Set up financial dimensions in Dynamics 365 Finance

Intermediate
Functional Consultant
Business User
Dynamics 365
Finance

Financial dimensions play an important role in Dynamics 365 Finance. They serve as key identifiers that provide granularity and flexibility in tracking and analyzing financial data within your organization.

Learning objectives

This module explains the following concepts:

  • Importance of financial dimensions
  • Financial dimension setup
  • Creation of custom and entity-backed financial dimensions
  • Default dimension values
  • Analysis of derived dimensions
  • How to set up financial dimension templates and sets

Prerequisites

  • Basic understanding of finance and accounting processes
  • Ability to use Dynamics 365 Finance for basic processing
  • General knowledge of basic navigation in Dynamics 365 Finance