Setup step on the Financial dimension configuration for integrating applications page · General ledger
Set up Financial dimension configuration for integrating applications
Used to set up default, ledger, budget register, and budget planning dimension formats for Data Management and the Excel integration.
- Used by
- Accounting manager, Accounting supervisor, Budget manager
- Business process
- Publish journal lines from Excel in Dynamics 365 Finance
- Menu item
DimensionIntegrationConfiguration- Main table
DimensionHierarchy- Data entity
DimensionHierarchyBaseEntity- Setup steps
- 1 on this page
Show what matters for
Everyone
1What it is and why
| What it is | The setup of the data entity integration formats that set the order of financial dimensions when data is imported. |
|---|---|
| What you do here | Used to set up default, ledger, budget register, and budget planning dimension formats for Data Management and the Excel integration. |
| Example | Use a default dimension format when importing the financial dimensions associated with a customer or vendor account. |
Functional consultant · Solution architect
2Where it fits
| Business process | Record financial transactions › Record ledger entries › Publish journal lines from Excel in Dynamics 365 Finance |
|---|---|
| Menu path | General ledger › Chart of accounts › Dimensions › Financial dimension configuration for integrating applications |
| Set up first | — |
| Used next by | — |
| Related pages | Financial reporting setup Microsoft Learn ↗ |
| In this process | — |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Financial dimension configuration for integrating applications1 screen
Used to set up default, ledger, budget register, and budget planning dimension formats for Data Management and the Excel integration.
Screen 1
Set the dimension format for data entities
Go to General ledger > Chart of accounts > Dimensions > Financial dimension configuration for integrating applications, Data entities
- Select Add and enter the name of the dimension format
- Turn on Active for type
- Move MainAccount to SELECTED
- Select Save
1Name of the dimension format BEAT-DEFAULT 2Active for type Yes 3SELECTED MainAccount 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Default dimension format | The dimension order used when importing default dimensions, such as those on a customer or vendor; it has no main account.Microsoft Learn ↗ | — | — |
| Ledger dimension format | The order of main account and dimensions used whenever transactions are imported, such as general journals.Microsoft Learn ↗ | — | — |
| Budget register dimension format | The dimension order used when importing budget and budget control data.Microsoft Learn ↗ | — | — |
| Budget planning dimension format | The dimension order used when importing budget planning data.Microsoft Learn ↗ | — | — |
| Name of the dimension format | — | BEAT-DEFAULT | — |
| Active for type | — | Yes | — |
| SELECTED | — | MainAccount | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Financial dimension configuration for integrating applications | — | — |
Solution architect
5Design impact
| Shared or per company | Shared: the same records are used by every legal entity. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | Formats are global, not per company, and only one format of each type can be active at a time. Imports fail if no format of the needed type exists or if the dimension order is wrong. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | DimensionIntegrationConfiguration Checked in Dynamics 365 |
|---|---|
| Form | DimensionIntegrationConfiguration Checked in Dynamics 365 |
| Table | DimensionHierarchyShown as “Dimension set” in Record infoChecked in Dynamics 365 |
| Data entities | DimensionHierarchyBaseEntityThe DimensionHierarchyBaseEntity is the base entity for all entities based on the DimensionHierarchy table. Microsoft data model ↗DimensionIntegrationFormatEntityFinancial dimension format Microsoft data model ↗FinancialDimensionSetEntityFinancial dimension sets Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain dimension configuration for integrating applications DimIntegrationConfigurationMaintainDutiesMaintain dimensions master DimensionsMaintainMaintain dimension configuration for integrating applications DimIntegrationConfigurationMaintain3 security rolesBudget managerBudgetBudgetManagerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisor |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=DimensionIntegrationConfiguration |
|---|---|
| Integrate with | DimensionHierarchyBaseEntity data entity Microsoft data model ↗ |
| Table definition | DimensionHierarchy columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/fin-ops-core/dev-itpro/financial/financial-dimension-configuration-integration
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/financialdimensions/group/dimensionhierarchy
- learn.microsoft.com/dynamics365/fin-ops-core/dev-itpro/financial/financial-dimension-configuration-integration
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.
GL-COA-120 — Set up Financial dimension configuration for integrating applications. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/GL-COA-120