Planning and Configuring your Chart of Accounts Part 3: Account Structures and Advanced Rules | July 2, 2021


Presenters: 

Rachel Profitt, Senior Program Manager

Eric Pegors, Senior Program Manager

Part 3: Account Structures and Advanced Rules

In part 3 of the series we will focus in on configuring your account structure and advanced rules. We will review examples and recommended practices for using each as well as considerations for sharing versus not sharing. This session will also cover the use of the organization hierarchy with your advanced rules to inherit relationships for your operating units that are financial dimension.

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Download Presentation (pdf)

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See: Dynamics 365 FastTrack TechTalk Series – Planning and Configuring your Chart of Accounts

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ID: DTT003PAL

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