Dynamics 365 Implementation Guide

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  dynamics 365 implementation guide: Mastering Microsoft Dynamics 365 Implementations Eric Newell, 2021-04-27 Confidently shepherd your organization’s implementation of Microsoft Dynamics 365 to a successful conclusion In Mastering Microsoft Dynamics 365 Implementations, accomplished executive, project manager, and author Eric Newell delivers a holistic, step-by-step reference to implementing Microsoft’s cloud-based ERP and CRM business applications. You’ll find the detailed and concrete instructions you need to take your implementation project all the way to the finish line, on-time, and on-budget. You’ll learn: The precise steps to take, in the correct order, to bring your Dynamics 365 implementation to life What to do before you begin the project, including identifying stakeholders and building your business case How to deal with a change management throughout the lifecycle of your project How to manage conference room pilots (CRPs) and what to expect during the sessions Perfect for CIOs, technology VPs, CFOs, Operations leaders, application directors, business analysts, ERP/CRM specialists, and project managers, Mastering Microsoft Dynamics 365 Implementations is an indispensable and practical reference for guiding your real-world Dynamics 365 implementation from planning to completion.
  dynamics 365 implementation guide: Microsoft Dynamics AX Implementation Guide Yogesh Kasat, JJ Yadav, 2015-09-18 Your all-in-one guide to exploring and implementing Microsoft Dynamics AX About This Book From project kick-off to go live and upgrade, learn what to expect in each phase of the project This book guides you through the entire journey of a Dynamics AX implementation project, helping you to avoid the common pitfalls and adapt industry knowledge and best practices for your own project This one-stop guide is packed with key tools and techniques to aid your Dynamics AX implementation Who This Book Is For This book is for IT project managers, solution architects, and consultants who are planning to implement or are in the process of implementing or upgrading Dynamics AX. To use this book, you must have a working Dynamics AX system in place and must be familiar with the basics of Dynamics AX. What You Will Learn Prepare for a great start with effective project management and planning from the beginning Gather details early using effective requirement-gathering tools and techniques Gain tools and techniques for effective infrastructure planning and hardware sizing Get to grips with integration and data migration through planning and strategy Familiarize yourself with the reporting and BI tools Master functional and technical design to customize existing features and designs in your own projects Manage your configuration and you're your configuration from one environment to another Learn industry's best practices and recommendations on customization development and performance tuning In Detail Microsoft Dynamics AX is Enterprise Resource Planning (ERP) software that supports multi-site operations across various countries, providing international processing within the company. It is an ERP solution with a lot of features and functionality, and it provides support across the fields of financial, distribution, supply chain, project, customer relationship, HR, and field service management. This book is all about simplifying the overall implementation process of Dynamics AX. The purpose of this book is to help IT managers and solution architects implement Dynamics AX to increase the success rate of Dynamics AX projects. This all-in-one guide will take you through an entire journey of a Dynamics AX implementation, ensuring you avoid commonly-made mistakes during implementation. You'll begin with the installation of Dynamics AX and the basic requirements. Then, you'll move onto data migration, reporting, functional and technical design, configuration, and performance tuning. By the end of the book, you will know how to plan and execute Dynamics AX right, on your first attempt, using insider industry knowledge and best practices. Style and approach This is a progressive, easy-to-follow book that summarizes numerous aspects you need to know to make your Dynamics AX implementations successful using code examples to get you hands-on.
  dynamics 365 implementation guide: Implementing Microsoft Dynamics 365 for Finance and Operations Rahul Mohta, Yogesh Kasat, JJ Yadav, 2017-09-15 Harness the power of Dynamics 365 Operations and discover all you need to implement it About This Book Master all the necessary tools and resources to evaluate Dynamics 365 for Operations, implement it, and proactively maintain it. Troubleshoot your problems effectively with your Dynamics 365 partner Learn about architecture, deployment choices, integration, configuration and data migration, development, testing, reporting and BI, support, upgrading, and more. Who This Book Is For This book is for technology leaders, project managers solution architects, and consultants who are planning to implement, are in the process of implementing, or are currently upgrading to Dynamics 365 for Operations. This book will help you effectively learn and implement Dynamics 365 for Operations. What You Will Learn Learn about Microsoft Dynamics 365, it's offerings, plans and details of Finance and Operations, Enterprise edition Understand the methodology and the tool, architecture, and deployment options Effectively plan and manage configurations and data migration, functional design, and technical design Understand integration frameworks, development concepts, best practices, and recommendations while developing new solutions Learn how to leverage intelligence and analytics through Power BI, machine learning, IOT, and Cortana intelligence Master testing, training, going live, upgrading, and how to get support during and after the implementation In Detail Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition. Style and approach This book is a step-by-step guide focusing on implementing Dynamics 365 Operations solutions for your organization.
  dynamics 365 implementation guide: Implementing Microsoft Dynamics 365 Customer Engagement Mahender Pal, 2020-03-06 Gain hands-on experience working with the architecture, implementation, deployment, and data migration of Dynamics 365 Customer Engagement Key FeaturesExplore different tools to evaluate, implement, and proactively maintain Dynamics 365 for CEIntegrate Dynamics 365 CE with applications such as Power BI, PowerApps, and Microsoft Power AutomateDesign application architecture, explore deployment choices, and perform data migrationBook Description Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation. What you will learnExplore the new features of Microsoft Dynamics 365 CEUnderstand various project management methodologies, such as Agile, Waterfall, and DevOpsCustomize Dynamics 365 CE to meet your business requirementsIntegrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BIConvert client requirements into functional designsExtend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side codeDiscover different techniques for writing and executing test casesUnderstand various data migration options to import data from legacy systemsWho this book is for This book is for consultants, project managers, administrators, and solution architects who want to set up Microsoft Dynamics 365 Customer Engagement in their business. Although not necessary, basic knowledge of Dynamics 365 will help you get the most out of this book.
  dynamics 365 implementation guide: Microsoft Dynamics 365 Business Central Field Guide Erik Hougaard, 2019-08-31 A companion book for implementing Microsoft Dynamics 365 Business Central. Now updated for the 2019 Wave 2 release.Targeted end-users, super-users and administrators, this book covers many of the challenges you're faced when implementing a cloud-based ERP system. From setting up the system and creating the first company, to user customizations and integration. Business Central used to be Dynamics NAV and before that Navision. NAV has always been a partner-driven application. Customers buy the software at a partner, and the partner helps with implementation. A great model that has worked for over a million users across the globe.Now Business Central is a cloud offering; there's no longer an installation. You no longer need an IT guy to install it and then a consultant to help you set it up. You can do that yourself. Most customers still chose to get the consultant help to make sure you're doing it right and to ensure a great start.This book is written to help customers who venture into Business Central, with or without external help. Written to help understand the system and ensure a great experience starting with Business Central. The book is not written to be read from cover to cover. Instead, it's meant to be a Field Guide. A companion book to help you through the implementation. And later, when you need information on a specific topic or if you need a bit of inspiration. The documentation from Microsoft is pretty good, and I'll provide links for deep dive and background information.Business Central covers a vast area of functionality, and the book includes the areas and issues I encounter in my daily work with Business Central customers. I'll add new chapters and details based on my experience and reader feedback.I'm using an English language layer on my Business Central throughout this book. If your Business Central is not in English, switch temporarily to English in My Settings to more comfortable being able to follow the instructions.If you cannot find the answer you need in the book, feel free to contact me. I'm always open to suggestions for the next topic.
  dynamics 365 implementation guide: Microsoft Dynamics GP 2010 Implementation Victoria Yudin, 2010-11-17 Manage a Flexible and Elastic Data Center with Oracle VM Manager using this book and eBook.
  dynamics 365 implementation guide: Microsoft Dynamics GP 2013 Implementation Victoria Yudin, 2013-09-24 A step-by-step guide for planning and carrying out your Microsoft Dynamics GP 2013 implementation. Detailed descriptions and illustrations of setup screens and practical examples and advice are included for the Dynamics GP system and core modules.If you are a new or existing Microsoft Dynamics GP consultant or an end user who wants to implement, install, and set up core modules of Dynamics GP 2013, then this book is for you. A basic understanding of business management systems and either Dynamics GP or a similar application is recommended.
