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Implementing Microsoft Dynamics 365 for Finance and Operations
book

Implementing Microsoft Dynamics 365 for Finance and Operations

by Rahul Mohta, Yogesh Kasat, JJ Yadav
September 2017
Beginner to intermediate
562 pages
13h 46m
English
Packt Publishing
Content preview from Implementing Microsoft Dynamics 365 for Finance and Operations

Listen

As a first step in requirement gathering phase, you must listen to the customer on what they need/want to accomplish.

If you are a customer, you must ensure you convey all the business requirements to your Dynamics 365 solution advisor/partner/consultant. The business process owners are among the best to communicate requirements.

Some clients may seek external professional help with companies specializing in Business Process Reengineering (BPR) or the likes of the Big 5 consulting firms.

For any Dynamics 365 implementation, we recommend the following tools to make listening smoother:

  • Questionnaire
  • As-is business processes
  • Calculations and examples
  • Existing templates and formats
  • A walkthrough of the existing system

Prepare questionnaires ...

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Publisher Resources

ISBN: 9781787283336Supplemental Content