{"title":"BBCG.02.D365: Configuring A Legal Entity","description":"\u003cp\u003eBefore we start configuring all of the main areas of Microsoft Dynamics 365 like Human Resources, Sales, General Ledger etc. we need to pause for a little bit and configure the parent \u003cb\u003eOrganization\u003c\/b\u003e and \u003cstrong\u003eLegal Entity \u003c\/strong\u003edetails. A lot of the information that we will be configuring here is used throughout the system, and it’s a good idea to get this out of the way before we move on to the real application.\u003c\/p\u003e\n\u003cp\u003eThe following guide will step you through the bare necessities that you will need to configure within the \u003cb\u003eOrganization Administration\u003c\/b\u003e area of Microsoft Dynamics so the rest of your journey through the application is smooth sailing.\u003c\/p\u003e","products":[{"product_id":"bbcg-02-d365-1-d-configuring-an-legal-entity-within-dynamics-365-for-operations-digital","title":"BBCG.02.D365.1.PDF: Configuring an Organization within Dynamics 365 for Operations (Digital)","description":"\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eBefore we start configuring all of the main areas of Microsoft Dynamics 365 like Human Resources, Sales, General Ledger etc. we need to pause for a little bit and configure the parent \u003cb style=\"box-sizing: border-box; font-weight: bold;\"\u003eOrganization\u003c\/b\u003e and \u003cstrong style=\"box-sizing: border-box; font-weight: bold;\"\u003eLegal Entity \u003c\/strong\u003edetails. A lot of the information that we will be configuring here is used throughout the system, and it’s a good idea to get this out of the way before we move on to the real application.\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eThe following guide will step you through the bare necessities that you will need to configure within the \u003cb style=\"box-sizing: border-box; font-weight: bold;\"\u003eOrganization Administration\u003c\/b\u003e area of Microsoft Dynamics so the rest of your journey through the application is smooth sailing.\u003c\/p\u003e\n\u003cp\u003eModules Included\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eModule 1: \u003cspan style=\"display: inline !important; float: none; background-color: transparent; color: #585858; font-family: Arial,'Helvetica Neue',Helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\"\u003eCreating A New Legal Entity\u003c\/span\u003e\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring the Organizational Settings\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eModule 3: \u003c\/strong\u003eConfiguring Your Legal Entity\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eSeries:\u003c\/b\u003e Dynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp\u003e\u003cstrong style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eGuide:\u003c\/strong\u003e Configuring a Legal Entity within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp\u003e\u003cb style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eLanguage:\u003c\/b\u003e English\u003c\/p\u003e\n\u003cp\u003e\u003cb style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eProduct Dimensions: \u003c\/b\u003e 8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":28480049217,"sku":"BBCG.02.D365.1.PDF","price":14.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_ab37ed57-6de0-489d-b17e-01f768c5aa97.png?v=1547329978"},{"product_id":"bbcg-02-01-d365-2-pdf-configuring-an-organization-within-dynamics-365-finance-second-edition-module-1-configuring-a-new-company-digital","title":"BBCG.02.01.D365.2.PDF: Configuring an Organization within Dynamics 365 Finance (Second Edition)- Module 1: Configuring a new Company (Digital)","description":"\u003cp\u003eOnce you have a new blank system, you will want to configure some of the system settings so that you get the best experience.  This includes configuring some of the system parameters, users, and also linking in some of the other areas that you may want to take advantage of.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCreating A New Legal Entity\u003c\/li\u003e\n\u003cli\u003eSwitching To Your New Legal Entity\u003c\/li\u003e\n\u003cli\u003eChanging The Default Company For The User\u003c\/li\u003e\n\u003cli\u003eConfigure The Default Document Types Storage Locations\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring an Organization within Dynamics 365 Finance \u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule:\u003c\/strong\u003e 1 - Configuring a new Company\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital: \u003c\/b\u003e59 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (July 16, 2020)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":35101004398753,"sku":"BBCG.02.01.D365.2.PDF","price":2.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_efc54fba-7516-4b88-b54b-a2716b2b8c35.png?v=1594899700"},{"product_id":"bbcg-02-02-d365-2-pdf-configuring-an-organization-within-dynamics-365-finance-second-edition-module-2-configuring-the-organizational-settings-digital","title":"BBCG.02.02.D365.2.PDF: Configuring an Organization within Dynamics 365 Finance (Second Edition) - Module 2: Configuring the Organizational Settings (Digital)","description":"\u003cp\u003eNow that we have created our organization, it is time to move on, and the next step in the process is to start configuring the organizational settings.  There are a few additional configuration steps to the Organizations codes and controls that you will want to do before continuing to the rest of the system.  These will be global configurations that help all the other modules work smoothly.\u003c\/p\u003e\n\u003cp\u003eIn this module, we will step through what you need to do.\u003c\/p\u003e\n\u003cdiv\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/div\u003e\n\u003cul\u003e\n\u003cli\u003eInitialize the Organizations Number Sequences\u003c\/li\u003e\n\u003cli\u003eImporting Address Zip Code, City, State \u0026amp; County Components\u003c\/li\u003e\n\u003cli\u003eConfiguring The Global Address Book Properties\u003c\/li\u003e\n\u003cli\u003eConfiguring Default Address Books\u003c\/li\u003e\n\u003cli\u003eConfigure Working Time Templates\u003c\/li\u003e\n\u003cli\u003eConfiguring Your Organizational Calendar\u003c\/li\u003e\n\u003cli\u003eCreating A Default Email Template\u003c\/li\u003e\n\u003cli\u003eConfiguring Your Default Workflow Parameters\u003c\/li\u003e\n\u003cli\u003eCreating A New Worker Record\u003c\/li\u003e\n\u003cli\u003eAssociating Users With Workers\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring an Organization within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule:\u003c\/strong\u003e 2 - Configuring the Organizational Settings\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital: \u003c\/b\u003e258 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (August 23, 2020)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":35832918540449,"sku":"BBCG.02.02.D365.2.PDF","price":14.