Fiscal Year options can be changed!


Remember prior to Microsoft Dynamics CRM 2011 – the CRM fiscal year setting can only be set once.  The fiscal year settings are use mainly for sales quotas prior to the introduction of Goals Management capabilities in CRM 2011.

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It was a pretty rigid setting and you want to get it right the first time during setup – since trying to change it after the fact is highly impractical.  Granted, the fiscal year for most companies seldom change, but if it does – you can change it now.

In-addition, I always tell folks that besides impacting sales quotas – the fiscal year setting also impacts any “fiscal year” search date operation such as those found in Advanced Find.

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Now that the fiscal year setting is not so rigid – one less thing to worry about getting absolutely correct during the initial Microsoft CRM setup.

 

Frank Lee, CRM MVP since 2006
Workopia, Inc. – the Cloud CRM Specialist

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About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
This entry was posted in CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM and tagged , , . Bookmark the permalink.

One Response to Fiscal Year options can be changed!

  1. Chris says:

    This is fine but I cannot figure out how to set up a 5-4-4 fiscal year. This is something that is easy to do in SalesForce. All I can see is that I can set the start day of the year in MS CRM.

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