To help you get going quickly, Dynamics 365 for Financials includes standard configurations for most financial processes. If you need to change the configurations to suit your business, go right ahead. For example, from the Home page you can use an assisted setup guide to set up sales tax rate for your location.
However, there are some things you need to set up yourself. For example, if you want to use dimensions as a basis for business intelligence.+
The following table describes a sequence of tasks, with links to the topics that describe them.
| To | See |
|---|---|
| Choose how you pay your vendors. | Payment Methods |
| Set up fiscal periods. | How to: Open a New Fiscal Year |
| Set up or update additional currencies if you perform international trade. | How to: Update Currency Exchange Rates |
| Set up unique identification codes. | Creating Number Series |
| Add dimensions for richer business intelligence. | Set Up Dimensions |
| Add new accounts to the existing chart of accounts. | Set Up the Chart of Accounts |
| Set up business intelligence (BI) charts to analyze cash flow. | Setting Up Cash Flow Analysis |