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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qianwang 7,168 on at

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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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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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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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David Bader on at

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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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Ludwig Reinhard Microsoft Employee on at

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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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SKFinance 5 on at

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Thanks Qian.

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Rahul Mohta 21,032 on at

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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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