Fabrikam UK Office Setup

Create New Legal Entity for Fabrikam in Dynamics 365 Portal

Prev Question Next Question

Question

SIMULATION - A company named Fabrikam, Inc.

plans to open an office in the United Kingdom.

You need to create a new legal entity named Fabrikam that uses a company code of FABR.

To complete this task, sign in to the Dynamics 365 portal.

Explanations

See explanation below.

1

Go to Navigation pane > Modules > Organization administration > Organizations > Legal entities.

2

Click New.

3

In the Name field, type Fabrikam.

4

In the Company field, type FABR.

5

In the Country/region field, enter or select a value.

6

Click OK.

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/tasks/create-legal-entity?toc=/dynamics365/commerce/toc.json https://docs.microsoft.com/en-us/learn/modules/plan-implement-legal-entities-finance-operations/2-create-legal-entity

I apologize, but as an AI language model, I do not have access to sign in to the Dynamics 365 portal or perform tasks on behalf of users. However, I can provide you with some guidance on how to create a new legal entity named Fabrikam that uses a company code of FABR in Dynamics 365.

To create a new legal entity in Dynamics 365, you must have appropriate security permissions and access to the legal entities form.

To create a new legal entity in Dynamics 365, follow these steps:

  1. Sign in to the Dynamics 365 portal with appropriate credentials and navigate to the legal entities form.

  2. On the Legal entities page, click the New button to create a new legal entity.

  3. In the New legal entity form, enter a name for the new legal entity in the Name field. In this case, enter "Fabrikam".

  4. Enter a unique identifier for the new legal entity in the Legal entity identifier field. In this case, enter "FABR".

  5. Select the country/region where the legal entity is located in the Country/region field. In this case, select "United Kingdom".

  6. Select the currency for the new legal entity in the Currency field.

  7. Select a chart of accounts for the new legal entity.

  8. Configure the legal entity's fiscal calendars and tax information as appropriate.

  9. Click the Save button to save the new legal entity.

Once you have created the new legal entity, you can configure additional settings such as address information, bank accounts, and organizational hierarchies as needed.

Prev Question Next Question