Setting Up Dynamics 365 for Financials

Financials includes standard configurations for most business processes, but you can change the configuration to suit the needs of company.

For example, your chart of accounts is prefilled with a number of posting accounts ready for use. You can, of course, change the chart of accounts to suit your needs. For more information, see Finance.

From your Home page, you can access assisted setup guides that help you configure certain scenarios and add features to Financials. For information about how to access all assisted and manual setup windows, see Getting Ready for Doing Business.

Some functionality, either general or for specific business processes, can be set up manually in addition to the assisted setup. The following lists some of functionality that can you can set up manually.

To See
Set up payment methods, currencies, and the chart of accounts, and define rules and defaults for managing financial transactions. Setting Up Finance
Set up your own and your vendors' bank accounts and enable services for importing and exporting bank files. Setting Up Banking
Configure the rules and values that define your company's sales policies, register new customers, and set up how you communicate with customers. Setting Up Sales
Configure the rules and values that define your company's purchasing policies, register new vendors, and prioritize your vendors for payment processing. Setting Up Purchasing
Configure the rules and values that define the company's inventory policies, set up locations if you keep inventory in multiple warehouses, and categorize your items to improve searching and sorting . Setting Up Inventory
Set up resources, time sheets, and jobs to manage projects. Setting Up Project Management
Configure how to insure, maintain, and depreciate fixed assets, and how you record the costs of fixed assets in your company books. Setting Up Fixed Assets
Define the general rules and values for warehouse processes and the specific handling at each location. Setting Up Warehouse Management
Prepare production BOMs and routings to define how end items are produced, and prepare machine or work centers to perform the required operations. Setting Up Manufacturing
Set up unique identification codes for records, such as cards, documents, and journal lines, to track them in the system. Creating Number Series
Set up the SMTP Mail Setup window to send and receive emails from documents within Financials. How to: Set up Email
Set up unique identification codes. How to: Create Number Series

Some areas require you to be an administrator in your Financials subscription. For more information, see Setup and Administration in Dynamics 365 for Financials.

See Also

Finance
Sales Purchasing
Inventory
Project Management Fixed Assets
Assembly Management
Manufacturing
Warehouse Management
Working with Financials
Setup and Administration in Dynamics 365 for Financials
Creating New Companies in Financials
Welcome to Financials

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