In the training phase of the project, the implementation team should address the following milestones:
- Training manuals
- User/task guides
After the training phase, the solution is now ready to Go Live.
The training phase
by JJ Yadav, Yogesh Kasat, Rahul Mohta
Implementing Microsoft Dynamics 365 for Finance and Operations
- Preface
- Introduction to Microsoft Dynamics 365
- What is Microsoft Dynamics 365?
- Microsoft Dynamics 365 apps
- Microsoft Dynamics 365 for Sales
- Microsoft Dynamics 365 for Customer Service
- Microsoft Dynamics 365 for Field Service
- Microsoft Dynamics 365 for Project Service Automation
- Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (AX)
- Microsoft Dynamics 365 for Finance and Operations, Business edition (NAV)
- Microsoft Dynamics 365 for Retail
- Microsoft Dynamics 365 for Talent
- Microsoft Dynamics 365 for Marketing
- Microsoft Dynamics 365 for Customer insights
- Complimenting/supporting tools with Microsoft Dynamics 365
- Dynamics 365 for Finance and Operations, Enterprise edition (AX)
- Trial of Microsoft Dynamics 365
- Buying Microsoft Dynamics 365
- Summary
- Implementation Methodology and Tools
- Architecture and Deployment
- Project Initiation and Kickoff
- Requirements, Business Process Analysis, and Traceability
- Requirements scoping
- Hierarchy of business processes and subprocesses
- LCS Business process modeler and VSTS
- Visual Studio Team Services (VSTS)
- Requirement gathering techniques
- Requirements Traceability Matrix (RTM)
- Requirement segmentation and ownership
- Analysis of requirements
- Solution blueprint
- Key decision log
- Best practices in managing requirements
- Summary
- Configuration and Data Management
- Strategies for managing configuration and data migration
- Configuration management
- Data migration management
- Data management tools
- The data management framework
- Database operations
- Cross-company data sharing
- Data management scenarios
- Best practices in managing configurations and data migration
- Summary
- Functional and Technical Design
- Integration Planning and Design
- Integration architecture
- Basic integration concepts
- Integration concepts in Dynamics 365 for Finance and Operations, Enterprise edition
- Integration tools, midleware, and scenarios
- Dynamics 365 data integrator
- Integration planning
- Integration design and development
- Best practices and recommendations
- Summary
- Building Customizations
- Architecture and concepts
- Development environment
- Development planning
- Development process
- Build and continuous updates
- Guidelines and best practices
- Summary
- Analytics, Business Intelligence, and Reporting
- Information insights in Dynamics 365 for Finance and Operations, Enterprise edition
- Platform enablement for analytics
- Excel
- Power BI
- Cortana Intelligence Suite
- Modern reports and SSRS
- Electronic reporting
- Mobile platform
- Financial reporting / management reporter
- Best practices in analytics and information insights
- Summary
- Testing and Training
- Go Live
- Post Go Live Support
- Update, Upgrade, and Migration
- Understanding update, upgrade, and migration
- Updating to the latest Dynamics 365 for Finance and Operation version
- Upgrading/migrating from Dynamics AX 2012 or AX 2009
- Upgrading/migration planning
- Upgrading from Dynamics AX 2012
- Migrating from Dynamics AX 2009
- Best practices in upgrade and migration
- Summary
The training phase
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