Work with Fiscal Year Settings

Use this dialog box to set the fiscal year settings for your organization.

Note: Fiscal year settings are used only when setting goals for users with the Salesperson security role. More information: Work with salespeople, Work with Goals

Can I do this task?

Warning

Fiscal year options affect the way in which your organization's data is stored in the Microsoft Dynamics CRM database. Therefore, you can set the fiscal year options only once. You cannot change these settings after you have set them.

In the Navigation Pane, click Settings, click Business Management, and then click Fiscal Year Settings.
You must enter information in the following fields:
1. Start Date
  
  Select the date you want the fiscal year to start.
2. Template
  
  Select the template that describes how your fiscal year is divided.
3. Fiscal Year
  
  Select how you want to display the fiscal year.
4. Named Based On
  
  This setting will determine whether the fiscal year name is displayed based on when the fiscal year starts or when it ends.
5. Fiscal Period
  
  Select the abbreviation you want to display to represent the fiscal period.
6. Display As
  
  Select whether you want a space, no space, a hypen, or a dash between the fiscal year abbreviation and the year.
To save your settings, click OK.