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BBCG.02.03.D365.2.PDF: Configuring an Organization within Dynamics 365 Finance (Second Edition) - Module 3: Configuring the Legal Entity (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 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 all the plumbing configured for the organization, it is time to make a couple of tweaks to the default Legal Entity that was created to add a little more detail.

In this module, we will show we some of the initial personalization of the Legal Entity.

Topics Covered

  • Updating the Legal Entity Address details
  • Adding logos to the Legal Entity documents
  • Adding custom Banners and Logos to the default workspace
Series: Dynamics Companions Bare Bones Configuration Guides
Guide:  Configuring an Organization within Dynamics 365 Finance
Module: 3 - Configuring the Legal Entity
Digital: 47 pages
Edition: Second
Publisher: Blind Squirrel Publishing (August 30, 2020)
Language: English
Product Dimensions:  8.5 x 11 inches

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