Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Cover
Title Page
Copyright and Credits
Dedication
About Packt
Contributors
Table of Contents
Preface
Chapter 1: Introduction to Dynamics 365 Finance and Operations
	Introducing Microsoft Dynamics 365
		Microsoft Dynamics 365 salient features
	Understanding Microsoft Dynamics 365 apps
		Dynamics 365 Customer Service
		Dynamics 365 for Finance and Operations apps
		Dynamics 365 Business Central
		Dynamics 365 Commerce
		Dynamics 365 Human Resources
	Understanding Power Platform
		Power Apps
		Power BI
		Power Automate
		Common Data Service (CDS)
		Microsoft AppSource
	Exploring Dynamics 365 for Finance and Operations
		What is Dynamics 365 for Finance and Operations?
		Highlights of Dynamics 365 for Finance and Operations
		Dynamics 365 for Finance and Operations deployment options
		Dynamics 365 for Finance and Operations capabilities
	Trial of Microsoft Dynamics 365
	ERP implementation team structure
		Implementation partner
		ISV solution
		Solution advisors
	Summary
Chapter 2: Methodology and Initiation
	Why select a methodology?
	Methodologies to choose from
		The Conference Room Pilot methodology
			Planning
			Execution
			Best practices in using CRP
		The agile methodology
		The waterfall methodology
	Project deliverables
		The planning phase
		Requirements of the definition phase
		The analysis phase
		The design phase
		The configure phase
		The development phase
		The testing and acceptance phase
		The training phase
		The go-live phase
		The support phase
		Comparative summary 
	Project initiation
	Project team composition
	Project backbone
		Project charter
		Project plan
	Ground rules for a project team
	Kickoff meeting
	FastTrack
	Best practices in project initiation
	Summary
Chapter 3: Lifecycle Services (LCS) and Tools
	LCS
		LCS tools
		Project-specific tools
	Setting up a project in LCS
		Tools for a solid project foundation
		Methodologies
		LCS projects
			Project onboarding
		Project users
			Organization users and roles
		Preview feature management
		Usage profile/subscription estimator
		Shared asset library
			Asset library
				SharePoint online
	Ongoing day-to-day activities
		Business process modeler
		Cloud-hosted environments
		Code upgrade
		Configuration and data manager
		Translation service
		Alert service
	Ongoing support
		Issue search
		LCS support options
		Work items
		Environment monitoring
			System diagnostics
		Updates
	Summary
Chapter 4: Architecture, Deployment, and Environments
	Understanding architecture
		Conceptual architecture
		Deployment architecture
			The cloud deployment architecture 
			On-premises deployment architecture 
	Understanding application components and architecture
		Working with identity management 
		Understanding the data layer components
		Understanding the platform-layer components 
		Understanding the application layer components
		Understanding the client components
			Browser client
			Mobile app
			Microsoft Dynamics 365 Unified Operations – mobile app
			Office 365
		Using LCS
		Understanding development architecture 
		Understanding integration architecture
		Understanding security architecture
	Understanding deployment options
		Cloud
		Local business data or on-premises
		Comparing cloud and on-premises deployments  
	Understanding cloud deployment and environment planning
		Type of environment
			Tier-1 - Development or Build 
			Tier-2 - Standard Acceptance 
			Tier-3, Tier-4, and Tier-5 environments
			Production 
		Project type and environments 
		Finance and Operations standard cloud offer
	Summary
Chapter 5: Requirements and Process Analysis
	Requirements scoping
	Hierarchy of business processes and subprocesses 
		Business goals
		Business process
		Subprocesses
		The requirements of the business process
	LCS BPM and Azure DevOps
		Business process modeler
	Understanding Microsoft Azure DevOps
		BPM and Azure DevOps sync
		Continuous reporting and Azure DevOps/VSTS
	Requirement-gathering techniques
		Listen
		Lead
		Negotiate
	Requirements Traceability Matrix (RTM)
	Requirement segmentation and ownership
	Analysis of requirements
	Solution blueprint
	Key decision log
	Best practices in managing requirements
	Summary
Chapter 6: Configuration and Data Management
	Explaining configuration management 
		Planning configuration management
		The golden configuration environment 
	Managing data migration
		Scoping the data migration
		Common data migration areas
		Planning data migration
		Executing the data migration
	Introducing data management tools
	The data management framework
		Data management concepts
			The data management workspace
			Data entities
			Configuration data templates
				Default data templates
			Configuration data project
			Data packages
			LCS Project | Asset library | Data packages
				Configuration data packages
			LCS – configuration and data manager
			Process data packages 
		How these concepts come together 
	Database operations
	Cross-company data sharing 
	Data management scenarios
		Initial configuration in a blank environment
		Data migration from legacy systems
		Copying the company configuration within an existing environment
		Copying data between environments
		Ad hoc data loading
	Best practices in managing configurations and data migration
	Summary
Chapter 7: Solution Planning and Design
	Finding the right app for your business needs
		Before choosing ISV solutions
		After selecting the ISV partner
	Understanding common product features
		Personalization
		Integrating with Office
		Document handling
		Using workspaces
		Electronic Reporting 
		Tax engine
		Configurable business documents 
		Batch framework
		Workflows
		Database logging
		The Finance and Operations mobile application
		Common Data Services, Power Automate, and Power Apps
	The solution design document
		Overview and objectives
		Guidelines for the SDD
	The functional design document
		The fit-gap review session
		Why write an FDD?
		Project management aspects of design
		Things to know before writing an FDD
		Dos and don'ts
	The technical design document
		Guidelines for the TDD
		Things to consider while writing TDDs
	Summary
Chapter 8: Integration Technologies, Planning, and Design
	Basic web integration concepts
		RESTful APIs
		SOAP APIs
			SOAP versus REST
		JSON message format
		OData protocol
		OAuth authentication model
		Event-driven architecture 
	Learning about the integration architecture
	Integration concepts in Finance and Operations
		Data entities
			What is a data entity?
