Implementing Microsoft Dynamics 365 for Finance and Operations Apps: Learn best practices, architecture, tools, techniques, and more, 2nd Edition

Harness the power of Finance and Operations apps, and discover all you need for their implementation

Key Features

• Manage and plan different Dynamics configurations, designs, and products
• Learn how to manage projects for pre-sales and implementation using Microsoft Dynamics Lifecycle Services (LCS)
• Discover various integration planning techniques, tools, and frameworks such as PowerApps and Power Automate

Book Description

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.

What you will learn

• Understand the architecture of Dynamics 365 for Finance and Operations Apps
• Implement Dynamics with confidence to manage finances in your business
• Get up to speed with different methodologies and support cycles of the Microsoft Dynamics architecture
• Explore best practices to analyze the requirements of your business
• Understand the technique of data migration from legacy systems
• Leverage the capabilities of Power BI to make informed business decisions
• Manage all your upgrades through One Version service updates

Who this book is for

This book is for consultants, technical managers, project managers, or solution architects who are looking to implement Microsoft Dynamics 365 Finance and Operations apps in their business. A basic understanding of the enterprise resource planning (ERP) implementation process and software lifecycle is expected.

Table of Contents

1. Introduction to Dynamics 365 Finance and Operations
2. Methodology and Initiation
3. Lifecycle Services (LCS) and Tools
4. Architecture, Deployment, and Environments
5. Requirements and Process Analysis
6. Configuration and Data Management
7. Solution Planning and Design
8. Integration Technologies, Planning, and Design
9. Customization and Extension
10. Analytics, Business Intelligence, and Reporting
11. Testing and Training
12. Managing Go-Live and Post Go-Live
13. One Version Service Updates

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.

Sandeep Shukla is a founding partner of Real Dynamics and has over 16 years of consulting experience, working on ERP systems and implementations. He has worked on many successful Microsoft Dynamics AX/365 implementations for multiple customers and has experience of working in multiple domains, including multi-channel retail, supply chain, distribution, manufacturing, and warehousing. He has played key roles including project manager, solution/technical architect, technical lead, and developer, and has great experience in requirement gathering, integration to third-party applications, creating detailed functional and technical design documents, data migration, development, go-live planning/execution, post go-live support, and end user training.

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.

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.