book

Becoming a Dynamics 365 Finance and Supply Chain Solution Architect

by Brent Dawson

June 2023

Intermediate to advanced

270 pages

7h 27m

English

Packt Publishing

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ForewordContributorsAbout the authorAbout the reviewer
Who this book is forDownload the color imagesConventions usedGet in touchShare Your ThoughtsDownload a free PDF copy of this book
How do we get started?Who wants this software?How to get started?What can we do to fix it?How to be an SAConclusion
The Success by Design methodologyCloud-firstData-firstPhased approachWhat is Microsoft FastTrack for Dynamics 365?Customer requirementsPartner requirementsEngagementImplementation guidesWho does what in the project?FastTrack engagementThe role of the SAA FastTrack engagement case studyThe initiate phaseConclusion
What are integrations?What components make up an integration?Data integration patternsCustom servicesBatch APIsODataDataverseVirtual entitiesWhy do integrations fail?Working in silosData dependencyNot understanding interface complexityUnderstanding integrationsResistance to changeWe always blame the softwareCase studyIntegrating two ERP systemsDW for a racing teamSolidworks to D365Power AutomateWays to fix integration issuesChange-trackingBudget properlyTool selectionPlanning your strategyCreating the teamStandardizationTesting, testing, and testingConclusion
Why is the cloud different?What does security look like in D365 F&SCM?D365 security architectureExtended data securitySecurity reportsSegregation of dutiesExternal reportsHow to best set up securityArchitectureConclusion
What is data migration?Types of dataData locationsData migration methodologiesData managementData management frameworkData entitiesData mappingData toolsCreating a migration strategyPrepare for data migrationData import and export strategyValidating data outputCutover plansData migration best practicesCase studiesSo, what are the reports?Conclusion
Understanding the Microsoft licensing modelWhere can I get the licenses from?Dynamics license typesBase versus attached licensesOther licensesBut I’m an administrator?How do we know what license to get?Plan out subscription requirementsDynamics 365 Licensing GuideThe Users page in System AdministrationCustom securitySubscription estimatorISV, External, and other license typesMultiplexingAssigning licensesLicense reportingSecurity configuration diagnosticsReal-world exampleConclusion

Project managementThe project layoutProject management toolsPrepare to startProject teamGovernanceFrameworkRisksProject structureSteering the projectProject reportsRisksStage gatesChange boardsResponsible, accountable, consulted, and informedBusiness processesProject checklistsConclusion
Success by DesignWhere to start?Let’s speak the same languageLCS BOMIdentifying the business processesDynamics 365 F&SCM TOMWhy understand the TOM?Business process optimizationSolution modelingFit-gap analysisLCS toolsBusiness process modeler (BPM)Implementation of requirementsCase studyConclusion
Where do we start?Why out of the box?Let’s talk a bit about developmentUnderstanding the differencesWhat tools are available?Okay, so what’s next?Let’s listen to the clientActive listeningUsing diagramsWhere are we?Create the solution blueprintConclusion
Azure DevOpsVersion controlRelease pipelinesProject managementTestingDynamics LCSEnvironmentsTask RecorderTask Recorder for security configurationRSATVisual StudioDevOps examplesCreating a projectBest practicesConclusion
What is human change management?Identifying stakeholders and their needsDeveloping a change management strategyCommunicating the changeTraining and developmentReinforcement and sustainabilityWhy do employees need to know what’s coming?The Change CurveHuman change methodologiesProsci ADKAR ModelWho is best to lead change?Change toolsCase studiesCase study 1 – the bad projectCase study 2 – the good projectConclusion
Knowing what goes into a solution blueprintUnderstanding the blueprintAssess the suitability of the blueprintCustomize the blueprintEstablish a strong governance structureDevelop a detailed implementation planEnsure adequate training and skill developmentImplement monitoring and evaluation mechanismsFoster collaboration and knowledge sharingPlan for long-term support and maintenanceReview and iterateProject rolesExpressing user requirementsWhat to include in the blueprintResponsible, accountable, consulted, and informedProject budget documentLiving documentsBest practicesConclusion
Building the blueprint solutionDesign pillars of solution architectureStrategiesGo-live preparationCase studyHow should it look?Conclusion
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Content preview from Becoming a Dynamics 365 Finance and Supply Chain Solution Architect

Part 1: Architectural Considerations and Best Practices for D365 Finance and SCM

In this part, you will get a view of the areas that most often cause the greatest number of issues during the execution of a D365 F&SCM ERP project. In addition, you will also learn the best practices and suggestions to resolve these issues, based on the experiences of myself and other solution architects that I have worked with over the years.

This part has the following chapters:

Chapter 1, Overcoming Challenges in D365 Finance and SCM Projects
Chapter 2, Understanding the Microsoft FastTrack Process
Chapter 3, Dealing with Integrations
Chapter 4, Efficient Security Design
Chapter 5, Planning for Successful Data Migration
Chapter 6, Licensing Challenges

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Publisher Resources

ISBN: 9781804611494