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    Microsoft Dynamics 365 For Finance And Operations A Complete Guide - 2020 Edition
    Microsoft Dynamics 365 For Finance And Operations A Complete Guide - 2020 Edition
    Microsoft Dynamics 365 For Finance And Operations A Complete Guide - 2020 Edition
    Ebook361 pages5 hours

    Microsoft Dynamics 365 For Finance And Operations A Complete Guide - 2020 Edition

    By Gerardus Blokdyk

    ()

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    About this ebook

    What happens to Dynamics 365 for Finance and Operations, Business edition? Has the business case been approved already? What is your projected date of implementation? How do you view your competitive landscape why does ARIBA win over or lose to its competitors? How does each impact of a persons current and future financial position?

    This one-of-a-kind Microsoft Dynamics 365 For Finance And Operations self-assessment will make you the dependable Microsoft Dynamics 365 For Finance And Operations domain auditor by revealing just what you need to know to be fluent and ready for any Microsoft Dynamics 365 For Finance And Operations challenge.

    How do I reduce the effort in the Microsoft Dynamics 365 For Finance And Operations work to be done to get problems solved? How can I ensure that plans of action include every Microsoft Dynamics 365 For Finance And Operations task and that every Microsoft Dynamics 365 For Finance And Operations outcome is in place? How will I save time investigating strategic and tactical options and ensuring Microsoft Dynamics 365 For Finance And Operations costs are low? How can I deliver tailored Microsoft Dynamics 365 For Finance And Operations advice instantly with structured going-forward plans?

    There’s no better guide through these mind-expanding questions than acclaimed best-selling author Gerard Blokdyk. Blokdyk ensures all Microsoft Dynamics 365 For Finance And Operations essentials are covered, from every angle: the Microsoft Dynamics 365 For Finance And Operations self-assessment shows succinctly and clearly that what needs to be clarified to organize the required activities and processes so that Microsoft Dynamics 365 For Finance And Operations outcomes are achieved.

    Contains extensive criteria grounded in past and current successful projects and activities by experienced Microsoft Dynamics 365 For Finance And Operations practitioners. Their mastery, combined with the easy elegance of the self-assessment, provides its superior value to you in knowing how to ensure the outcome of any efforts in Microsoft Dynamics 365 For Finance And Operations are maximized with professional results.

    Your purchase includes access details to the Microsoft Dynamics 365 For Finance And Operations self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows you exactly what to do next. Your exclusive instant access details can be found in your book. You will receive the following contents with New and Updated specific criteria:

    - The latest quick edition of the book in PDF

    - The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

    - The Self-Assessment Excel Dashboard

    - Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

    - In-depth and specific Microsoft Dynamics 365 For Finance And Operations Checklists

    - Project management checklists and templates to assist with implementation

    INCLUDES LIFETIME SELF ASSESSMENT UPDATES

    Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

    LanguageEnglish
    Publisher5STARCooks
    Release dateSep 6, 2019
    ISBN9780655965602
    Microsoft Dynamics 365 For Finance And Operations A Complete Guide - 2020 Edition

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      Book preview

      Microsoft Dynamics 365 For Finance And Operations A Complete Guide - 2020 Edition - Gerardus Blokdyk

      Microsoft Dynamics 365 For Finance And Operations

      Complete Self-Assessment Guide

      The guidance in this Self-Assessment is based on Microsoft Dynamics 365 For Finance And Operations best practices and standards in business process architecture, design and quality management. The guidance is also based on the professional judgment of the individual collaborators listed in the Acknowledgments.

      Notice of rights

      You are licensed to use the Self-Assessment contents in your presentations and materials for internal use and customers without asking us - we are here to help.

      All rights reserved for the book itself: this book may not be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher.

      The information in this book is distributed on an As Is basis without warranty. While every precaution has been taken in the preparation of he book, neither the author nor the publisher shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the products described in it.

      Trademarks

      Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and the publisher was aware of a trademark claim, the designations appear as requested by the owner of the trademark. All other product names and services identified throughout this book are used in editorial fashion only and for the benefit of such companies with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book.

      Copyright © by The Art of Service

      https://theartofservice.com

      [email protected]

      About The Art of Service

      The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.

      Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

      Unless you’re talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions.

      Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

      With The Art of Service’s Standard Requirements Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.

      Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:

      https://theartofservice.com

      [email protected]

      Included Resources - how to access

      Included with your purchase of the book is the Microsoft Dynamics 365 For Finance And Operations Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.

      How? Simply send an email to

      [email protected]

      with this books’ title in the subject to get the Microsoft Dynamics 365 For Finance And Operations Self Assessment Tool right away.

      You will receive the following contents with New and Updated specific criteria:

      •The latest quick edition of the book in PDF

      •The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

      •The Self-Assessment Excel Dashboard, and...

      •Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

      •In-depth specific Checklists covering the topic

      •Project management checklists and templates to assist with implementation

      INCLUDES LIFETIME SELF ASSESSMENT UPDATES

      Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

      Get it now- you will be glad you did - do it now, before you forget.

      Send an email to [email protected] with this books’ title in the subject to get the Microsoft Dynamics 365 For Finance And Operations Self Assessment Tool right away.

      Purpose of this Self-Assessment

      This Self-Assessment has been developed to improve understanding of the requirements and elements of Microsoft Dynamics 365 For Finance And Operations, based on best practices and standards in business process architecture, design and quality management.

      It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.

      The criteria of requirements and elements of Microsoft Dynamics 365 For Finance And Operations have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.

      In this format, even with limited background knowledge of Microsoft Dynamics 365 For Finance And Operations, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.

      How to use the Self-Assessment

      On the following pages are a series of questions to identify to what extent your Microsoft Dynamics 365 For Finance And Operations initiative is complete in comparison to the requirements set in standards.

      To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.

      1 Strongly Disagree

      2 Disagree

      3 Neutral

      4 Agree

      5 Strongly Agree

      Read the question and rate it with the following in front of mind:

      ‘In my belief,

      the answer to this question is clearly defined’.

      There are two ways in which you can choose to interpret this statement;

      1.how aware are you that the answer to the question is clearly defined

      2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.

      A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.

      After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Microsoft Dynamics 365 For Finance And Operations Scorecard on the second next page of the Self-Assessment.

      Your completed Microsoft Dynamics 365 For Finance And Operations Scorecard will give you a clear presentation of which Microsoft Dynamics 365 For Finance And Operations areas need attention.

      Microsoft Dynamics 365 For Finance And Operations

      Scorecard Example

      Example of how the finalized Scorecard can look like:

      Microsoft Dynamics 365 For Finance And Operations

      Scorecard

      Your Scores:

      BEGINNING OF THE

      SELF-ASSESSMENT:

      Table of Contents

      About The Art of Service14

      Included Resources - how to access14

      Purpose of this Self-Assessment16

      How to use the Self-Assessment17

      Microsoft Dynamics 365 For Finance And Operations

      Scorecard Example19

      Microsoft Dynamics 365 For Finance And Operations

      Scorecard20

      BEGINNING OF THE

      SELF-ASSESSMENT:21

      CRITERION #1: RECOGNIZE22

      CRITERION #2: DEFINE:31

      CRITERION #3: MEASURE:43

      CRITERION #4: ANALYZE:51

      CRITERION #5: IMPROVE:65

      CRITERION #6: CONTROL:80

      CRITERION #7: SUSTAIN:92

      Microsoft Dynamics 365 for Finance and Operations and Managing Projects, Criteria for Project Managers:141