  dynamics 365 implementation guide: Dynamics 365 Business Central Development Quick Start Guide Stefano Demiliani, Duilio Tacconi, 2018-08-27 Understanding the new Microsoft Extension model for development Key Features Develop solutions for Dynamics 365 Business Central Orient yourself with the new Microsoft Extension model for development Learn modern ways to develop with Dynamics 365 Business Central Book Description Microsoft Dynamics 365 Business Central is the new SaaS ERP proposition from Microsoft. This latest version has many exciting features guaranteed to make your life easier. This book is an ideal guide to Dynamics 365 Business Central and will help you get started with implementing and designing solutions for real-world scenarios. This book will take you through the fundamental topics for implementing solutions based on Dynamics 365 Business Central (on-premise and SaaS). We'll see the core topics of the new development model (based on extensions) and we'll see how to create applications with the new Microsoft ERP proposition. The book begins by explaining the basics of Dynamics 365 Business Central and the Microsoft ERP proposition. We will then cover topics such as extensions, the new modern development model of Visual studio code, sandboxes, Docker, and many others. By the end of the book, you will have learned how to debug and compile extensions and to deploy them to the cloud and on-premise.You will also have learned how to create serverless business processes for Microsoft Dynamics 365 Business Central. What you will learn Develop solutions for Dynamics 365 Business Central Create a sandbox for extensions development (local or on cloud) Use Docker with Dynamics 365 Business Central Create extensions for Dynamics 365 Business Central Handle dependencies, translations and reporting Deploy extensions on-premise and to the cloud Create serverless processes with Dynamics 365 Business Central Understand source code management for AL Who this book is for This book is for Microsoft Dynamics 365 Business Central solution developers and architects that needs to implement solutions based on the Microsoft's ERP (on-premise and SaaS).
  dynamics 365 implementation guide: Using Microsoft Dynamics 365 for Finance and Operations Andreas Luszczak, 2018-12-07 This book provides precise descriptions and instructions which enable users, students and consultants to understand Microsoft Dynamics 365 for Finance and Operations rapidly. Microsoft offers Dynamics 365 as its premium ERP solution, supporting large and mid-sized organizations with a complete business management solution which is easy to use. Going through a simple but comprehensive case study, this book provides the required knowledge to handle all basic business processes in Microsoft Dynamics 365 for Finance and Operations. Exercises are there to train the processes and functionality, also making this book a good choice for self-study.
  dynamics 365 implementation guide: Mastering Microsoft Dynamics 365 Business Central Stefano Demiliani, Duilio Tacconi, 2019-12-20 Develop customized business management solutions with the latest features of Microsoft Dynamics 365 Business Central Key FeaturesLearn Dynamics 365 Business Central, the next generation of Dynamics NAVExplore advanced topics for handling complex integrations such as using APIs, OData, and Azure FunctionsDiscover best practices for developing SaaS extensions and moving existing solutions to the cloudBook Description Dynamics 365 Business Central is an all-in-one business management solution, which is easy to adopt and helps you make smarter business decisions. This book is a comprehensive guide to developing solutions with Microsoft ERP (in the cloud and also on-premises). It covers all aspects of developing extensions, right from preparing a sandbox environment to deploying a complete solution. The book starts by introducing you to the Dynamics 365 Business Central platform and the new Modern Development Environment. You'll then explore the sandbox concept, and see how to create sandboxes for development. As you advance, you'll be able to build a complete advanced solution for Dynamics 365 Business Central with AL language and Visual Studio Code. You'll then learn how to debug and deploy the extension and write automatic testing. The book will also take you through advanced topics like integration (with Azure Functions, web services, and APIs), DevOps and CI/CD techniques, and machine learning. You'll discover how Dynamics 365 Business Central can be used with Office 365 apps. Finally, you'll analyze different ways to move existing solutions to the new development model based on extensions. By the end of this book, you'll be able to develop highly customized solutions that meet the requirements of modern businesses using Dynamics 365 Business Central. What you will learnCreate a sandbox environment with Dynamics 365 Business CentralHandle source control management when developing solutionsExplore extension testing, debugging, and deploymentCreate real-world business processes using Business Central and different Azure servicesIntegrate Business Central with external applicationsApply DevOps and CI/CD to development projectsMove existing solutions to the new extension-based architectureWho this book is for If you're a new developer looking to get started with Dynamics 365 Business Central, this book is for you. This book will also help experienced professionals enhance their knowledge and understanding of Dynamics 365 Business Central.
  dynamics 365 implementation guide: Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition Roberto Stefanetti, Alex Chow, 2018-12-18 Implement Business Central and explore methods to upgrade to NAV 2018 Key Features Learn the key roles of Dynamics NAV partner and the roles within your customer's organization Create configuration packages and perform data migration Explore Microsoft Dynamics 365 Business Central to use Dynamics NAV 2018 functionalities in the Cloud Book Description Microsoft Dynamics Business Central is a full business solution suite and a complete ERP solution, which contains a robust set of development tools; these tools can help you to gain control over your business and can simplify supply chains, manufacturing, and operations. Implementing Microsoft Dynamics 365 Business Central On-Premise covers the latest features of Dynamics Business Central and NAV from the end users' and developers' perspectives. It also provides an insight into different tools available for implementation, whether it's a new installation or migrating from the previous version of Dynamics NAV. This book will take you from an introduction to Dynamics NAV 2018 through to exploring all the techniques related to implementation and migration. You will also learn to expand functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, and implement free third-party add-ons to your existing installation. As you progress through the book, you will learn to work with third-party add-on tools. In the concluding chapters, you will explore Dynamics 365 Business Central, the new Cloud solution based on the Microsoft NAV platform, and techniques for using Docker and Sandbox to develop applications. By the end of the book, you will have gained a deep understanding of the key components for successful Dynamics NAV implementation for an organization. What you will learn Explore new features introduced in Microsoft Dynamics NAV 2018 Migrate to Microsoft Dynamics NAV 2018 from previous versions Learn abstract techniques for data analysis, reporting, and debugging Install, configure, and use additional tools for business intelligence, document management, and reporting Discover Dynamics 365 Business Central and several other Microsoft services Utilize different tools to develop applications for Business Central Who this book is for Implementing Microsoft Dynamics 365 Business Central On-Premise is for Dynamics NAV partners and end users who want to know everything about Dynamics NAV implementation. This book is for you if you want to be a project manager or get involved with Dynamics NAV, but do not have the expertise to write code yourself. This book can also help you to understand the need to move to Business Central and its advantages.
  dynamics 365 implementation guide: Microsoft Dynamics 365 For Dummies Renato Bellu, 2018-10-23 Accelerate your digital transformation and break down silos with Microsoft Dynamics 365 It’s no secret that running a business involves several complex parts like managing staff, financials, marketing, and operations—just to name a few. That’s where Microsoft Dynamics 365, the most profitable business management tool, comes in. In Microsoft Dynamics 365 For Dummies, you’ll learn the aspects of the program and each of its applications from Customer Service to Financial Management. With expert author Renato Bellu’s clear instructions and helpful tips, you’ll be managing to your fullest advantage before you know it. Let’s get started! Digitally transform your business by connecting CRM and ERP Use data to make decisions across all business functions Integrate Dynamics 365 with Office 365 and LinkedIn Manage financials and operations Are you running a dynamic business? This book shows you how!
  dynamics 365 implementation guide: Automated Testing in Microsoft Dynamics 365 Business Central Luc van Vugt, 2019-04-30 Learn how to write automated tests for Dynamics 365 Business Central and see how to implement it in your daily work Key FeaturesLeverage automated testing to advance over traditional manual testing methodsWrite, design, and implement automated testsExplore various testing frameworks and tools compatible with Microsoft Dynamics 365 Business CentralBook Description Dynamics 365 Business Central is the new cloud-based SaaS ERP proposition from Microsoft. It’s not as simple as it used to be way back when it was called Navigator, Navision Financials, or Microsoft Business Solutions-Navision. Our development practices are becoming more formal, and with this, the call for test automation is pressing on us. This book will teach you to leverage testing tools available with Dynamics 365 Business Central to perform automated testing. We’ll begin with a quick introduction to automated testing, followed by an overview of test automation in Dynamics 365 Business Central. Then you’ll learn to design and build automated tests and we’ll go through some efficient methods to get from requirements to application and testing code. Lastly, you’ll learn to incorporate your own and Microsoft tests into your daily development practice. By the end of the book, you’ll be able to write your own automated tests for Dynamics 365 Business Central. What you will learnUnderstand what automated tests are, and when and why to use themExplore the five pillars of the Testability Framework of Business CentralDesign and write automated tests for Business CentralMake use of standard automated tests and their helper librariesIntegrate automated tests into your development practiceWho this book is for This book is for consultants, testers, developers, and development managers working with Microsoft Dynamics NAV and Business Central. Being a book on automated testing techniques, it also caters to both functional and technical development teams.
