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ReportHello,
I am trying to transition from Quickbooks Online to D365 for Financials to be consistent with our brand new implementation of D365 CRM. I have run into a number of issues, and hoping someone can guide me through this initial setup.
"Out of the box", the company listed is "Cronus Inc."
I typed in "Assisted Setup" and started working through the list of items.
When I got to "Migrate Business Data" it failed, and stated "Transactions have already been entered. In order to use the wizard, you will need to create a new company to migrate your data."
I thought, fair enough, I'll set up a new company. Googled how to do that.
It was suggested:
1) Go to Setting Icon
2) Go to "My Settings"
3) Click the > beside "Company"
4)Click Create New Company
I followed this process, and received an error stating that I do not have permission to create a new company.
Since then I have checked out the "Companies" record table, and there are two entries.
"My Company" is listed as having "Missing Permissions" in Setup Status.
It's a bit frustrating as I am a Global Administrator in O365, and listed as a "Business Manager" in D365 for Financials. We are a small com
pany and no one else has access to this system.
Any advice would be greatly appreciated.
Thanks.
Justin Todd
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