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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE FREE CHAPTER 2. Implementation Methodology 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Configuring business management settings

Business management settings are used to configure settings that are related directly to day-to-day business activities of Dynamics 365 CE users. Let's discuss configuration options available under this setting.

Fiscal Year Settings

We can use this configuration to set up fiscal year-related settings for our organization; for example, when we start our fiscal year. In India, the fiscal year starts from April 1, so we can set up our business start date as of April 1. The following screenshot shows how we can set up the display fiscal year information in Dynamics 365 CE:

We can also set up how our fiscal year will be divided. For example, we may want to analyze our business performance...

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