Here’s how you can set Fiscal Year settings in your Dynamics 365 CRM environment for viewing correct Sales data.
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Fiscal Year Settings in Dynamics 365 CRM
You or your customers might be in different geographies which need their Sales cycle to follow their respective Fiscal Year (or Financial Year). Here’s how you setup Fiscal Year settings in your Dynamics 365 Sales CRM and how you can see data accordingly – Promoting use of Power Platform Admin Center, here’s how you can set your Fiscal Year settings from PPAC – Once you click OK, the Fiscal Year will be considered from 1st April.
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