  dynamics 365 implementation guide: Mastering Microsoft Dynamics 365 Business Central Dr. Gomathi S,
  dynamics 365 implementation guide: Microsoft Dynamics 365 Extensions Cookbook Rami Mounla, 2017-06-07 More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easily About This Book Customize, configure, and extend the vanilla features of Dynamics 365 to deliver bespoke CRM solutions fit for any organization Implement business logic using point-and-click configuration, plugins, and client-side scripts with MS Dynamics 365 Built a DevOps pipeline as well as Integrate Dynamics 365 with Azure and other platforms Who This Book Is For This book is for developers, administrators, consultants, and power users who want to learn about best practices when extending Dynamics 365 for enterprises. You are expected to have a basic understand of the Dynamics CRM/365 platform. What You Will Learn Customize, configure, and extend Microsoft Dynamics 365 Create business process automation Develop client-side extensions to add features to the Dynamics 365 user interface Set up a security model to securely manage data with Dynamics 365 Develop and deploy clean code plugins to implement a wide range of custom behaviors Use third-party applications, tools, and patterns to integrate Dynamics 365 with other platforms Integrate with Azure, Java, SSIS, PowerBI, and Octopus Deploy Build an end-to-end DevOps pipeline for Dynamics 365 In Detail Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances. We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available. Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code. Style and approach This book takes a recipe-based approach, delivering practical examples and use cases so that you can identify the best possible approach to extend your Dynamics 365 deployment and tackle your specific business problems.
  dynamics 365 implementation guide: Building ERP Solutions with Microsoft Dynamics NAV Stefano Demiliani, 2017-03-22 Create real-world enterprise solutions with NAV, Cloud, and the Microsoft stack About This Book Integrate NAV with various offerings of the Microsoft stack to create enterprise-ready and service-oriented solutions Use Power BI and Universal Windows Platform for effective data analysis and real-time tracking with NAV Discover the services offered by Microsoft Azure and implement them in different industries using real-world case scenarios Who This Book Is For This book is for NAV developers and solution architects who need to implement real-world enterprise solutions based on Microsoft Dynamics NAV. Knowledge of the NAV programming language (C/AL) and C# language is recommended. Knowledge of ASP.NET and Visual Studio development would help, but is not necessary. What You Will Learn Configure NAV Web Services and create external applications with Visual Studio, .NET, and .NET Core Solve technical architectural problems by implementing enterprise solutions with NAV Develop applications and solutions with Microsoft Dynamics NAV and the Microsoft technology stack Create a Power BI dashboard for rich reporting and NAV data analysis Find out how to transmit your device location from a UWP application to NAV in order to implement a distributed solution for managing couriers in a sales company Make the most of Microsoft Azure and its services Create enterprise solutions with NAV by using Azure App Service Use Azure Service Bus for managing distributed NAV applications In Detail Implementing Microsoft Dynamics NAV in the real world often requires you to integrate the ERP with external applications or solve complex architectural tasks in order to have a final successful project. This book will show you how to extend a Microsoft Dynamics NAV installation to the enterprise world in a practical way. The book starts with an introduction to Microsoft Dynamics NAV architecture and then moves on to advanced topics related to implementing real-world solutions based on NAV and external applications. You will learn how an enterprise distributed architecture with NAV at the core can be implemented. Through a series of real-world cases on every topic and every industry (sales, retail, manufacturing, distribution, healthcare, and so on), you'll see step by step how to efficiently solve a technical problem. These common problems encountered in a NAV implementation will be solved using the entire technology stack that Microsoft offers. By the end of the book, you will have the knowledge to efficiently solve certain scenarios, you will know which is the best solution architecture to propose to a customer and how to implement it. Style and approach Taking you through a variety of real-world use cases, the book will show you step by step all you need to know to tackle these problems and give you creative ideas to implement in related problems you might come across in the real world.
  dynamics 365 implementation guide: Azure Strategy and Implementation Guide Jack Lee, Greg Leonardo, Jason Milgram, Dave Rendón, 2021-05-14 Leverage Azure's cloud capabilities to find the most optimized path to meet your firm’s cloud infrastructure needs Key FeaturesGet to grips with the core Azure infrastructure technologies and solutionsDevelop the ability to opt for cloud design and architecture that best fits your organizationCover the entire spectrum of cloud migration from planning to implementation and best practicesBook Description Microsoft Azure is a powerful cloud computing platform that offers a multitude of services and capabilities for organizations of any size moving to a cloud strategy. This fourth edition comes with the latest updates on cloud security fundamentals, hybrid cloud, cloud migration, Microsoft Azure Active Directory, and Windows Virtual Desktop. It encapsulates the entire spectrum of measures involved in Azure deployment that includes understanding Azure fundamentals, choosing a suitable cloud architecture, building on design principles, becoming familiar with Azure DevOps, and learning best practices for optimization and management. The book begins by introducing you to the Azure cloud platform and demonstrating the substantial scope of digital transformation and innovation that can be achieved with Azure's capabilities. The guide also acquaints you with practical insights into application modernization, Azure Infrastructure as a Service (IaaS) deployment, infrastructure management, key application architectures, best practices of Azure DevOps, and Azure automation. By the end of this book, you will have acquired the skills required to drive Azure operations from the planning and cloud migration stage to cost management and troubleshooting. What you will learnUnderstand core Azure infrastructure technologies and solutionsCarry out detailed planning for migrating applications to the cloud with AzureDeploy and run Azure infrastructure servicesDefine roles and responsibilities in DevOpsGet a firm grip on Azure security fundamentalsCarry out cost optimization in AzureWho this book is for This book is designed to benefit Azure architects, cloud solution architects, Azure developers, Azure administrators, and anyone who wants to develop expertise in operating and administering the Azure cloud. Basic familiarity with operating systems and databases will help you grasp the concepts covered in this book.
  dynamics 365 implementation guide: Implementing Microsoft Dynamics 365 for Finance and Operations Apps JJ Yadav, Sandeep Shukla, Rahul Mohta, Yogesh Kasat, 2020-03-06 Harness the power of Finance and Operations apps, and discover all you need for their implementation Key FeaturesManage and plan different Dynamics configurations, designs, and productsLearn how to manage projects for pre-sales and implementation using Microsoft Dynamics Lifecycle Services (LCS)Discover various integration planning techniques, tools, and frameworks such as PowerApps and Power AutomateBook Description Microsoft Dynamics 365 for Finance and Operations is a modern cloud ERP platform that adopts a mobile-first approach suitable for medium-to-large enterprises. This book covers the entire implementation process of Dynamics 365 Finance and Operation Apps, including post-implementation and business transformation. The updated second edition starts with an introduction to Microsoft Dynamics 365, describing different apps and tools under it. You will learn about different implementation methodologies such as Waterfall and Agile, for your projects. We will cover various application components and architectures of Dynamics such as requirements processing, development, reports and analytics, and integration. With the help of tips, techniques, and best practices, you’ll explore strategies for managing configurations and data migrations. As you read further, you’ll discover development tools and processes in Dynamics for building customized solutions in Dynamics. The book will also demonstrate analytics and financial reporting options such as Power BI and Cortana Intelligence. Finally, you’ll learn the importance of testing and explore various automated testing strategies. By the end of this book, you will have gained the necessary knowledge to implement Microsoft business solutions with Dynamics 365 for Finance and Operations Apps. What you will learnUnderstand the architecture of Dynamics 365 for Finance and Operations AppsImplement Dynamics with confidence to manage finances in your businessGet up to speed with different methodologies and support cycles of the Microsoft Dynamics architectureExplore best practices to analyze the requirements of your businessUnderstand the technique of data migration from legacy systemsLeverage the capabilities of Power BI to make informed business decisionsManage all your upgrades through One Version service updatesWho this book is for This book is for consultants, technical managers, project managers, or solution architects who are looking to implement Microsoft Dynamics 365 Finance and Operations apps in their business. A basic understanding of the enterprise resource planning (ERP) implementation process and software lifecycle is expected.
