Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Description

Cover Title Page Copyright and Credits Dedication About Packt Contributors Table of Contents Preface Chapter 1: Introduction to Dynamics 365 Finance and Operations Introducing Microsoft Dynamics 365 Microsoft Dynamics 365 salient features Understanding Microsoft Dynamics 365 apps Dynamics 365 Customer Service Dynamics 365 for Finance and Operations apps Dynamics 365 Business Central Dynamics 365 Commerce Dynamics 365 Human Resources Understanding Power Platform Power Apps Power BI Power Automate Common Data Service (CDS) Microsoft AppSource Exploring Dynamics 365 for Finance and Operations What is Dynamics 365 for Finance and Operations? Highlights of Dynamics 365 for Finance and Operations Dynamics 365 for Finance and Operations deployment options Dynamics 365 for Finance and Operations capabilities Trial of Microsoft Dynamics 365 ERP implementation team structure Implementation partner ISV solution Solution advisors Summary Chapter 2: Methodology and Initiation Why select a methodology? Methodologies to choose from The Conference Room Pilot methodology Planning Execution Best practices in using CRP The agile methodology The waterfall methodology Project deliverables The planning phase Requirements of the definition phase The analysis phase The design phase The configure phase The development phase The testing and acceptance phase The training phase The go-live phase The support phase Comparative summary  Project initiation Project team composition Project backbone Project charter Project plan Ground rules for a project team Kickoff meeting FastTrack Best practices in project initiation Summary Chapter 3: Lifecycle Services (LCS) and Tools LCS LCS tools Project-specific tools Setting up a project in LCS Tools for a solid project foundation Methodologies LCS projects Project onboarding Project users Organization users and roles Preview feature management Usage profile/subscription estimator Shared asset library Asset library SharePoint online Ongoing day-to-day activities Business process modeler Cloud-hosted environments Code upgrade Configuration and data manager Translation service Alert service Ongoing support Issue search LCS support options Work items Environment monitoring System diagnostics Updates Summary Chapter 4: Architecture, Deployment, and Environments Understanding architecture Conceptual architecture Deployment architecture The cloud deployment architecture  On-premises deployment architecture  Understanding application components and architecture Working with identity management  Understanding the data layer components Understanding the platform-layer components  Understanding the application layer components Understanding the client components Browser client Mobile app Microsoft Dynamics 365 Unified Operations – mobile app Office 365 Using LCS Understanding development architecture  Understanding integration architecture Understanding security architecture Understanding deployment options Cloud Local business data or on-premises Comparing cloud and on-premises deployments   Understanding cloud deployment and environment planning Type of environment Tier-1 - Development or Build  Tier-2 - Standard Acceptance  Tier-3, Tier-4, and Tier-5 environments Production  Project type and environments  Finance and Operations standard cloud offer Summary Chapter 5: Requirements and Process Analysis Requirements scoping Hierarchy of business processes and subprocesses  Business goals Business process Subprocesses The requirements of the business process LCS BPM and Azure DevOps Business process modeler Understanding Microsoft Azure DevOps BPM and Azure DevOps sync Continuous reporting and Azure DevOps/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 Explaining configuration management  Planning configuration management The golden configuration environment  Managing data migration Scoping the data migration Common data migration areas Planning data migration Executing the data migration Introducing 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 Copying the company configuration within an existing environment Copying data between environments Ad hoc data loading Best practices in managing configurations and data migration Summary Chapter 7: Solution Planning and Design Finding the right app for your business needs Before choosing ISV solutions After selecting the ISV partner Understanding common product features Personalization Integrating with Office Document handling Using workspaces Electronic Reporting  Tax engine Configurable business documents  Batch framework Workflows Database logging The Finance and Operations mobile application Common Data Services, Power Automate, and Power Apps The solution design document Overview and objectives Guidelines for the SDD The functional design document The fit-gap review session Why write an FDD? Project management aspects of design Things to know before writing an FDD Dos and don'ts The technical design document Guidelines for the TDD Things to consider while writing TDDs Summary Chapter 8: Integration Technologies, Planning, and Design Basic web integration concepts RESTful APIs SOAP APIs SOAP versus REST JSON message format OData protocol OAuth authentication model Event-driven architecture  Learning about the