#D365 #D365FSC #Setup #FinancialDimensions Have you ever wanted to run a trial balance by Customer, Item, Vendor, Projects, etc. ? There are a lot of benefits to doing this, but the challenge is automating the process. D365 can do this, and the setup is easy. Today, we will use "Projects" as an example. 1. Create a entity backed Financial Dimension General ledger > Chart of Accounts > Dimensions > Financial dimensions Select "New" and choose the desired table. Note: Do not ch

#D365 #D365FSC #FinancialDimensions #Setup #Activate #MaintenanceMode You have created new Financial Dimensions, want to activate them, and system says you must be in maintenance mode. To perform the following steps, you must have access to Life Cycle Services for your environment. 1. Enabling Maintenance Mode Login to Life Cycle Services Choose your project on the front page On the right side click “Full details” for your environment Note: It may take a minute or so for the

#D365 #D365FO #Accounting #Consolidation #FinancialDimensions #LegalEntity #Setup When you setup your Consolidation, Online in Dynamics 365 FO, there is an easy trick to identify what Legal Entity (LE) the Trial Balance values come from. 1. Financial Dimensions Create a Financial Dimension and point it to the Legal Entity table. I usually name the Financial Dimension "LE". General ledger > Chart of Accounts > Dimensions > Financial dimensions Note: You will probably need to p

#D365 #Setup #Override #ChartofAccounts #LegalEntityOverride #FinancialDimensions #FinancialDimensionValues Did you ever want to force the Financial Dimension Values that appear in your Trial Balance. Today we will show you how. Our goal today will be to input some random Financial Dimension Values and force them to be a fixed value. I will use Main Account 201110 for the demonstration. We can choose any fixed value from our Financial Dimension Values, including "Blanks". We