Table Of ContentImplementing Microsoft
Dynamics 365 for Finance and
Operations
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This book is based on Enterprise Edition
Rahul Mohta
Yogesh Kasat
JJ Yadav
BIRMINGHAM - MUMBAI
Implementing Microsoft Dynamics 365 for
Finance and Operations
Copyright © 2017 Packt Publishing
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First published: September 2017
Production reference: 1120917
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Credits
Authors Copy Editor
Rahul Mohta Muktikant Garimella
Yogesh Kasat
JJ Yadav
Reviewers Project Coordinator
Nicolae Tarla Ulhas Kambali
Madhu Babu Rapolu
Pankaj Sonawane
Sukrut Parab
Commissioning Editor Proofreader
Aaron Lazar Safis Editing
Acquisition Editor Indexer
Denim Pinto Francy Puthiry
Content Development Editor Graphics
Vikas Tiwari Abhinash Sahu
Technical Editor Production Coordinator
Subhalaxmi Nadar Melwyn D'sa
Disclaimer
This book was prepared by each of author's personal capacity. The opinions and
recommendations expressed are the author's own and do not reflect the view of any of the
organizations they are associated with.
About the Authors
Rahul Mohta is a cofounder of Real Dynamics and also works as an independent trainer for
Microsoft. He has 16 years of experience in ERP, focusing on Microsoft Dynamics 365 for
Finance and Operations, Enterprise edition (AX) and has worked for customers and
partners worldwide. His experience spans multiple geographies (America, Europe, and
Asia) across various domains, such as financials, supply chain and distribution, projects,
manufacturing, warehousing, retail, and professional services, where he works as a trusted
advisor while undertaking diverse roles across various implementations and initiatives.
He is an enthusiast of ensuring value creation while embracing Microsoft Dynamics 365 for
Finance and Operations, Enterprise edition (AX), and he regularly shares his knowledge
through blogs and training sessions delivered for Microsoft and other companies.
I would like to thank several people who supported me directly as well as indirectly in my
knowledge on Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
(AX) and for motivating me to write this book. I sincerely thank my parents, coauthors
(Yogesh and JJ), partners in Real Dynamics, mentors, colleagues, and my near and dear
ones in my family and circle of friends.
Yogesh Kasat is a founding partner of Real Dynamics, which is one of the first IV&Vs
(Independent Verification and Validation services provider) for Microsoft Dynamics 365 for
Finance and Operations, Enterprise edition. He has led several large Dynamics AX
implementations and turned them into success stories with his unique blend of knowledge
of financial and supply chain modules, technical architecture, and business process
optimization.
Yogesh brings over 15 years of experience in ERP Consulting and Audits to the team. He
has worked as a solution architect and project lead on many enterprise engagements, and as
an advisor with the Microsoft Product team. His global customer experience covers the
USA, Canada, UK, Ireland, Japan, India, and Singapore.
Yogesh is a returning author, and having previously written the book Microsoft Dynamics
AX Implementation Guide.
I would like to thank several people who provided me encouragement and valuable feedback
on the previous. My sincere thanks to customers, colleagues at Real Dynamics, mentors,
and peers in the industry who helped me gain knowledge on Microsoft Dynamics 365 for
Finance and Operations, Enterprise edition (AX). I thank my mom, sisters and brothers,
wife and kids, and friends and family for their continued support while I was writing.
JJ Yadav has been working on Microsoft Dynamics 365 for Finance and Operations,
Enterprise edition for more than 13 years as a solutions architect, project manager, technical
lead, and developer. He started working on Axapta 3.0 as a developer with Euro Info
Systems in India (now Tectura India). He has experience in leading and managing several
Dynamics AX Global implementations and upgrade projects. His core technical expertise
includes infrastructure planning, integration services, data migration, and workflow. He
has extensive functional experience in financials, procurement, accounts payable, accounts
receivable, inventory and warehouse management, and the service modules of Dynamics
AX.
Currently, he works as a senior project manager with Hitachi Solutions, America in the
central region of the U.S.
JJ Yadav has also coauthored the book Microsoft Dynamics AX Implementation Guide,
published by Packt.
I would like to thank my family, friends, and coworkers for their support and inspiration,
and my beautiful wife, Khushboo, for supporting and encouraging me at every walk of life
and for all her patience and support during the hours and weekends that I spent writing
this book.
