Walkthrough: Standard Assisted Setup of New Company in Dynamics 365 for Financials

As discussed in my previous blog, when you create a new company and use the assisted company setup tool’s Standard Setup option, you get a lot of preconfigured data. This blog walks through using the assisted setup tools and reviews the configurations that are set up automatically.

Keep in mind that Microsoft is updating Dynamics 365 for Financials regularly, so the content of this blog might become dated. I am writing this blog in February 2017 using Dynamics 365 for Financials in North America.

Walkthrough:

  1. Create a new Dynamics 365 for Financials Company using the Enable Assisted Company Setup option (for instructions see How to Set Up a New Company in Dynamics 365 for Financials). I set up the following Company:

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  1. Log into the new company by updating the Company property (found in the My Settings Page), logging out and logging back into Dynamics 365 for Financials.

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  1. There’s not too much to say about the following several steps that can’t be figured out by screenshots, so here’s the sequence of prompts Dynamics 365 for Financials gives and my setups:

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Check out my next blog for an overview of the data that’s automatically configured as a result of the standard assisted setup processes.