Wednesday, July 11, 2018

How To set up your fiscal year in Dynamics 365

Why you would do this:
For clients that have a fiscal year that starts on January 1st, the system default is already set and you don't need to do anything else at this point. However, some of my clients have a fiscal year that starts on a different month, and this article is for them. Setting up the fiscal year allows you to use features in your views and sales goals based on the fiscal year, for example
To set your fiscal year: You need to have System Administrator rights to access this feature. If you do, then navigate to Settings/Business Management/Fiscal Year Settings
Then update the start date to 9/1/18 or what ever the first day is of your last fiscal year (the year is not important in this date field, only the Month/Day)