  dynamics 365 implementation guide: Microsoft Dynamics 365 Project Operations Robert Houdeshell, 2021-05-14 Discover the endless capabilities and end-to-end project management functionalities of Dynamics 365 Project Operations to drive your firm's project success and ensure rapid business growth in the competitive digital economic world Key Features: Deliver successful projects via improved collaboration, visibility, and teamwork using Microsoft Project Operations solutions Gain real-time data insights to modernize business strategies to increase market share Build the right project operations models to meet business needs with an optimized budget Book Description: Dynamics 365 Project Operations is a game-changing solution set for project-driven businesses that allows you to deliver commercially successful projects in a timely and cost-effective manner, keeping the project teams productive and collaborative. With this book, you'll find out how you can bring more value to the business by winning new projects and driving exponential revenue growth. Starting with the key principles of Project Operations, you'll understand how it improves project planning and execution. You'll then learn how to successfully deploy Project Operations along with different integration strategies and get to grips with the best approach for sales through project opportunities, project contracts, and pricing workflow implementation. This book will guide you through setting up direct staffing and centralized staffing models and enable you to manage project changes confidently by getting hands-on with project timeline management, pricing management, resource assignments, and modifications. In the final chapters, you'll find out how to use Project Operations effectively for project accounting and finance. By the end of this book, you'll have gained the confidence to deliver profitable projects in a well-connected organization through efficient decision-making and successful customer-client relationships. What You Will Learn: Configure key elements of Project Operations to drive improved collaboration with your customers Discover how Project Operations is interconnected with Microsoft 365 and Dynamics 365 Platform Understand the Project Opportunity-to-Quote-to-Contract workflow and its implications for selling Find out how to set up and utilize direct staffing and centralized staffing models Explore Project Timeline Management using Task, Board, and Timeline views Find out how information flows to finance and operations in Project Operations Who this book is for: This book is for project managers, project leads, business consultants, and business leaders who want to gain a competitive edge by delivering successful projects in a shorter time span with the help of effective operations and workflows across different teams within projects. Knowledge of Microsoft 365 and a sound understanding of business acumen and sales through the delivery process is necessary to get the most out of this book.
  dynamics 365 implementation guide: Becoming a Dynamics 365 Finance and Supply Chain Solution Architect Brent Dawson, Laurynas Merkelis, 2023-06-30 Reap the full potential of D365 Finance and Supply Chain Management with tips, best practices, proven architectural design concepts, and solutions to common challenges Purchase of the print or Kindle book includes a free PDF eBook Key Features Learn to use Microsoft Fasttrack to successfully implement and deploy D365 F&SCM solutions Understand architectural considerations and best practices for D365 Finance and SCM applications Gain expert guidance on data migration, complex integration, security, and licensing Book Description Implementing an ERP project is a daunting task, and it can often get derailed due to several reasons, including but not limited to inefficient planning, inadequate resource scoping, insufficient working knowledge of ERP systems, and more. Becoming a Dynamics 365 Finance and Supply Chain Solution Architect helps you understand the intricacies of ERP project implementation for seamless deployment. This comprehensive guide helps you gain a deep understanding of how to implement and optimize robust business applications that meet the evolving needs of organizations. You'll discover various integration methodologies to integrate different software applications and plan successful data migration seamlessly. By leveraging the author's expertise, you'll explore different challenges that can lead to project failure or cost/time overruns, along with customized solutions to maneuver past those issues for a successful outcome. By the end of the book, you'll be able to identify potential issues that can negatively impact the delivery of the project and make design decisions that will prevent any potential negative impact on the design and functionality of the system at go-live stage. What you will learn Design an architectural solution for Dynamics 365 with the Fasttrack method Discover potential issues that occur while integrating D365 Finance & Supply Chain Management Set up industry-standard yet customized security configurations Scope license requirements and apply license rules during deployment Plan and test for successful data migration and system integration Identify required tools, applications, and methods for ALM Explore different aspects of human change management in D365 F&SCM projects Who this book is for This book is for aspiring Microsoft D365 finance and supply chain solutions architects looking to take up the challenges of integrating different systems, configuring security models, complex data migrations, licensing, and overall system design based on client requirements. Furthermore, this book serves as a valuable guide for experienced solution architects seeking to expand their skill set and enhance their expertise in tackling complex challenges within the field.
  dynamics 365 implementation guide: Microsoft Dynamics 365 Business Central Cookbook Michael Glue, 2019-08-09 Gain useful insights to help you efficiently build, test, and migrate customized solutions on Business Central cloud and on-premise platforms Key FeaturesExplore enhanced functionalities and development best practices in Business CentralDevelop powerful Business Central projects using the AL languageMaster the new Business Central with easy-to-follow recipesBook Description Microsoft Dynamics 365 Business Central is a complete business management solution that can help you streamline business processes, connect individual departments in your company, and enhance customer interactions. Ok. That first part was really professional sounding, right? Now, let’s get into what this cookbook is going to do for you: put simply, it’s going to help you get things done. This book will help you get to grips with the latest development features and tools for building applications using Business Central. You’ll find recipes that will guide you in developing and testing applications that can be deployed to the cloud or on-premises. For the old-schoolers out there, you’ll also learn how to take your existing Dynamics NAV customizations and move them to the new AL language platform. Also, if you haven’t figured it out already, we’re going to be using very normal language throughout the book to keep things light. After all, developing applications is fun, so why not have fun learning as well! What you will learnBuild and deploy Business Central applicationsUse the cloud or local sandbox for application developmentCustomize and extend your base Business Central applicationCreate external applications that connect to Business CentralCreate automated tests and debug your applicationsConnect to external web services from Business CentralWho this book is for This book is for Dynamics developers and administrators who want to become efficient in developing and deploying applications in Business Central. Basic knowledge and understanding of Dynamics application development and administration is assumed.
  dynamics 365 implementation guide: Programming Microsoft Dynamics CRM 4.0 Jim Steger, Mike Snell, Brad Bosak, Corey O'Brien, Philip Richardson, 2008-10-15 Get answers to common questions about setting up the design environment and building custom solutions with Microsoft Dynamics CRM. Delve into core architecture, tools, and techniques, and learn how to exploit powerful customization features. Authored by industry-leading experts, this book shows how to deliver intelligent CRM solutions that meet the unique challenges and requirements of your business. Discover how to: Set up the development environment Enhance the product’s APIs with your own code Execute business logic using plug-ins Build custom workflows that extend native workflow functions Create user-friendly integration with scripts and application extensions Code custom pages optimized for Microsoft Outlook with Offline Access Extend Microsoft Dynamics CRM using ASP.NET Create advanced Windows Workflow Foundation solutions Extend multilingual and multicurrency features Construct a custom security-access solution Get code samples on the Web.