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_6ad97bb4-7d75-437c-839e-0ed876ba4419.png?v=1598187730"},{"product_id":"bbcg-02-03-d365-2-pdf-configuring-an-organization-within-dynamics-365-finance-second-edition-module-3-configuring-the-legal-entity-digital","title":"BBCG.02.03.D365.2.PDF: Configuring an Organization within Dynamics 365 Finance (Second Edition) - Module 3: Configuring the Legal Entity (Digital)","description":"\u003cp\u003eNow that we have all the plumbing configured for the organization, it is time to make a couple of tweaks to the default Legal Entity that was created to add a little more detail.\u003c\/p\u003e\n\u003cp\u003eIn this module, we will show some of the initial personalization of the Legal Entity.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eUpdating the Legal Entity Address details\u003c\/li\u003e\n\u003cli\u003eAdding logos to the Legal Entity documents\u003c\/li\u003e\n\u003cli\u003eAdding custom Banners and Logos to the default workspace\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring an Organization within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule:\u003c\/strong\u003e 3 - Configuring the Legal Entity\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital: \u003c\/b\u003e47 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (August 30, 2020)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":35945095561377,"sku":"BBCG.02.03.D365.2.PDF","price":2.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_3fda4138-662e-4766-83cc-f272105e358f.png?v=1598791744"},{"product_id":"bbcg-02-d365-5-pdf-configuring-an-organization-within-dynamics-365-erp-fifth-edition-copy","title":"BBCG.02.D365.5.PDF: Configuring an Organization within Dynamics 365 ERP (Fifth Edition)","description":"\u003cp class=\"MsoNormal\"\u003eBefore a single transaction can be posted, a product stocked, or an invoice sent, every implementation of Dynamics 365 must begin with one fundamental question: who are we? For the Waterdeep Trading Company, the answer starts here, in the organizational configuration that defines the company's identity, structure, and regional presence across the Realms.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eConfiguring an organization is the true starting point of any ERP deployment. It establishes the legal entity that owns every ledger entry, the address framework that routes every shipment, the calendars that govern every deadline, and the number sequences that give every transaction a unique, traceable identity. Greta Ironfist understands that without these foundations in place, no module downstream—finance, supply chain, HR, or otherwise—can function reliably. This is where we lay the cornerstones of our system, and every decision we make here ripples through every configuration that follows. Let us begin building the Waterdeep Trading Company from the ground up.\u003c\/p\u003e\n\u003cp class=\"GuideSubheading\"\u003e\u003cstrong\u003eWhat You Will Learn in This Guide\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eConfiguring Legal Entities: \u003c\/strong\u003ePersonalize the default legal entity for the Waterdeep Trading Company by configuring its primary address, operational locations, report logos, and workspace banners. These settings shape how the system presents, routes, and processes documents across every module.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eOrganizational Settings: \u003c\/strong\u003eEstablish the system-wide foundations that unify all operations: calendars, address books, email templates, document storage, and number sequences. These global settings ensure that time, communication, and data are managed with consistency across every department and realm.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eLegal Entities: \u003c\/strong\u003eCreate a new legal entity from scratch, set its regional defaults for language and time zone, switch the working session to the new company, and configure it as the default for users. These steps breathe life into the Waterdeep Trading Company within Dynamics 365.\u003c\/p\u003e\n\u003cp class=\"GuideSubheadingItem\"\u003e\u003cstrong\u003eFaerûn Address Localizations: \u003c\/strong\u003e\u003cspan style=\"font-size: 1.0pt; mso-bidi-font-size: 11.0pt; color: white; display: none; mso-hide: all;\"\u003e\u003c\/span\u003eBuild a fully localized address framework for Faerûn, introducing the realm as a country\/region code, defining its provinces, cities, districts, and postal codes. This ensures that every address in the system mirrors Faerûn's political and cultural geography, from Castle Ward in Waterdeep to the City of Brass.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eBy completing these labs, we will have established the organizational identity, regional framework, and system-wide foundations that every future configuration depends upon. The Waterdeep Trading Company will exist not just as a name, but as a fully realized entity within Dynamics 365, ready to trade across the Realms.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eAdvanced Dungeons \u0026amp; Dynamics 365 Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring an Organization within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital: \u003c\/b\u003e99 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eFifth\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (March 2026)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Blind Squirrel Publishing","offers":[{"title":"Default Title","offer_id":47179964973234,"sku":"BBCG.02.D365.5.PDF","price":14.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/BBCG.02.D365.5Organization_Page_01.png?v=1773356103"}],"url":"https:\/\/www.blindsquirrelpublishing.com\/collections\/bbcg-02-d365-configuring-a-legal-entity\/edition_fifth-edition.oembed","provider":"Blind Squirrel Publishing","version":"1.0","type":"link"}