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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.
Boost your accounting and financial skills with Microsoft Dynamics 365 Key Features Make real-time data-driven decisions for your enterprise with Microsoft Dynamics 365 Enterprise edition Configure and set up the Microsoft Dynamics 365 financial module via highly useful tips and tricks Administer customer relations and plan enterprise resources with this systematic guide Book Description Microsoft Dynamics 365 for finance and operations is a rapidly growing application and is widely used in enterprise organizations. Because of its ability to maximize business productivity, it is a fast-growing business application package in the ERP market. We will start by looking into ERP concepts, implementation needs, and interface design, giving you basic knowledge of financial management aspects and explaining key concepts along the way. To begin with, you'll be taken through the general ledger and financial dimension functions. You'll later learn about the sales tax mechanism and multi-currency in Microsoft Dynamics 365. We tackle each topic with focused examples and explanations on topics such as payable/receivable accounts, forecasting, cash and bank management, budgeting planning/control, and fixed assets. Finally, we walk you through intercompany, consolidation, costing basics, and financial reporting. By the end of this book, your finance team will have a much richer understanding of Microsoft Dynamics 365 for finance and operations and its powerful capabilities. What you will learn Examine the business logic behind the financial functionalities of Microsoft Dynamics 365 FFO Set up and configure the core modules of financial management Grasp the key control points of financial management Explore intercompany and consolidation in Microsoft Dynamics 365 FFO Understand multi-currency sales, tax mechanisms, and budgeting capabilities in Microsoft Dynamics 365 FFO Get to grips with month/year-end period close functionality Understand the account payable and receivable module Use Microsoft Dynamics 365 to create financial reports Who this book is for This book is for application consultants, solution architects, controllers, CFOs, pre-sales and other professionals who are involved in a Microsoft Dynamics 365 for finance and operation implementation. Basic knowledge of financial terms, concepts, and terminologies is required.
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.
Microsoft Dynamics 365 for Finance and Operations is a rapidly growing application and is widely used in enterprise organizations. Because of its ability to maximize business productivity, it is one of the fastest-rising business application packages in the ERP market. We will start by looking into ERP concepts, implementation needs, and interface design, giving you a basic knowledge of financial management aspects and explaining key concepts along the way. Moving on, you'll be taken through the General Ledger and financial dimension functions. You'll be later taken through the sales tax mechanism and multi-currency in Microsoft Dynamics 365. We tackle each topic with focused examples and explanations in areas such as accounts payable/receivable, forecasting, cash and bank management, budgeting planning/control, and fixed assets. Finally we walk you through intercompany, consolidation, costing basics and financial reporting. By the end of this book, your finance team will have a richer understanding of Microsoft Dynamics 365 for Finance and Operations, and its empowering capabilities.
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!
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.
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.
Implement Business Central and explore methods to upgrade to NAV 2018 Key FeaturesLearn the key roles of Dynamics NAV partner and the roles within your customer's organizationCreate configuration packages and perform data migrationExplore Microsoft Dynamics 365 Business Central to use Dynamics NAV 2018 functionalities in the CloudBook 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 learnExplore new features introduced in Microsoft Dynamics NAV 2018Migrate to Microsoft Dynamics NAV 2018 from previous versionsLearn abstract techniques for data analysis, reporting, and debuggingInstall, configure, and use additional tools for business intelligence, document management, and reportingDiscover Dynamics 365 Business Central and several other Microsoft servicesUtilize different tools to develop applications for Business CentralWho 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.
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.
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.