  dynamics 365 implementation guide: Implementing Microsoft Dynamics NAV Alex Chow, 2016-04-12 Explore the capabilities of Dynamics NAV 2016 and discover all you need to implement it About This Book Learn the key roles of your Dynamics NAV partner and the roles within your customer's organization Create configuration packages and perform data migration on your own Find out how to troubleshoot your problems effectively with your Dynamics NAV partner Who This Book Is For This book is for Dynamics NAV partners and end users who want to know everything about Dynamics NAV implementations. It is aimed at those who want to be project managers or get involved with Dynamics NAV, but do not have the expertise to write code themselves. What You Will Learn Study the roles within a Dynamics NAV partner and within a customer's company Create reusable data migration packages Work with the debugger to pinpoint error messages Get to grips with the key tables used in data reporting and analysis Successfully upgrade your installation to the latest version Manage and expand your existing installation with additional functionalities Explore the free third-party add-ons that can leverage your existing installation In Detail Microsoft Dynamics NAV 2016 is an Enterprise Resource Planning (ERP) application used in all kinds of organizations around the world. It provides a great variety of functionality out-of-the-box in different topics such as accounting, sales, purchase processing, logistics, or manufacturing. It also allows companies to grow the application by customizing the solution to meet specific requirements. This book is a hands-on tutorial on working with a real Dynamics NAV implementation. You will learn about the team from your Microsoft Dynamics NAV partner as well as the team within the customer's company. This book provides an insight into the different tools available to migrate data from the client's legacy system into Microsoft Dynamics NAV. If you are already live with Microsoft Dynamics NAV, this books talks about upgrades and what to expect from them. We'll also show you how to implement additional or expanding functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, debug error messages, and implement free third-party add-ons to your existing installation. This book will empower you with all the skills and knowledge you need for a successful implementation. Style and approach This book is step-by-step guide to implementing Dynamics NAV from start to finish.
  dynamics 365 implementation guide: Machine Learning with Dynamics 365 and Power Platform Aurelien Clere, Vinnie Bansal, 2022-01-06 Apply cutting-edge AI techniques to your Dynamics 365 environment to create new solutions to old business problems In Machine Learning with Dynamics 365 and Power Platform: The Ultimate Guide to Apply Predictive Analytics, an accomplished team of digital and data analytics experts delivers a practical and comprehensive discussion of how to integrate AI Builder with Dataverse and Dynamics 365 to create real-world business solutions. It also walks you through how to build powerful machine learning models using Azure Data Lake, Databricks, Azure Synapse Analytics. The book is filled with clear explanations, visualizations, and working examples that get you up and running in your development of supervised, unsupervised, and reinforcement learning techniques using Microsoft machine learning tools and technologies. These strategies will transform your business verticals, reducing costs and manual processes in finance and operations, retail, telecommunications, and manufacturing industries. The authors demonstrate: What machine learning is all about and how it can be applied to your organization's Dynamics 365 and Power Platform Projects The creation and management of environments for development, testing, and production of a machine learning project How adopting machine learning techniques will redefine the future of your ERP/CRM system Perfect for Technical Consultants, software developers, and solution architects, Machine Learning with Dynamics 365 and Power Platform is also an indispensable guide for Chief Technology Officers seeking an intuitive resource for how to implement machine learning in modern business applications to solve real-world problems.
  dynamics 365 implementation guide: Extending Microsoft Dynamics 365 for Operations Cookbook Simon Buxton, 2017-05-18 Have the best tools at your fingertips to extend and maximize the efficiency of your business management About This Book Follow practical and easy-to-grasp examples, illustrations and coding to make the most out of Dynamics 365 for Operations in your business scenario Extend Dynamics 365 for Operations in a cost-effective manner by using tools you already have Solve common business problems with the valuable features of Dynamics 365 for Operations Who This Book Is For This book is for those who are getting to grips with Dynamics 365 for Operations developers or those migrating from C# development. The guide includes information essential for new and experienced Dynamics 365 for Operations developers. What You Will Learn Create enumerated and extended data types Understand the importance of using patterns and frameworks while creating a unique concept for your solution Service and deploy your code and packages to improve performance Write and perform unit tests to automate the testing process Design your security model and policies to provide code access privileges Construct the UI and business logic to add Power BI to dashboards In Detail Dynamics 365 for Operations is the ERP element of Microsoft's new Dynamics 365 Enterprise Edition. Operations delivers the infrastructure to allow businesses to achieve growth and make better decisions using scalable and contemporary ERP system tools. This book provides a collection of “recipes” to instruct you on how to create—and extend—a real-world solution using Operations. All key aspects of the new release are covered, and insights into the development language, structure, and tools are discussed in detail. New concepts and patterns that are pivotal to elegant solution designs are introduced and explained, and readers will learn how to extend various aspects of the system to enhance both the usability and capabilities of Operations. Together, this gives the reader important context regarding the new concepts and the confidence to reuse in their own solution designs. This “cookbook” provides the ingredients and methods needed to maximize the efficiency of your business management using the latest in ERP software—Dynamics 365 for Operations. Style and approach The book takes a practical recipe-based approach, focusing on real-world scenarios and giving you all the information you need to build a strong Dynamics 365 for Operations implementation.
  dynamics 365 implementation guide: Microsoft Dynamics Nav Administration Amit Sachdev, Sharan Oberoi, 2010-09-24 A quick book and eBook guide to installing, configuring, deploying, and administering Dynamics NAV with ease
  dynamics 365 implementation guide: Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook Simon Buxton, 2020-03-27 A practical recipe-based guide to extend your Dynamics 365 Finance and Supply chain management implementation. Key FeaturesExtend Dynamics 365 Finance and Supply Chain Management features in a cost-effective mannerLearn how to integrate with other applications and services securely using Business Events, OData and the Service BusExtend and hook into standard processes safely using Chain of CommandBook Description Dynamics 365 Finance and Supply Chain Management is Microsoft's ERP solution, which can be implemented as a cloud or on-premise solution to facilitate better decision-making with the help of contemporary, scalable ERP system tools. This book is updated with the latest features of Dynamics 365 Finance and Supply Chain Management including Chain of Command (CoC), Acceptance Test Libraries (ATL), and Business Events. The book not only features more than 100 tutorials that allow you to create and extend business solutions, but also addresses specific problems and offers solutions with insights into how they work. This cookbook starts by helping you set up a Azure DevOps project and taking you through the different data types and structures used to create tables. You will then gain an understanding of user interfaces, write extensible code, manage data entities, and even model Dynamics 365 ERP for security. As you advance, you'll learn how to work with various in-built Dynamics frameworks such as SysOperation, SysTest, and Business Events. Finally, you'll get to grips with automated build management and workflows for better application state management. By the end of this book, you'll have become proficient in packaging and deploying end-to-end scalable solutions with Microsoft Dynamics 365 Finance and Supply Chain Management. What you will learnUnderstand the importance of using patterns and frameworks for creating unique solutionsWrite code that can make your solution extendableLeverage new frameworks that allow your solution to adapt as your business growsDesign the UI and business logic to fit standard patternsUnderstand how to not only write unit tests, but also perform efficient unit testing to automate the testing processDesign your security model and policies to provide code access privilegesWho this book is for This Dynamics 365 book is for anyone who wants to learn Dynamics 365 Finance and Supply Chain Management development or migrate from C# or Microsoft Dynamics AX 2012 (or prior) development. Although finance and Supply Chain Management experience is not necessary, a background in software development is required. You will also need access to Microsoft's Lifecycle Services to download the necessary development tools.
  dynamics 365 implementation guide: Customizing Dynamics 365 Sanjaya Yapa, 2019-04-10 Gain an understanding of basic and advanced customizations in Dynamics 365 and learn how they can be effectively used to implement simple business requirements. This is a practical book for developers that explains the use of various Dynamics 365 features as well as use of advanced concepts such as Azure integration and custom development. Customizing Dynamics 365 starts by explaining the business requirements of the example application, which will explain the platform features, and discussing why Dynamics 365 is the ideal platform for the solution. Next, you will set up your development environment and use the different customizations of the platform to implement the basic business requirements of the example application. Further, you will automate the business process and create advanced customizations with plugins and custom workflow activities. Towards the end you will learn more about Azure integration, reports and dashboards, portal development, and data migration techniques, which will help you select the best option for a particular scenario. After reading this book you will be able to develop solutions with Dynamic 365 by understanding the various features and customizations of the platform. What You Will LearnChoose the right customizations and configurations to meet end-user requirements Use Azure features with Dynamics 365 to implement complex business scenarios Understand the importance of using source control for Dynamics 365 customizations Discover new trends with Dynamics 365 mobility Who This Book Is For Dynamics 365 developers, consultants, and architects.
