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BBCG.02.01.D365.2.PDF: Configuring an Organization within Dynamics 365 Finance (Second Edition)- Module 1: Configuring a new Company (Digital)

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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 Finance & Supply Chain Management 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.

Once you have a new blank system, you will want to configure some of the system settings so that you get the best experience.  This includes configuring some of the system parameters, users, and also linking in some of the other areas that you may want to take advantage of.

Topics Covered

  • Creating A New Legal Entity
  • Switching To Your New Legal Entity
  • Changing The Default Company For The User
  • Configure The Default Document Types Storage Locations
Series: Dynamics Companions Bare Bones Configuration Guides
Guide:  Configuring an Organization within Dynamics 365 Finance
Module: 1 - Configuring a new Company
Digital: 59 pages
Edition: Second
Publisher: Blind Squirrel Publishing (July 16, 2020)
Language: English
Product Dimensions:  8.5 x 11 inches

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