Tuesday, April 4, 2023

Legal entity in Dynamics 365 FO | Functional 1

A legal entity is a group or organization that has been officially recognized by the government. It can sign contracts and has to make reports about how well it's doing.


How to create a Legal entity in Dynamics 365 F&O:

Go to organization administration module and open Legal entities as shown in the picture

a new form (Legal entity) will open like below


now click on New button as shown in the picture


A new dialog form will open like below


Fill in the information like below


now click on "ok"

Once the legal entity is created, it will be opened automatically as shown in the below screenshot


Put in the Memo/Description of the organization, Language, Time Zone, etc as shown in the picture below



Now go to address tab and update accordingly

I have added an address for Delivery as shown in the picture below (in the advanced option you can see some hidden settings like tax information, registration id and some more settings)


now coming down to contact information for the entity, click on add and add the details as shown below and click on save, in my case I am saving Telephone and email id (you can make it as primary if required, also in the advanced option you can see some hidden settings)


Also, if we go below and check Dashboard image/ banner, we can set as per our requirement, just click on banner in the 'Dashboard company image type' and then click on change as shown below



Reference: TechTalk365