Create fiscal calendars, years, and periods in Dynamics 365 Finance

Intermediate
Functional Consultant
Dynamics 365
Finance

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, seeĀ Dynamics 365 Licensing Update.

When you record financial data in Dynamics 365 Finance, you must include the date of the transaction. By using a fiscal calendar and breaking it down into segments of years and periods, you can post or record financial data to a predefined open period.

In this module, you will learn how to:

  • Differentiate between ledger and fiscal calendars.
  • Configure and set up fiscal calendars, years, and periods.
  • Create and use date intervals.

Prerequisites

  • A basic understanding of finance and accounting processes.
  • The ability to use Dynamics 365 Finance for basic processing.
  • General knowledge of basic navigation in Dynamics 365 Finance.