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BBCG.D365.5.PDF: Configuring Dynamics 365 ERP (Fifth Edition)

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The Waterdeep Trading Company is one of the most recognized names in commerce across the Sword Coast.

Founded by Greta Ironfist, a merchant with sharp instincts and a deep respect for honest trade, the company began as a single stall near the harbor gates of Waterdeep.

Over time, that stall grew into a full storefront, then a warehouse, then several storage yards, and finally into a key supplier for adventurers across Faerûn. From rope and rations to arcane tools and specialty gear, the company keeps travelers and guilds supplied as they set out toward ruins, peaks, libraries, and crossroads.

Growth has always been part of the company’s story, but over the last few years, it has scaled up. Caravans now arrive daily. Shipments come from distant cities. Buyers crowd the counters each morning, and trade continues late into the evening. With this surge in activity came new pressure on the company’s internal work. Inventory numbers no longer matched notes scribbled on parchment. Orders overlapped. Goods moved faster than the team could track them. Even with skilled clerks and enchanted aids, the old ways could not keep up.

Greta understood that this strain was not a passing issue. The company had reached a point where transparent processes, strong reporting, and dependable recordkeeping were no longer optional. They served as the basis for plans. To maintain the company’s standards and support its staff, she committed to a full shift into Microsoft Dynamics 365 Finance & Supply Chain Management.

This marked the beginning of the Advanced Dungeons & Dynamics 365 chronicles, a training series built around real configuration steps shown through the work of the Waterdeep Trading Company.

The Bare Bones Configuration Guides grew from this effort. They form a complete set of instructional materials that support anyone learning the system, from new consultants to long-time users who want a clearer view of how a full setup comes together.

These guides follow the team through each stage of the system. Early volumes explain how the company defined its Chart of Accounts, managed core financial data, and established controls to ensure clean entries. Later volumes show how inventory is structured, how products move between sites, how posting behavior is shaped, and how the system supports daily activity without added confusion. Every step is shown through the lens of the company’s real work. This gives context to each task and shows how configuration choices support the work of clerks, treasurers, planners, and leaders.

The guides remain simple on purpose. They approach each feature with steady pacing and plain explanations. While the company’s setting includes magic, guilds, and an adventuring culture, the teaching stays grounded in functional ERP work. This blend keeps the content engaging while giving readers the clarity they need to build and support their own systems.

As we explore the Bare Bones Configuration Guides, we will follow the same steps the company took as it built a strong, reliable foundation for trade across Faerûn. Every chapter builds on the work before it. Every setup choice supports the next stage of the company’s plans. Our own progress will follow this same steady rise.

There are currently 21 Modules in the series. Each guide can stand alone as a reference for its specific module, or you can work through the full set as a comprehensive training path—perfect for new users learning how to build and understand a Dynamics 365 system from scratch.

Guides in the Series:

  • Guide 2: Configuring an Organization
  • Guide 3: Configuring the General Ledger
  • Guide 4: Configuring Cash and Bank Management
  • Guide 5: Configuring Accounts Receivable
  • Guide 6: Configuring Accounts Payable
  • Guide 7: Configuring Product Information Management
  • Guide 8: Configuring Inventory Management
  • Guide 9: Configuring Procurement & Sourcing
  • Guide 10: Configuring Sales Order Management
  • Guide 11: Configuring Human Resources
  • Guide 12: Configuring Project Management & Accounting
  • Guide 13: Configuring Production Control
  • Guide 14: Configuring Sales & Marketing
  • Guide 15: Configuring Service Management
  • Guide 16: Configuring Transportation Management
  • Guide 17: Configuring Planning and Forecasting (Play Testing)
  • Guide 18: Configuring Warehouse Management
  • Guide 19: Configuring Asset Management
  • Guide 20: Configuring Budgeting (Play Testing)
  • Guide 21: Configuring Fixed Assets (Play Testing)

Browse all the volumes, see what’s covered, and download resources to help you get the most out of Microsoft Dynamics 365 ERP. 

Welcome to Advanced Dungeons & Dynamics 365. Let the adventure begin.

 

Series: Advanced Dungeons & Dynamics 365 Bare Bones Configuration Guides
Author: Murray Fife
Edition: Fifth
Publisher: Blind Squirrel Publishing (March 2026)
Language: English
Product Dimensions:  8.5 x 11 inches

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