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Change the Fiscal Year?

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Posted on by DarSwartz

I am using Dynamics 365 for Customer Engagement online. The system currently has a Fiscal Year that runs from 1-May through 30-April, but I need to change this to align to the calendar year of 1-Jan through 31-December. How/where can this change be made and what must be taken into consideration within the system in making this change?

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LuHao 40,876 on at

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RE: Change the Fiscal Year?

Hi DarSwartz,

Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

Go to Settings > Business Management.

Click Fiscal Year Settings.

Type information in the text boxes.

In the Start Date box, select the date to start the fiscal year.

In the Fiscal Period Template drop-down list, select how your fiscal year is divided.

In the Fiscal Year drop-down list, select how you want to display the fiscal year.

In Name Based On drop-down list, select whether the fiscal year name is displayed on the start or end of the fiscal year.

In the Fiscal Period drop-down list, select how you want to display the fiscal period.

In the Display As drop-down list, select how you want the fiscal year abbreviation and the year to appear.

Click OK.
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ng5356 165 on at

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RE: Change the Fiscal Year?

You can change the same via Settings -> Business Management -> Fiscal Year Settings.
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Susana Carneiro on at

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RE: Change the Fiscal Year?

Hello,

Please refer to docs.microsoft.com/.../work-fiscal-year-settings.

Here you will have more details how to work with fiscal year settings.

Hope this helps.