Implementing Microsoft Dynamics 365 for Finance and Operations Apps - Second Edition

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.

Microsoft Dynamics 365 for Finance and Operations 是一個適用於中大型企業的現代化雲端 ERP 平台，採用以行動為先的方法。本書涵蓋了 Dynamics 365 Finance and Operation Apps 的整個實施過程，包括實施後和業務轉型。

更新的第二版首先介紹了 Microsoft Dynamics 365，描述了其中的不同應用程式和工具。您將學習不同的實施方法論，如瀑布模型和敏捷模型，以應用於您的專案。我們將涵蓋 Dynamics 的各種應用組件和架構，例如需求處理、開發、報表和分析，以及整合。通過提示、技巧和最佳實踐，您將探索管理配置和數據遷移的策略。隨著您的閱讀深入，您將了解 Dynamics 中用於構建定制解決方案的開發工具和流程。本書還將演示 Power BI 和 Cortana Intelligence 等分析和財務報告選項。最後，您將學習測試的重要性，並探索各種自動化測試策略。

通過閱讀本書，您將獲得實施 Microsoft Dynamics 365 for Finance and Operations Apps 的必要知識。

JJ Yadav

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

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

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

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.

JJ Yadav

JJ Yadav在ERP系統和實施方面擁有16年的咨詢經驗，從Axapta 3.0開始就一直在工作。他在Microsoft Dynamics 365 for Finance and Operations中擔任多個角色，包括解決方案架構師、項目經理、技術負責人和開發人員。JJ目前是Microsoft FastTrack精英團隊的成員，幫助客戶在Dynamics 365的旅程中取得成功。

Sandeep Shukla

Sandeep Shukla是Real Dynamics的創始合夥人，擁有超過16年的咨詢經驗，致力於ERP系統和實施。他曾參與多個成功的Microsoft Dynamics AX/365實施項目，並在多個領域中擁有豐富的工作經驗，包括多渠道零售、供應鏈、分銷、製造和倉儲。他曾擔任項目經理、解決方案/技術架構師、技術負責人和開發人員等關鍵角色，並在需求收集、與第三方應用集成、創建詳細的功能和技術設計文檔、數據遷移、開發、上線計劃/執行、上線後支持和用戶培訓方面擁有豐富經驗。

Rahul Mohta

Rahul Mohta是Real Dynamics的創始合夥人，擁有超過16年的ERP咨詢、實施和售前經驗，專注於Microsoft Dynamics 365 for Finance and Operations。Rahul在全球范圍內與客戶和合作夥伴合作，幫助他們充分實現未來Dynamics平台的價值。作為一位值得信賴的顧問，他在功能和技術領域擔任不同角色。Rahul的經驗涵蓋多個地區和多個領域（如財務、供應鏈、分銷、製造、倉儲、零售、專業服務等）。他還是Microsoft的全球培訓師，為合作夥伴提供培訓。

Yogesh Kasat

Yogesh Kasat是Real Dynamics的創始合夥人，領導了20多個完整的ERP實施和升級項目，與多位CFO密切合作，設計解決方案以實現對庫存水平、成本和老化情況的更好可視性，同時改善收款流程，減少應收賬款。他在公司分拆和合併方面的經驗使他能夠設計出對共享服務、預算計劃和財務報告提供更好支持的簡單解決方案。Yogesh還是Microsoft認可的Fasttrack解決方案架構師。

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

- Dynamics 365 Finance and Operations 簡介
- 方法論和啟動
- 生命週期服務 (LCS) 和工具
- 架構、部署和環境
- 需求和流程分析
- 配置和資料管理
- 解決方案規劃和設計
- 整合技術、規劃和設計
- 自訂和擴充
- 分析、商業智能和報表
- 測試和培訓
- 管理上線和上線後
- One Version 服務更新