Business Process Analysis: Understanding Dynamics 365 Finance and Operations

Some businesses need Dynamics 365 Finance and Operations packages that can help them meet their customer service, accounting, marketing, and human resource needs. Some corporations also need special operations to support to assist with manufacturing processes or handling hazardous material transportation. These capabilities are often found in the “all in one” packages. However, a Business Process Analyst can better understand the needs of these companies by reviewing how they use these areas within the company.

The Business Process Analyst will want to review how the company intends to use this area within the organization. Does the company have an Accounting Plan? Is there a toolset available for reporting and analyzing this area? Are there any special reporting tools available for tracking sales or inventory? The BPA will want to determine if the company has a process map set up for the Finance and Operations area. These maps will help the BPA understand what systems are available to the finance and operations area of the company. This will help the BPA understands the challenges and opportunities that the company has and help the BPA makes recommendations to the management team.

Sometimes, the Business Process Analyst will choose to generate process maps and report all information about them. Doing so can help to get the company to consider what may be required to use these functions more effectively. These maps will give the BPA an understanding of how the company wants to move forward with its financial management system. Using process maps can also help the BPA provides suggestions for how the company can reduce the time it takes to complete these processes. It is important to note that a Business Process Analyst should only offer suggestions and not requirements when the requirements are not met.

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307 thoughts on “Business Process Analysis: Understanding Dynamics 365 Finance and Operations

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