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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Glossary for D365 Term...
Finance | Project Operations, Human Resources, ...
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Glossary for D365 Terms for Finance and Operations

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Posted on by kiwidon 7

Hello All

my company is beginning the process of integrating D365. A need has been identified for Glossary of terms for Finance and Operations. 

I've checked the resources section here and do not see anything like this. Does anyone know of anything either with MS or external that might be useful?

The only glossary in depth glossary I've found is for Dynamics AX, which is obviously now 10 years out of date and for the previous product.

Any help greatly appreciated

Thx

Donald

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

    Hi Donald,

    Can you explain what exactly you are looking for? Can you share the example you found for Dynamics AX, so I would understand your question?

  • kiwidon Profile Picture
    kiwidon 7 on at

    Hi Andre

    thanks for the quick response. We are really trying to find a general glossary of terms related to Finance and Operations in D365, which we can then use in comparison with our staff's current understanding of F&O words and terms. As we've been going through the discover phase, it is clear that different people understand the terms used in D365 differently. So ideally, we'd be able to create something to perhaps compare with, or direct staff to, as part of their training and ongoing support.

    The AX link I found is here learn.microsoft.com/.../microsoft-dynamics-ax-glossary

    on first glance it contains much terminology from AX, including finance. I understand that AX is the predecessor or D365? If so, I wondered whether there was an updated version of this, or whether this is glossary is relevant to D365 and if it is, whether we might be able to utilise it.

    I hope I've been clearer ;)

    Best wishes

    Donald

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

    Hi Donald,

    Thanks for sharing. I was not aware of this glossary. AX is indeed the predecessor of Dynamics 365 Finance and Operations. The glossary is applicable to Dynamics 365. Not sure if some terms might miss. For sure, you can use this as a base to get started.

  • kiwidon Profile Picture
    kiwidon 7 on at

    Hi Andre

    thanks for this info. Having a look through I agree it is a good starting point which we can pull from.

    Thanks Again for your help

    Best wishes

    Donald

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