  dynamics 365 implementation guide: Microsoft Power Platform Enterprise Architecture Robert Rybaric, 2020-09-25 Publisher's Note: This edition from 2020 is outdated and is not compatible with the new standards of Microsoft Power Platform. A new Second edition has been published to cover the latest patterns, models, and methodologies leveraging the Microsoft ecosystem to create tailor-made enterprise applications. It combines the powers of Power Apps, Power BI, Azure, and Dynamics 365 to create enterprise applications. Who this book is for This book is for enterprise architects and technical decision makers who want to craft complex solutions using Microsoft Power Platform to serve growing business needs and to stay competitive in the modern IT world. A basic understanding of Microsoft Power Platform will help you to get started with this book.
  dynamics 365 implementation guide: Dynamics 365 for Finance and Operations Development Cookbook Deepak Agarwal, Abhimanyu Singh, 2017-08-11 Over 80 effective recipes to help you solve real-world Microsoft Dynamics 365 for Finance and Operations development problems About This Book Learn all about the enhanced functionalities of Dynamics 365 for Finance and Operations and master development best practices Develop powerful projects using new tools and features Work through easy-to-understand recipes with step-by-step instructions and useful screenshots Who This Book Is For If you are a Dynamics AX developer primarily focused on delivering time-proven applications, then this book is for you. This book is also ideal for people who want to raise their programming skills above the beginner level, and at the same time learn the functional aspects of Dynamics 365 for Finance and Operations. Some X++ coding experience is expected. What You Will Learn Explore data manipulation concepts in Dynamics 365 for Operations Build scripts to assist data migration processes Organize data in Dynamics 365 for Operations forms Make custom lookups using AOT forms and dynamically generate them from X++ code Create a custom electronic payment format and process a vendor payment using it Integrate your application with Microsoft Office Suite and other external systems using various approaches Export and import business data for further distribution or analysis Improve your development efficiency and performance In Detail Microsoft Dynamics 365 for Finance and Operations has a lot to offer developers. It allows them to customize and tailor their implementations to meet their organization's needs. This Development Cookbook will help you manage your company or customer ERP information and operations efficiently. We start off by exploring the concept of data manipulation in Dynamics 365 for Operations. This will also help you build scripts to assist data migration, and show you how to organize data in forms. You will learn how to create custom lookups using Application Object Tree forms and generate them dynamically. We will also show you how you can enhance your application by using advanced form controls, and integrate your system with other external systems. We will help you script and enhance your user interface using UI elements. This book will help you look at application development from a business process perspective, and develop enhanced ERP solutions by learning and implementing the best practices and techniques. Style and approach The book follows a practical recipe-based approach, focusing on real-world scenarios and giving you all the information you need to build a strong Dynamics 365 for Finance and Operations implementation.
  dynamics 365 implementation guide: Building a Digital Future Lipi Sarkar, Vinnie Bansal, 2021-04-23 The dramatic events of 2020 have clarified the urgent need for digital transformation in countless organizations. The rise of remote work and the rapidly increasing use of cloud technologies are just two drivers of the relentless pace of digital disruption. Despite this, many companies remain underequipped or hesitant to embrace digital transformation. Understanding the key drivers of change and leveraging the powerful capabilities from technologies with a collaborative platform can aid an organization to prepare for digital transformation. Building a Digital Future provides a clearly defined roadmap for executing this change with Microsoft Dynamics 365. Firms of all types and sizes will learn how Microsoft Dynamics 365 can help them: achieve competitive advantages for their business reduce the time needed to effect change by automating time-consuming tasks drive innovation and improvements through an evergreen system post implementation Each chapter of this book is curated with best practices, compelling customer examples, pitfalls to avoid, and salient points to remember. Building a Digital Future enables organizations to truly embrace the benefits of digital transformation by anchoring Microsoft Dynamics 365 at the core of their business. Perfect for any business leader looking for a one-stop and comprehensive playbook for transforming their business into a digital powerhouse with Dynamics 365.
  dynamics 365 implementation guide: Master Planning in Manufacturing Using Microsoft Dynamics 365 for Operations Scott Hamilton, 2017-02-13 This book focuses on how Microsoft Dynamics 365 for Operations supports master planning to coordinate supply chain management (SCM) in manufacturing businesses. It covers the essential capabilities of master planning as well as additional considerations for different functional areas and manufacturing scenarios. The targeted reader consists of SCM professionals that need to learn the master planning capabilities for running a manufacturing business, and want to employ standard functionality as much as possible. With few exceptions, the book contents also apply to the previous version of Dynamics AX 2012 R3.
  dynamics 365 implementation guide: Programming Microsoft Dynamics 365 Business Central Marije Brummel, David Studebaker, Chris Studebaker, 2019-04-30 Explore the fundamentals of Dynamics 365 Business Central and the Visual Studio Code development environment with the help of useful examples and case studies Key FeaturesTailor your applications to best suit the needs of your businessExplore the latest features of Business Central with examples curated by industry expertsIntegrate Business Central features in your applications with this comprehensive guideBook Description Microsoft Dynamics 365 Business Central is a full ERP business solution suite with a robust set of development tools to support customization and enhancement. These tools can be used to tailor Business Central's in-built applications to support complete management functions for finance, supply chain, manufacturing, and operations. Using a case study approach, this book will introduce you to Dynamics 365 Business Central and Visual Studio Code development tools to help you become a productive Business Central developer. You'll also learn how to evaluate a product's development capabilities and manage Business Central-based development and implementation. You'll explore application structure, the construction of and uses for each object type, and how it all fits together to build apps that meet special business requirements. By the end of this book, you'll understand how to design and develop high-quality software using the Visual Studio Code development environment, the AL language paired with the improved editor, patterns, and features. What you will learnProgramming using the AL language in the Visual Studio Code development environmentExplore functional design and development using ALHow to build interactive pages and learn how to extract data for usersHow to use best practices to design and develop modifications for new functionality integrated with the standard Business Central softwareBecome familiar with deploying the broad range of components available in a Business Central systemCreate robust, viable systems to address specific business requirementsWho this book is for If you want to learn about Dynamics 365 Business Central's powerful and extensive built-in development capabilities, this is the book for you. ERP consultants and managers of Business Central development will also find this book helpful. Although you aren't expected to have worked with Dynamics Business Central, basic understanding of programming and familiarity with business application software will help you understand the concepts covered in this book.
  dynamics 365 implementation guide: Microsoft Power Platform Solution Architect's Handbook Hugo Herrera, 2022-07-29 Gain expertise in solution architecture and master all aspects of Power Platform, from data and automation to analytics and security Key Features Become a full-fledged Power Platform expert and lead your solutions with conviction and clarity Adopt a consistent, systematic, and advanced approach to solution architecture Work on practical examples and exercises to develop expert-level skills and prepare for certification Book DescriptionIf you’ve been looking for a way to unlock the potential of Microsoft Power Platform and take your career as a solution architect to the next level, then look no further—this practical guide covers it all. Microsoft Power Platform Solution Architect’s Handbook will equip you with everything you need to build flexible and cost-effective end-to-end solutions. Its comprehensive coverage ranges from best practices surrounding fit-gap analysis, leading design processes, and navigating existing systems to application lifecycle management with Microsoft Azure DevOps, security compliance monitoring, and third-party API integration. The book takes a hands-on approach by guiding you through a fictional case study throughout the book, allowing you to apply what you learn as you learn it. At the end of the handbook, you’ll discover a set of mock tests for you to embed your progress and prepare for PL-600 Microsoft certification. Whether you want to learn how to work with Power Platform or want to take your skills from the intermediate to advanced level, this book will help you achieve that and ensure that you’re able to add value to your organization as an expert solution architect.What you will learn Cement the foundations of your applications using best practices Use proven design, build, and go-live strategies to ensure success Lead requirements gathering and analysis with confidence Secure even the most complex solutions and integrations Ensure compliance between the Microsoft ecosystem and your business Build resilient test and deployment strategies to optimize solutions Who this book is for This book is for solution architects, enterprise architects, technical consultants, and business and system analysts who implement, optimize, and architect Power Platform and Dataverse solutions. It will also help anyone who needs a detailed playbook for architecting and delivering successful digital transformation projects that leverage Power Platform apps and the Microsoft business apps ecosystem. A solid understanding of Power Platform configuration and administration, Power Automate processes, Power Apps Portals, Canvas Apps, Dataverse Plugins, and Workflow Capabilities is expected.
