Customer Success with Microsoft Dynamics Sure Step
Customer Success with Microsoft Dynamics Sure Step

Author: Chandru Shankar

Publisher: Packt Publishing Ltd

Published: 2014-01-24

Total Pages: 507

ISBN-13: 184968703X

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Customer Success with Microsoft Dynamics Sure Step is a focused tutorial of Microsoft Dynamics solution envisioning and delivery, rather than a step-by-step guide into project management. It will equip you with the tactics required to plan, align, and orchestrate your solution selling activities, as well as help you to be efficient, proactive, goal driven, and flexible in your Microsoft Dynamics engagements. If you are involved in one or more of the roles stated below, then this book is for you: If you are a Project Manager, Engagement Manager, Solution Architect, or Consultant involved in delivering Microsoft Dynamics solutions, this book will teach you how you can improve the quality of your implementation with a consistent, repeatable process. If you are a Customer Project Manager, Subject Matter Expert, Key User, or End User involved in selecting the right business solution for your organization and delivering the Microsoft Dynamics solution, this book will help you determine how the method facilitates the delivery of a solution that is aligned to your vision. If you are a Sales Executive, Services Sales Executive, Technical Sales Specialist, Pre-Sales Consultant, or Engagement Manager involved in the sales of Microsoft Dynamics solutions, this book will help you to understand how you can accelerate your sales cycle and bring it to a close. If you are the Customer Decision Maker, CxO, Buyer, or Project Manager who participates in the selection process for your business solution needs, this book will show you how to determine how this process can help your due diligence exercise and set the stage for a quality implementation of the solution. If you are a Change Management expert, this book will enable you to learn how you can help the customer manage organizational change during the business solution delivery process, and/or help solution providers adopt a process for selling and delivering solutions.

Microsoft Dynamics Sure Step 2010
Microsoft Dynamics Sure Step 2010

Author: Chandru Shankar

Publisher: Packt Publishing Ltd

Published: 2011-01-01

Total Pages: 475

ISBN-13: 1849681112

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The smart guide to the successful delivery of Microsoft Dynamics Business Solutions using Microsoft Dynamics Sure Step 2010 with this book and eBook.

Microsoft Dynamics AX 2012 R3 Financial Management
Microsoft Dynamics AX 2012 R3 Financial Management

Author: Mohamed Aamer

Publisher: Packt Publishing Ltd

Published: 2015-02-13

Total Pages: 352

ISBN-13: 1784391522

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This book is intended for application consultants, controllers, CFOs, and other professionals who are engaged in a Microsoft Dynamics AX implementation project. Basic knowledge of financial terms, concepts, and Microsoft Dynamics AX terminologies is required.

The Handbook of Project Portfolio Management
The Handbook of Project Portfolio Management

Author: Dennis Lock

Publisher: Routledge

Published: 2018-10-09

Total Pages: 36

ISBN-13: 1351797506

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Managing large and complex organizations; balancing the needs of business-as-usual, new products and services and business change; assuring risk across everything the business does; these are all core requirements of modern business which are provided by the discipline of portfolio management. The Handbook of Project Portfolio Management is the definitive publication that introduces and describes in detail project portfolio management in today’s ever-changing world. The handbook contains the essential knowledge required for managing portfolios of business change with real-life examples that are being used by today’s organizations in various industries and environments. The team of expert contributors includes many of the most experienced and highly regarded international writers and practitioners from the global project portfolio management industry, selected to provide the reader with examples, knowledge and the skills required to manage portfolios in any organization. Dennis Lock and Reinhard Wagner’s definitive reference on project portfolio management explains: the context and role of the discipline; the practical processes, tools and techniques required for managing portfolios successfully; the capability required and how to develop it. The text also covers the recognized standards as well as emerging issues such as sustainability and environment. Collectively, this is a must-have guide from the leading commentators and practitioners on project portfolio management from across the world.

Implementing Microsoft Dynamics 365 Customer Engagement
Implementing Microsoft Dynamics 365 Customer Engagement

Author: Mahender Pal

Publisher: Packt Publishing Ltd

Published: 2020-03-06

Total Pages: 421

ISBN-13: 1838550887

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Gain hands-on experience working with the architecture, implementation, deployment, and data migration of Dynamics 365 Customer Engagement Key FeaturesExplore different tools to evaluate, implement, and proactively maintain Dynamics 365 for CEIntegrate Dynamics 365 CE with applications such as Power BI, PowerApps, and Microsoft Power AutomateDesign application architecture, explore deployment choices, and perform data migrationBook Description Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation. What you will learnExplore the new features of Microsoft Dynamics 365 CEUnderstand various project management methodologies, such as Agile, Waterfall, and DevOpsCustomize Dynamics 365 CE to meet your business requirementsIntegrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BIConvert client requirements into functional designsExtend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side codeDiscover different techniques for writing and executing test casesUnderstand various data migration options to import data from legacy systemsWho this book is for This book is for consultants, project managers, administrators, and solution architects who want to set up Microsoft Dynamics 365 Customer Engagement in their business. Although not necessary, basic knowledge of Dynamics 365 will help you get the most out of this book.

