Implementing Microsoft Dynamics 365 for Finance and Operations

Best practices and recommendations

Here are a few considerations to keep in mind while designing your integration solution for Dynamics 365 for Finance and Operations, Enterprise edition:

• Simplify the overall architecture and try to reduce the number of integrations between applications wherever possible. It is one of the areas that cause recurring issues in production.
• Clearly define the master system for each data element, even though you may have it stored at multiple places. In some cases, this may have to be defined at the field level. For example, a customer master is stored in CRM and Finance and Operations as well. CRM might be the master for all the customer information except credit limit.
• Ideally, you should avoid duplication ...