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Level 3 · 90.10.040.000 · July 2026 catalog

Develop chart of accounts strategy

13 setup steps in this process and the ones under it. Applies to Dynamics 365 Finance and Dynamics 365 Supply Chain Management.

Microsoft business process catalog July 2026
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Setup steps in this process

GL-COA-010
Set up Main accountsMaster data · General ledger > Chart of accounts > Accounts > Main accounts
GL-COA-020
Set up Chart of accountsMaster data · General ledger > Chart of accounts > Accounts > Chart of accounts
GL-COA-040
Set up Main account templatesMaster data · General ledger > Chart of accounts > Accounts > Main account templates
GL-COA-050
Set up Ledger account aliasMaster data · General ledger > Chart of accounts > Accounts > Ledger account alias
GL-COA-080
Set up Balance control accountsMaster data · General ledger > Chart of accounts > Accounts > Balance control accounts
GL-COA-090
Set up Treasurer's fund accountsMaster data · General ledger > Chart of accounts > Accounts > Treasurer's fund accounts
GL-COA-100
Set up Financial dimensionsMaster data · General ledger > Chart of accounts > Dimensions > Financial dimensions
GL-COA-140
Set up Associate financial hierarchiesMaster data · General ledger > Chart of accounts > Dimensions > Associate financial hierarchies
GL-COA-150
Set up Derived financial hierarchiesMaster data · General ledger > Chart of accounts > Dimensions > Derived financial hierarchies
GL-COA-160
Set up Configure account structuresMaster data · General ledger > Chart of accounts > Structures > Configure account structures
GL-COA-170
Set up Advanced rule structuresMaster data · General ledger > Chart of accounts > Structures > Advanced rule structures

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