Dynamics 365 Sales | Ep 6 | Territories, Auto Numbering, Business Closure, Fiscal Year, Currency

Welcome to my latest Dynamics 365 Sales tutorial! In this video, I'll guide you through essential settings that help you customize and optimize your sales environment. We’ll cover everything you need to know about managing Territories, Auto Numbering, Business Closures, Fiscal Year settings, and Currency configuration.

🌍 Territories: Learn how to set up and manage sales territories to organize your sales team geographically or by other criteria, ensuring efficient territory management and better sales performance.

🔢 Auto Numbering: Discover how to configure auto numbering for records like quote, order, and invoice to maintain a systematic and unique identifier for each record, simplifying tracking and management.

🏢 Business Closures: Find out how to schedule business closures and holidays in Dynamics 365 Sales to ensure accurate scheduling and planning, preventing any interruptions in your sales activities.

📅 Fiscal Year: Understand how to set up your fiscal year settings to align with your organization's financial reporting periods, ensuring accurate and consistent reporting and forecasting.

💱 Currency: Explore how to configure multiple currencies in Dynamics 365 Sales, allowing you to manage transactions and records in different currencies, essential for businesses operating globally.

[vellalalinganagarjunareddy]

When the currency is changed from INR to Dollar, existing records didn't get update. They are still showing in rupees.