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Implementing Microsoft Dynamics 365 for Finance and Operations

You're reading from Implementing Microsoft Dynamics 365 for Finance and Operations Implement methodology, integration, data migration, and more

Product type Paperback

Published in Sep 2017

Publisher Packt

ISBN-13 9781787283336

Length 562 pages

Edition 1st Edition

Tools

Dynamics 365

Concepts

IT Operations

Authors (3):

JJ Yadav

Rahul Mohta

Yogesh Kasat

View More author details

Table of Contents (15) Chapters

Preface

1. Introduction to Microsoft Dynamics 365 FREE CHAPTER

2. Implementation Methodology and Tools

3. Architecture and Deployment

4. Project Initiation and Kickoff

5. Requirements, Business Process Analysis, and Traceability

6. Configuration and Data Management

7. Functional and Technical Design

8. Integration Planning and Design

9. Building Customizations

10. Analytics, Business Intelligence, and Reporting

11. Testing and Training

12. Go Live

13. Post Go Live Support

14. Update, Upgrade, and Migration

Excel

Excel has always been the ultimate choice to view data easily and quickly, convert it into information using charts and pivots, make informed decisions, and share the decisions with the other stakeholders.

The following screenshot depicts various options available out of box:

With Dynamics 365 for Finance and Operations, Enterprise edition, you get two choices while working with Excel:

Export to Excel:
- One-way export of data seen in the web form to Excel
- Native functionality in all forms open via a web browser

Open in Excel:
- Bidirectional export of data to Excel using the Office Excel app for Dynamics.
- The Microsoft Dynamics Excel Data Connector App (Excel App) is used to Create, Read, Update, Delete (CRUD) Dynamics 365 for Finance and Operations, Enterprise edition.
- The connector uses OData services that are created for any entity left in the default state of public (DataEntity.Public=Yes)
- Users can update, create, and publish new data.
- Open in Excel experience is implemented using document...

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Authors (3)

Mohta

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.

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Yogesh Kasat

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.

See other products by Yogesh Kasat

JJ Yadav

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.

See other products by JJ Yadav

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