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Finance | Project Operations, Human Resources, ...
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Setting up a new legal entity

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Posted on by 17

Hi, 

Please can someone kindly point me in the direction of comprehensive instructions/guidelines for setting up a new legal trading entity in D365.

Thanks

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  • huijij Profile Picture
    19,811 on at

    Hi BInnes,

    Please go through the MS document for Setting up a new legal:

    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/tasks/create-legal-entity

    regards

  • Suggested answer
    Sheela Ningappa Profile Picture
    on at

    Hi,

    Please refer the below link:

    docs.microsoft.com/.../create-legal-entity

    Thanks,

    Sheela

  • BInnes Profile Picture
    17 on at

    Thank you. I had seen this and will following these instructions this morning,

    Can you confirm will this get me to a position where I will be ready to migrate in stock, payables, fixed assets, receivables subledgers along with an opening TB and then start raising PO's, issuing stock etc or is there further set up needed?

    Thanks

  • André Arnaud de Calavon Profile Picture
    301,035 Super User 2025 Season 2 on at

    Hi binnes,

    No, the link is only showing how to create a new legal entity. You also need to do more setup like chart of accounts, account structures, number sequences, journal names, ledger and many, many more. There is no guide as the setup of all required parameters and reference tables depends on your business and required reporting.

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