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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 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

Configuration management 


Planning is a stepping stone to success. It is needed for both managing the configuration for data migration, and there are some common factors that can be used for the purpose. Configuration means setting up the base data and parameters to enable your functionalities, such as finance, supply chain, taxation, project management, and so on. Managing these configurations is important task, as these are mostly driven by the key decisions in your solution and project.

The following diagram shows the various phases of the configuration management lifecycle:

Configuration planning 

Configuration planning is the identification of all the configurations required for your implementation. These configurations cover parameters, key master data, and the reference/supporting data across modules.

Most configuration requirements are known from the solution design phase and finalized with the sign-off of the functional and technical design specifications. The first step configuration...

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