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Waterdeep Trading Company Project - Module 2: Configuring the Localizations for Dynamics 365

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Dynamics Companions BARE BONES CONFIGURATION GUIDES

WATERDEEP TRADING COMPANY PROJECT

Waterdeep Trading Company Project MODULE 1: Configuring the Localizations for Faerûn

TABLE OF CONTENTS Preface ......................................................................................................2 Introduction ..............................................................................................3 Configuring the Faerûn Address Details....................................................4 Configuring the Faerûn country code .......................................................6 Opening the Address Setup form ..............................................................7 Adding a new Faerûn country code ....................................................... 10

MODULE 2

Adding the Faerûn realms ...................................................................... 18

Configuring the Localizations for Faerûn

Adding the Faerûn cities......................................................................... 50 Review .................................................................................................... 61 Summary ................................................................................................ 62 Configuring the Faerûn currencies ......................................................... 63 Configuring the Faerûn Currency ISO Codes .......................................... 64

Faerûn has several local nuances that we will need to support in order to get everything up and running smoothly for the Waterdeep Trading Company, including address information for the region, and the tracking of the Faerûn currencies of gold, silver, copper, electrum and platinum denominations. Not to mention the numerous local languages that need to be supported. Unfortunately, Faerûn is not one of the officially supported regions for Dynamics 365 for Finance and Operations. Although we have submitted numerous support requests for a localization pack to be officially delivered for Faerûn since we think that it is an up and coming marketplace, we have not seen any official roadmaps where this is a planned deliverable. www.dynamicscompanions.com Dynamics Companions

Opening the ISO Currency Codes maintenance form ............................ 65 Adding the Faerûn Currency ISO Codes ................................................. 68 Review .................................................................................................... 91 Configuring the Faerûn Currencies Codes.............................................. 92 Opening the Currencies maintenance form ........................................... 93 Adding the Faerûn Currencies ................................................................ 96 Review .................................................................................................. 119 Configuring the Faerûn Exchange Rate Type ....................................... 120 Opening the Exchange Rates types form ............................................. 122 Adding the Faerûn Exchange Rate Type............................................... 125 Review .................................................................................................. 129 Configuring the Faerûn Currency Conversion Rates ............................ 130 Opening the Currency Conversion Rates maintenance form .............. 131 Switching to the Faerûn Exchange Rate ............................................... 134 Adding the Faerûn Currency Exchange Rates ...................................... 137 Review .................................................................................................. 194 www.blindsquirrelpublishing.com

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Dynamics Companions Waterdeep Trading Company Project

Advanced Dungeons and Dynamics 365 Implementation Guide Configuring the Localizations for Faerûn

Preface I have been reviving an old project that started a while ago and has started up a new project blog to track the progress. Being a lifelong fan of Dungeons & Dragons, with the unfortunate problem that I cannot find anyone to play with I have decided to create a test implementation Dynamics 365 in the AD&D format just to see how it would work and if I can find some creative ways to use Dynamics 365 and chose to implement the Waterdeep Trading Company as an example where I can track their many legal (and not so legal) entities within Faerûn.

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Dynamics Companions Waterdeep Trading Company Project

Advanced Dungeons and Dynamics 365 Implementation Guide Configuring the Localizations for Faerûn

Introduction Faerûn has several local nuances that we will need to support in order to get everything up and running smoothly for the Waterdeep Trading Company, including address information for the region, and the tracking of the Faerûn currencies of gold, silver, copper, electrum and platinum denominations. Not to mention the numerous local languages that need to be supported. Unfortunately, Faerûn is not one of the officially supported regions for Dynamics 365 for Finance and Operations. Although we have submitted numerous support requests for a localization pack to be officially delivered for Faerûn since we think that it is an up and coming marketplace, we have not seen any official roadmaps where this is a planned deliverable. Don’t worry though; we will show you how to set up the required localizations yourself so that we don’t have to wait for the localization packs to be developed and delivered with the standard product.

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Dynamics Companions Waterdeep Trading Company Project

Advanced Dungeons and Dynamics 365 Implementation Guide Configuring the Localizations for Faerûn

Configuring the Faerûn country code To get things moving, the minimum address information that we will need to set up is the country code for Faerûn. So let’s start setting up the country information within Dynamics 365.

Topics Covered •

Opening the Address Setup form

Adding a new Faerûn country code

Adding the Faerûn realms

Adding the Faerûn cities

Review

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Dynamics Companions Waterdeep Trading Company Project

Advanced Dungeons and Dynamics 365 Implementation Guide Configuring the Localizations for Faerûn

Opening the Address Setup form To add a new Country code to Dynamics 365 we will need to add it within the Address setup in the system. In order to do this, we will need to access the Address setup form within the system.

How to do it… Step 1: Open the Address setup form through the menu search

Type in address into the menu search and select Address setup.

We can find the Address setup form is through the menu search feature.

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Dynamics Companions Waterdeep Trading Company Project

Advanced Dungeons and Dynamics 365 Implementation Guide Configuring the Localizations for Faerûn

Opening the Address Setup form How to do it…

Step 1: Open the Address setup form through the menu search We can find the Address setup form is through the menu search feature. We can do this by clicking on the search icon in the header of the form (or by pressing ALT+G) and then type in the address into the search box. Then you will be able to select the Address setup form from the dropdown list.

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Dynamics Companions Waterdeep Trading Company Project

Advanced Dungeons and Dynamics 365 Implementation Guide Configuring the Localizations for Faerûn

Opening the Address Setup form How to do it…

Step 1: Open the Address setup form through the menu search This will open the Address setup form where we will see that we will be able to maintain our address components.

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