Accounting Information Systems
Accounting Information Systems

Author: Ulric J. Gelinas

Publisher: Cengage AU

Published: 2018-09-01

Total Pages: 744

ISBN-13: 0170423689

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Today's accounting professionals are challenged to identify enterprise risks and provide quality assurance for a company's information systems. ACCOUNTING INFORMATION SYSTEMS, 11th International Edition, focuses on three critical accounting information systems in use today: enterprise systems; e-Business systems; and controls for maintaining those systems. Students will easily grasp even the most challenging topics as they explore today's most intriguing AIS topics relative to business processes, information technology, strategic management, security, and internal controls. The 11th International Edition provides students with the tools for organising and managing information to help them succeed and protect the integrity of their employer's information system.

Becoming a Dynamics 365 Finance and Supply Chain Solution Architect
Becoming a Dynamics 365 Finance and Supply Chain Solution Architect

Author: Brent Dawson

Publisher: Packt Publishing Ltd

Published: 2023-06-30

Total Pages: 270

ISBN-13: 1804618055

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Reap the full potential of D365 Finance and Supply Chain Management with tips, best practices, proven architectural design concepts, and solutions to common challenges Purchase of the print or Kindle book includes a free PDF eBook Key Features Learn to use Microsoft Fasttrack to successfully implement and deploy D365 F&SCM solutions Understand architectural considerations and best practices for D365 Finance and SCM applications Gain expert guidance on data migration, complex integration, security, and licensing Book Description Implementing an ERP project is a daunting task, and it can often get derailed due to several reasons, including but not limited to inefficient planning, inadequate resource scoping, insufficient working knowledge of ERP systems, and more. Becoming a Dynamics 365 Finance and Supply Chain Solution Architect helps you understand the intricacies of ERP project implementation for seamless deployment. This comprehensive guide helps you gain a deep understanding of how to implement and optimize robust business applications that meet the evolving needs of organizations. You'll discover various integration methodologies to integrate different software applications and plan successful data migration seamlessly. By leveraging the author's expertise, you'll explore different challenges that can lead to project failure or cost/time overruns, along with customized solutions to maneuver past those issues for a successful outcome. By the end of the book, you'll be able to identify potential issues that can negatively impact the delivery of the project and make design decisions that will prevent any potential negative impact on the design and functionality of the system at go-live stage. What you will learn Design an architectural solution for Dynamics 365 with the Fasttrack method Discover potential issues that occur while integrating D365 Finance & Supply Chain Management Set up industry-standard yet customized security configurations Scope license requirements and apply license rules during deployment Plan and test for successful data migration and system integration Identify required tools, applications, and methods for ALM Explore different aspects of human change management in D365 F&SCM projects Who this book is for This book is for aspiring Microsoft D365 finance and supply chain solutions architects looking to take up the challenges of integrating different systems, configuring security models, complex data migrations, licensing, and overall system design based on client requirements. Furthermore, this book serves as a valuable guide for experienced solution architects seeking to expand their skill set and enhance their expertise in tackling complex challenges within the field.

Mastering Microsoft Dynamics 365 Implementations
Mastering Microsoft Dynamics 365 Implementations

Author: Eric Newell

Publisher: John Wiley & Sons

Published: 2021-04-19

Total Pages: 416

ISBN-13: 1119789346

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Confidently shepherd your organization’s implementation of Microsoft Dynamics 365 to a successful conclusion In Mastering Microsoft Dynamics 365 Implementations, accomplished executive, project manager, and author Eric Newell delivers a holistic, step-by-step reference to implementing Microsoft’s cloud-based ERP and CRM business applications. You’ll find the detailed and concrete instructions you need to take your implementation project all the way to the finish line, on-time, and on-budget. You’ll learn: The precise steps to take, in the correct order, to bring your Dynamics 365 implementation to life What to do before you begin the project, including identifying stakeholders and building your business case How to deal with a change management throughout the lifecycle of your project How to manage conference room pilots (CRPs) and what to expect during the sessions Perfect for CIOs, technology VPs, CFOs, Operations leaders, application directors, business analysts, ERP/CRM specialists, and project managers, Mastering Microsoft Dynamics 365 Implementations is an indispensable and practical reference for guiding your real-world Dynamics 365 implementation from planning to completion.

