Implementing Microsoft Dynamics 365 for Finance and Operations

Harness the power of Dynamics 365 Operations and discover all you need to implement it
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Implementing Microsoft Dynamics 365 for Finance and Operations

Rahul Mohta, Yogesh Kasat, JJ Yadav

2 customer reviews
Harness the power of Dynamics 365 Operations and discover all you need to implement it
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Book Details

ISBN 139781787283336
Paperback562 pages

Book Description

Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers.

This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project.

Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition.

Table of Contents

Chapter 1: Introduction to Microsoft Dynamics 365
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 apps
Complimenting/supporting tools with Microsoft Dynamics 365
Dynamics 365 for Finance and Operations, Enterprise edition (AX)
Trial of Microsoft Dynamics 365
Buying Microsoft Dynamics 365
Summary
Chapter 2: Implementation Methodology and Tools
Why select a methodology?
Methodologies relevant for embracing Dynamics 365
Lifecycle Services (LCS) -- implementation tools
Resources
Summary
Chapter 3: Architecture and Deployment
Architecture
Application components and architecture
Deployment options
Summary
Chapter 4: Project Initiation and Kickoff
The need for a strong project start
Project team composition
The backbone of a project
Ground rules for day-to-day operations
Kickoff meeting
Project initiation and LCS
Project deliverables in the CRP methodology
Best practices in project initiation
Summary
Chapter 5: Requirements, Business Process Analysis, and Traceability
Requirements scoping
Hierarchy of business processes and subprocesses 
LCS Business process modeler and VSTS
Visual Studio Team Services (VSTS)
Requirement gathering techniques
Requirements Traceability Matrix (RTM)
Requirement segmentation and ownership
Analysis of requirements
Solution blueprint
Key decision log
Best practices in managing requirements
Summary
Chapter 6: Configuration and Data Management
Strategies for managing configuration and data migration
Configuration management 
Data migration management 
Data management tools
The data management framework
Database operations
Cross-company data sharing 
Data management scenarios
Best practices in managing configurations and data migration
Summary
Chapter 7: Functional and Technical Design
Finding the right app for your business needs
Common features
The functional design document
The solution design document
The technical design document
Summary
Chapter 8: Integration Planning and Design
Integration architecture
Basic integration concepts
Integration concepts in Dynamics 365 for Finance and Operations, Enterprise edition
Integration tools, midleware, and scenarios
Dynamics 365 data integrator
Integration planning
Integration design and development
Best practices and recommendations
Summary
Chapter 9: Building Customizations
Architecture and concepts
Development environment
Development planning
Development process 
Build and continuous updates
Guidelines and best practices
Summary
Chapter 10: Analytics, Business Intelligence, and Reporting
Information insights in Dynamics 365 for Finance and Operations, Enterprise edition
Platform enablement for analytics
Excel
Power BI
Cortana Intelligence Suite 
Modern reports and SSRS
Electronic reporting
Mobile platform
Financial reporting / management reporter
Best practices in analytics and information insights
Summary
Chapter 11: Testing and Training
Importance of testing
Types of testing
Automated testing strategies
Test planning guidelines and recommendations
Training
Planning and executing training
Change management
Summary
Chapter 12: Go Live
Production environment and responsibilities 
Go Live activities
The organization's readiness to Go Live
Go Live planning and execution
Summary
Chapter 13: Post Go Live Support
Resources for support
Support tools and LCS
Issue/support lifecycle
Production environment support with Microsoft
Support analytics using monitoring and diagnostics
Best practices in post Go Live/support
Summary
Chapter 14: Update, Upgrade, and Migration
Understanding update, upgrade, and migration
Updating to the latest Dynamics 365 for Finance and Operation version
Upgrading/migrating from Dynamics AX 2012 or AX 2009
Upgrading/migration planning
Upgrading from Dynamics AX 2012
Migrating from Dynamics AX 2009
Best practices in upgrade and migration
Summary

