Ebook: Implementing microsoft dynamics 365 for finance and operations implement methodology, integration, data migration, and more

Sub-processes -- Requirements -- LCS Business process modeler and VSTS -- Business process modeler -- Visual Studio Team Services (VSTS) -- BPM and VSTS sync -- Continuous reporting and VSTS -- Requirement gathering techniques -- Listen -- Lead -- Negotiate -- 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 -- Configuration planning -- The golden configuration environment -- Data migration management -- Scoping -- Common data migration areas -- Planning -- Execution -- Data management tools -- The data management framework -- Data management concepts -- The data management workspace -- Data entities -- Configuration data templates -- Default data templates -- Configuration data project -- Data packages -- LCS Project | Asset library | Data packages -- Configuration data packages -- LCS -- configuration and data manager -- Process data packages -- How these concepts come together -- Database operations -- Cross-company data sharing -- Data management scenarios -- Initial configuration in a blank environment -- Data migration from legacy systems -- Copy the company configuration within an existing environment -- Copy data between environments -- Ad hoc data loading -- Best practices in managing configurations and data migration -- Summary -- Chapter 7: Functional and Technical Design -- Finding the right app for your business needs -- Before choosing ISV solutions -- After selecting the partner -- Common pitfalls -- Common features -- Personalization -- Office integration -- Document management -- Workspaces -- Electronic reporting -- Tax engine -- Batch framework.;Cover -- Copyright -- Credits -- Disclaimer -- About the Authors -- About the Reviewers -- www.PacktPub.com -- Customer Feedback -- Table of Contents -- Preface -- Chapter 1: Introduction to Microsoft Dynamics 365 -- What is Microsoft Dynamics 365? -- The benefits of Microsoft Dynamics 365 -- Microsoft Dynamics 365 salient features -- Microsoft Dynamics 365 apps -- Microsoft Dynamics 365 for Sales -- Microsoft Dynamics 365 for Customer Service -- Microsoft Dynamics 365 for Field Service -- Microsoft Dynamics 365 for Project Service Automation -- Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (AX) -- Microsoft Dynamics 365 for Finance and Operations, Business edition (NAV) -- Microsoft Dynamics 365 for Retail -- Microsoft Dynamics 365 for Talent -- Human resources -- Attract -- Onboard -- Microsoft Dynamics 365 for Marketing -- Microsoft Dynamics 365 for Customer insights -- Complimenting/supporting tools with Microsoft Dynamics 365 -- Power BI -- PowerApps -- Microsoft Flow -- Common Data Service (CDS) -- Microsoft AppSource -- Dynamics 365 for Finance and Operations, Enterprise edition (AX) -- What is Dynamics 365 for Finance and Operations, Enterprise edition? -- History of Dynamics 365 for Finance and Operations -- Highlights of Dynamics 365 for Finance and Operations -- 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 -- The Conference Room Pilot (CRP) methodology -- Planning -- Execution -- Best practices in using CRP -- An example of a CRP methodology -- The agile methodology -- The waterfall methodology -- Comparative summary -- Lifecycle Services (LCS) -- implementation tools -- Foundation -- Methodologies -- Projects -- Project users -- Organization users.;SharePoint online library -- Preview feature management -- Shared asset library -- Subscription estimator -- Asset library -- Ongoing -- Business process modeler -- Cloud-hosted environments -- Code upgrade -- Configuration and data manager -- Localization and translation -- Support -- Issue search -- Support -- Work items -- System diagnostics -- Updates -- Resources -- Summary -- Chapter 3: Architecture and Deployment -- Architecture -- Conceptual architecture -- Deployment architecture -- The cloud deployment architecture -- The on-premise deployment architecture -- Application components and architecture -- Identity -- Data layer -- Platform -- Application -- Client -- Browser client -- Mobile app -- Office 365 -- Lifecycle Services -- Development architecture -- Integration architecture -- Security architecture -- Deployment options -- Cloud -- Cloud and Edge or hybrid deployment -- Local business data or on-premises -- Comparing deployment options -- Summary -- Chapter 