Microsoft Dynamics 365 Enterprise Edition – Financial Management
Microsoft Dynamics 365 Enterprise Edition – Financial Management

Author: Mohamed Aamer Ala El Din

Publisher: Packt Publishing Ltd

Published: 2018-03-22

Total Pages: 554

ISBN-13: 1788839595

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Boost your accounting and financial skills with Microsoft Dynamics 365 Key Features Make real-time data-driven decisions for your enterprise with Microsoft Dynamics 365 Enterprise edition Configure and set up the Microsoft Dynamics 365 financial module via highly useful tips and tricks Administer customer relations and plan enterprise resources with this systematic guide Book Description Microsoft Dynamics 365 for finance and operations is a rapidly growing application and is widely used in enterprise organizations. Because of its ability to maximize business productivity, it is a fast-growing business application package in the ERP market. We will start by looking into ERP concepts, implementation needs, and interface design, giving you basic knowledge of financial management aspects and explaining key concepts along the way. To begin with, you'll be taken through the general ledger and financial dimension functions. You'll later learn about the sales tax mechanism and multi-currency in Microsoft Dynamics 365. We tackle each topic with focused examples and explanations on topics such as payable/receivable accounts, forecasting, cash and bank management, budgeting planning/control, and fixed assets. Finally, we walk you through intercompany, consolidation, costing basics, and financial reporting. By the end of this book, your finance team will have a much richer understanding of Microsoft Dynamics 365 for finance and operations and its powerful capabilities. What you will learn Examine the business logic behind the financial functionalities of Microsoft Dynamics 365 FFO Set up and configure the core modules of financial management Grasp the key control points of financial management Explore intercompany and consolidation in Microsoft Dynamics 365 FFO Understand multi-currency sales, tax mechanisms, and budgeting capabilities in Microsoft Dynamics 365 FFO Get to grips with month/year-end period close functionality Understand the account payable and receivable module Use Microsoft Dynamics 365 to create financial reports Who this book is for This book is for application consultants, solution architects, controllers, CFOs, pre-sales and other professionals who are involved in a Microsoft Dynamics 365 for finance and operation implementation. Basic knowledge of financial terms, concepts, and terminologies is required.

Microsoft Dynamics AX Implementation Guide
Microsoft Dynamics AX Implementation Guide

Author: Yogesh Kasat

Publisher: Packt Publishing Ltd

Published: 2015-09-18

Total Pages: 348

ISBN-13: 1783980648

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Your all-in-one guide to exploring and implementing Microsoft Dynamics AX About This Book From project kick-off to go live and upgrade, learn what to expect in each phase of the project This book guides you through the entire journey of a Dynamics AX implementation project, helping you to avoid the common pitfalls and adapt industry knowledge and best practices for your own project This one-stop guide is packed with key tools and techniques to aid your Dynamics AX implementation Who This Book Is For This book is for IT project managers, solution architects, and consultants who are planning to implement or are in the process of implementing or upgrading Dynamics AX. To use this book, you must have a working Dynamics AX system in place and must be familiar with the basics of Dynamics AX. What You Will Learn Prepare for a great start with effective project management and planning from the beginning Gather details early using effective requirement-gathering tools and techniques Gain tools and techniques for effective infrastructure planning and hardware sizing Get to grips with integration and data migration through planning and strategy Familiarize yourself with the reporting and BI tools Master functional and technical design to customize existing features and designs in your own projects Manage your configuration and you're your configuration from one environment to another Learn industry's best practices and recommendations on customization development and performance tuning In Detail Microsoft Dynamics AX is Enterprise Resource Planning (ERP) software that supports multi-site operations across various countries, providing international processing within the company. It is an ERP solution with a lot of features and functionality, and it provides support across the fields of financial, distribution, supply chain, project, customer relationship, HR, and field service management. This book is all about simplifying the overall implementation process of Dynamics AX. The purpose of this book is to help IT managers and solution architects implement Dynamics AX to increase the success rate of Dynamics AX projects. This all-in-one guide will take you through an entire journey of a Dynamics AX implementation, ensuring you avoid commonly-made mistakes during implementation. You'll begin with the installation of Dynamics AX and the basic requirements. Then, you'll move onto data migration, reporting, functional and technical design, configuration, and performance tuning. By the end of the book, you will know how to plan and execute Dynamics AX right, on your first attempt, using insider industry knowledge and best practices. Style and approach This is a progressive, easy-to-follow book that summarizes numerous aspects you need to know to make your Dynamics AX implementations successful using code examples to get you hands-on.