What You Will Learn

  • Learn about Microsoft Dynamics 365, it's offerings, plans and details of Finance and Operations, Enterprise edition
  • Understand the methodology and the tool, architecture, and deployment options
  • Effectively plan and manage configurations and data migration, functional design, and technical design
  • Understand integration frameworks, development concepts, best practices, and recommendations while developing new solutions
  • Learn how to leverage intelligence and analytics through Power BI, machine learning, IOT, and Cortana intelligence
  • Master testing, training, going live, upgrading, and how to get support during and after the implementation

Authors

Table of Contents

Chapter 1: Introduction to Microsoft Dynamics 365
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 apps
Complimenting/supporting tools with Microsoft Dynamics 365
Dynamics 365 for Finance and Operations, Enterprise edition (AX)
Trial of Microsoft Dynamics 365
Buying Microsoft Dynamics 365
Summary
Chapter 2: Implementation Methodology and Tools
Why select a methodology?
Methodologies relevant for embracing Dynamics 365
Lifecycle Services (LCS) -- implementation tools
Resources
Summary
Chapter 3: Architecture and Deployment
Architecture
Application components and architecture
Deployment options
Summary
Chapter 4: Project Initiation and Kickoff
The need for a strong project start
Project team composition
The backbone of a project
Ground rules for day-to-day operations
Kickoff meeting
Project initiation and LCS
Project deliverables in the CRP methodology
Best practices in project initiation
Summary
Chapter 5: Requirements, Business Process Analysis, and Traceability
Requirements scoping
Hierarchy of business processes and subprocesses 
LCS Business process modeler and VSTS
Visual Studio Team Services (VSTS)
Requirement gathering techniques
Requirements Traceability Matrix (RTM)
Requirement segmentation and ownership
Analysis of requirements
Solution blueprint
Key decision log
Best practices in managing requirements
Summary
Chapter 6: Configuration and Data Management
Strategies for managing configuration and data migration
Configuration management 
Data migration management 
Data management tools
The data management framework
Database operations
Cross-company data sharing 
Data management scenarios
Best practices in managing configurations and data migration
Summary
Chapter 7: Functional and Technical Design
Finding the right app for your business needs
Common features
The functional design document
The solution design document
The technical design document
Summary
Chapter 8: Integration Planning and Design
Integration architecture
Basic integration concepts
Integration concepts in Dynamics 365 for Finance and Operations, Enterprise edition
Integration tools, midleware, and scenarios
Dynamics 365 data integrator
Integration planning
Integration design and development
Best practices and recommendations
Summary
Chapter 9: Building Customizations
Architecture and concepts
Development environment
Development planning
Development process 
Build and continuous updates
Guidelines and best practices
Summary
Chapter 10: Analytics, Business Intelligence, and Reporting
Information insights in Dynamics 365 for Finance and Operations, Enterprise edition
Platform enablement for analytics
Excel
Power BI
Cortana Intelligence Suite 
Modern reports and SSRS
Electronic reporting
Mobile platform
Financial reporting / management reporter
Best practices in analytics and information insights
Summary
Chapter 11: Testing and Training
Importance of testing
Types of testing
Automated testing strategies
Test planning guidelines and recommendations
Training
Planning and executing training
Change management
Summary
Chapter 12: Go Live
Production environment and responsibilities 
Go Live activities
The organization's readiness to Go Live
Go Live planning and execution
Summary
Chapter 13: Post Go Live Support
Resources for support
Support tools and LCS
Issue/support lifecycle
Production environment support with Microsoft
Support analytics using monitoring and diagnostics
Best practices in post Go Live/support
Summary
Chapter 14: Update, Upgrade, and Migration
Understanding update, upgrade, and migration
Updating to the latest Dynamics 365 for Finance and Operation version
Upgrading/migrating from Dynamics AX 2012 or AX 2009
Upgrading/migration planning
Upgrading from Dynamics AX 2012
Migrating from Dynamics AX 2009
Best practices in upgrade and migration
Summary

Book Details

ISBN 139781787283336
Paperback562 pages
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From 2 reviews

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