Work with fiscal year settings

Applies to Dynamics 365 for Customer Engagement apps version 9.x
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)

You can set the fiscal year period, and how it’s displayed, for your organization.

Important

After you set the fiscal year options, you can’t change them. Fiscal year options affect the way in which your organization's data is stored in Dynamics 365 for Customer Engagement apps.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Business Management.

  3. Click Fiscal Year Settings.

  4. Type information in the text boxes.

    • In the Start Date box, select the date to start the fiscal year.

    • In the Fiscal Period Template drop-down list, select how your fiscal year is divided.

    • In the Fiscal Year drop-down list, select how you want to display the fiscal year.

    • In Name Based On drop-down list, select whether the fiscal year name is displayed on the start or end of the fiscal year.

    • In the Fiscal Period drop-down list, select how you want to display the fiscal period.

    • In the Display As drop-down list, select how you want the fiscal year abbreviation and the year to appear.

  5. Click OK.

See also

Set up sales territories to organize business markets by geographical area