My sincere gratitude to my coauthors, Yogesh Kasat and Rahul Mohta, for putting in
great teamwork while writing this book. I would like to thank all the reviewers and Packt
for providing valuable feedback and comments during the creation of this book.
About the Reviewers
Nicolae Tarla is a Microsoft Dynamics 365 specialist with a focus on solution architecture
and technical presales. He has worked on various mid-sized to enterprise-level Dynamics
365, Office 365, and SharePoint implementations for both private and public sectors. He has
been awarded the Business Solutions MVP designation for community contributions across
several times.
Nicolae has participated as a technical reviewer and author on several books, presented at
several events and conferences. He blogs at (cid:73)(cid:85)(cid:85)(cid:81)(cid:84)(cid:28)(cid:17)(cid:17)(cid:85)(cid:73)(cid:70)(cid:68)(cid:83)(cid:78)(cid:88)(cid:74)(cid:91)(cid:16)(cid:68)(cid:80)(cid:78)(cid:17).
Nicolae has also worked as a technical reviewer on the books: Microsoft Dynamics 365
Extensions Cookbook and Microsoft Dynamics CRM 2011: Dashboards Cookbook. Moreover, he
has authored Microsoft Dynamics CRM 2016 Customizations, Microsoft Dynamics CRM
Customization Essentials, and Microsoft Dynamics CRM 2011 Scripting Cookbook by Packt.
I would like to thank the author and publisher for offering me the opportunity to partake in
this review. It was a great experience assisting on this project. In addition, a big thanks
goes to the Dynamics 365 community, for supporting the authors.
Sukrut Parab is senior solutions architect in Dynamics 365 for Operations (AX). He brings
11+ years of technology experience in industry and consulting, exclusively focused on
Microsoft Dynamics AX development and related technologies (.NET ,SQL). He has been
part of the successful upgrade from Ax 2012 RU 7 to Dynamics 365 for Operations. He has
been working on Dynamics AX since Axapta 3.0 and has extensive experience in solution
architecture, design, development, integration, data migration, and version upgrade for
Microsoft Dynamics AX ERP. He has successfully worked with global teams to implement
ERP systems in a variety of industries (finance, trade and logistics, entertainment, retail,
and so on). He has also worked extensively on various Microsoft Dynamics AX modules,
such as accounts payable, accounts receivable, inventory, product information
management, general ledger, expense management, and HR. Sukrut has a bachelor's degree
in electronics and telecommunication engineering and is a Microsoft Certified Technology
Specialist (MCTS), Dynamics AX.
Madhu Babu Rapolu has 17 years of industry experience, with over 11 years of experience
working on the various versions of Microsoft Dynamics 365 for Finance and Operations,
Enterprise edition. He has extensive functional experience in the trade and logistics,
financials, project management and accounting, and production modules of Microsoft
Dynamics AX. He has played versatile roles during his tenure as a business analyst,
functional lead, and project manager. He is currently working as a solution architect in the
central region of the USA.
Pankaj Sonawane is an accomplished, dedicated, and result-oriented Microsoft Certified
Dynamics 365 Consultant. He is a highly motivated Dynamics AX professional with solid
track records in AX consulting, solution designs, and the development and delivery of AX
projects. He has been working for more than 13 years in the AX space, with strong
analytical and problem-solving skills, from Axapta 3.0 to the latest Dynamics 365 for
Finance and Operations, Enterprise edition. During his career, he has played various roles
in some of the world’s largest Dynamics AX implementations and upgrade projects,
ranging from senior developer and technical consultant to technical architect, team lead,
and AX manager. He has been continuously working in the Microsoft technology stack
using MorphX, X++, SQL, C#, ASP.Net, BizTalk, AIF, SSRS, SSAS, data warehousing, Power
BI, Visual Studio, and so on. He is also proficient in different AX-functional areas such as
trade and logistics, AR, AP, inventory, general ledger, and human resource. He is also
skilled in developing user documentation, requirements specifications, technical
documentation, and architectural designs. He is the most sought-after ERP expert with an
in-depth knowledge of AX as a product.
Recently, Pankaj has successfully completed an upgrade from Dynamics AX 2012 to
Dynamics 365 for Finance and Operations, Enterprise edition and has continued working
on the same to integrate Dynamics 365 with various SaaS systems.
