Chapter 13

Going Beyond Crunching Numbers with Financial Management


check Understanding what Finance and Operations is and how it fits into the world of Dynamics 365

check Surveying the Finance and Operations landscape of modules

check Navigating with dashboards, tiles, and the Search for Page feature

check Grasping the key elements defining the chart of accounts: categories, dimensions, and structures

Dynamics 365 for Finance and Operations (D365O) is Dynamics AX (formerly Axapta) for the cloud. It’s exciting to have Microsoft’s most scalable, powerful, and full-featured ERP system, Dynamics AX, available as a true multi-tenant Software as a Service (SaaS) offering. The term enterprise resource planning (or ERP) is a fancy way of saying back-office finance, accounting, and operations software. Though Dynamics AX, now revamped and rebranded as Dynamics 365 for Finance and Operations, is the subject of this chapter, it would be a good idea (before tackling that task in earnest) to look at how D365O fits into Dynamics 365 as a whole.

Dynamics 365 is an umbrella of different applications ...

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