Implementing Microsoft Dynamics 365 for Finance and Operations
by Rahul Mohta, Yogesh Kasat, JJ Yadav
Configuration planning
Configuration planning is the identification of all the configurations required for your implementation. These configurations cover parameters, key master data, and the reference/supporting data across modules.
Most configuration requirements are known from the solution design phase and finalized with the sign-off of the functional and technical design specifications. The first step towards configuration planning is to identify the modules and functional areas that need be to be configured.
Implementation teams typically build a repository of all the configurations in Excel files, which are then imported to the relevant environments. This is expected to be done with proper version control and should clearly segment ...
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