Financial Period Close and resources - How to setup it up for a group of people

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Posted on by KK-29041429-0

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Hello!

I would like to know if it would be possilbe to setup a /virtual group/ as a resource in D365 and not have to assigen a singel user as a resource?

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Judy Microsoft Employee on at

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Hi, please refer to the MS document regarding how to set up the Financial Period Close and resources for a group of people.

Financial period close workspace - Finance | Dynamics 365 | Microsoft Learn

Hope it helps.

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KK-29041429-0 221 on at

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In the response below there is a link in which there is no answer to my question.

I would like to know if there exist any way of setting a group of people (perhaps to make a virtual person or similar) so that the tasks can be assigned to the group and not to an individual

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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I don't believe there is a way to do this. The resource has to be a user, not a User group. You might investigate a customization to meet your needs.

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BillurSamdancioglu 20,430 Most Valuable Professional on at

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Hi,

No this is not OOB functiionality. You may create a Idea for that purpose to be aveluated.

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