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Implementing Microsoft Dynamics 365 for Finance and Operations

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

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Product type Paperback
Published in Sep 2017
Publisher Packt
ISBN-13 9781787283336
Length 562 pages
Edition 1st Edition
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Authors (3):
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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
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Toc

Table of Contents (15) Chapters Close

Preface 1. Introduction to Microsoft Dynamics 365 2. Implementation Methodology and Tools FREE CHAPTER 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

Best practices in managing configurations and data migration


We would like to share our knowledge and best practices in configuration data migration:

  • Always have a configuration management and data migration plan:
    • The solution advisor/partner and customer business owner are both required to play an active role
  • Always baseline the configuration whenever it is to be deployed in production:
    • Be it a full configuration set or delta, it must be tested with all the use cases and the test result should be baselined
  • Collaboration tools should be leveraged as a repository with track changes enabled for traceability
  • There is a lot of decision making that happens in configurations and data migration, and it should always be updated in the key decision matrix
  • Align your configuration and data migration plans with the implementation methodology
  • Ensure sign offs on business requirements towards data migration
  • Always ensure that you have a golden environment in your plan and use it to seed the other environments...
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