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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

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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Best practices in managing configurations and data migration

Managing configuration and data migration is a complex task and must implement learning from the past and best practices. We would like to share our knowledge and best practices of configuration and 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 has to be deployed in production. Be it a full configuration set or delta, it must be tested with all the potential 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...

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