BBCG.02.02.D365.2.PDF: Configuring an Organization within Dynamics 365 Finance (Second Edition) - Module 2: Configuring the Organizational Settings (Digital)
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 massive upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. 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. The following is a journal of how they set up their system and how they tweaked the system to make it work correctly for them.
Now that we have created our organization, it is time to move on, and the next step in the process is to start configuring the organizational settings. There are a few additional configuration steps to the Organizations codes and controls that you will want to do before continuing to the rest of the system. These will be global configurations that help all the other modules work smoothly.
In this module, we will step through what you need to do to.
- Initialize the Organizations Number Sequences
- Importing Address Zip Code, City, State & County Components
- Configuring The Global Address Book Properties
- Configuring Default Address Books
- Configure Working Time Templates
- Configuring Your Organizational Calendar
- Creating A Default Email Template
- Configuring Your Default Workflow Parameters
- Creating A New Worker Record
- Associating Users With Workers
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