Implementing Microsoft Dynamics 365 for Finance and Operations电子书

Title Page

Copyright

Implementing Microsoft Dynamics 365 for Finance and Operations

Credits

Disclaimer

About the Authors

About the Reviewers

www.PacktPub.com

Why subscribe?

Customer Feedback

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Downloading the color images of this book

Errata

Piracy

Questions

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

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

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

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

Requirements, Business Process Analysis, and Traceability

Requirements scoping

Hierarchy of business processes and subprocesses

Business goals

Business process

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

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

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

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

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

Building Customizations

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

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

Pricing

Data refresh

Collaboration

Cortana Intelligence Suite

Data insights leveraging Azure

Modern reports and SSRS

Electronic reporting

Mobile platform

Offline and mobile apps

Financial reporting / management reporter

Best practices in analytics and information insights

Summary

Testing and Training

Importance of testing

Types of testing

Feature testing

Testing of custom developed features

Testing of standard and ISV solution features

System integration testing

Process/system testing

Data migration testing

Integration testing

Performance/load testing

User acceptance testing

End-to-end testing

Automated testing strategies

Test automation features in Finance and Operations

SysTest framework

Task recorder-based (coded UI) testing

PerfSDK

Integrating test with build process

Test planning guidelines and recommendations

Test planning and scenarios

The UAT planning and execution

Planning

UAT kickoff

Execution

Sign-off

End-to-end test planning and execution

Execution and real-life examples

Training

The training and help system in Finance and Operations

Modern clients and navigation concepts

In-product help

The business process modeler

The task recorder and task guides

Documentation website

Planning and executing training

Training plan

Training preparation

The training environment

Change management

Summary

Go Live

Production environment and responsibilities

Cloud deployment

Local business data

Cloud and Edge deployment

Go Live activities

The organization's readiness to Go Live

Sign offs

The decision to Go Live

Business contingency planning

Go Live planning and execution

Planning

Executing a release

The importance of communication

Summary

Post Go Live Support

Resources for support

Support tools and LCS

Issue/support lifecycle

Issue discovered/encountered

Issue tracking

Root cause analysis

Escalation to Microsoft

Production environment support with Microsoft

Support analytics using monitoring and diagnostics

Monitoring

Diagnostics

Analytics

Best practices in post Go Live/support

Summary

Update, Upgrade, and Migration

Understanding update, upgrade, and migration

Updating to the latest Dynamics 365 for Finance and Operation version

Updates to the latest platform

Updates to the latest application

Upgrading your code

Upgrading your data

Updates to a specific application hotfix

Upgrading/migrating from Dynamics AX 2012 or AX 2009

When to upgrade or migrate

Upgrading/migration planning

Operations

Business benefit

Business engagement

System

Upgrade versus reimplementation

Managing the scope

Managing customization (fit-gap)

ISV Solutions

Managing the data

Impact on integrations

Impact on Power BI and reporting

Cloud and digital

Deployment options

Upgrading from Dynamics AX 2012

Code upgrade

Data upgrade

Developing data upgrade script for custom schema changes

Running the data upgrade process

Validation and final cutover

Migrating from Dynamics AX 2009

Planning and code migration

Data migration

Best practices in upgrade and migration

Summary