		OData services
			Querying or browsing an OData endpoint
			Consuming OData services
				Client application registration and setup
				Creating a project, adding libraries, and generating an OData service proxy
				Authentication and OData service call
		Custom services
		Business events 
			Business events catalog 
			Business events endpoints 
			Business events processing 
			Available business events and extensibility 
			Benefits and use cases 
		Data feeds 
		Dual-writes 
		Data management and the batch data API
		Azure Data Lake Storage Gen2 integration 
	Integration scenarios and planning
		Integration scenarios
		Integration requirements
		Synchronous or asynchronous?
		Integration strategy 
		Integration middleware/messaging services
			Logic Apps 
			Power Automate
			Event Hub, Event Grid, and Service Bus 
			Azure Storage/Azure Data Lake 
			Recurring integrations scheduler
	Integration design and development
		Developing a high-level conceptual design
		Selecting the right integration technology
		Defining field mapping
		Developing, configuring, and testing
	Best practices and recommendations
	Summary
Chapter 9: Customization and Extension
	Understanding solution architecture and development concepts
		Programming language 
			Compiling exclusively in .NET CIL
			Language enhancements 
			Unit of compilation
		Integrated development environment (IDE)
			Development IDE in Dynamics 365 for Finance and Operations
			Development environment architecture 
		Programming concepts
			Models
			Packages
			Packages and models on disk
			Models and packages in Visual Studio
			Overlayering
			Extensions
	Understanding the development environment
		Version control
			Branching strategies
		Development machines
			Cloud development environment
			Local development environment
		Application Explorer
			Application Explorer views
			Filtering the Application Explorer
			Working with elements 
		Tools Addins for Visual Studio
		Creating a new model to start the customization process
			Extension capabilities 
		Project
			Creating a new project
			Adding new or existing elements to the project
			Import/export project
	Development planning
		Be agile
		Establishing the code review process
	Development process 
		Conceptualization
		Create or extend the data model
		Create or extend business logic
		Create or extend the user interface
			Form patterns
			User interface extensibility
			Control extensibility
		Reporting and analytics
			SQL Server Reporting Services (SRSS)
			Power BI
		Security
			Security for custom objects
		Acceptance test library (ATL) resources 
		Learn and improve
	Build and continuous updates
		Automated build
		Continuous updates
	Guidelines and best practices
	Summary
Chapter 10: Analytics, Business Intelligence, and Reporting
	Gathering reporting and analytics requirements
	Reporting scenarios and tools
		Operational reporting
			Operational workspace
			Inquiry pages and exporting to Excel
			Operational SSRS reports
			Analytical workspaces for operational reporting
		Regulatory and tax reporting
			Exploring ER
		Business/commercial documents
			SSRS business documents
			Business document management
		Financial reporting
			Row definition
			Column definition
			Reporting tree definition
			Report definition
		Analytical reporting
			Analytical Power BI reports
	Analytics data strategy and data integrations
		Using the Entity store
		Bring your own database
	Moving from relational databases to Azure Data Lake
		Learning about fundamental Azure data technologies
			Azure Data Lake Storage Gen2 (ADLS)
			Common data model folder (CDM folder)
			Azure Data Factory
			Azure Synapse analytics and SQL On-Demand
		Entity store in Azure Data Lake
		Replacing BYOD and the Entity store in Data Lake using data feeds
	Best practices in analytics and information insights
	Summary
Chapter 11: Testing and Training
	The importance of testing
	Types of testing
		Feature testing
			Testing of custom-developed features
			Testing of standard and ISV solution features
		System integration testing
			Process/system testing
			Data migration testing
			Integration testing
			Performance/load testing
		User acceptance testing
		End-to-end testing
		Continuous update testing
	Automated testing strategies
		Test automation features in Finance and Operations
			RSAT
				RSAT prerequisites
				Azure DevOps Test Manager
				Windows configuration
				RSAT and Selenium
				RSAT configuration
				RSAT test case execution
			Acceptance Test Library
			Data task automation
			SysTest framework
			Task recorder-based (Coded UI) testing
			PerfSDK
		Integrating a test with a build process
	Test-planning guidelines and recommendations
		Test planning and scenarios
		User acceptance test (UAT)
			Planning
			UAT kickoff 
			Execution
			Sign-off
		End-to-end test planning and execution
			Execution and real-life examples
	Training
		Training and the help system
			Modern clients and navigation concepts
			In-product help
			Business process modeler (BPM)
			Task recorder and task guides
			Documentation website
	Planning and executing training
		Training plan
			Training preparation
			Training environment
	Change management
	Summary
Chapter 12: Managing Go-Live and Post Go-Live
	Learning about the production environment and responsibilities 
		Understanding cloud deployment
		Looking at the on-premises deployment option
	Understanding go-live activities
	Exploring the organization's readiness to go-live
		Sign-offs
		The decision to go live
		Business contingency planning
	Understanding go-live planning and execution
		Planning
		Executing a release
		The importance of communication
	Learning about post go-live support
		Glancing on resources for support
		Understanding support tools and LCS
		Learning about production environment support with Microsoft
		Integrating support analytics with monitoring and diagnostics
		Best practices in post go-live support
	Summary
Chapter 13: One Version Service Updates
	Exploring One Version
		Principles of One Version
		Update availability
		Update early adoption
		Service updates
		Quality updates
		One Version service update FAQs
	Understanding feature management
		The feature management workspace
		Turning on a feature
		Turning off a feature
		Check for updates
	Summary
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Index