4: Project Initiation and Kickoff -- The need for a strong project start -- Project team composition -- The backbone of a project -- Project charter -- Project plan -- FastTrack for Dynamics 365 -- Ground rules for day-to-day operations -- Kickoff meeting -- Project initiation and LCS -- SharePoint online -- Project deliverables in the CRP methodology -- The planning phase -- The business requirement definition phase -- The solution analysis phase -- The solution design phase -- The configure/preview/prototype phase -- The development phase -- The testing and acceptance phase -- The training phase -- The Go Live phase -- The support phase -- Best practices in project initiation -- Summary -- Chapter 5: Requirements, Business Process Analysis, and Traceability -- Requirements scoping -- Hierarchy of business processes and subprocesses -- Business goals -- Business process.;Architecture and concepts -- Programming language -- Compile exclusively in .NET CIL -- Language enhancements -- Unit of compilation -- Compiler and tooling -- Integrated development environment (IDE) -- Development IDE in Dynamics 365 for Finance and Operations, Enterprise edition -- Development IDE in Dynamics AX 2012 -- Development environment architecture -- Programming concepts -- Layer system -- Models -- Packages -- Packages and models on the disk -- Models and packages in Visual Studio -- Overlayering -- Extensions -- Model sealing and roadmap -- Development environment -- The version control -- Branching strategies -- The development machines -- Cloud development environment -- Local development environment -- Application explorer -- Application explorer views -- Filtering application explorer -- Working with elements -- Tools addins for Visual Studio -- Creating a new model to start customization -- Extension capabilities -- Project -- Create a new project -- Adding new or existing element in the project -- Import/export project -- Development planning -- Be agile -- Establishing the code review process -- Development process -- Conceptualization -- Create or extends data model -- Create or extends business logic -- Create or extend user interface -- Navigation concepts -- Form patterns -- User interface extensibility -- Control extensibility -- Reporting and analytics -- SQL server reporting services -- Power BI -- Security -- Security for custom objects -- Auther unit tests -- Learn and improve -- Build and continuous updates -- Automated build -- 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 -- Power BI choices.;Workflows -- Database logging -- Mobile application -- Common Data Services, Microsoft Flow, and PowerApps -- The functional design document -- The fit-gap review session -- Why write FDD? -- Project management aspects of design -- Things to know before writing an FDD -- Feasibility analysis -- Dos and don'ts -- The solution design document -- Overview and objectives -- Guidelines for solution design documents -- The technical design document -- Overview and objectives -- Guidelines for the technical design document -- Preparation -- Execution -- Outcome -- Summary -- Chapter 8: Integration Planning and Design -- Integration architecture -- Basic integration concepts -- RESTful APIs -- SOAP -- SOAP versus REST -- JSON -- OData -- OAuth -- Integration concepts in Dynamics 365 for Finance and Operations, Enterprise edition -- Data entities -- What is a data entity? -- OData services -- Querying or browsing an OData endpoint -- Consuming OData services -- Client application registration and setup -- Creating a project, adding libraries, and generating an OData service proxy -- Authentication and OData service call -- Custom services -- Recurring integrations -- Integration tools, midleware, and scenarios -- Dynamics 365 data integrator -- Integration architecture -- Setting up data integration -- Connections -- Connection sets -- Integration keys -- Projects -- Schedules -- Integrating and monitoring -- Benefits of CDS data integration -- Scenarios focus -- Integration planning -- Integration scenarios -- Integration requirements -- Synchronous or asynchronous -- Integration design and development -- Developing a high-level conceptual design -- Selecting the right integration technology -- Defining field mapping -- Developing, configuring, and testing -- Best practices and recommendations -- Summary -- Chapter 9: Building Customizations.