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Microsoft Dynamics CRM (Archived)

Fiscal year settings in Dynamics 365 and it's change effects

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Posted on by 685

Hi,

I have some questions related to fiscal year settings.

1) If I change fiscal year settings in CRM, what will be the effects of this change in CRM?

2) Will this change affects any data in CRM?

Regards,

Hardik Chauhan

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  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,050 on at
    RE: Fiscal year settings in Dynamics 365 and it's change effects

    Hi

    Fiscal year settings are mostly used in Sales or Marketing or related financial reports in CRM.

    For example, if you use Fiscal year for Sales Goals,  if you change the Fiscal Year start and end date, it would affect your Sales Pipeline / Goal chart

    The changing of the fiscal year may also affect if there are custom reports that use the fiscal periods

    Please see the following for more details on this

    docs.microsoft.com/.../work-fiscal-year-settings

    crmbook.powerobjects.com/.../business-administration

    docs.microsoft.com/.../set-up-business-management-options

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