web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Financial dimensions: ...
Finance | Project Operations, Human Resources, ...
Answered

Financial dimensions: how to change the source

(0) ShareShare
ReportReport
Posted on by Kseniya 55

Hi everyone!

I've encountered a problem of changing the financial dimensions' data source. We are implementing D365 step by step and right now we don't have all the tables that are going to be used as a source of dimensions' values.

The question is: can I create a custom financial dimension, use it for a while and eventually create a new table (or, let's say, decide to use the existing one - it doesn't matter) and change the type of this financial dimension by choosing "use values from"?

I would be very grateful to you for any tip!

I have the same question (0)
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

    Hi Kseniya,

    You should take it to consideration that, you cannot change an active financial dimension from < Custom dimension >to entity-backed dimensions.

    Please check Microsoft docs for more info: docs.microsoft.com/.../financial-dimensions

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,915 Super User 2025 Season 2 on at

    Hi Kseniya,

    This is not supported. In case of custom dimension values, the record ID references for the values are different compared to record ID references in case of an entity backed dimension.

    You can only create a new dimension and replace the old one by changing setup in dimensions and account structures.

  • Verified answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Moderator on at

    Hi,

    This is not supported.

    You can do one thing, once you get source create new dimension and use that and deactivate other on which is custom dimension.

    Change accounting structure to new one where ever it was mapped.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Kseniya,

    If you start with a financial dimension A, create postings and want to change the dimension then you can create a new one (financial dimension B), add it to your account structures and continue working. All what has been posted to financial dimension A would have to be subsequently transferred to dimension B by means of correction/adjustment vouchers that you record.

    Best regards,

    Ludwig

  • MBonnet Profile Picture
    MBonnet 5 on at

    Hello, could you tell me , which option had you realized ?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 664 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 522 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 303 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans