and Operations and start with the base data packages that have been released by Microsoft. We can download the base data packages from LCS, extract the data files, fit them to the customer's business needs, and then load them in the initial environment.

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Authors (4)

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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Shukla

Vishal Shukla is the CEO of Brevitaz Systems (http://brevitaz.com) and a technology evangelist at heart. He is a passionate software scientist and a big data expert. Vishal has extensive experience in designing modular enterprise systems. Since his college days (more than 11 years), Vishal has enjoyed coding in JVM-based languages. He also embraces design thinking and sustainable software development. He has vast experience in architecting enterprise systems in various domains. Vishal is deeply interested in technologies related to big data engineering, analytics, and machine learning. He set up Brevitaz Systems. This company delivers massively scalable and sustainable big data and analytics-based enterprise applications to their global clientele. With varied expertise in big data technologies and architectural acumen, the Brevitaz team successfully developed and re-engineered a number of legacy systems to state-of-the-art scalable systems. Brevitaz has imbibed in its culture agile practices, such as scrum, test-driven development, continuous integration, and continuous delivery, to deliver high-quality products to its clients. Vishal is a music and art lover. He loves to sing, play musical instruments, draw portraits, and play sports, such as cricket, table tennis, and pool, in his free time. You can contact Vishal at vishal.shukla@brevitaz.com and on LinkedIn at https://in.linkedin.com/in/vishalshu. You can also follow Vishal on Twitter at @vishal1shukla2.

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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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