      1.0 Initiating Process Group: Microsoft Dynamics 365 for Finance and Operations142

      1.1 Project Charter: Microsoft Dynamics 365 for Finance and Operations144

      1.2 Stakeholder Register: Microsoft Dynamics 365 for Finance and Operations146

      1.3 Stakeholder Analysis Matrix: Microsoft Dynamics 365 for Finance and Operations147

      2.0 Planning Process Group: Microsoft Dynamics 365 for Finance and Operations149

      2.1 Project Management Plan: Microsoft Dynamics 365 for Finance and Operations152

      2.2 Scope Management Plan: Microsoft Dynamics 365 for Finance and Operations154

      2.3 Requirements Management Plan: Microsoft Dynamics 365 for Finance and Operations156

      2.4 Requirements Documentation: Microsoft Dynamics 365 for Finance and Operations158

      2.5 Requirements Traceability Matrix: Microsoft Dynamics 365 for Finance and Operations160

      2.6 Project Scope Statement: Microsoft Dynamics 365 for Finance and Operations162

      2.7 Assumption and Constraint Log: Microsoft Dynamics 365 for Finance and Operations165

      2.8 Work Breakdown Structure: Microsoft Dynamics 365 for Finance and Operations167

      2.9 WBS Dictionary: Microsoft Dynamics 365 for Finance and Operations169

      2.10 Schedule Management Plan: Microsoft Dynamics 365 for Finance and Operations171

      2.11 Activity List: Microsoft Dynamics 365 for Finance and Operations173

      2.12 Activity Attributes: Microsoft Dynamics 365 for Finance and Operations175

      2.13 Milestone List: Microsoft Dynamics 365 for Finance and Operations177

      2.14 Network Diagram: Microsoft Dynamics 365 for Finance and Operations179

      2.15 Activity Resource Requirements: Microsoft Dynamics 365 for Finance and Operations181

      2.16 Resource Breakdown Structure: Microsoft Dynamics 365 for Finance and Operations183

      2.17 Activity Duration Estimates: Microsoft Dynamics 365 for Finance and Operations185

      2.18 Duration Estimating Worksheet: Microsoft Dynamics 365 for Finance and Operations188

      2.19 Project Schedule: Microsoft Dynamics 365 for Finance and Operations190

      2.20 Cost Management Plan: Microsoft Dynamics 365 for Finance and Operations192

      2.21 Activity Cost Estimates: Microsoft Dynamics 365 for Finance and Operations194

      2.22 Cost Estimating Worksheet: Microsoft Dynamics 365 for Finance and Operations196

      2.23 Cost Baseline: Microsoft Dynamics 365 for Finance and Operations198

      2.24 Quality Management Plan: Microsoft Dynamics 365 for Finance and Operations200

      2.25 Quality Metrics: Microsoft Dynamics 365 for Finance and Operations202

      2.26 Process Improvement Plan: Microsoft Dynamics 365 for Finance and Operations204

      2.27 Responsibility Assignment Matrix: Microsoft Dynamics 365 for Finance and Operations206

      2.28 Roles and Responsibilities: Microsoft Dynamics 365 for Finance and Operations208

      2.29 Human Resource Management Plan: Microsoft Dynamics 365 for Finance and Operations210

      2.30 Communications Management Plan: Microsoft Dynamics 365 for Finance and Operations212

      2.31 Risk Management Plan: Microsoft Dynamics 365 for Finance and Operations214

      2.32 Risk Register: Microsoft Dynamics 365 for Finance and Operations216

      2.33 Probability and Impact Assessment: Microsoft Dynamics 365 for Finance and Operations218

      2.34 Probability and Impact Matrix: Microsoft Dynamics 365 for Finance and Operations220

      2.35 Risk Data Sheet: Microsoft Dynamics 365 for Finance and Operations222

      2.36 Procurement Management Plan: Microsoft Dynamics 365 for Finance and Operations224

      2.37 Source Selection Criteria: Microsoft Dynamics 365 for Finance and Operations226

      2.38 Stakeholder Management Plan: Microsoft Dynamics 365 for Finance and Operations228

      2.39 Change Management Plan: Microsoft Dynamics 365 for Finance and Operations230

      3.0 Executing Process Group: Microsoft Dynamics 365 for Finance and Operations232

      3.1 Team Member Status Report: Microsoft Dynamics 365 for Finance and Operations234

      3.2 Change Request: Microsoft Dynamics 365 for Finance and Operations236

      3.3 Change Log: Microsoft Dynamics 365 for Finance and Operations238

      3.4 Decision Log: Microsoft Dynamics 365 for Finance and Operations240

