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Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

By : JJ Yadav , Shukla, Mohta, Yogesh Kasat
4.1 (8)
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Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Implementing Microsoft Dynamics 365 for Finance and Operations Apps

4.1 (8)
By: JJ Yadav , Shukla, Mohta, Yogesh Kasat
Buy this Book

Overview of this book

Microsoft Dynamics 365 for Finance and Operations is a modern cloud ERP platform that adopts a mobile-first approach suitable for medium-to-large enterprises. This book covers the entire implementation process of Dynamics 365 Finance and Operation Apps, including post-implementation and business transformation. The updated second edition starts with an introduction to Microsoft Dynamics 365, describing different apps and tools under it. You will learn about different implementation methodologies such as Waterfall and Agile, for your projects. We will cover various application components and architectures of Dynamics such as requirements processing, development, reports and analytics, and integration. With the help of tips, techniques, and best practices, you’ll explore strategies for managing configurations and data migrations. As you read further, you’ll discover development tools and processes in Dynamics for building customized solutions in Dynamics. The book will also demonstrate analytics and financial reporting options such as Power BI and Cortana Intelligence. Finally, you’ll learn the importance of testing and explore various automated testing strategies. By the end of this book, you will have gained the necessary knowledge to implement Microsoft business solutions with Dynamics 365 for Finance and Operations Apps.
Table of Contents (15 chapters)
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Preface
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Preface
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Who this book is for
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What this book covers
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To get the most out of this book
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Disclaimer
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Get in touch
1
Introduction to Dynamics 365 Finance and Operations
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Introduction to Dynamics 365 Finance and Operations
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Introducing Microsoft Dynamics 365
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Understanding Microsoft Dynamics 365 apps
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Understanding Power Platform
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Exploring Dynamics 365 for Finance and Operations
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Trial of Microsoft Dynamics 365
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ERP implementation team structure
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Summary
Free Chapter
2
Methodology and Initiation
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Methodology and Initiation
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Why select a methodology?
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Methodologies to choose from
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Project deliverables
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Project initiation
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Project team composition
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Project backbone
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Ground rules for a project team
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Kickoff meeting
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FastTrack
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Best practices in project initiation
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Summary
3
Lifecycle Services (LCS) and Tools
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Lifecycle Services (LCS) and Tools
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LCS
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Setting up a project in LCS
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Ongoing day-to-day activities
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Ongoing support
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Summary
4
Architecture, Deployment, and Environments
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Architecture, Deployment, and Environments
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Understanding architecture
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Understanding application components and architecture
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Understanding deployment options
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Understanding cloud deployment and environment planning
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Summary
5
Requirements and Process Analysis
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Requirements and Process Analysis
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Requirements scoping
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Hierarchy of business processes and subprocesses
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LCS BPM and Azure DevOps
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Understanding Microsoft Azure DevOps
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Requirement-gathering techniques
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Requirements Traceability Matrix (RTM)
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Requirement segmentation and ownership
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Analysis of requirements
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Solution blueprint
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Key decision log
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Best practices in managing requirements
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Summary
6
Configuration and Data Management
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Configuration and Data Management
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Explaining configuration management
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Managing data migration
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Introducing data management tools
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The data management framework
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Database operations
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Cross-company data sharing
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Data management scenarios
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Best practices in managing configurations and data migration
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Summary
7
Solution Planning and Design
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Solution Planning and Design
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Finding the right app for your business needs
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Understanding common product features
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The solution design document
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The functional design document
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The technical design document
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Summary
8
Integration Technologies, Planning, and Design
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Integration Technologies, Planning, and Design
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Basic web integration concepts
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Learning about the integration architecture
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Integration concepts in Finance and Operations
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Integration scenarios and planning
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Integration design and development
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Best practices and recommendations
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Summary
9
Customization and Extension
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Customization and Extension
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Understanding solution architecture and development concepts
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Understanding the development environment
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Development planning
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Development process
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Build and continuous updates
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Guidelines and best practices
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Summary
10
Analytics, Business Intelligence, and Reporting
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Analytics, Business Intelligence, and Reporting
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Gathering reporting and analytics requirements
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Reporting scenarios and tools
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Analytics data strategy and data integrations
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Moving from relational databases to Azure Data Lake
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Best practices in analytics and information insights
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Summary
11
Testing and Training
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Testing and Training
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The importance of testing
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Types of testing
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Automated testing strategies
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Test-planning guidelines and recommendations
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Training
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Planning and executing training
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Change management
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Summary
12
Managing Go-Live and Post Go-Live
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Managing Go-Live and Post Go-Live
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Learning about the production environment and responsibilities
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Understanding go-live activities
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Exploring the organization's readiness to go-live
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Understanding go-live planning and execution
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Learning about post go-live support
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Summary
13
One Version Service Updates
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One Version Service Updates
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Exploring One Version
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Understanding feature management
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Summary
14
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Other Books You May Enjoy
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Best practices in managing requirements

Based on our experiences, when managing requirements, you should always keep the following best practices in mind:

  • A business transformation initiative is not a destination; rather, it is a journey that must constantly evolve. Hence, you must always keep the requirements up to date. This includes key decisions that are made in a process/requirement. They should be easily available in the RTM.
  • Always capture the requirements in a SMART format. They should not have abstract details.
  • Never assume any requirement; always get it validated. Validation is the best when it's documented and signed off.
  • Requirements change over time and how you handle such changes decides the fate of the project. Scope management and change requests should be the key levers for a project manager/CRP lead.
  • Requirement collection and documentation is a zero...

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