Organization settings

This following pages are available in the Settings > Advanced Settings > Organization section:

  • User Management: Manage user accounts and assign security roles. More information: Manage users
  • Team Management: Organize users into teams and apply roles to teams. More information: Manage teams
  • Fiscal Year: Define the fiscal year period used for reporting financial data at your organization. More information: Define fiscal year settings
  • Excel and Word Templates: Create templates that you can use to export, format, and share data from Dynamics 365. More information: Manage Excel templates and Manage Word templates