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Dynamics 365 Supply Chain Management

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Jul 7, 2024

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  • Steps to create a new company in Dynamics 365 F&O include logging in to the application, navigating to the "Organization Administration" module, and creating a new legal entity by providing name, company, and country details.
  • To create a customer in the newly created legal entity, log in to Dynamics 365 F&O, navigate to the "Account Receivable" or "Sales and marketing" module, and fill in required fields like customer account, name, type, and group.
  • A warning message may appear when creating a new customer account, indicating that the currency has not been defined for the ledger, which can be resolved by defining the currency in the ledger setup.
  • Overall, Dynamics 365 Finance and Operations offers powerful multi-company capabilities that allow users to effortlessly create new companies and customers within the system.

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