The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards and clerics in all Faerûn, and are headquartered in the great city of Waterdeep on the Sword Coast.

Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll based financial system is not going to scale any more, and their manual supply chain management processes that they are using will not be able to handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities, and the following is a journal of how they set up their system, and how they tweaked the system to make it work perfectly for them.

If you want to follow along in the journey and set up your own copy of the system, then feel free.

For us to track all the financial and operational information for the Waterdeep Trading Company, we will need to set up a new company within Dynamics 365 with its own financial ledger.  Additionally, we will probably want to track all our money through a bank account or two.

This company will be the foundation for all the other functions that we will build later, like the inventory management, sales, procurement and more.

Contents

• Waterdeep Trading Company Banner
• Chart of Accounts - WDTC

Series: Waterdeep Trading Company Project

Publisher: Blind Squirrel Publishing (December 15, 2018)