Edit

Work with fiscal year settings

  • Article

You can set the fiscal year period, and how it's displayed, for your organization.

Important

Fiscal year options affect the way in which your organization's data is stored in customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), such as Dynamics 365 Sales and Customer Service.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. In the web app, go to Settings (Settings.) > Advanced Settings.

  3. Select Fiscal Year Settings.

  4. Type information in the text boxes.

    • In the Start Date box, select the date to start the fiscal year.

    • In the Fiscal Period Template drop-down list, select how your fiscal year is divided.

    • In the Fiscal Year drop-down list, select how you want to display the fiscal year.

    • In Name Based On drop-down list, select whether the fiscal year name is displayed on the start or end of the fiscal year.

    • In the Fiscal Period drop-down list, select how you want to display the fiscal period.

    • In the Display As drop-down list, select how you want the fiscal year abbreviation and the year to appear.

  5. Select OK.