integration architecture Integration concepts in Finance and Operations 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 Business events  Business events catalog  Business events endpoints  Business events processing  Available business events and extensibility  Benefits and use cases  Data feeds  Dual-writes  Data management and the batch data API Azure Data Lake Storage Gen2 integration  Integration scenarios and planning Integration scenarios Integration requirements Synchronous or asynchronous? Integration strategy  Integration middleware/messaging services Logic Apps  Power Automate Event Hub, Event Grid, and Service Bus  Azure Storage/Azure Data Lake  Recurring integrations scheduler 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: Customization and Extension Understanding solution architecture and development concepts Programming language  Compiling exclusively in .NET CIL Language enhancements  Unit of compilation Integrated development environment (IDE) Development IDE in Dynamics 365 for Finance and Operations Development environment architecture  Programming concepts Models Packages Packages and models on disk Models and packages in Visual Studio Overlayering Extensions Understanding the development environment Version control Branching strategies Development machines Cloud development environment Local development environment Application Explorer Application Explorer views Filtering the Application Explorer Working with elements  Tools Addins for Visual Studio Creating a new model to start the customization process Extension capabilities  Project Creating a new project Adding new or existing elements to the project Import/export project Development planning Be agile Establishing the code review process Development process  Conceptualization Create or extend the data model Create or extend business logic Create or extend the user interface Form patterns User interface extensibility Control extensibility Reporting and analytics SQL Server Reporting Services (SRSS) Power BI Security Security for custom objects Acceptance test library (ATL) resources  Learn and improve Build and continuous updates Automated build Continuous updates Guidelines and best practices Summary Chapter 10: Analytics, Business Intelligence, and Reporting Gathering reporting and analytics requirements Reporting scenarios and tools Operational reporting Operational workspace Inquiry pages and exporting to Excel Operational SSRS reports Analytical workspaces for operational reporting Regulatory and tax reporting Exploring ER Business/commercial documents SSRS business documents Business document management Financial reporting Row definition Column definition Reporting tree definition Report definition Analytical reporting Analytical Power BI reports Analytics data strategy and data integrations Using the Entity store Bring your own database Moving from relational databases to Azure Data Lake Learning about fundamental Azure data technologies Azure Data Lake Storage Gen2 (ADLS) Common data model folder (CDM folder) Azure Data Factory Azure Synapse analytics and SQL On-Demand Entity store in Azure Data Lake Replacing BYOD and the Entity store in Data Lake using data feeds Best practices in analytics and information insights Summary Chapter 11: Testing and Training The 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 Continuous update testing Automated testing strategies Test automation features in Finance and Operations RSAT RSAT prerequisites Azure DevOps Test Manager Windows configuration RSAT and Selenium RSAT configuration RSAT test case execution Acceptance Test Library Data task automation SysTest framework Task recorder-based (Coded UI) testing PerfSDK Integrating a test with a build process Test-planning guidelines and recommendations Test planning and scenarios User acceptance test (UAT) Planning UAT kickoff  Execution Sign-off End-to-end test planning and execution Execution and real-life examples Training Training and the help system Modern clients and navigation concepts In-product help Business process modeler (BPM) Task recorder and task guides Documentation website Planning and executing training Training plan Training preparation Training environment Change management Summary Chapter 12: Managing Go-Live and Post Go-Live Learning about the production environment and responsibilities  Understanding cloud deployment Looking at the on-premises deployment option Understanding go-live activities Exploring the organization's readiness to go-live Sign-offs The decision to go live Business contingency planning Understanding go-live planning and execution Planning Executing a release The importance of communication Learning about post go-live support Glancing on resources for support Understanding support tools and LCS Learning about production environment support with Microsoft Integrating support analytics with monitoring and diagnostics Best practices in post go-live support Summary Chapter 13: One Version Service Updates Exploring One Version Principles of One Version Update availability Update early adoption Service updates Quality updates One Version service update FAQs Understanding feature management The feature management workspace Turning on a feature Turning off a feature Check for updates Summary Other Books You May Enjoy Index