Dynamics 365 Organizational Hierarchies | Legal Entities, Operating Units & Purchasing Policies
Learn to create and configure Organizational Hierarchies in Microsoft Dynamics 365 Finance and Operations apps, including hierarchy purposes, legal entities, operating units, departments, cost centers, business units, procurement internal control, and purchasing policies.
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Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 23 Minutes 33 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides practical training on Organizational Hierarchies in Microsoft Dynamics 365 Finance and Operations apps. You’ll learn how organizational hierarchies represent relationships between legal entities, operating units, departments, cost centers, business units, value streams, and other organizational structures, and how hierarchy purposes support business processes such as procurement policies, internal control, financial reporting, and organization administration.
What You Will Learn
- Understand organizations and Organizational Hierarchies in Microsoft Dynamics 365
- Understand legal entities, operating units, and teams
- Understand departments, cost centers, business units, value streams, and organizational units
- Create and configure an Organizational Hierarchy
- Assign purposes to Organizational Hierarchies
- Understand how multiple hierarchies can represent different views of the business
- Understand Procurement Internal Control hierarchy purposes
- Create and associate Purchasing Policies with organizations
- Understand Purchasing Policy rules and organizational precedence
- Modify and retire Purchasing Policies
- Understand relationships between Legal Entities, Organizational Hierarchies, and business processes
- Build a foundation for multi-company and enterprise Dynamics 365 implementations
Course Overview
This module includes hands-on demonstrations of:
- Creating Organizational Hierarchies
- Adding organizations to a hierarchy
- Assigning Organizational Hierarchy purposes
- Reviewing Legal Entities and operating units within organizational structures
- Working with Procurement Internal Control hierarchy purposes
- Creating and managing Purchasing Policies
- Adding Purchasing Policy rules
- Understanding policy precedence across organizational levels
- Reviewing the relationship between Legal Entities, Number Sequences, and Organizational Hierarchies
- Reviewing organizational configuration used across Dynamics 365 business processes
Outcome
By the end of this course, you’ll understand how to create and configure Organizational Hierarchies in Microsoft Dynamics 365 Finance and Operations apps, assign hierarchy purposes, structure legal entities and operating units, configure Procurement Internal Control, and use Purchasing Policies to support organizational business processes.