  dynamics 365 implementation guide: SAP on Azure Implementation Guide Nick Morgan, Bartosz Jarkowski, 2020-02-21 Learn how to migrate your SAP data to Azure simply and successfully. Key FeaturesLearn why Azure is suitable for business-critical systemsUnderstand how to migrate your SAP infrastructure to AzureUse Lift & shift migration, Lift & migrate, Lift & migrate to HANA, or Lift & transform to S/4HANABook Description Cloud technologies have now reached a level where even the most critical business systems can run on them. For most organizations SAP is the key business system. If SAP is unavailable for any reason then potentially your business stops. Because of this, it is understandable that you will be concerned whether such a critical system can run in the public cloud. However, the days when you truly ran your IT system on-premises have long since gone. Most organizations have been getting rid of their own data centers and increasingly moving to co-location facilities. In this context the public cloud is nothing more than an additional virtual data center connected to your existing network. There are typically two main reasons why you may consider migrating SAP to Azure: You need to replace the infrastructure that is currently running SAP, or you want to migrate SAP to a new database. Depending on your goal SAP offers different migration paths. You can decide either to migrate the current workload to Azure as-is, or to combine it with changing the database and execute both activities as a single step. SAP on Azure Implementation Guide covers the main migration options to lead you through migrating your SAP data to Azure simply and successfully. What you will learnSuccessfully migrate your SAP infrastructure to AzureUnderstand the security benefits of AzureSee how Azure can scale to meet the most demanding of business needsEnsure your SAP infrastructure maintains high availabilityIncrease business agility through cloud capabilitiesLeverage cloud-native capabilities to enhance SAPWho this book is for SAP on Azure Implementation Guide is designed to benefit existing SAP architects looking to migrate their SAP infrastructure to Azure. Whether you are an architect implementing the migration or an IT decision maker evaluating the benefits of migration, this book is for you.
  dynamics 365 implementation guide: Microsoft Dynamics CRM 4 For Dummies Joel Scott, David Lee, Scott Weiss, 2011-02-10 Customer relationship management, or CRM, is certainly a hot topic in business today. If you have a small or medium-sized business, chances are you’re already aware of all it can do for you. But with so many options and so much to think about, how do you get a CRM system in place with a minimum of hassle? Well, Microsoft Dynamics CRM 4 For Dummies is a great place to start! Written by veteran CRM experts Joel Scott and David Lee, this friendly guide will have you understanding and using Microsoft’s CRM solution in a jiffy. Whether you’re considering a CRM system for the first time or you’ve decided to switch from another system to Microsoft Dynamics CRM, this book will make it easy to: Maintain and manage all your customer information Personalize Microsoft CRM to work for your business Set up CRM to support sales, marketing, and customer service Use the Outlook client Manage territories and business units Create and manage activities Generate quotes and invoices Implement and manage a marketing campaign Work with contracts, and much more Microsoft Dynamics CRM 4 For Dummies is packed with information on the latest version, It will help you get a unified view of your customer information and interactions through integrated sales, marketing, and customer service features. And that, as every business owner knows, is important to improving your bottom line!
  dynamics 365 implementation guide: The Crm Field Guide Joel Lindstrom, Richard Knudson, 2012-10 An essential guide to Microsoft Dynamics C] details not only on C fundamentals and extensibility points but also the tried and true best practices and strategies of the combined experience of some of the most recognizable global experts.
  dynamics 365 implementation guide: Microsoft Certified Exam guide - Dynamics 365 Fundamentals (MB-901) Cybellium Ltd, Unlock Your Potential in the World of Dynamics 365! Are you ready to embark on a journey into the dynamic world of Microsoft Dynamics 365? Look no further than the Microsoft Certified Exam Guide - Dynamics 365 Fundamentals (MB-901). This comprehensive book is your key to unlocking the foundational knowledge and skills needed to kickstart your career in this exciting field. Dynamics 365 is transforming the way businesses engage with customers, streamline operations, and drive growth. As organizations worldwide adopt this powerful platform, the demand for skilled professionals who understand its intricacies is skyrocketing. Whether you're an aspiring IT enthusiast or a seasoned professional seeking to expand your skillset, this book is your ultimate resource for acing the MB-901 exam and laying the foundation for a successful career in Dynamics 365. Inside this book, you will discover: ✔ Comprehensive Coverage: A detailed exploration of all the fundamental concepts and components of Dynamics 365, ensuring you have a solid understanding of the platform. ✔ Exam-Ready Preparation: Thorough coverage of MB-901 exam objectives, along with practice questions and practical tips to help you confidently pass the test. ✔ Real-World Scenarios: Practical examples and case studies that illustrate how Dynamics 365 is used in real business scenarios, making learning both engaging and relevant. ✔ Expert Insights: Written by experienced professionals who have not only mastered the content but have also worked with Dynamics 365 in various capacities, providing you with valuable insights and practical knowledge. Whether you're looking to jumpstart your career, validate your expertise, or simply gain a deeper understanding of Dynamics 365, Microsoft Certified Exam Guide - Dynamics 365 Fundamentals (MB-901) is your trusted companion on this journey. Don't miss out on the opportunity to become a part of the growing community of Dynamics 365 professionals. Prepare, practice, and succeed with the ultimate resource for MB-901 certification. Order your copy today and pave the way for a future filled with exciting opportunities in Dynamics 365! © 2023 Cybellium Ltd. All rights reserved. www.cybellium.com
  dynamics 365 implementation guide: Financial Accounting with Microsoft D365 ERP Anand Verma, Satya Kejriwal, 2021-09-13 Part I: ABC of Accounting This part is about fundamentals of finance and accounting. I started studying finance and accounting in school in grade 11 (in 1998) and it took me 5 years to understand it in the right context. I have jotted down the basics of accounting here to a dead simple way: Why your business is different from you? Why are most people confused with debit and credit? How golden rules of accounting are taught in schools and universities? How accounting process works behind the scenes? (With no automation) Best practices for designing chart of accounts IFRS and International Accounting Standards I highly recommend reading this part in detail if you have not read finance & accounting during your university time. This part is building block of this book. Part II: Accounting with D365 ERP I recommend this for all D365 consultants, D365 finance users and the new graduates who want to start their D365 career. It is my promise you will not regret spending time on these 5 chapters. This part deals with specific accounting with D365 ERP (Finance & Operations). You can also use it as a 'cheat sheet' also while configuring the accounting of D365 and there is nothing wrong with that. If you already know little bit of finance, this section will make you more confident with core accounting of D365 ERP. There is a beautiful link between D365 accounting and Golden Rules of accounting (which you read in Part I) How Microsoft D365 handles accounting for procurement, sales, assets, general ledger, forex, inter-company? How the posting works in D365 (which is different from manual accounting system and differs in each ERP) There are some tips and tricks with every chapter which makes this book unique. IFRS and IAS references at the relevant places. Part III: Financial Statements and Ratio Analysis It is a bonus chapter in this book. As you know I am a fan of Warren Buffett and cannot miss financial statements and ratio when we talk about finance and accounting. This part deals with Profit & Loss, Balance Sheet, Cash Flow etc. and recommend which section and ratio are most important while you want to do a quick health check of a company. I recommend this for everyone even if you don't want to know about debit-credit or D365. It will make you little more intelligent in reading financials of an organization. Note- This book is first in the series of two books. There will be some advance topics in the next book e.g., revenue recognition, project accounting, lease accounting, landed costing and manufacturing etc.
  dynamics 365 implementation guide: Inside Microsoft Dynamics AX 2012 R3 The Microsoft Dynamics AX Team, Microsoft Dynamics AX Team, 2014 Explores the architecture, components, and tools of Microsoft Dynamics AX 2012 R3, including forms, security, SharePoint integration, workflow infrastructure, reporting, automating tasks and document distribution, and application domain frameworks.
Planning, Deploying, and Maintaining Guide for Dynamics 365
Planning, Deploying, and Maintaining Guide for Dynamics 365 Version: 8.2 View the latest version of this document online. Planning Installing Operating

