Mandatory Setup in D365 F&O for Finance Modules

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Posted on by SKFinance

Hi,

I am new to D365 F&O, can someone please tell me what are the mandatory config & Setup required for GL,AR,FA and Bank. Thanks

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Rahul Mohta 21,028 on at

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RE: Mandatory Setup in D365 F&O for Finance Modules

each module has several parameters, setups, config.

based on business need need to do a fit gap and then set them up

goal you would have to arrive at and then there are plenty of resources to start setting up the system/module

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SKFinance 5 on at

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RE: Mandatory Setup in D365 F&O for Finance Modules

Thanks Qian.

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Ludwig Reinhard Microsoft Employee on at

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RE: Mandatory Setup in D365 F&O for Finance Modules

Hi KumarSam,

It is not possible to answer your question comprehensively here with some short replies. Please have a look at the MS docs website and the learning and training resources that you can access directly from this forum. This will give you a pretty good idea what you have to setup in each area.

Best regards,

Ludwig

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David Bader on at

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RE: Mandatory Setup in D365 F&O for Finance Modules

Hi KumarSam,

QianQW has provided links out to the documents related to some of the modules within D365 for F&O. If you have found these helpful I encourage you to mark the response. If you have further inquires please let the Community know.

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André Arnaud de Cal... 297,688 Super User 2025 Season 2 on at

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RE: Mandatory Setup in D365 F&O for Finance Modules

Hi Kumar,

Besides mandatory setup, you need to be aware of the features and functions to make the correct setup per customer. I would suggest to read the documentation and do some training. By attending some sources, you will get a better overview and understanding.

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qianwang 7,168 on at

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RE: Mandatory Setup in D365 F&O for Finance Modules

Hi KumarSam，

There are lots of settings in Finance modules, such as account structures, ledger, chart of account and so on.

Here are several learning links for reference. If you want more information, please search in MS official document.

docs.microsoft.com/.../

docs.microsoft.com/.../accounts-payable-overview

docs.microsoft.com/.../

docs.microsoft.com/.../

regards,

QianQW

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