Packt+ | Advance your knowledge in tech

0

Explore Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Free Learning

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

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

Cross-company data sharing

Cross-company sharing is a mechanism for sharing reference and data among companies in finance and operations deployment. This feature simplifies the master data management for customers with multiple legal entities. For example, if your implementation project is dealing with multiple legal entities but some setup and parameter data is common across the legal entities, you can use this feature to share the data. When a particular table is added to a master data sharing policy and the applicable legal entities are mapped, the data in the underlying tables get synchronized over to the other legal entities seamlessly. The business user does not have to worry about maintaining this setup data in multiple legal entities. One can simply create, update, or delete these records in one company, and the system instantly synchronizes the changes to all the other applicable legal entities. Currently, this feature supports configuration (such as parameter tables) and group...

The rest of the chapter is locked

Register for a free Packt account to unlock a world of extra content!

A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.

Unlock this book and the full library FREE for 7 days

Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of

Start free trial

Renews at $19.99/month. Cancel anytime

Authors (3)

Mohta

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.

See other products by Mohta

Yogesh Kasat

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.

See other products by Yogesh Kasat

JJ Yadav

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.

See other products by JJ Yadav

Other recommended products

Related to this chapter

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Microsoft has changed the technology so customers can now select, evaluate and implement Microsoft Dynamics 365 and other applications for their enterprise. This book will provide insights and relevant information around Dynamics 365 Apps, trial experience and implementation of Dynamics 365 for Finance and Operations Apps

Mar 2020 17h 36m

Dynamics 365 for Finance and Operations Development Cookbook

Dynamics 365 for Finance and Operations Development Cookbook

Microsoft Dynamics 365 for Finance and Operations has a lot to offer developers. It allows them to customize and tailor their implementations to meet their organization's needs. This Development Cookbook will help you manage your company's or customer's ERP information and operations efficiently.

Aug 2017 16h 0m

Dynamics 365 for Finance and Operations Development Cookbook

Dynamics 365 for Finance and Operations Development Cookbook

Microsoft Dynamics 365 for Finance and Operations has a lot to offer developers. It allows them to customize and tailor their implementations to meet their organization's needs. This Development Cookbook will help you manage your company's or customer's ERP information and operations efficiently.

Aug 2017 16h 0m

Dynamics 365 for Finance and Operations Development Cookbook

Dynamics 365 for Finance and Operations Development Cookbook

Microsoft Dynamics 365 for Finance and Operations has a lot to offer developers. It allows them to customize and tailor their implementations to meet their organization's needs. This Development Cookbook will help you manage your company's or customer's ERP information and operations efficiently.

Aug 2017 16h 0m

Implementing Microsoft Dynamics 365 Customer Engagement

Implementing Microsoft Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement is the preferred choice of CRM for large businesses. This book is for users, administrators, and consultants who wish to implement Dynamics 365 CE for their businesses. This book will guide you through new features that Dynamics 365 CE has to offer and help you implement them for organizations and clients.

Mar 2020 14h 12m