The 101 guide to implementing Microsoft Dynamics 365
Compared to more traditional ERP and CRM systems, Microsoft Dynamics 365 provides greater connectivity between departments, improved analytics and insights, a shortened sales cycle …

dynamicscon
Guide for D365 Implementation Session Title. Session Goal Present a framework of PRACTICAL information and tips for companies on ... DYNAMICS —GÖN . 700 500 300 200 100 …

Dynamics 365 Implementation
FastTrack for Dynamics 365 is a Microsoft engineering powered customer success program that enables organizations to accelerate Dynamics 365 implementations and go-live with …

Microsoft Dynamics Implementation Guide Duration
Microsoft Dynamics Implementation Guide Duration: 16 hours Audience: The Dynamics 365 Success by Design Implementation Guide is targeted to program leaders, solution architects, …

Dynamics 365 Implementation Guide | Dynamics Square CA
Additionally,establishachangemanagementstrategytohelpuserstransitionsmoothlyand embracethenewsystem. 8.MonitorandOptimize Aftergoinglive,continuouslymonitorthesystem ...

Dynamics 365 Implementation Guide (book) - archive.ncarb.org
Dynamics 365 Implementation Guide: Implementing Microsoft Dynamics 365 for Finance and Operations Rahul Mohta,Yogesh Kasat,JJ Yadav,2017-09-15 Harness the power of Dynamics …

Dynamics 365 Project Operations Deployment Options and …
Implement Project Operations for stocked/production order scenarios if you are highly dependent on PMA ISV/Extensions. If you are using Project Management module in AX2012 and are …

PA-DSS implementation guide - download.microsoft.com
This document explains how to implement Microsoft Dynamics 365 for Finance and Operations version 10.0 (1792 with Platform update 26) in a way that complies with the Payment Card …

Dynamics 365 Customer Service
The implementation guide represents the collective knowledge and experience of the FastTrack for Dynamics 365 team, gained over thousands of Dynamics 365 implementations.

Dynamics 365 Adoption Guide - download.microsoft.com
We have created an easy-to-follow framework to guide you through the adoption process. Each phase is broken into simple steps that guide you to the best practices, resources, and tools …

Dynamics 365 Implementation Guide (Download Only)
Dynamics 365 Implementation Guide: Implementing Microsoft Dynamics 365 for Finance and Operations Rahul Mohta,Yogesh Kasat,JJ Yadav,2017-09-15 Harness the power of Dynamics …

The Ultimate Guide for Microsoft DYNAMICS AX …
The new AX release (Dynamics 365 Unified Operations) has built-in smart intelligence and the combination of Cortana Intelligence, Power BI, and Azure Machine Learning, enabling deep …

Project Operations Demonstration - Dynamics 365 Community
• Demonstration in Dynamics 365 Project Operations What it doesn’t cover 1. Configuring Project Operations 2. More complex process variations 3. Review of General Ledger accounting …

FastTrack for Dynamics 365 - download.microsoft.com
FastTrack for Dynamics 365 On-Premises for Finance & Operations is a new service designed to help customers with architectural guidance, tools and processes for implementing Dynamics …

ZoomInfo Native App for Microsoft Dynamics 365 …
Go to the Microsoft AppSource portal (appsource.microsoft.com) and search for "ZoomInfo". Sign in with the email address of the account you want to use when acquiring apps on AppSource. …

BEST PRACTICES FOR AN EFFICIENT DYNAMICS 365 …
• Provide a list of Dynamics 365 implementation best practices and key steps for a successful ERP implementation • Look at the key benefits of a successful Dynamics 365 implementation

Dynamics 365 Implementation Guide - archive.ncarb.org
Harness the power of Dynamics 365 Operations and discover all you need to implement it About This Book Master all the necessary tools and resources to evaluate Dynamics 365 for …

The Definitive Guide to a Successful Microsoft Dynamics 365 …
These lessons are meant to provide unbiased and unfiltered guidance for those about to embark on Microsoft D365 implementation. Not coincidentally, most of these lessons also apply to …

Planning for Performance Testing - Dynamics 365 Community
Implementation Partner •Builds the solution •Understand and document the customer processes •Capture the performance non-functional requirements •Build a solution that is optimized/fit-for …

Planning, Deploying, and Maintaining Guide for Dynamics 365
Planning, Deploying, and Maintaining Guide for Dynamics 365 Version: 8.2 View the latest version of this document online. Planning Installing Operating

The 101 guide to implementing Microsoft Dynamics 365
Compared to more traditional ERP and CRM systems, Microsoft Dynamics 365 provides greater connectivity between departments, improved analytics and insights, a shortened sales cycle …

dynamicscon
Guide for D365 Implementation Session Title. Session Goal Present a framework of PRACTICAL information and tips for companies on ... DYNAMICS —GÖN . 700 500 300 200 100 …

Dynamics 365 Implementation
FastTrack for Dynamics 365 is a Microsoft engineering powered customer success program that enables organizations to accelerate Dynamics 365 implementations and go-live with …

Microsoft Dynamics Implementation Guide Duration
Microsoft Dynamics Implementation Guide Duration: 16 hours Audience: The Dynamics 365 Success by Design Implementation Guide is targeted to program leaders, solution architects, …

Dynamics 365 Implementation Guide | Dynamics Square CA
Additionally,establishachangemanagementstrategytohelpuserstransitionsmoothlyand embracethenewsystem. 8.MonitorandOptimize Aftergoinglive,continuouslymonitorthesystem ...

Dynamics 365 Implementation Guide (book)
Dynamics 365 Implementation Guide: Implementing Microsoft Dynamics 365 for Finance and Operations Rahul Mohta,Yogesh Kasat,JJ Yadav,2017-09-15 Harness the power of Dynamics …

Dynamics 365 Project Operations Deployment Options and …
Implement Project Operations for stocked/production order scenarios if you are highly dependent on PMA ISV/Extensions. If you are using Project Management module in AX2012 and are …

PA-DSS implementation guide - download.microsoft.com
This document explains how to implement Microsoft Dynamics 365 for Finance and Operations version 10.0 (1792 with Platform update 26) in a way that complies with the Payment Card …

Dynamics 365 Customer Service
The implementation guide represents the collective knowledge and experience of the FastTrack for Dynamics 365 team, gained over thousands of Dynamics 365 implementations.

Dynamics 365 Adoption Guide - download.microsoft.com
We have created an easy-to-follow framework to guide you through the adoption process. Each phase is broken into simple steps that guide you to the best practices, resources, and tools you …

Dynamics 365 Implementation Guide (Download Only)
Dynamics 365 Implementation Guide: Implementing Microsoft Dynamics 365 for Finance and Operations Rahul Mohta,Yogesh Kasat,JJ Yadav,2017-09-15 Harness the power of Dynamics …

The Ultimate Guide for Microsoft DYNAMICS AX …
The new AX release (Dynamics 365 Unified Operations) has built-in smart intelligence and the combination of Cortana Intelligence, Power BI, and Azure Machine Learning, enabling deep …

Project Operations Demonstration - Dynamics 365 Community
• Demonstration in Dynamics 365 Project Operations What it doesn’t cover 1. Configuring Project Operations 2. More complex process variations 3. Review of General Ledger accounting …

FastTrack for Dynamics 365 - download.microsoft.com
FastTrack for Dynamics 365 On-Premises for Finance & Operations is a new service designed to help customers with architectural guidance, tools and processes for implementing Dynamics …

ZoomInfo Native App for Microsoft Dynamics 365 …
Go to the Microsoft AppSource portal (appsource.microsoft.com) and search for "ZoomInfo". Sign in with the email address of the account you want to use when acquiring apps on AppSource. …

BEST PRACTICES FOR AN EFFICIENT DYNAMICS 365 …
• Provide a list of Dynamics 365 implementation best practices and key steps for a successful ERP implementation • Look at the key benefits of a successful Dynamics 365 implementation

Dynamics 365 Implementation Guide - archive.ncarb.org
Harness the power of Dynamics 365 Operations and discover all you need to implement it About This Book Master all the necessary tools and resources to evaluate Dynamics 365 for …

The Definitive Guide to a Successful Microsoft Dynamics 365 …
These lessons are meant to provide unbiased and unfiltered guidance for those about to embark on Microsoft D365 implementation. Not coincidentally, most of these lessons also apply to …

Planning for Performance Testing - Dynamics 365 Community
Implementation Partner •Builds the solution •Understand and document the customer processes •Capture the performance non-functional requirements •Build a solution that is optimized/fit-for …