      3.5 Quality Audit: Microsoft Dynamics 365 for Finance and Operations242

      3.6 Team Directory: Microsoft Dynamics 365 for Finance and Operations245

      3.7 Team Operating Agreement: Microsoft Dynamics 365 for Finance and Operations247

      3.8 Team Performance Assessment: Microsoft Dynamics 365 for Finance and Operations249

      3.9 Team Member Performance Assessment: Microsoft Dynamics 365 for Finance and Operations251

      3.10 Issue Log: Microsoft Dynamics 365 for Finance and Operations253

      4.0 Monitoring and Controlling Process Group: Microsoft Dynamics 365 for Finance and Operations255

      4.1 Project Performance Report: Microsoft Dynamics 365 for Finance and Operations257

      4.2 Variance Analysis: Microsoft Dynamics 365 for Finance and Operations259

      4.3 Earned Value Status: Microsoft Dynamics 365 for Finance and Operations261

      4.4 Risk Audit: Microsoft Dynamics 365 for Finance and Operations263

      4.5 Contractor Status Report: Microsoft Dynamics 365 for Finance and Operations265

      4.6 Formal Acceptance: Microsoft Dynamics 365 for Finance and Operations267

      5.0 Closing Process Group: Microsoft Dynamics 365 for Finance and Operations269

      5.1 Procurement Audit: Microsoft Dynamics 365 for Finance and Operations271

      5.2 Contract Close-Out: Microsoft Dynamics 365 for Finance and Operations274

      5.3 Project or Phase Close-Out: Microsoft Dynamics 365 for Finance and Operations276

      5.4 Lessons Learned: Microsoft Dynamics 365 for Finance and Operations278

      Microsoft Dynamics 365 For Finance And Operations and Managing Projects, Criteria for Project Managers:280

      1.0 Initiating Process Group: Microsoft Dynamics 365 For Finance And Operations281

      1.1 Project Charter: Microsoft Dynamics 365 For Finance And Operations283

      1.2 Stakeholder Register: Microsoft Dynamics 365 For Finance And Operations285

      1.3 Stakeholder Analysis Matrix: Microsoft Dynamics 365 For Finance And Operations286

      2.0 Planning Process Group: Microsoft Dynamics 365 For Finance And Operations288

      2.1 Project Management Plan: Microsoft Dynamics 365 For Finance And Operations290

      2.2 Scope Management Plan: Microsoft Dynamics 365 For Finance And Operations292

      2.3 Requirements Management Plan: Microsoft Dynamics 365 For Finance And Operations295

      2.4 Requirements Documentation: Microsoft Dynamics 365 For Finance And Operations297

      2.5 Requirements Traceability Matrix: Microsoft Dynamics 365 For Finance And Operations299

      2.6 Project Scope Statement: Microsoft Dynamics 365 For Finance And Operations301

      2.7 Assumption and Constraint Log: Microsoft Dynamics 365 For Finance And Operations304

      2.8 Work Breakdown Structure: Microsoft Dynamics 365 For Finance And Operations306

      2.9 WBS Dictionary: Microsoft Dynamics 365 For Finance And Operations308

      2.10 Schedule Management Plan: Microsoft Dynamics 365 For Finance And Operations310

      2.11 Activity List: Microsoft Dynamics 365 For Finance And Operations312

      2.12 Activity Attributes: Microsoft Dynamics 365 For Finance And Operations314

      2.13 Milestone List: Microsoft Dynamics 365 For Finance And Operations316

      2.14 Network Diagram: Microsoft Dynamics 365 For Finance And Operations318

      2.15 Activity Resource Requirements: Microsoft Dynamics 365 For Finance And Operations320

      2.16 Resource Breakdown Structure: Microsoft Dynamics 365 For Finance And Operations322

      2.17 Activity Duration Estimates: Microsoft Dynamics 365 For Finance And Operations324

      2.18 Duration Estimating Worksheet: Microsoft Dynamics 365 For Finance And Operations326

      2.19 Project Schedule: Microsoft Dynamics 365 For Finance And Operations328

      2.20 Cost Management Plan: Microsoft Dynamics 365 For Finance And Operations330

      2.21 Activity Cost Estimates: Microsoft Dynamics 365 For Finance And Operations332

      2.22 Cost Estimating Worksheet: Microsoft Dynamics 365 For Finance And Operations334

      2.23 Cost Baseline: Microsoft Dynamics 365 For Finance And Operations336

      2.24 Quality Management Plan: Microsoft Dynamics 365 For Finance And Operations338

      2.25 Quality Metrics: Microsoft Dynamics 365 For Finance And Operations340

      2.26 Process

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