Preface
Reading this Book
The primary purpose of this book is to provide you with a good knowledge of the
concept and functionality of Microsoft Dynamics 365 for Finance and Operations.
As a result, you should be able you to execute business processes in the application
on your own. It is primarily designed for users, students, and consultants who are
interested in learning how to use the application.
Going beyond the operations on the user interface, you learn how the different
parts of the application work together. For this reason, also system administrators,
developers, IT executives, or consultants who do not know all the details of the
application take advantage of getting to know the end-to-end concept.
The best way to learn an application is to use it. For that reason, this book includes
exercises that build up on each other in a comprehensive case study. If you need
support with the exercises, download the illustrated sample solutions.
Microsoft Dynamics 365 for Finance and Operations is a very comprehensive
business solution, which makes it impossible to explain all parts of the application
in a single book. In order to provide a profound understanding of the core
application, this book addresses the core functionality in the supply chain
(including trade and logistics, and production control) and finance management. It
covers the application but does not cover tasks in system administration and
development.
Microsoft Dynamics 365 Version
This book is based on version 8.1 of Microsoft Dynamics 365 for Finance and
Operations (released in October 2018). It is an update of my previous book editions
on Dynamics AX. In order to avoid repeating the current long name, the short
name “Dynamics 365” is used for the application in most parts of this book.
Applicable Settings
In Dynamics 365, you can individually select the language of your user interface.
Descriptions and illustrations in this book refer to the language “EN-US” (United
States English). Whereas it is obvious that the Dynamics 365 client shows different
labels when you select languages like Spanish or Russian, there are also differences
when you select British English. For example, the label for the field “Sales tax” is
“VAT” in British English. Other differences between your application and the
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