Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

Planning and design

The planning and design of the opening balance began at the analysis phase of the implementation and extended to the design, development, and deployment phases. It is important to allocate separate workshops to discuss the opening balance plan, execution process, validation points and identification of tasks along with responsibilities: 

• The master data that will be loaded to Dynamics 365 for Finance and Operations should be mapped to legacy system data. This will take place if the data structure will be changed between the two systems. That said, this task should be considered mainly in the design phase, but it is recommended that you begin it in the analysis phase by capturing the customer requirements and identifying ...