1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Modeling
  4. Business modeling

Describe organization model

Describe an organization model for a typical target company. Define the roles in your solution. You can use the standard D365 FO roles. But you can also add roles that are specific for your solution. Define the persons that play a role in your solution. You can use the standard D365 FO personas. But you can also add persons that are specific for your solution.


Architect Architect Business analyst Business analyst Set up roles Set up roles Define the roles in your solution. A role is a business function that is done by a person. You can distinguish between two types of roles: Organizational roles: the lowest tier on the organization model. Functional roles: business processes are done by the organization to produce products or services for its customers. The horizontal flow of the process is divided into activities, which can be further divided into more detailed activities. Roles are assigned to these detail-level activities to reflect individual process responsibility and accountability. You can use security roles as defined in the security configuration in the System administration module or create roles in RapidValue. Procedure 1. Click Business process modeling. 2. Click the Roles tab. 3. Click Add. 4. Sub-task: Add security role from System administration. 5. On the Roles tab, in the Area field, enter or select a value. 6. In the list, find and select the desired security roles. Note: On add, a RapidValue role is created which is linked to the security role. 7. Sub-task: Add RapidValue role. 8. You can create a role in RapidValue. Click the New tab. Note: You either select security roles or create a role in RapidValue. You cannot do both in one go. 9. In the RoleId field, type a value. 10. In the Description field, type a value. 11. In the Area field, enter or select a value. 12. Click OK. Set up skills Set up skills A skill represents a specific skill, experience, education, or training that a person can have. You can use skills to make assigning people to roles easier and more structured.You can use skills as defined in the Human resources module or create skills in RapidValue. Procedure 1. Click Business process modeling. 2. Click Skills. 3. Click Add. 4. Sub-task: Add skills from human resources. 5. In the Type field, select an option. 6. On the Skills tab, in the list, find and select the desired skills. 7. Sub-task: Add RapidValue skill. 8. You can create a skill in RapidValue. Click the New tab. Note: You either select skills from the Human resources module or create a RapidValue skill. You cannot do both in one go. 9. In the SkillId field, type a value. 10. In the Description field, type a value. 11. In the Type field, select an option. 12. Click OK. Set up organization structure Set up organization structure Set up the organization structure of a typical target company for your solution.You can use organizations as defined in the Organization administration module or create organizations in RapidValue. Procedure 1. Click Business process modeling. 2. Click the Organizations tab. 3. Click Edit hierarchy. 4. Click Add. 5. Sub-task: Add organizations from Organization administration. 6. On the Organizations tab, in the Area field, enter or select a value. 7. In the list, find and select the desired organizations. 8. Sub-task: Add RapidValue organization. 9. To set up the organization structure, you can create an organization in RapidValue. Click the New tab. Note: You either select organizations from the Organization administration module or create an organization in RapidValue. You cannot do both in one go. 10. In the OrganizationId field, type a value. 11. In the Description field, type a value. 12. In the Area field, enter or select a value. 13. In the Type field, select an option. 14. Click OK. Set up people Set up people Define the people that play a role in your solution. You are advised to use the standard Microsoft Dynamics persons. However, you can add persons that are specific for your solution. You can see persons as templates that you can use to simplify role assignments for actual persons in customer specific models. Procedure 1. Click Business process modeling. 2. Click the People tab. 3. Click New. 4. In the Person field, type a value. 5. In the User ID field, enter or select a value. 6. In the Email address field, type a value. 7. Click Add skill. 8. In the list, mark the selected row. 9. In the Skill field, enter or select a value. 10. Click Save. 11. Close the page. Notes You can add an image of the person. To do so, on the Action pane, click Image -> Upload. Start Start Add positions Add positions Add positions to each organization in the organization hierarchy. A position not only defines which role a person has in this part of the organization, but also gives a specification of the role of the person. For example, a team consists of several persons with the role Engineer. However, one of them has, in this team, the position of Lead engineer.You can use positions as defined in the Human resources module or create positions in RapidValue. Procedure 1. Click Business process modeling. 2. Click the Organizations tab. 3. Click Edit hierarchy. 4. In the tree, select 'an organization'. 5. Click the Positions tab. 6. Sub-task: Add position from Human resources. 7. Click Add. 8. Click From Human resources. 9. On the Positions tab, in the list, find and select the desired positions. 10. Click OK. 11. Sub-task: Add position in RapidValue. 12. Click Add. 13. Click New. 14. In the Role field, enter or select a value. 15. In the Position field, type a value. 16. In the Person field, enter or select a value. 17. Close the page. End End

Activities

Name Responsible Description

Set up roles

Architect

Define the roles in your solution.

A role is a business function that is done by a person. You can distinguish between two types of roles:

  • Organizational roles: the lowest tier on the organization model.
  • Functional roles: business processes are done by the organization to produce products or services for its customers. The horizontal flow of the process is divided into activities, which can be further divided into more detailed activities. Roles are assigned to these detail-level activities to reflect individual process responsibility and accountability.
You can use security roles as defined in the security configuration in the System administration module or create roles in RapidValue.

Set up skills

Architect

 		A skill represents a specific skill, experience, education, or training that a person can have. You can use skills to make assigning people to roles easier and more structured.
You can use skills as defined in the Human resources module or create skills in RapidValue.

Set up organization structure

Business analyst

Set up the organization structure of a typical target company for your solution.

You can use organizations as defined in the Organization administration module or create organizations in RapidValue.

Set up people

Business analyst

 		Define the people that play a role in your solution. You are advised to use the standard Microsoft Dynamics persons. However, you can add persons that are specific for your solution. You can see persons as templates that you can use to simplify role assignments for actual persons in customer specific models.

Add positions

Business analyst

 		Add positions to each organization in the organization hierarchy. A position not only defines which role a person has in this part of the organization, but also gives a specification of the role of the person. For example, a team consists of several persons with the role Engineer. However, one of them has, in this team, the position of Lead engineer.
You can use positions as defined in the Human resources module or create positions in RapidValue.

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