Business document management is a useful feature built on top of the Electronic Reporting (ER) framework. It is a no-code/low-code solution that assists business users in editing documents according to their requirements. Users can start from a Microsoft template or create a document from scratch.

Low-code solutions should always be considered when addressing a GAP. Here’s a quick example demonstrating how the Power Platform can enhance a Dynamics 365 Supply Chain Management process GAP through low-code implementation.

The project management and accounting module is like a new planet in Dynamics 365 finance and operations, but it’s got a fleet of space shuttles connecting it to the rest of our system galaxy. The whole project-to-profit process is pretty big. It all kicks off in the first business process area where we deal with project opportunities, triggering the start of a project and the beginning of a pipeline.

Achieving a successful global ERP roll-out hinges on meticulous coordination among teams, processes, and plans. By optimizing processes and developing a comprehensive toolkit, we can expedite the deployment of new regions or business units. This strategic approach is the cornerstone of attaining success and capitalizing on the advantages of economies of scale.

The choice of a robust business process library can shape the entire implementation journey. From initial workshops, through testing, to user training, this library remains a constant companion. It documents processes, captures tests and acceptance, and continues to shine during rollouts for companies with similar needs.

Ignoring SOX requirements during implementation is a pitfall, frequently overlooked until audits loom. The need for these requirements surfaces then, demanding swift implementation. Dynamics 365 finance and operations apps offers out-of-the-box features that aid in achieving compliance.