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Implementing Microsoft Dynamics 365 for Finance and Operations Apps

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

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781789950847
Length 528 pages
Edition 2nd Edition
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Authors (4):
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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
Sandeep Shukla Sandeep Shukla
Author Profile Icon Sandeep Shukla
Sandeep Shukla
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Table of Contents (15) Chapters Close

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

Configuration and Data Management

In the previous chapter, you learned about the importance of requirements gathering, business processes, solution blueprints, and requirement traceability.

In every implementation project, there are two primary data management activities that a project team needs to deal with, as follows:

  • Configuration data: Configuration means setting up the base data and parameters to enable your functionalities, such as financial, supply chain, taxation, and project management.
  • Data migration: Data migration means migrating data from the existing legacy system to a new ERP system. Typically, it includes master data such as customers, vendors, and products, and open transactions such as opening balances, open receivable, open payable, open orders, and on-hand inventory.

Effective management of data can be achieved with the help of the right scoping, tool...

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