Implementing Microsoft Dynamics 365 for Finance and Operations: Implement methodology, integration, data migration, and more - Softcover

Mohta, Rahul; Kasat, Yogesh; Yadav, JJ

Softcover

ISBN 10: 178728333X ISBN 13: 9781787283336

Publisher: Packt Publishing, 2017

Synopsis

Harness the power of Dynamics 365 Operations and discover all you need to implement it

Key Features

• Master all the necessary tools and resources to evaluate Dynamics 365 for Operations, implement it, and proactively maintain it.
• Troubleshoot your problems effectively with your Dynamics 365 partner
• Learn about architecture, deployment choices, integration, configuration and data migration, development, testing, reporting and BI, support, upgrading, and more.

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.

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

Table of Contents

1. Introduction to Microsoft Dynamics 365
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

About this title

About the Author

Rahul Mohta is a cofounder of Real Dynamics and also works as an independent trainer for Microsoft. He has 16 years of experience in ERP, focusing on Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (AX) and has worked for customers and partners worldwide. His experience spans multiple geographies (America, Europe, and Asia) across various domains, such as financials, supply chain and distribution, projects, manufacturing, warehousing, retail, and professional services, where he works as a trusted advisor while undertaking diverse roles across various implementations and initiatives.

He is an enthusiast of ensuring value creation while embracing Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (AX), and he regularly shares his knowledge through blogs and training sessions delivered for Microsoft and other companies.

Yogesh Kasat is a founding partner of Real Dynamics, which is one of the first IV&Vs (Independent Verification and Validation services provider) for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. He has led several large Dynamics AX implementations and turned them into success stories with his unique blend of knowledge of financial and supply chain modules, technical architecture, and business process optimization.

Yogesh brings over 15 years of experience in ERP Consulting and Audits to the team. He has worked as a solution architect and project lead on many enterprise engagements, and as an advisor with the Microsoft Product team. His global customer experience covers the USA, Canada, UK, Ireland, Japan, India, and Singapore.

Yogesh is a returning author, and having previously written the book Microsoft Dynamics AX Implementation Guide.

JJ Yadav has been working on Microsoft Dynamics 365 for Finance and Operations, Enterprise edition for more than 13 years as a solutions architect, project manager, technical lead, and developer. He started working on Axapta 3.0 as a developer with Euro Info Systems in India (now Tectura India). He has experience in leading and managing several Dynamics AX Global implementations and upgrade projects. His core technical expertise includes infrastructure planning, integration services, data migration, and workflow. He has extensive functional experience in financials, procurement, accounts payable, accounts receivable, inventory and warehouse management, and the service modules of Dynamics AX.

Currently, he works as a senior project manager with Hitachi Solutions, America in the central region of the U.S.

JJ Yadav has also coauthored the book Microsoft Dynamics AX Implementation Guide, published by Packt.

Edition details

• Publisher: Packt Publishing
• Publication date: 2017
• ISBN 10: 178728333X
• ISBN 13: 9781787283336
• Binding: Paperback
• Language: English
• Number of pages: 562