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Index
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
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